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Casebook Platform for Human Services

Casebook Platform for Human Services

Overview

What is Casebook Platform for Human Services?

Casebook helps organizations get data out of their file cabinets and into a digital database. Users can create custom fields, edit forms, and track data that matters to internal teams, funders, and the community. Casebook brings it all together and…

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Recent Reviews

TrustRadius Insights

Casebook Platform for Human Services has proven to be an invaluable tool for users in solving various business problems and streamlining …
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Pricing

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Entry-level set up fee?

  • $199 one-time fee per installation
    Required
For the latest information on pricing, visithttps://gohub.casebook.net/subscription…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $25 per month per user
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Product Details

What is Casebook Platform for Human Services?

Casebook helps organizations get data out of their file cabinets and into a digital database. Users can create custom fields, edit forms, and track data that matters to internal teams, funders, and the community. Casebook brings it all together and manage cases, clients, and services from any device on a HIPAA-compliant platform. Streamline processes with reporting, notifications, case notes, and smart workflow automation. Casebook was incubated and receives support from the Annie E. Casey Foundation.

Casebook Platform for Human Services Features

  • Supported: Configurable Workflows
  • Supported: Digitized Forms
  • Supported: Work from Home/Anywhere
  • Supported: Configurable by YOUR team rather than expensive developers

Casebook Platform for Human Services Screenshots

Screenshot of Track relationships, emails, meetings, documents, forms, and more within Casebook's cb Engage application

Casebook Platform for Human Services Video

Visit https://share.vidyard.com/watch/nmP7jtxa8xagnc5htaXM7Z to watch Casebook Platform for Human Services video.

Casebook Platform for Human Services Integrations

  • Zapier
  • Microsoft Outlook 365 Mail and Calendar
  • Google Mail and Google Calendar

Casebook Platform for Human Services Competitors

Casebook Platform for Human Services Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUS, Canada
Supported LanguagesEnglishs

Casebook Platform for Human Services Downloadables

Casebook Platform for Human Services Customer Size Distribution

Consumers5%
Small Businesses (1-50 employees)35%
Mid-Size Companies (51-500 employees)35%
Enterprises (more than 500 employees)25%
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Casebook Platform for Human Services has proven to be an invaluable tool for users in solving various business problems and streamlining their operations. Users have found that the software's ability to capture and analyze multiple data sets greatly assists in the data collection process, enabling them to track services and outcomes effectively. This feature has been particularly helpful for organizations that require accurate and comprehensive data for funding purposes. Additionally, Casebook's user-friendly interface has made case management of clients easy and efficient, eliminating the need for complex paper filing systems. Users appreciate the centralized documentation, increased productivity, and improved timeliness that the software provides.

One of the key business problems solved by Casebook is reporting challenges. The software enables users to generate reports quickly and efficiently, saving them hours of time compared to manual data entry in programs like Excel. This feature has been highly praised by users, who find it beneficial for providing monthly data to supervisors and meeting grant requirements. Furthermore, Casebook's continuous improvement of forms and its ease of converting Google forms to the platform have been appreciated by organizations, ensuring that they can easily adapt their existing processes within the system.

Another significant business problem Casebook solves is the organization and management of client profiles. The software offers a secure place to store all client files, eliminating the issue of not having a client history readily available. This feature improves accessibility and compliance while also simplifying the tracking of clients from intake to case to graduation. Moreover, Casebook's customer service has been highly regarded by users, as they promptly resolve any issues or questions that arise. The software's ease of use, convenience, and ability to facilitate remote access with multiple users further enhance its value in helping small organizations manage their clients' information in a structured and organized manner.

Additionally, Casebook has played a crucial role in supporting specific human services needs. For example, it has been instrumental in managing CPS cases and providing help and resources for mothers. It has also aided in tracking families in the foster parent certification process and providing support throughout. Furthermore, Casebook enables efficient data tracking and note-keeping for program participants, improving documentation efficiency and ensuring accurate records are maintained.

In summary, Casebook Platform for Human Services addresses a range of business problems faced by organizations in the human services sector. It simplifies data collection, enhances case management processes, provides comprehensive reporting capabilities, offers secure client profile management, and improves overall efficiency and productivity. Users appreciate its user-friendly interface, prompt customer service, continuous improvement of features, and the ability to adapt

Reporting Feature: Users find the reporting feature of Casebook to be excellent, allowing them to collect data for grant reports faster and more accurately. Many users have stated that this feature is a valuable asset for their organizations.

Organizational Tracking: The ability to see organizations they have referred to, track what has worked for their clients, and monitor the number of individuals being served is highly valued by users. This feature helps users stay organized and informed about their caseload. Several reviewers have specifically mentioned how this functionality has improved their workflow.

Secure Storage of Confidential Notes: Users appreciate that Casebook provides a secure place to store confidential notes for individuals. This feature ensures that sensitive information is protected and easily accessible when needed. Numerous users have expressed satisfaction with this aspect of the software's capabilities.

Confusing User Interface: Several users have found the user interface of Casebook Platform for Human Services to be confusing and inconvenient, particularly when switching between client cases and profiles. This has caused frustration and hindered their workflow.

Limitations in Group Notes and Contacts: Users have expressed frustration with the limitations of creating group notes and the inability to have a list of contacts without them being attached to a report. This lack of flexibility has made it difficult for users to organize their information effectively.

Lack of Customization Options: The software's lack of ability to customize the user interface and client profiles, as well as the repetitive steps in setting up the software, have been mentioned as drawbacks by users. They feel restricted in tailoring Casebook to meet their specific needs, resulting in inefficiencies during use.

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