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Using Data for Enhanced Nonprofit Performance: Insights and Strategies

Whitepaper, Driving Nonprofit Impact With Data and Technology, synthesizes the findings from a survey Executive Directors of 27 agencies in human services.Survey Insights Data Utilization The survey illuminates a crucial gap, with 73% of agencies underutilizing data in...
by Casebook Editorial Team 7 min read

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! AI Solutions - Administrative With these tools, you can easily...
by Casebook Editorial Team 13 min read

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 20 min read

Best Practices

The Ultimate Guide to Grant Funding Success

UPDATED for 2024: Discover best practices to securing grant funding with our comprehensive guide. From identifying opportunities to crafting winning proposals, we cover everything you need to succeed.

Download now and start your journey towards grant funding success.

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...

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

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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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 tha...
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 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 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 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 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 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 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 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 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 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
by Andrew Pelletier 11 min read

cb Reporting: Data That Matters

Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensu...
Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p>
by Ilana Novick 13 min read

Casebook Security: Passwords, Permissions & Encryption

Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at leas...
Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho
by Ilana Novick 11 min read

Casebook: Empowering teams during challenging times

Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version...
Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk. Since March, Casebook PBC has taken steps to enable our workers to be effective while working remotely. While we have always had a large contingent of remote workers, switching to a fully-remote operation without access to our office has presented challenges that we never had in our previous version of "normal". The pandemic has presented the same types of challenges for workers in social services. Casebook was built to meet the real-world needs of workers and administrators who dedicate their days to helping others. Here are a few ways essential workers are using Casebook during the pandemic to keep the focus on serving clients and citizens. SUPPORT REMOTE WORK - Casebook's secure, browser-based technology keeps workers connected to their work, even when they aren't connected to the internet. This means that notes, photos, forms and more can be added directly to Casebook via phone or laptop, from anywhere. As an example, a full facility inspection or home study could be completed with an iPhone in airplane mode and will automatically connect when turned off and reconnected. COLLABORATE - Do your workers rely on a traditional manila folder with hundreds of documents neatly stuffed inside, along with photos, post-it notes and printouts? Who has that folder in their possession at any given time? What if someone leaves that folder behind in a cafe between appointments? With Casebook, you can securely move data from physical folders into the cloud and then share it with the right people. AUTOMATE & ENABLE SELF-SERVICE - If you've been considering automating your application process, now is the time. It's already a chore for applicants to sift through pages of instructions and multiple-page applications to become a childcare provider or foster parent. Instead, enable applicants to work through their application from the comfort and safety of their home. What if they have questions? A licensing worker or family finder can virtually "drop in" and take a look at the current progress of an application and assist with the process remotely. There are many other ways Casebook can help enable organizations working through the challenges of the pandemic. One of Casebook's best features is its ability to be implemented quickly. Some customers have gone live in as short as a week, with one month being the standard timeframe for the Casebook Lightspeed implementation methodology. With subscriptions as low as $29/month, Casebook is affordable for nearly any organization. If you'd like to discuss how Casebook can help, let's set up a time to talk.
by Brian Johnson 9 min read

