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Unlocking Efficiency

A Dive into Casebook's Services Feature for Seamless Client Tracking and Reporting

Casebook's Services feature enables organizations to efficiently track and report client work, whether it's internal service delivery or external referrals.

Understanding Track - Resource and Service Tracking

Within Casebook, Track serves as a comprehensive directory that empowers users to organize information on the resources they engage with and the services they offer. This section provides guidance on creating providers for volunteers, programs, departments, or partners, linking various services offered by each entity, and the impact to client service tracking. It also delves into the range of services that Casebook allows users to document, spanning from direct services to collaborations with external service providers, alongside the crucial concept of "unit of delivery" for efficient tracking.

  1. Types of Services You Can Record:

    • Direct services provided to clients (e.g., transportation, mental health counseling).
    • Services facilitated by external providers, even without direct managing relationships.
    • Search for services and availability offered by providers managed in Track.

  2. Diverse Service Offerings:

    • One-time or recurring services, such as residential care placements or therapy sessions.
    • Object-based services (e.g., diapers, bus passes).
    • Cash assistance, both fixed and variable.
    • Ongoing services during a case, including case management and advocacy.

  3. Understanding 'Unit of Delivery' in cb Track:

    • 'Unit of delivery' measures the service clients receive, from tangible items to offered classes.
    • Enables total or average calculation for better real-world insights.
    • Example: 500 "units" of a diaper service in Agency 1 equate to 500 boxes of diapers.

  4. Streamlining Capacity Tracking with 'Auto-Calculate Capacity':

    • 'Current capacity' increments automatically when a client is enrolled or a service is logged.
    • Real-time capacity monitoring for efficient management.
    • Option to manually input values for tailored tracking.

  5. Insights from the 'Clients' Section on a Provider Record:

    • Manually or autopopulated section displaying individuals enrolled in services by the provider.
    • Easy logging of service notes for enrollments directly from this section.
    • Useful for organizations not creating/working with a case.

  6. Foster Family Placement Tracking Without cb Engage:

    • For foster family recruitment agencies not using cb Engage, track placements within cb Track.
    • Create foster family placements as a service under the agency's provider.
    • Add children as clients, enrolling them as placements under the Foster Family provider profile.

  7. Transition from 'Service Interactions' to 'Service Notes':

    • Recognizing the shift to a more intuitive 'Service Note' for logging service delivery.
    • New fields added to 'Service Note' type for capturing additional data related to services offered.
    • Seamless migration of old data from service interactions to 'Service Notes.'

  8. Maintaining Historical Data:

    • Assurance that old data is not lost during the transition.
    • Access migrated data by clicking on the link 'X service note.'