The Casebook Blog

In parallel with the evolution of technology, policy and practice models continue to change to meet both regulatory requirements and best practices as understood through quantitative and qualitative research. We asked Elisha Gilliam, Director of Practice Integration, Casebook PBC / Senior Associate at the Annie E. Casey Foundation about the challenges and impact of new technologies. Since the implementation of major IT systems for child welfare and other human services, have practice models changed? Practice models and approaches in child welfare are ever changing. Research, federal policy changes, and societal shifts make it necessary for practice models to shift to meet the needs. These new practice models aim to produce good outcomes for vulnerable children, families, and communities. IT systems have made it possible to gain access to data in order to evaluate what works and what’s not working in the field. What challenges do personnel have with their legacy systems and implementing new practice elements within them? When I speak to both agency leaders and frontline staff, they often complain about how cumbersome it is to input data into their legacy systems. They also express concerns about the validity of the data they can retrieve. The current IT systems don’t allow for easy changes as policies change. Often to accommodate shifts in a policy, they tend to build workarounds to capture data until changes in their system can be made. These workarounds can be a big challenge in our county-administered systems since they have must send those requests up to the state level IT department to make adjustments. By the time that change is made, the local jurisdiction may have moved on to a new practice change. When agencies must accommodate policy changes with rigid legacy systems, what operational impacts can occur? When IT systems can’t be easily adjusted to support practice changes, it takes a toll on staff and the financial resources of the agency. They often have had to purchase additional software products to create what’s needed to capture data, which also requires staff to use multiple products. One of the most significant sacrifices for child welfare front line workers is time away from working with the families and children who need their support, because the worker spends substantial time completing administrative duties on often inflexible systems. In parallel with the evolution of technology, policy and practice models continue to change to meet both regulatory requirements and best practices as understood through quantitative and qualitative research. We asked Elisha Gilliam, Director of Practice Integration, Casebook PBC / Senior Associate at the Annie E. Casey Foundation about the challenges and impact of new technologies. Since the implementation of major IT systems for child welfare and other human services, have practice models changed? Practice models and approaches in child welfare are ever changing. Research, federal policy changes, and societal shifts make it necessary for practice models to shift to meet the needs. These new practice models aim to produce good outcomes for vulnerable children, families, and communities. IT systems have made it possible to gain access to data in order to evaluate what works and what’s not working in the field. What challenges do personnel have with their legacy systems and implementing new practice elements within them? When I speak to both agency leaders and frontline staff, they often complain about how cumbersome it is to input data into their legacy systems. They also express concerns about the validity of the data they can retrieve. The current IT systems don’t allow for easy changes as policies change. Often to accommodate shifts in a policy, they tend to build workarounds to capture data until changes in their system can be made. These workarounds can be a big challenge in our county-administered systems since they have must send those requests up to the state level IT department to make adjustments. By the time that change is made, the local jurisdiction may have moved on to a new practice change. When agencies must accommodate policy changes with rigid legacy systems, what operational impacts can occur? When IT systems can’t be easily adjusted to support practice changes, it takes a toll on staff and the financial resources of the agency. They often have had to purchase additional software products to create what’s needed to capture data, which also requires staff to use multiple products. One of the most significant sacrifices for child welfare front line workers is time away from working with the families and children who need their support, because the worker spends substantial time completing administrative duties on often inflexible systems. In parallel with the evolution of technology, policy and practice models continue to change to meet both regulatory requirements and best practices as understood through quantitative and qualitative research. We asked Elisha Gilliam, Director of Practice Integration, Casebook PBC / Senior Associate at the Annie E. Casey Foundation about the challenges and impact of new technologies. Since the implementation of major IT systems for child welfare and other human services, have practice models changed? Practice models and approaches in child welfare are ever changing. Research, federal policy changes, and societal shifts make it necessary for practice models to shift to meet the needs. These new practice models aim to produce good outcomes for vulnerable children, families, and communities. IT systems have made it possible to gain access to data in order to evaluate what works and what’s not working in the field. What challenges do personnel have with their legacy systems and implementing new practice elements within them? When I speak to both agency leaders and frontline staff, they often complain about how cumbersome it is to input data into their legacy systems. They also express concerns about the validity of the data they can retrieve. The current IT systems don’t allow for easy changes as policies change. Often to accommodate shifts in a policy, they tend to build workarounds to capture data until changes in their system can be made. These workarounds can be a big challenge in our county-administered systems since they have must send those requests up to the state level IT department to make adjustments. By the time that change is made, the local jurisdiction may have moved on to a new practice change. When agencies must accommodate policy changes with rigid legacy systems, what operational impacts can occur? When IT systems can’t be easily adjusted to support practice changes, it takes a toll on