NEW:Determine which statuses mean active or inactive for providers and cases.
In cb Admin, we added parent values to the "Status" field for providers and cases. Statuses mapped to "inactive" will be not be counted the # of cases or providers assigned to users on their Home page. Your team can also also hide closed cases on their Workload View with the Case Status Filter. To learn more, check out our Knowledge Base.
You can now assign meaning to each Provider Status and Case Status in cb Admin.
Notifications
NEW:Users will no longer receive notifications for any case statuses or provider statuses that are mapped to Inactive in cb Admin.
Home Page & Workload View
NEW:Workers can rely on their Home page to reflect Active cases and providers only.
Admin will need to map case status or provider status fields to Inactive in cb Admin. Also, if a worker applies the "Hide closed" filter for Case Status, any closed/inactive cases will not be displayed.
Assignments on the homepage only reflect active providers or client cases
Data Quality Update! 🎉
People
NEW:Casebook supports both 9 digit and 4 digit Social Security Numbers with validation.
If your organization doesn't track 9 digit SSNs, you can now click on Restrict SSN to last 4 digits. You no longer will have to create placeholder digits to store clients' 4 digit SSN.
Home Page Updates for cb Engage only users
NEW:Users with cb Engage-only roles will now see upcoming deadlines and meetings from their Home page. To learn more about the Home page, click here.
Meeting Scheduler* Beta feature. Beta means that the service is not completely finished, but it will still do everything described.
cb Reporting
NEW & PREVIEW:Unit Cost of Services has been added to service_enrollments and services data.
Have you wanted to calculate the amount of services rendered for a client for third party invoicing or financial reporting? Great news! It just got one step easier.
The Unit Cost of Services field allows counting cost of services provided/planned by different aggregations in cb Reporting. Build your own report now and keep an eye out for a pre-built report coming soon!
Schedule a consultation with our reporting expert. 📊
Learn how to get the most value out of Casebook's reporting capabilities:
Customize pre-built reports to fit your reporting needs
Use filters to slice and dice the reports in different ways
Export your reports & charts via PDF, Excel or PowerPoint
Sign up for Casebook 101 Training. 💻Every first Monday of the month, we offer a Casebook 101 training. Send your new hires and anyone who wants a refresher course.
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