--- title: "Your Goals, Your Way: Navigating Casebook's Field Customization in Intake" description: Master Casebook's Field Customization to Seamlessly Tailor Workflows, Amplify Efficiency, and Achieve Your Unique Goals In Intake --- [Skip to content](https://gohub.casebook.net/knowledge/your-goals-your-way-navigating-casebooks-field-customization#main-content) [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) [![logo-raspberry (1)](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry%20(1).png?width=1286&height=255&name=logo-raspberry%20(1).png)](https://gohub.casebook.net/) - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) Open main navigation Close main navigation - [Knowledge Base](https://gohub.casebook.net/knowledge) - [Video Library](https://gohub.casebook.net/video-library) - [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new) - [More support](https://gohub.casebook.net/knowledge/kb-tickets/new) Hi. How can we help? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://gohub.casebook.net/knowledge) 2. [Getting Started With Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook) 3. [Getting Started for New Users](https://gohub.casebook.net/knowledge/getting-started-with-casebook#getting-started-for-new-users) # Your Goals, Your Way: Navigating Casebook's Field Customization in Intake ## Master Casebook's Field Customization to Seamlessly Tailor Workflows, Amplify Efficiency, and Achieve Your Unique Goals In Intake #### Navigating the Decision Section in Intake The Decision Section within Intake serves as a key element in tracking and managing client interactions. Let's delve into its components: **Screening Decision**: By default, this section offers 'Screened In' and 'Screened Out' options. However, its versatility extends far beyond. You have the freedom to expand this section, allowing you to note a broader range of intake statuses. Whether it's 'Waitlist,' 'Application Withdrawn,' or other statuses that would better fit your needs, customization here offers a comprehensive snapshot of each intake's journey. **Response Type**: Although an optional field, Response Type proves invaluable in charting the client's next steps. The default 'Assessment' option can be expanded to encompass a range of responses. This field is your tool to precisely identify and track a client's intended steps, ensuring clarity in their progress within the intake process. **Response Time**: Response Time is your timekeeper, recording the duration from intake initiation to completion. It's a valuable metric that provides insights into workflow efficiency and client engagement, aiding in continuous process enhancement. ***Let's make it easier! Here's a screenshot to guide you through the Decision Section in Intake.*** ![Screenshot 2023-12-20 at 11.47.33 AM](https://gohub.casebook.net/hs-fs/hubfs/Screenshot%202023-12-20%20at%2011.47.33%20AM.png?width=688&height=223&name=Screenshot%202023-12-20%20at%2011.47.33%20AM.png) Customizing these fields empowers you to tailor your workflow to your specific needs, amplifying efficiency and ensuring a more personalized client interaction. #### **People Section in Intake:** The People Section within Intake serves as an essential area to distinguish involvements and address individuals related to potential cases. **Role:** Initially preset as 'Prospective Client,' the Role field offers a dynamic space to indicate the involvement of various individuals within the potential case. It's a flexible tool to define and address the role of each potential client accurately. ![Screenshot 2023-12-20 at 7.23.19 PM](https://gohub.casebook.net/hs-fs/hubfs/Screenshot%202023-12-20%20at%207.23.19%20PM.png?width=688&height=207&name=Screenshot%202023-12-20%20at%207.23.19%20PM.png)**Report Details Section in Intake:** Moving on to the Report Details Section, this area contains essential details about client interaction and communication methods.  **Report Method:** By default, this field includes options like Phone, Email, and Walk-in. Here, you define how your clients primarily connect with you. It's a space to note the diverse channels through which your clients reach out, ensuring you capture their preferred communication methods. **Referral Source:** The Referral Source field defaults to 'School Counselor' but can encompass a complete list of places from where your clients originate. It's essential to include all potential sources to identify and track the origin points of your clients. ![Screenshot 2023-12-20 at 7.25.55 PM](https://gohub.casebook.net/hs-fs/hubfs/Screenshot%202023-12-20%20at%207.25.55%20PM.png?width=688&height=223&name=Screenshot%202023-12-20%20at%207.25.55%20PM.png) Understanding and customizing these sections within Intake empowers you to accurately define roles, communication methods, and client origins, facilitating a more targeted and efficient approach to handling cases. You hold the reins to a more personalized client journey through the adaptable features within Intake. From defining roles to understanding how clients connect with you, these customizable options bring a unique touch to your workflow. Embracing this flexibility not only boosts efficiency but also paints a richer picture of your clients' stories and needs. 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