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Casebook's Global Search

The convenient and easy to use search function can help you find a person profile, provider, intake report, or a case.

Here’s how to search in Casebook for a provider, a person, an intake report, or a case:

  • Select the Search icon towards the upper right-hand corner of the header.
  • Enter the term you want to search. 
  • Select the Search icon towards the upper right-hand corner of the header.
  • A list of cards associated with your search term will be displayed. Exact and partial matches will be highlighted in the search results.

Definitions

  • Exact match - Searches will return only if the exact word/phrase/number is searched.
    • Example: a search for Tim will not return results for Timothy if the query must be exact match.
  • Partial match - Searches will return if only a part of the word/phrase/number is searched.
    • Example: a search for Tim will return Timothy.
    • Example: a search for a number 945 will return matches for 94541 and 94511.