What’s New in Casebook

New features, fixes, and other improvements

to help you get the most out of Casebook

March 25, 2021 

🔦 Spotlight Feature

cb Engage

NEW:  Keep your team on track with automated case workflows in cb Engage. 

Build repeatable checklists and tasks for staff to fill for each case by adding workflows in cb Admin. Case triggers & outcomes for cb Engage include: Case type, Case status, and County.

Features

cb Admin
UPDATED: Set one supervisor for all roles with the click of a button.

If a user has one supervisor for all assigned roles, you can assign that supervisor easily by selecting Yes and filling in the supervisor's name. 

UPDATED: Find and manage your users' permissions faster! Increased list view and sorting by Name, Status, and Last Login is now available in cb Admin: Users.

The User page will now default to 50 users per page with an option to see 100 instead. Also, the ability to sort alphabetically (by last name), status (alphabetically for now), and Last Login time is now available. 

Person Profile

NEW: Access client services history on the Person Profile page. 

See all of the services that have been provided to a person on their Person Profile page. Select See all to view a complete list that's organized into two categories: Internal and External Providers and cb Track Directory. 

Workflows: More Flexibility!

NEW: End a workflow early if needed

Reached the point in a process where you can't proceed? Select the Options button on the right hand side, then select End early and write in a comment to end a workflow. The Workflow current step will update to Complete. If you select the workflow, you'll see that it was ended early along with the comment. 

NEW: Skip steps that are no longer needed to complete the workflow. 

Click on the Skip step button and write in a comment to skip a step in a workflow. 

NEW: Need to add a task that's not normally included in the workflow? You can now easily do so within the workflow step. 

Select the Add task button within the workflow step then fill out the required information to create a new task. 

UPDATED: Reduce duplicate data entry by pre-populating forms in workflows in cb Engage and cb Track. 

Check out this article to learn more about pre-population data in forms to reduce duplicate data entry. 

Bugs 🐞

FIXED | Notes: Add a date to a note without including start and end times. 
Previously, in order for a date to be saved on a note, it also had to have start and end times. The issue has been fixed, so you no longer have to include a time for the date to be saved. 

📢 Announcements 

Get help when you need it! 

Chat with our customer support team

M-F from 10am - 6pm EST by selecting the Help chat in the upper right hand support menu from any page you're in Casebook.

New Hire Training - On the first Monday of the month, we offer a Casebook 101 training. Send your new hires and anyone who wants a refresher course. 

April 5th, 2021 11-12pm ET

May 3rd, 2021 11-12pm ET 

June 7th, 2021 11-12pm ET

July 5th, 2021 11-12pm ET

Visit registration link for full list of dates.

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