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 * Products
   * Platform Overview
   * cb Access: Foster Care App Portal
   * cb Admin: Settings
   * cb Intake: Virtual Front Desk
   * cb Track: Track Your Impact
   * cb Engage: Case Management
   * cb Reporting: Data That Matters
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+1(212)796-6108



THE CASEBOOK PLATFORM


HUMAN SERVICES SOFTWARE FOR NONPROFIT ORGANIZATIONS, GOVERNMENT AND PUBLIC
SECTOR AGENCIES.


Casebook Platform (PDF)



SETTINGS/CONFIGURATION

cb Admin is where administrators can configure the Casebook platform to fit
their organizations’ needs, update settings for field configurations, users,
roles and much more.

 * Form information processes for handling incoming/outgoing data
 * Assign roles to staff and stakeholders (i.e case managers, social workers,
   volunteers, service providers)
 * Lock specific case information

cb Admin
cb Intake


VIRTUAL FRONT DESK FOR HUMAN SERVICES 

cb Intake is an application within the Casebook platform that provides support
for inquiries, referrals, critical incidents and reports taking in a social
service context.

 * Email messages and files into Casebook from external resources
 * Use forms on your website to get information from prospective clients
 * Connect your calendar to Casebook to stay informed on activities associated
   with cases.


MANAGE SERVICES AND RESOURCES

cb Track is a business application on the Casebook platform that is used for
provider, volunteer and resource management.

 * Track someone’s support network in Casebook to get a holistic view of the
   care
 * Support networks include family members,service providers,social workers,case
   managers,volunteers,and any other person or entity associated with the care
 * Create and track the providers along with provider goals/outcomes
 * Track the history of involvement of a specific case

cb Track
cb Engage


CLIENT AND CASE MANAGEMENT

cb Engage is designed to help case managers, social workers ,and other human
services workers who manage their caseloads, service referrals and external
relationships.

 * Re-label and add new case fields
 * Track the Continuum of Care for your Clients with Notebook
 * Establish/Track goals and outcomes
 * Create Holistic Person-Centric Profiles that display formal and informal
   relationships
 * Email messages/files into case(internal and external users)


CONFIGURABLE REPORTING

 * Pre-built reports… Access common reports to identify patterns and trends in
   their programs. Each report has interactive filters which users can customize
   to query the data per their needs. 
 * Configure reports… Make a copy of pre-built reports or build reports from
   scratch in order to meet your specific organizational needs.Filter
   selections, visualizations will remain as is
 * Configure visualizations… Change how charts and reports are presented from
   many different visualization options, including maps!
 * Presentation ready… Export to excel, ppt, other formats for external
   stakeholders

cb Reporting (PDF)
cb Access


SELF SERVICE PORTAL

cb Access can help qualify applicants,assess requirements,and track status
easily with a workload view for easy applicant management.

 * Integrated digital application process
 * Track application status
 * Assign applicants tasks


CASE MANAGEMENT ANYWHERE

Casebook is mobile optimized to allow users to see applications assigned to
them, complete inspections, submit forms, notes and signatures.

 * Manage resources across providers and collaborators
 * Track Applications, Statuses, and Tasks

cb mobile


REVIEWS


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PER-USER PRICING THAT’S COST-EFFECTIVE


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Quick Links

 * cb Engage: Case Management
 * Child, Youth & Family Services
 * Domestic Violence & Victim Services
 * Foster Care & Adoption
 * Inspections & Licensing
 * Casebook Pricing




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2127966108
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