Casebook Overview
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      1. Knowledge Base
      2. Getting Started With Casebook
      3. Casebook Overview

      Icon List

      Navigation Bar Icons

      Icon Name Function
      Screen Shot 2022-04-25 at 4.10.03 PM Search Search your Casebook system for a person's profile, case, provider, and intake. 
      Screen Shot 2022-04-25 at 4.11.16 PM Notifications Here's where you'll find notifications, such as, when a new case has been assigned to you. 
      Screen Shot 2022-04-25 at 4.12.48 PM Notifications with an alert The number of alerts will appears when you have new notifications. 
      Support From here, you can go to the Knowledge Base, chat with our Support Team, or submit a ticket. 

      cb Track Icons

      Icon Name Function
      Delete  If you made a mistake creating a new provider, click to delete. 
      Save Click to save your progress. 
      Submit Once you've filled out all of the required information, click to submit. 
      Screen Shot 2022-04-25 at 4.14.38 PM Add Click the plus sign in the applicable section (Tasks, Recent notes, Clients, etc.) to add a task, a note, a new client, etc.  
      Screen Shot 2022-04-25 at 4.14.51 PM Edit If you need to make changes to the provider information, services, etc. then click on the Edit (pencil) button. 
      Options Click here to Edit or Discard. 
      Discard Click to delete a note, task, etc. 

      cb Engage Icons

      Icon Name Function
      Delete Click to delete the case
      Create case After filling out the required information and any other information you want to include, click to create the case. 
      Screen Shot 2022-04-25 at 4.17.41 PM View history Click to view any changes or updates to the case.
      Disable email Click to disable the email for this case. *If an email is disabled, any emails sent will not be added to the recent notes section. 
      Enable email Click to enable the email for this case. If you see this button, then that means the email is currently disabled. 
      Screen Shot 2022-04-25 at 4.14.38 PM Add Click to add a person, service, note, etc. to a case. 
      Screen Shot 2022-04-25 at 4.14.51 PM Edit Click to make changes to the case. 
      Options Click to view options, such as: Add, Edit, Update, End, or Delete. 
      Copy Click to copy the case email
      Download Click to download the attachment to your computer. 
      Show info Click to show more information about the attachment. 

       

      cb Intake Icons

      Icon Name Function
      Create report Click to create a new report
      Delete Click to delete the report.
      Save Click to save any changes. 
      Submit Once you're ready, click to submit the report.
      Create case You can easily create a case from the report by clicking on the create case button. 
      Re-open Click to re-open the intake to make any changes. 
      Screen Shot 2022-04-25 at 4.14.38 PM Add Click to add a note or a form (if available). 
      Options Click for Edit or Discard options. 

       

      cb Reporting Icons

      Icon Name Function
      Create Report Click to create a new report. 
      Clone report Click to make a copy of the report. 
      Rename report Click to rename the custom report. 
      Delete report Click to delete a custom report. 
      Show grid view Click to show reports in grid view. 
      Show list view Click to show reports in list view. 
      Options Click to view options.
      Edit Click to make changes to the report.
      Refresh Click to refresh the report. 
      Export Click to export the report. 
      Save As Click to save any changes. 
      Undo Revert or undo any changes.
      Redo Apply changes again. 
      Cancel Discard or cancel any changes that were made. 
      Save Click to save any changes.