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Knowledge Base

Getting Started With Casebook

Casebook Overview

Casebook's Global Search

The convenient and easy to use search function can help you find a person profile, provider, intake report, or a case.

Here’s how to search in Casebook for a provider, a person, an intake report, or a case:

Select the Search icon towards the upper right-hand corner of the header.
Enter the term you want to search.
Select the Search icon towards the upper right-hand corner of the header.
A list of cards associated with your search term will be displayed. Exact and partial matches will be highlighted in the search results.

Definitions

Exact match - Searches will return only if the exact word/phrase/number is searched.
- Example: a search for Tim will not return results for Timothy if the query must be exact match.
Partial match - Searches will return if only a part of the word/phrase/number is searched.
- Example: a search for Tim will return Timothy.
- Example: a search for a number 945 will return matches for 94541 and 94511.

**Search Terms for Providers**
Search Term	Search Results
Provider UUID	Exact Match Partial Match
Provider Name	Exact Match Partial Match
Phone Number *Phone formats that are searchable: With or without parentheses around area code With or without dashes between numbers	Exact Match Partial Match
Location: Address 1 Address 2 City Street Zip State County	Exact Match Partial Match on any full word that appears in any part of the address
Organization ID	Exact Match
EIN	Exact Match Partial Match
Provider People Name: First Name Middle name Last Name	Exact Match Partial Match
Provider Assignee: First name Last name	Exact Match (either first and last together or first or last by itself)

**Search Terms for People**
Search Term	Search Results
UUID	Exact Match Partial Match
Name: First Name Middle Name Last Name	Exact Match Partial Match
Alias: First name Middle name Last name	Exact Match Partial Match
SSN	Exact Match Partial Match
DOB	Exact Match in various formats: (can replace / with - or .) mm/dd/yy mm/d/yy mm/dd/yyyy mm/d/yyyy m/d/yy m/dd/yyyy m/d/yyyy
Location: Address 1 Address 2 City Zip County State	Exact Match Partial Match on any full word that appears in any part of the address
Email	Exact Match

**Search Terms for Intake**
Search Term	Search Results
UUID	Exact Match Partial Match
Report name	Exact Match Partial Match
Reported date	Exact Match in various formats: (can replace / with - or .) mm/dd/yy mm/d/yy mm/dd/yyyy mm/d/yyyy m/d/yy m/dd/yyyy m/d/yyyy
Intake people name: First Name Middle name Last Name	Exact Match Partial Match
Location: Address 1 Address 2 City Zip	Exact Match Partial Match (full word that appears in any part of the address)
Intake assignee: First name Last name	Exact Match (either first and last together or first or last by itself)

**Search Terms for Cases**
Search Term	Search Results
UUID	Exact Match
Case name	Exact Match Partial Match
Legacy ID	Exact Match
County	Exact Match Partial Match
Case type	Exact Match Partial Match
Case people: First name Middle name Last name	Exact Match Partial Match