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The Casebook Blog

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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...

Get the Guide
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

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

Discharge Planning Checklist for Case Managers

As a case manager, you play a critical role in ensuring effective discharge planning for your clients. With the increasing focus on care coordination and care transitions, a comprehensive discharge pl...
by Dipesh Dhital 1 min read
Homelessness

Can You Define Homelessness? The Four Types of Homelessness

Is your client homeless? How do you define homelessness? In human services It’s not a simple yes or no answer. Instead it’s multiple choice. There are four categories of homelessness used for federal ...
by Maryellen Hess Cameron 1 min read
Case Management

What Is Targeted Case Management?

Targeted case management is an essential human services practice focused on providing individualized support and care coordination to clients with complex needs. As a case manager, you take on a criti...
by Dipesh Dhital 1 min read
Case Management

A Guide To Case Management Models

As a case manager, you'll encounter clients and cases requiring particular approaches to guarantee quality care. While every case and treatment plan is different, most types of case management models ...
by Trevor Norkey 1 min read
Case Management

10 Key Case Management Best Practices

As a case manager, the way you interact with clients significantly impacts their lives and reflects on your organization. Continue reading to learn about case management best practices you can adopt.
by Trevor Norkey 1 min read
Casebook PBC

7 Must-Have Case Management System Features

Working in the human services sector can be complicated and overwhelming, which is why many organizations use case management systems. These platforms and apps help improve case management practices b...
by Trevor Norkey 1 min read
Case Management

How School-Based Case Managers Can Prepare for the New School Year

While the beginning of the new school year can be a time of excitement, hope, and anticipation, it can also conjure up apprehension, uncertainty, and anxiety. Schools are facing big challenges, from l...
by Lori Granieri 1 min read
Casebook PBC

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 proba...
by Andrew Pelletier 2 min read

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