What is Casebook?
Casebook provides a comprehensive human services software platform that enables organizations to manage client cases from intake through reporting. The platform offers configurable forms, automated workflows, and robust reporting capabilities that can be tailored to specific organizational needs. It centralizes client care information in a person-centric model, allowing for efficient data management and collaboration among team members.
The software includes features such as customizable reports, SMS/MMS integration, calendar/email integration, and secure data handling with HIPAA compliance. Organizations can scale their usage based on team size and requirements, with per-user pricing models available. Casebook supports various program areas including child welfare, victim services, foster care, and workforce development.
Features
- Configurable Forms: Create and customize forms to collect specific data for different programs and services
- Automated Workflows: Set up automated processes to ensure consistency in case management steps
- Custom Reports: Generate detailed reports with drag-and-drop functionality for data analysis and impact measurement
- SMS/MMS Integration: Securely sync text conversations with cases for complete communication tracking
- HIPAA Compliance: Ensure data security with advanced encryption and protocols for protected health information
Use Cases
- Managing child welfare cases and tracking family services
- Coordinating victim services and support programs
- Administering foster care placements and monitoring progress
- Tracking workforce development and employment programs
- Managing school social work cases and student services
- Coordinating community services for various populations
- Handling crime diversion and reentry programs
- Managing tribal social work and community services
FAQs
-
What types of organizations typically use Casebook?
Casebook serves government agencies, non-profit organizations, and social service providers across various sectors including child welfare, victim services, foster care, school social work, and community services. -
How does Casebook handle data security and privacy?
Casebook is hosted on AWS Cloud with encrypted and redundant data storage, maintains HIPAA compliance, has passed SOC-II audits, and includes user access restrictions to protect client information both inside and outside the system. -
Can Casebook integrate with other systems?
Yes, Casebook offers external data interoperability through API integration, Zapier connectivity, and supports calendar/email integration for enhanced workflow management. -
What onboarding support does Casebook provide?
Casebook offers comprehensive onboarding including goal definition sessions, process management advisory, configuration assistance, data management setup, and online training to ensure successful implementation. -
How does Casebook support reporting and data analysis?
The platform includes a drag-and-drop report builder with data picker functionality, customizable report templates, and the ability to create both practical and attractive reports for impact measurement and fundraising opportunities.
