Knowledge Base
Video Library
Still Need Help?
Getting Started With Casebook
Getting Started With Casebook
Casebook Overview
Getting Started for New Users
Services in Casebook
Notes
Admin
Casebook Security
Roles and Permissions
User Management
Notifications
Data
Field Configuration
Dynamic Fields
Forms
Workflows
Integrations (External Applications)
Implementation & Adoption
People
Intake
Engage
Text Messages
Configuration
Notes
Track
Access
Reporting
Overview
Datasets
Dashboards
Pre-built Reports
Custom Reports
Data Visualizations
Filters
Calculated Fields
Other
Program Area Specific
VOCA Reporting
Customer Support
Getting Unstuck
Account Management
Product Release Notes
2023
2022
2021
2020
2024
Frequently Asked Questions
Global
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
Casebook Notes
cb Admin
cb Track
cb Reporting
cb Access
Program Specific
Audit Logs
SSO
Permissions
Services
Back to home
Knowledge Base
Getting Started With Casebook
Getting Started With Casebook
Casebook Overview
Getting Started for New Users
Services in Casebook
Notes
Admin
Casebook Security
Roles and Permissions
User Management
Notifications
Data
Field Configuration
Dynamic Fields
Forms
Workflows
Integrations (External Applications)
Implementation & Adoption
People
Intake
Engage
Text Messages
Configuration
Notes
Track
Access
Reporting
Overview
Datasets
Dashboards
Pre-built Reports
Custom Reports
Data Visualizations
Filters
Calculated Fields
Other
Program Area Specific
VOCA Reporting
Customer Support
Getting Unstuck
Account Management
Product Release Notes
2023
2022
2021
2020
2024
Frequently Asked Questions
Global
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
Casebook Notes
cb Admin
cb Track
cb Reporting
cb Access
Program Specific
Audit Logs
SSO
Permissions
Services
Getting Started With Casebook
Everything you need to know to get started and get to work in Casebook.
Casebook Overview
Casebook for Human Services Organizations
What is the Casebook Platform?
Glossary
Casebook is People-Centric
Main Navigation Menu
Home Dashboard
Icon List
Recommended Web Browsers to Access Casebook
What Characters Does Casebook Accept?
Casebook's Global Search
Search Overview
See more
Getting Started for New Users
First Time Logging In
Setting Up Your User Profile
Understanding Your Actions in Casebook
Casebook Security: Multi-Factor Authentication
Logging into Casebook with Single Sing On
Dictation in Casebook
Syncing Your Calendar
Viewing Your Calendar
Schedule Meetings on Your Calendar
Email Into a Record
Starting and Completing a Workflow on a Record
Filling Out and Completing a Form on a Record
Create, View, and Manage Notes
Printing Notes From Casebook
Attachments
Communications: Email
Intake, Engage, & Track: Tasks
Your Goals, Your Way: Navigating Casebook's Field Customization in Intake
System Requirements for Casebook
See more
Services in Casebook
Documenting Service Delivery Information in Casebook
Enrolling a Client into a Service
Casebook Service Notes
Group or Bulk Service Notes
Service Rostering in Casebook
Bulk Service Enrollments
See more
Notes
Notes Autosave
