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Getting Started With Casebook
Everything you need to know to get started and get to work in Casebook.
Casebook Overview
Getting Started for New Users
- First Time Logging In
- Setting Up Your User Profile
- Understanding Your Actions in Casebook
- Casebook Security: Multi-Factor Authentication
- Logging into Casebook with Single Sing On
- Dictation in Casebook
- Syncing Your Calendar
- Viewing Your Calendar
- Schedule Meetings on Your Calendar
- Email Into a Record
- Starting and Completing a Workflow on a Record
- Filling Out and Completing a Form on a Record
- Create, View, and Manage Notes
- Printing Notes From Casebook
- Attachments
- Communications: Email
- Intake, Engage, & Track: Tasks
- Your Goals, Your Way: Navigating Casebook's Field Customization in Intake
- System Requirements for Casebook