staff and the financial resources of the agency. They often have had to purchase additional software products to create what’s needed to capture data, which also requires staff to use multiple products. One of the most significant sacrifices for child welfare front line workers is time away from working with the families and children who need their support, because the worker spends substantial time completing administrative duties on often inflexible systems. In parallel with the evolution of technology, policy and practice models continue to change to meet both regulatory requirements and best practices as understood through quantitative and qualitative research. We asked Elisha Gilliam, Director of Practice Integration, Casebook PBC / Senior Associate at the Annie E. Casey Foundation about the challenges and impact of new technologies. Since the implementation of major IT systems for child welfare and other human services, have practice models changed? Practice models and approaches in child welfare are ever changing. Research, federal policy changes, and societal shifts make it necessary for practice models to shift to meet the needs. These new practice models aim to produce good outcomes for vulnerable children, families, and communities. IT systems have made it possible to gain access to data in order to evaluate what works and what’s not working in the field. What challenges do personnel have with their legacy systems and implementing new practice elements within them? When I speak to both agency leaders and frontline staff, they often complain about how cumbersome it is to input data into their legacy systems. They also express concerns about the validity of the data they can retrieve. The current IT systems don’t allow for easy changes as policies change. Often to accommodate shifts in a policy, they tend to build workarounds to capture data until changes in their system can be made. These workarounds can be a big challenge in our county-administered systems since they have must send those requests up to the state level IT department to make adjustments. By the time that change is made, the local jurisdiction may have moved on to a new practice change. When agencies must accommodate policy changes with rigid legacy systems, what operational impacts can occur? When IT systems can’t be easily adjusted to support practice changes, it takes a toll on staff and the financial resources of the agency. They often have had to purchase additional software products to create what’s needed to capture data, which also requires staff to use multiple products. One of the most significant sacrifices for child welfare front line workers is time away from working with the families and children who need their support, because the worker spends substantial time completing administrative duties on often inflexible systems. In parallel with the evolution of technology, policy and practice models continue to change to meet both regulatory requirements and best practices as understood through quantitative and qualitative research. We asked Elisha Gilliam, Director of Practice Integration, Casebook PBC / Senior Associate at the Annie E. Casey Foundation about the challenges and impact of new technologies. Since the implementation of major IT systems for child welfare and other human services, have practice models changed? Practice models and approaches in child welfare are ever changing. Research, federal policy changes, and societal shifts make it necessary for practice models to shift to meet the needs. These new practice models aim to produce good outcomes for vulnerable children, families, and communities. IT systems have made it possible to gain access to data in order to evaluate what works and what’s not working in the field. What challenges do personnel have with their legacy systems and implementing new practice elements within them? When I speak to both agency leaders and frontline staff, they often complain about how cumbersome it is to input data into their legacy systems. They also express concerns about the validity of the data they can retrieve. The current IT systems don’t allow for easy changes as policies change. Often to accommodate shifts in a policy, they tend to build workarounds to capture data until changes in their system can be made. These workarounds can be a big challenge in our county-administered systems since they have must send those requests up to the state level IT department to make adjustments. By the time that change is made, the local jurisdiction may have moved on to a new practice change. When agencies must accommodate policy changes with rigid legacy systems, what operational impacts can occur? When IT systems can’t be easily adjusted to support practice changes, it takes a toll on staff and the financial resources of the agency. They often have had to purchase additional software products to create what’s needed to capture data, which also requires staff to use multiple products. One of the most significant sacrifices for child welfare front line workers is time away from working with the families and children who need their support, because the worker spends substantial time completing administrative duties on often inflexible systems. In parallel with the evolution of technology, policy and practice models continue to change to meet both regulatory requirements and best practices as understood through quantitative and qualitative research. We asked Elisha Gilliam, Director of Practice Integration, Casebook PBC / Senior Associate at the Annie E. Casey Foundation about the challenges and impact of new technologies. Since the implementation of major IT systems for child welfare and other human services, have practice models changed? Practice models and approaches in child welfare are ever changing. Research, federal policy changes, and societal shifts make it necessary for practice models to shift to meet the needs. These new practice models aim to produce good outcomes for vulnerable children, families, and communities. IT systems have made it possible to gain access to data in order to evaluate what works and what’s not working in the field. What challenges do personnel have with their legacy systems and implementing new practice elements within them? When I speak to both agency leaders and frontline staff, they often complain about how cumbersome it is to input data into their legacy systems. They also express concerns about the validity of the data they can retrieve. The current IT systems don’t allow for easy changes as policies change. Often to accommodate shifts in a policy, they tend to build workarounds to capture data until changes in their system can be made. These workarounds can be a big