Global Fields
| Configurable Field | Where does it map to in Casebook? |
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Meetings
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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? |
|---|---|
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License
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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. |
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People
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People Section on Provider Record On the provider profile, you can add the provider staff members and their roles. |
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Provider
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Provider Section on Provider Record On the provider profile, when you name the Provider, you can also select their type and sub-type, county, and status. |
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Services
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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, and the frequency. |
People Fields
*Casebook default values in place
| Configurable Field | Where does it map to in Casebook? |
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Contact information
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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). |
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Demographic information
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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, associate's degree) and school districts. |
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Health information
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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. |
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Name
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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? |
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Decision
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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). |
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Incident
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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). |
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People
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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. |
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Report
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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? |
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Case details
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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. |
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People
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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. |