Person Profiles

The Person Profile gives details about a specific person. Every individual in Casebook has a Person Profile.

People can be added to Casebook through a data import, through the cb People Workload View, or on a record such as an Intake Report, Case Record, or Provider Record. Depending on what details were filled out, the information on the Person Profile page can be limited or extensive. It can include a person’s name, photo, job title, place of birth, social security number, sex, race and/or ethnicity, education, contact info, languages spoken, and more.

The Person Profile contains information in the following categories:

  • Basic Information
  • Demographic Information
  • Contact Information
  • Health and Medical Information
  • Education Information
  • Employment and Finance Information
  • Contact Information

To edit any of these sections, select the pencil icon towards the right-hand side of the section.

Service Plan Section

The Service Plan section on the Person Profile serves as a view-only overview of all past and current services for this person.

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History Section

Casebook tracks all interactions with this person and your organization over time in the History section.


Forms and Attachments Section

Users can add forms and attachments directly to the Person Profile by selecting the plus icon in these sections.

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