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Getting Started With Casebook
Getting Started With Casebook
Casebook Overview
Getting Started for New Users
Services in Casebook
Admin
Casebook Security
Roles and Permissions
User Management
Notifications
Data
Field Configuration
Dynamic Fields
Forms
Workflows
Integrations (External Applications)
People
Intake
Engage
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
Frequently Asked Questions
Global
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
Casebook Notes
cb Admin
cb Track
cb Reporting
cb Access
Program Specific
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Knowledge Base
Getting Started With Casebook
Getting Started With Casebook
Casebook Overview
Getting Started for New Users
Services in Casebook
Admin
Casebook Security
Roles and Permissions
User Management
Notifications
Data
Field Configuration
Dynamic Fields
Forms
Workflows
Integrations (External Applications)
People
Intake
Engage
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
Frequently Asked Questions
Global
Casebook Calendar
Casebook Services
Casebook Workflows
Casebook Forms
Casebook Notes
cb Admin
cb Track
cb Reporting
cb Access
Program Specific
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?
Casebook Records
Casebook is People-Centric
Main Navigation Menu
Home Dashboard
Icon List
Recommended Web Browsers to Access Casebook
Glossary
What Characters Does Casebook Accept?
Casebook's Global Search
Search Overview
Syncing Your Calendar
Schedule Meetings on Your Calendar
Viewing Your Calendar
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Getting Started for New Users
First Time Logging In
Understanding Your Actions in Casebook
User Settings
Dictation in Casebook
Casebook Security: Multi-Factor Authentication
Logging into Casebook with Single Sing On
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
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Services in Casebook
Service Rostering in Casebook
Documenting Service Delivery Information in Casebook
Enrolling a Client into a Service
Casebook Service Notes
Group or Bulk Service Notes
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