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 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. 

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