Casebook Overview

A 15-minute overview of the Casebook Platform. 

 

Casebook Services Webinar

Watch the replay of our March 2022 Services Webinar. 

 

Casebook Collaboration Webinar

Watch the replay of our May 2022 Collaboration Webinar. 

 

cb Intake Overview

Learn how to create an intake report in cb Intake. 

Topics: cb Intake

Allura - Teamwork

 

cb Track Overview

Learn how to create a provider record in cb Track. 

Topics: cb Track

Allura - Social Media

 

cb Engage Overview

Learn how to create a case in cb Engage. 

Topics: cb Engage

Allura - Socializing

 

cb Access Overview

Learn how to invite external parties to apply and work with your organization. 

 

People & Relationships

Learn how to create a person and associate relationships to the person record. 

Allura - Walking in the Park

 

Configurable Fields

Learn how to configure fields in cb Admin. 

Topics: cb Admin

Allura - UI Windows

Create a Note

Learn how to add notes to a record. 

Allura - Giant Phone

Add Attachments

Learn how to add attachments to a record. 

Allura - Working Remotely (2)

 

Build a Workflow

Learn how to create workflows in cb Admin. 

Topics: cb Admin

Allura - Online Searching

 

Roles & Permissions

Learn how to create and add roles and permissions to Casebook users. 

Topics: cb Admin

Allura - Living Room

cb Reporting Overview

Learn how to navigate and use cb Reporting. 

Topics: cb Reporting

Allura - Feedback Session

 

Home Dashboard Overview

Learn about the Home Dashboard and how to navigate. 

Allura - Online Searching

Dynamic Pages

Learn about Dynamic Pages.

Topics: cb Admin

Casebook on a laptop

Tasks

Learn how to add and assign a task in Casebook. 

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Create a Form

Learn how to create a web and PDF form in cb Admin. 

Topics: cb Admin

Options - attachments, settings, etc.

Complete a Workflow

Learn how to start and complete a workflow from a record. 

Humaaans - Wireframe

 

Complete a Form

Learn how to add and complete a form from a record. 

Component 4 (2)

Logging into Casebook

Walk through the steps to log into Casebook for the first time. 

Component 45

Reset Your Password

Walk through the steps of resetting your Casebook Password. 

Is your client homeless enough

How to Import Data

Learn how to import data into the Casebook Platform.

Topics: cb Admin

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Notifications

Learn how to toggle notifications on and off.

Topics: cb Admin

Amigos - Working from Home

Add Users

Learn how to add users to your organization. 

Topics: cb Admin

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Calculated Feilds

Learn how to add a calculated field in cb Reporting. 

Topics: cb Reporting

Allura - Walking in the Park

Custom Report: Race and Ethnicity

Learn how to build a custom report based on race and ethnicity in cb Reporting. 

Topics: cb Reporting

Allura - Giant Phone

Enroll a Client into a Service

Learn how to enroll a client into a service. 

Is your client homeless enough

cb Reporting: Data Filters

Learn how to apply a data filter to your report. 

Topics: cb Reporting

Options - attachments, settings, etc.

cb Reporting: Date Filter

Learn how to apply a date filter to your dashboard. 

Topics: cb Reporting

Humaaans - Wireframe

cb Reporting: Dashboard Filter

Learn how to apply a dashboard filter. 

Topics: cb Reporting

Is your client homeless enough

cb Reporting: Visualization Filter

Learn how to add a visualization filter to your dashboard. 

Humaaans - 3 Characters

Form Building: Conditional Logic

Learn how to add conditional logic to a form. 

Topics: cb Admin

Allura - Working Remotely (2)

Connecting Casebook to Zapier

Learn how to integrate Casebook with Zapier.

Is your client homeless enough

Creating a Zap

Learn how to create a zap in Zapier.

Component 45

Email Communications

Learn everything you need to know about Casebook's Email Communications feature. 

Cross-Collaborations (1)

Casebook Services

Learn everything you need to know about Services in Casebook. 

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