Want to know what we mean by various terms? Here you will find a glossary of terms used in the Casebook Platform.

Terms (bold) and definitions are displayed in alphabetical order. Each term is followed by an example, if applicable. 

Terms that have been archived in Casebook are italicized. 

A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W  | X | Y | Z


Action Plan *Archived - No longer in use.

A tool that allows users to track the tasks that need to be completed at a provider in order to achieve a larger goal. 

  • Example: If there is a broken step on the stairwell in a daycare center, the action plan would help a user track the following tasks: call a carpenter and have him come and fix the broken step.

Agency *Archived - No longer in use.

A type of provider that is a large umbrella organization. It manages one or more facilities underneath it.

  • Example: A non-profit organization that manages five different daycare centers



Beta means that the service is not completely finished, but it will still do everything as described. 

  • Example: Currently, the Meetings feature is a Beta Feature. 


cb Access

The part of the Casebook platform that helps regular citizens apply to become providers. cb Access works as a portal between ordinary citizens and people who work in human services.
Example: People can use cb Access to apply to become foster parents.

cb Admin

The part of the Casebook platform that administrators can use to configure other parts of the Casebook platform. Administrators can use cb Admin to add users and construct forms.

cb Mobile *Archived - No longer in use.

The part of the Casebook platform that users can use on mobile devices such as cell phones and tablets. It offers many of the same functionalities that users would find when using Casebook on the web.

cb Track

The part of the Casebook platform that allows users to view and edit provider profiles and take actions for providers. Users can prepare to visit a provider or create an action plan to solve a problem that a provider is having.

Clients & Client Supports

People or groups of people that volunteer to work with providers to assist in providing services. Unlike sub-contractors, client & client supports are not paid.

  • Example: Clergy member that works with a nursing home, and an aunt that supports a foster family


A component of the report that helps define the contents of the columns in the report.

License Conditions

A set of conditions that are associated with the provider license. They include:

    • Gender (the sex of the children for whom the license is for)
    • Minimum & Maximum age (the lowest and highest age range the provider is licensed for)
    • Other Conditions (any other conditions/considerations that must be met for maintaining a license) 
  • Examples: A daycare can only take children ages two through five because that is whom they are licensed to care for. Or a foster family only takes girls because they only want girls. 

Configurable Field(s)

A field in Casebook where the set of values can be changed or updated to better fit the needs of the organization. 

  • Example: You are able to add or change values for the field "Type" under Case Details. 

Custom Reports

Reports that have been made by your organization. Custom reports can either be created from scratch or you can clone a pre-built report. 

  • Example: Custom reports can be created to report on forms data or other data that is not already included in the pre-built reports. 


Data Filters

Filters allow you to filter out (or exclude) null or empty values for a specific field. 

  • Example: Assignee filter in the Providers Summary pre-built report. 

Data Source 

The origin of where the data is being pulled from. 


To delete or remove something from a record. Discard is often indicated by a trashcan icon.

Draft Provider 

A potential provider who is in the application phase and has not yet been approved to be a provider. This term refers to the status the people have within the application process. It’s similar to Provider Applicant.

  • Example: The stage that a married couple who wants to be foster parents is in right after they submit their application but it has not been approved yet.

Dynamic Field(s)

A field in Casebook that can be changed or updated to better fit the needs of the organization. 

  • Example: A field in case details, County can be changed to Neighborhood. 

Dynamic Section(s) 

A section in Casebook that can be changed or updated to better fit the needs of the organization. 

  • Example: The section, Case Details, can be renamed to Case Information. 


No glossary items.


Facility - *Archived - No longer in use.

A type of provider that is a smaller establishment that provides a service at a physical location. It might have an umbrella agency above it.

  • Example: One single daycare center

    Field(s) (see dynamic fields,  native fields, configurable fields

    Is an area in which you can capture values for specific information. 

    • Example: D.O.B is the field for the value, Date of Birth 

    (where are fields located in Casebook, maybe we should create and KB article about fields)


    Functions that enable administrators to customize different parts of the Casebook platform (like cb Track and cb Mobile) to reflect their specific needs and business processes. Other end-users can use the forms that administrators create.

    • Example: Administrators can construct digital documents that, in the past, other end-users previously filled out on physical pieces of paper. Administrators can attach these documents to certain provider types so that other end-users can fill out these documents digitally as part of their day-to-day work. One such document might be a daycare inspection form.


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    A problem that occurred at a provider that needs to be investigated.

    • Examples: There was a broken step on the stairway at a daycare center and a child fell over it.


    A visit that a caseworker makes to a provider location to check that everything is functioning properly and there aren’t any shortcomings identified or other issues.


    Involvements help identify the programs your clients fit into, and it also tracks their progress. 


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    Permission that allows a provider to provide specific services.

    • Example: A daycare in Ohio can take care of small children because they have a license to do so from the state of Ohio.


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    Parent Organization

    A type of provider that is an umbrella organization. It manages one or more providers underneath it.

    • Example: A non-profit organization that manages five different daycare centers


    What each Casebook user is allowed to do in the app based on their role.

    • Example: A Casebook user in the role called “worker” has permission to create provider profiles in cb Track, but does not have permission to set up users in cb Admin.

    Pre-built Reports

    Curated Casebook reports that have been pre-made for your organization. 

    • Example: Providers Summary can help you track your providers, their license status, and more. 

    Primary Assignee 

    The main user who is assigned to the case. 


    An institution that provides services to people who need help.

    • Examples: Daycare, nursing home, foster family

    Provider Applicant

    A person or group of people applying to be a provider. This term refers to the role the people are in. It’s similar to draft provider.

    • Examples: A married couple applying to be foster parents, a group of people applying to run their own daycare center

    Provider Profile 

    A page in cb Track that gives details about a specific provider. These details can include the address, the names of employees at the provider, a list of services they provide, etc.

    • Example: A page on cb Track that mentions a nursing home in Wisconsin called Aurora Eldercare and lists details like the address, who works there, the services they provide, etc.


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    Different types of users who use the Casebook app who use it for different purposes and have different permissions to use different functions in the app.

    • Example: Users in the role called, “workers” can create provider profiles in cb Track but cannot set up users in cb Admin.



      A helpful action that a provider gives to the people it helps.

      • Example: The services that a daycare would provide might include childcare services.


      People or groups of people that work with providers to assist in providing services. Unlike client & client support, sub-contractors are paid.
      • Example: Psychologist that a group home works with, physical therapist that a nursing home works with


      No glossary items


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      Visit *Archived - No longer in use.

      The act of a user physically going to a provider and checking that everything is functioning properly.

      • Example: A user might go to a daycare center and make sure that the children are safe and healthy and that there are no problems with the building.


        How the data is displayed and visualized. You are also selecting what data is reported on and displayed. 

        • Example: You can create a new visualization using forms data or case data. 


        Workload View

        A page in the cb Track web app that lists various providers. It allows users to filter and sort through providers and search for the providers they want to examine in depth.


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