List of Configurable Fields

Global Fields

Configurable Field Where does it map to in Casebook?

Meetings 

  • Meeting type

Meetings 

On a record, when you add a meeting, you can configure the meeting type.

Provider Fields

Configurable Field Where does it map to in Casebook? 

License

  • License condition - Gender
  • Status
  • Type 

License Section on Provider Record

On the provider profile, you can use license type and status to track the programs clients are enrolled in and what their current status is.

People

  • Role

People Section on Provider Record

On the provider profile, you can add the provider staff members and their roles. 

Provider

  • Type

  • Sub-type

Provider Section on Provider Record

On the provider profile, when you name the Provider, you can also select their type and sub-type (i.e. foster care, kinship/tribal care).

Services

  • Method of delivery

  • Type

  • Unit

  • Language

  • Unit of delivery

Services Section on Provider Record

On the provider profile, when you add services the provider gives (i.e. bed, placement, transportation), you can configure the type of service, how it’s delivered, the frequency.

People Fields

*Casebook default values in place

Configurable Field Where does it map to in Casebook?

Contact information

  • Email type

  • Phone type

  • Location type

  • Contact times

Contact Section in People Profiles

On the person profile, when you add contact information, you can configure the email type (i.e. personal, work.), phone type (i.e. cellphone, home phone), location type (home, office, work), and contact times (i.e. morning, afternoon, evening). 

Demographic information

  • Immigration status

  • Languages

  • Education grades

  • Income frequencies

  • Race*

  • Income verification sources

  • Ethnicities *

  • Tribal verification sources*

  • Income types

  • School districts

  • Tribes*

  • Citizen verification sources

  • Sex

Employment & finances Section in People Profiles

On the person profile, when you add income information, you can configure the income types (i.e. gift, employment, VA benefits), income verification sources (i.e. paystub, client statement), and income frequencies (i.e. weekly, monthly, annually). 

Identity Section in People Profiles

On the person profile, when you add information in the Identity section, you can configure sex, ethnicities, tribes, tribal verification sources, immigration status, and citizenship verification sources (i.e. passport, birth certificate). 

Education Section in People Profiles

On the person profile, when you add education information, you can configure education grades (i.e. kindergarten, associates degree) and school districts. 

Health information

  • Medical conditions*

  • Healthcare provider types

Health and medical Section in People Profiles

On the person profile, when you add information to the health and medical section, you can configure medical conditions and healthcare provider types. 

Name

  • Alias type

  • Suffix*

Identity Section in People Profiles

On the person profile, when you add information to the Identity section, you can configure alias type (i.e. maiden name, nickname, alias) and suffix (i.e. Jr., Sr., MD, RN). 

cb Intake Fields

Configurable Field Where does it map to in Casebook?

Decision

  • Severity level

  • Response time

  • Response type

Decision Section in cb Intake

On the intake, when the Screening decision is Screened In, you can configure response time and response type. 

On the intake, when the Screening decision is Screened In for an Incident Report, you can configure severity level (i.e. low, medium, high). 

Incident

  • Incident type

  • Incident location type

  • Allegation
  • Cross reporting agency types

  • Worker safety

Incident details Section for an Incident Report type in cb Intake

On the intake, when the Report type is Incident, you can configure incident type, incident location type (i.e. work, home, school)

Allegations and mandated reasons Section for an Incident Report type in cb Intake

On the intake, when the Report type is Incident, you can configure allegations (i.e. neglect, abuse). 

Cross-reporting Section for an Incident Report type in cb Intake

On the intake, when the Report type is Incident, you can configure cross reporting agency types (i.e. law enforcement, hospital). 

People

  • Role

  • Reporter type

People Section in cb Intake

On the intake, when you add information to the People section, you can configure the role. 

People Section for an Incident Report type in cb Intake

On the intake, when the Report type is Incident, you can configure the reporter type. 

Report

  • Report source
  • Report method

  • Referral source

Report details Section in cb Intake

On the intake, when you add information to the report details section, you can configure the report method. 

Report details Section for an Inquiry or Service Referral Report type in cb Intake

On the intake, when the Report type is Inquiry or Service Referral, you can configure the referral source (referred by). 

People Section for an Incident Report type in cb Intake

On the intake, when the Report type is Incident, you can configure the report source (source of information). 

cb Engage Fields

Configurable Field Where does it map to in Casebook?

Case details

  • County

  • Type

  • Status

Case details Section in cb Engage

On a case, when you add information to the case details section, you can configure the status of the case, the type of case, and the county the case takes place. 

People

  • Involvement type

  • Role

People Section in cb Engage

On a case, when you add information to the people section, you can configure the status of the involvement type and role. 

Services 

  • Outcome

Services Section in cb Engage

On a case, when you add a service, you can configure the outcome of the service if the service is provided by an internal staff provider or an external provider/referred out. The service has to be either one-time or it has have ended (if recurring) in order to select an outcome.