Getting Started With Casebook
Casebook Overview
- Casebook Records
- What is the Casebook Platform?
- Home Dashboard
- Casebook's Global Search
- What Characters Does Casebook Accept?
- Main Navigation Menu
- Recommended Web Browsers to Access Casebook
- Icon List
- Search Overview
- Casebook Subscriptions
- Glossary
- Casebook for Human Services Organizations
- Casebook FAQ
- Casebook is People-Centric
Notes
Getting Started for New Users
- Syncing Your Calendar
- Intake, Engage, & Track: Tasks
- Viewing Your Calendar
- Understanding Your Actions in Casebook
- Schedule Meetings on Your Calendar
- Casebook Security: Multi-Factor Authentication
- First Time Logging In
- Communications: Email
- Starting and Completing a Workflow on a Record
- Printing Notes From Casebook
- Your Goals, Your Way: Navigating Casebook's Field Customization in Intake
- System Requirements for Casebook
- Dictation in Casebook
- Filling Out and Completing a Form on a Record
- Email Into a Record
- Attachments
- Logging into Casebook with Single Sing On
- Create, View, and Manage Notes
- Setting Up Your User Profile
- How to Complete a Form on a Record