How to 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:

  1. Click on the Search  icon (magnifying glass) in the upper right corner.  
  2. Type in the term you want to search. Check out the table on Possible Search Terms below for example on what terms to use. 
  3. Click on  search icon on the right or hit enter to search. 
  4. 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