challenge in our county-administered systems since they have must send those requests up to the state level IT department to make adjustments. By the time that change is made, the local jurisdiction may have moved on to a new practice change. When agencies must accommodate policy changes with rigid legacy systems, what operational impacts can occur? When IT systems can’t be easily adjusted to support practice changes, it takes a toll on staff and the financial resources of the agency. They often have had to purchase additional software products to create what’s needed to capture data, which also requires staff to use multiple products. One of the most significant sacrifices for child welfare front line workers is time away from working with the families and children who need their support, because the worker spends substantial time completing administrative duties on often inflexible systems. In parallel with the evolution of technology, policy and practice models continue to change to meet both regulatory requirements and best practices as understood through quantitative and qualitative research. We asked Elisha Gilliam, Director of Practice Integration, Casebook PBC / Senior Associate at the Annie E. Casey Foundation about the challenges and impact of new technologies. Since the implementation of major IT systems for child welfare and other human services, have practice models changed? Practice models and approaches in child welfare are ever changing. Research, federal policy changes, and societal shifts make it necessary for practice models to shift to meet the needs. These new practice models aim to produce good outcomes for vulnerable children, families, and communities. IT systems have made it possible to gain access to data in order to evaluate what works and what’s not working in the field. What challenges do personnel have with their legacy systems and implementing new practice elements within them? When I speak to both agency leaders and frontline staff, they often complain about how cumbersome it is to input data into their legacy systems. They also express concerns about the validity of the data they can retrieve. The current IT systems don’t allow for easy changes as policies change. Often to accommodate shifts in a policy, they tend to build workarounds to capture data until changes in their system can be made. These workarounds can be a big challenge in our county-administered systems since they have must send those requests up to the state level IT department to make adjustments. By the time that change is made, the local jurisdiction may have moved on to a new practice change. When agencies must accommodate policy changes with rigid legacy systems, what operational impacts can occur? When IT systems can’t be easily adjusted to support practice changes, it takes a toll on staff and the financial resources of the agency. They often have had to purchase additional software products to create what’s needed to capture data, which also requires staff to use multiple products. One of the most significant sacrifices for child welfare front line workers is time away from working with the families and children who need their support, because the worker spends substantial time completing administrative duties on often inflexible systems. In parallel with the evolution of technology, policy and practice models continue to change to meet both regulatory requirements and best practices as understood through quantitative and qualitative research. We asked Elisha Gilliam, Director of Practice Integration, Casebook PBC / Senior Associate at the Annie E. Casey Foundation about the challenges and impact of new technologies. Since the implementation of major IT systems for child welfare and other human services, have practice models changed? Practice models and approaches in child welfare are ever changing. Research, federal policy changes, and societal shifts make it necessary for practice models to shift to meet the needs. These new practice models aim to produce good outcomes for vulnerable children, families, and communities. IT systems have made it possible to gain access to data in order to evaluate what works and what’s not working in the field. What challenges do personnel have with their legacy systems and implementing new practice elements within them? When I speak to both agency leaders and frontline staff, they often complain about how cumbersome it is to input data into their legacy systems. They also express concerns about the validity of the data they can retrieve. The current IT systems don’t allow for easy changes as policies change. Often to accommodate shifts in a policy, they tend to build workarounds to capture data until changes in their system can be made. These workarounds can be a big challenge in our county-administered systems since they have must send those requests up to the state level IT department to make adjustments. By the time that change is made, the local jurisdiction may have moved on to a new practice change. When agencies must accommodate policy changes with rigid legacy systems, what operational impacts can occur? When IT systems can’t be easily adjusted to support practice changes, it takes a toll on staff and the financial resources of the agency. They often have had to purchase additional software products to create what’s needed to capture data, which also requires staff to use multiple products. One of the most significant sacrifices for child welfare front line workers is time away from working with the families and children who need their support, because the worker spends substantial time completing administrative duties on often inflexible systems. In parallel with the evolution of technology, policy and practice models continue to change to meet both regulatory requirements and best practices as understood through quantitative and qualitative research. We asked Elisha Gilliam, Director of Practice Integration, Casebook PBC / Senior Associate at the Annie E. Casey Foundation about the challenges and impact of new technologies. Since the implementation of major IT systems for child welfare and other human services, have practice models changed? Practice models and approaches in child welfare are ever changing. Research, federal policy changes, and societal shifts make it necessary for practice models to shift to meet the needs. These new practice models aim to produce good outcomes for vulnerable children, families, and communities. IT systems have made it possible to gain access to data in order to evaluate what works and what’s not working in the field. What challenges do personnel have with their legacy systems and implementing new practice elements within them? When I speak