Engage: Adding a Person to a Case

Begin by entering the person's name into the Person field. Based on your entry, people will start to appear. If the person does not yet have a Person Profile in Casebook, you will need to create one by selecting Create New Person.
Select the Involvement Type from the drop-down list. We recommend that you think of the Involvement Type field as a way to categorize clients by program-related information.
Select the Role from the drop-down list. We recommend that you think of the Role field as how this client relates to the case they are being included on.
Select the Effective Date from the date picker. This date will relate to when the Involvement Type began.
Enter any person-specific goals for the case in the Goals section.
Select Save from the right-hand action menu.

It's best practice to add clients (people) to the Case Record.