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Using Data for Enhanced Nonprofit Performance: Insights and Strategies

Whitepaper, Driving Nonprofit Impact With Data and Technology, synthesizes the findings from a survey Executive Directors of 27 agencies in human services.Survey Insights Data Utilization The survey illuminates a crucial gap, with 73% of agencies underutilizing data in...
by Casebook Editorial Team 7 min read

AI Tools for Human Services Nonprofits

Following are some AI tools for you to consider. There are many others available as well. These solutions will take some of the heavy lift off staff so your organization, and those you serve, can thrive! AI Solutions - Administrative With these tools, you can easily...
by Casebook Editorial Team 13 min read

Buy or Build Your Own Case Management System for Human Services?

You run a social services organization and you're keeping all of your records in a spreadsheet, and now you are wondering if the investment in a case management solution is right for you. You're probably already having trouble getting the reports you need and making...
by Andrew Pelletier 20 min read

Best Practices

The Ultimate Guide to Grant Funding Success

UPDATED for 2024: Discover best practices to securing grant funding with our comprehensive guide. From identifying opportunities to crafting winning proposals, we cover everything you need to succeed.

Download now and start your journey towards grant funding success.

Secure Your Funding Pt. 3 — Emphasis On The Data

So far, we’ve reviewed watchdog sites’ standards, detailing indicators for a nonprofit’s success, and articulating metrics. What do all of these have in common? DATA! Ratings, program development, case-making…all are driven by a drumbeat of qualitative and quantitative data. How the public v...

Reporting Impact and Communicating to Grant Funders

The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits...

by Sade Dozan4 min read

Capacity-Building Grants | Nonprofit Case Studies

In the previous post, we touched on how capacity-building grants are identified and developed in an effort to better position organizations for growth. Now, we’ll review the power of capacity-building g...

by Sade Dozan4 min read

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Features & Benefits: Helping the Helpers with Casebook Technology

After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a b...
After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time.
by Brian Johnson 16 min read

Casebook: Empowering teams during challenging times

Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version...
Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk.
by Brian Johnson 9 min read

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