to both agency leaders and frontline staff, they often complain about how cumbersome it is to input data into their legacy systems. They also express concerns about the validity of the data they can retrieve. The current IT systems don’t allow for easy changes as policies change. Often to accommodate shifts in a policy, they tend to build workarounds to capture data until changes in their system can be made. These workarounds can be a big challenge in our county-administered systems since they have must send those requests up to the state level IT department to make adjustments. By the time that change is made, the local jurisdiction may have moved on to a new practice change. When agencies must accommodate policy changes with rigid legacy systems, what operational impacts can occur? When IT systems can’t be easily adjusted to support practice changes, it takes a toll on staff and the financial resources of the agency. They often have had to purchase additional software products to create what’s needed to capture data, which also requires staff to use multiple products. One of the most significant sacrifices for child welfare front line workers is time away from working with the families and children who need their support, because the worker spends substantial time completing administrative duties on often inflexible systems. In parallel with the evolution of technology, policy and practice models continue to change to meet both regulatory requirements and best practices as understood through quantitative and qualitative research. We asked Elisha Gilliam, Director of Practice Integration, Casebook PBC / Senior Associate at the Annie E. Casey Foundation about the challenges and impact of new technologies. Since the implementation of major IT systems for child welfare and other human services, have practice models changed? Practice models and approaches in child welfare are ever changing. Research, federal policy changes, and societal shifts make it necessary for practice models to shift to meet the needs. These new practice models aim to produce good outcomes for vulnerable children, families, and communities. IT systems have made it possible to gain access to data in order to evaluate what works and what’s not working in the field. What challenges do personnel have with their legacy systems and implementing new practice elements within them? When I speak to both agency leaders and frontline staff, they often complain about how cumbersome it is to input data into their legacy systems. They also express concerns about the validity of the data they can retrieve. The current IT systems don’t allow for easy changes as policies change. Often to accommodate shifts in a policy, they tend to build workarounds to capture data until changes in their system can be made. These workarounds can be a big challenge in our county-administered systems since they have must send those requests up to the state level IT department to make adjustments. By the time that change is made, the local jurisdiction may have moved on to a new practice change. When agencies must accommodate policy changes with rigid legacy systems, what operational impacts can occur? When IT systems can’t be easily adjusted to support practice changes, it takes a toll on staff and the financial resources of the agency. They often have had to purchase additional software products to create what’s needed to capture data, which also requires staff to use multiple products. One of the most significant sacrifices for child welfare front line workers is time away from working with the families and children who need their support, because the worker spends substantial time completing administrative duties on often inflexible systems.

Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today.

From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create 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. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: 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. Customize 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 Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create 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. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: 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. Customize 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 Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create 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. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: 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. Customize 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 Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create 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. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: 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. Customize 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 Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create 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. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: 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. Customize 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 Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create 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. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: 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. Customize 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 Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create 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. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: 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. Customize 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 Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create 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. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: 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. Customize 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 Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create 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. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: 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. Customize 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 Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create 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. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: 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. Customize 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 Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders