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The Casebook Blog

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Uncover Expert Insights on Our Blog!

Case Management

How To Create a Client Intake Process Flow Chart

Intake is arguably the most critical aspect of the social work process. It gives you a chance to identify the client's needs, limitations, and case management goals.
by Trevor Norkey 1 min read
Case Management
by Dipesh Dhital 1 min read

Discharge Planning Checklist for Case Managers

Case Management
by Maryellen Hess Cameron 1 min read

Can You Define Homelessness? The Four Types of Homelessness

Case Management
by Dipesh Dhital 1 min read

What Is Targeted Case Management?

Case Management
by Trevor Norkey 1 min read

A Guide To Case Management Models

Human Services

8 Trends in Human Services That Are Transforming the Industry

by Trevor Norkey
Human Services
by Maryellen Hess Cameron 1 min read

Do You Deliver on DEI for Clients?

Human Services
by Trevor Norkey 1 min read

Creating a Culture of Continuous Learning in Human Services Organizations

Human Services
by Casebook Editorial Team 1 min read

Continuity in Client Engagement During Case Transfers

Human Services
by Casebook Editorial Team 1 min read

Using Technology to Support Client Disability Income Approval

Nonprofit

Reporting Impact and Communicating to Grant Funders

The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits. In this post, we’ll delve into reporting as well as the need for positive and...
by Sade Dozan 2 min read
Nonprofit
by Sade Dozan 1 min read

How To Build Healthy Relationships With Funders

Nonprofit
by Sade Dozan 1 min read

Capacity-Building Grants | Nonprofit Case Studies

Nonprofit
by Sade Dozan 1 min read

Secure Your Funding Pt. 3 — Emphasis On The Data

Technology

AI Tools for Human Services Nonprofits

Following are some AI tools for you to consider. There are many others available as well. These solutions will take some of the heavy lift off staff so your organization, and those you serve, can thrive!
by Casebook Editorial Team 1 min read
Technology
by Andrew Pelletier 2 min read

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

Technology
by Brian Johnson 2 min read

3 Things to Look for When Choosing Your Nonprofit Management Software

Technology
by Brian Johnson 1 min read

Single vs Multi-Tenant SaaS Architecture for Your Human Services Organization

Technology
by Patrick Stewart 2 min read

Using Casebook's API to Connect your Human Services Technology

Casebook

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

You run a social services organization and you're keeping all of your records in a spreadsheet, and now you are wondering if the investment in a case management solution is right for you. You're probably already having trouble getting the reports you need and making...
by Andrew Pelletier 2 min read
Casebook
by Brian Johnson 1 min read

Single vs Multi-Tenant SaaS Architecture for Your Human Services Organization

Casebook
by Joshua Cruz 1 min read

3 Simple Ways Going Paperless Improves Data Security

Casebook
by Meagan Cooke 3 min read

cb Engage: Case management software that brings it all together.

Casebook
by Ilana Novick 3 min read

Casebook Security: Passwords, Permissions & Encryption

Best Practices

Nonprofit

How To Build Healthy Relationships With Funders

In previous posts, we’ve reviewed best practices regarding grantwriting and communicating your story to funders. We’ve even talked about the importance of third-party validation. Another key to success is understanding how to build stronger relationships with funders. Funders co...

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Nonprofit

Secure Your Funding Pt. 3 — Emphasis On The Data

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

Get the Guide
Best Practices

Reporting Impact and Communicating to Grant Funders

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

by Sade Dozan4 min read
Best Practices

Capacity-Building Grants | Nonprofit Case Studies

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

by Sade Dozan4 min read

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Latest Blogs

Best Practices

Update Your Client Intake

In the human services industry, client intake is a central part of the process that sets the stage for successful service delivery. Without a thorough understanding of who the client is, what their ne...
by Casebook Editorial Team 2 min read
Best Practices

Leverage Technology To Reduce Record Keeping Errors

In human services case management, accuracy in record keeping can define success or failure. Unfortunately, common errors like incorrect documents and inconsistent data entries can hamper the path to ...
by Casebook Editorial Team 1 min read
Casebook Blog

10 Key Questions to Ask Yourself When Evaluating Nonprofit Client Management Systems

From time to time, nonprofits with human and social service missions need to upgrade or completely overhaul their client management systems, also commonly known as a case management system or nonprofi...
by Casebook Editorial Team 2 min read
Best Practices

Reporting Impact and Communicating to Grant Funders

The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits. In this pos...
by Sade Dozan 2 min read
Insider

Casebook's Dynamic Pages Now Extend to the Person Profile

Casebook is a powerful tool that offers organizations the ability to customize and tailor their data management system to suit their specific needs. We understand that organizations using Casebook oft...
by Ben Belanger - Senior Product Manager 2 min read
Best Practices

From Reentry to Stability: Preventing Recidivism

People released from all types of detention facilities may not be fully prepared to re-enter society. They will transition from a life in which they had few choices to one in which they will have much...
by Maryellen Hess Cameron 2 min read
Best Practices

What Does a Police Social Worker Do?

Counseling and Crisis Response Support Police social workers complement the efforts of law enforcement officers, expanding the services provided by local police and sheriff’s departments. According to...
by Casebook Editorial Team 3 min read
Best Practices

5 Benefits of Cloud-Based Workflows for Human Services

Workflows have undergone a rapid evolution in just the past few years. What used to require the hands-on cooperation of several people working onsite can now be handled by a small team of well-equippe...
by Brian Johnson 1 min read
Best Practices

Casebook's Impact on Foster Care Services

Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data...
by Ilana Novick 1 min read

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