Casebook's Adaptive Model Of Support

One of the benefits of my job is that I’m continually introduced to organizations making a big impact in their corner of the world. Like a good parent says: "They are all my favorites." The truth is, some stand out more than others for their unique approaches or forgotten niches of the community that they reach. One of these organizations that left an indelible imprint on my mind was a particular nonprofit in the midwest that provides support to families who have a child who recently received an epilepsy diagnosis.

This organization provided wraparound support services for the families and the individual children. Their goal was to meet families in the hospitals as soon as they received the epilepsy diagnosis and then give them a plan moving forward. Most of all, they gave the families hope and community that was desperately needed. These are the heroes we all need at different times in our lives.

Before reaching out to Casebook, this organization was using a donor management platform to document their interactions with the families. This only partially worked the way they needed it. Eventually, it became clear that their current solution wasn’t going to cover all their needs, so they began the search for a case management solution.

Whenever I have the opportunity to show someone the Casebook Platform, I make sure I understand a bit about the unique services that they’re providing for the community. I want to make sure that the Casebook I’m presenting most closely aligns with the Casebook they need. With our adaptive model, the Casebook platform is able to help multiple types of organizations serving diverse people groups. 

In studying this particular organization, I noticed that the individuals going into the hospitals to meet the families were trained volunteers. While these volunteers needed to document their visits with the hurting families, they most certainly did not need access to Casebook and the personal information the database houses. I was elated to show them that our product team has designed functionality for this specific need: email into case.

Every case record that’s created has a unique email address automatically assigned to that particular record. If you give volunteers or external partnership organizations that unique email address, the content of that email will populate within the case notes section. This way, a group leader or a teacher may be able to update you, the caseworker, on notable aspects of the individual’s life that you otherwise would have no idea about. 

In regards to the Epilepsy Services organization, this supplied the perfect solution for a problem causing great consternation in their daily efforts. Now they are able to continue with their current model of outreach while not having to pay any extra subscription or functionality fees. It’s stories like this that remind me how grateful I am for the solutions we’re offering to help the helpers.

Maybe your organization has been looking for a similar solution that allows collaboration on case records from individuals outside of your organization. In a normal circumstance, it would be impossible to allow this collaboration while still keeping data secure and HIPAA compliant. Now that solution exists, and it is in Casebook.


Drew Pelletier
Solutions Consultant
andrew.pelletier@casebook.net

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