Casebook Software Solutions are CCWIS Ready

Casebook Solutions for human services are built on the award-winning Casebook Platform, and are secure cloud-based software purpose-built for human services. Offering state-of-the-art features, Casebook Solutions can be implemented as an individual module or as part of a more extensive solution set,...
Casebook Solutions for human services are built on the award-winning Casebook Platform, and are secure cloud-based software purpose-built for human services. Offering state-of-the-art features, Casebook Solutions can be implemented as an individual module or as part of a more extensive solution set, such as the Casebook CCWIS-ready Child Welfare Solution. Casebook continues to bring innovation to human services by using modern technology to empower human services workers in organizations of all sizes – from a 3 person nonprofit to a 4000 person human services organization. In addition to scalability, Casebook Solutions and the Casebook Platform reflect the core tenets of Federal mandates across human services, such as the CCWIS final rule: modularity, flexibility, reusability, and interoperability. Casebook incorporates the latest technologies to further support an overburdened workforce, where time spent with families and children is of the essence. New additions to the solution include: Natural Language ProcessingNatural Language Processing (NLP) enabling Hotline workers to reduce time spent inputting data by providing powerful AI tools such as real time association suggestion and talk-to-text. NLP technology focuses on the intake and capture of accurate data at the initial point of contact, achieving time savings by automating text review and inserting relevant text into pre-existing fields and/or newly created fields. Additionally, NLP uses AI to provide context for workers by automatically suggesting connections to existing documentation, involvement history, family support networks, and more. NLP provides the ability to exchange and pull data from legacy systems. Mobility optionsMobility empowers users with full offline capabilities, integrating real time updates with the CCWIS or legacy system of record. cb:mobile allows users to: see applications assigned to them; complete and submit inspections for foster homes, group homes, and residential treatment facilities; complete forms and case notes in the field; upload files; and receive real time alerts and notifications. Data is encrypted, and once synchronized with the system, is removed from the mobile device, reducing security concerns should the device be lost or stolen. Casebook Solutions for human services are built on the award-winning Casebook Platform, and are secure cloud-based software purpose-built for human services. Offering state-of-the-art features, Casebook Solutions can be implemented as an individual module or as part of a more extensive solution set, such as the Casebook CCWIS-ready Child Welfare Solution. Casebook continues to bring innovation to human services by using modern technology to empower human services workers in organizations of all sizes – from a 3 person nonprofit to a 4000 person human services organization. In addition to scalability, Casebook Solutions and the Casebook Platform reflect the core tenets of Federal mandates across human services, such as the CCWIS final rule: modularity, flexibility, reusability, and interoperability. Casebook incorporates the latest technologies to further support an overburdened workforce, where time spent with families and children is of the essence. New additions to the solution include: Natural Language ProcessingNatural Language Processing (NLP) enabling Hotline workers to reduce time spent inputting data by providing powerful AI tools such as real time association suggestion and talk-to-text. NLP technology focuses on the intake and capture of accurate data at the initial point of contact, achieving time savings by automating text review and inserting relevant text into pre-existing fields and/or newly created fields. Additionally, NLP uses AI to provide context for workers by automatically suggesting connections to existing documentation, involvement history, family support networks, and more. NLP provides the ability to exchange and pull data from legacy systems. Mobility optionsMobility empowers users with full offline capabilities, integrating real time updates with the CCWIS or legacy system of record. cb:mobile allows users to: see applications assigned to them; complete and submit inspections for foster homes, group homes, and residential treatment facilities; complete forms and case notes in the field; upload files; and receive real time alerts and notifications. Data is encrypted, and once synchronized with the system, is removed from the mobile device, reducing security concerns should the device be lost or stolen. Casebook Solutions for human services are built on the award-winning Casebook Platform, and are secure cloud-based software purpose-built for human services. Offering state-of-the-art features, Casebook Solutions can be implemented as an individual module or as part of a more extensive solution set, such as the Casebook CCWIS-ready Child Welfare Solution. Casebook continues to bring innovation to human services by using modern technology to empower human services workers in organizations of all sizes – from a 3 person nonprofit to a 4000 person human services organization. In addition to scalability, Casebook Solutions and the Casebook Platform reflect the core tenets of Federal mandates across human services, such as the CCWIS final rule: modularity, flexibility, reusability, and interoperability. Casebook incorporates the latest technologies to further support an overburdened workforce, where time spent with families and children is of the essence. New additions to the solution include: Natural Language ProcessingNatural Language Processing (NLP) enabling Hotline workers to reduce time spent inputting data by providing powerful AI tools such as real time association suggestion and talk-to-text. NLP technology focuses on the intake and capture of accurate data at the initial point of contact, achieving time savings by automating text review and inserting relevant text into pre-existing fields and/or newly created fields. Additionally, NLP uses AI to provide context for workers by automatically suggesting connections to existing documentation, involvement history, family support networks, and more. NLP provides the ability to exchange and pull data from legacy systems. Mobility optionsMobility empowers users with full offline capabilities, integrating real time updates with the CCWIS or legacy system of record. cb:mobile allows users to: see applications assigned to them; complete and submit inspections for foster homes, group homes, and residential treatment facilities; complete forms and case notes in the field; upload files; and receive real time alerts and notifications. Data is encrypted, and once synchronized with the system, is removed from the mobile device, reducing security concerns should the device be lost or stolen. Casebook Solutions for human services are built on the award-winning Casebook Platform, and are secure cloud-based software purpose-built for human services. Offering state-of-the-art features, Casebook Solutions can be implemented as an individual module or as part of a more extensive solution set, such as the Casebook CCWIS-ready Child Welfare Solution. Casebook continues to bring innovation to human services by using modern technology to empower human services workers in organizations of all sizes – from a 3 person nonprofit to a 4000 person human services organization. In addition to scalability, Casebook Solutions and the Casebook Platform reflect the core tenets of Federal mandates across human services, such as the CCWIS final rule: modularity, flexibility, reusability, and interoperability. Casebook incorporates the latest technologies to further support an overburdened workforce, where time spent with families and children is of the essence. New additions to the solution include: Natural Language ProcessingNatural Language Processing (NLP) enabling Hotline workers to reduce time spent inputting data by providing powerful AI tools such as real time association suggestion and talk-to-text. NLP technology focuses on the intake and capture of accurate data at the initial point of contact, achieving time savings by automating text review and inserting relevant text into pre-existing fields and/or newly created fields. Additionally, NLP uses AI to provide context for workers by automatically suggesting connections to existing documentation, involvement history, family support networks, and more. NLP provides the ability to exchange and pull data from legacy systems. Mobility optionsMobility empowers users with full offline capabilities, integrating real time updates with the CCWIS or legacy system of record. cb:mobile allows users to: see applications assigned to them; complete and submit inspections for foster homes, group homes, and residential treatment facilities; complete forms and case notes in the field; upload files; and receive real time alerts and notifications. Data is encrypted, and once synchronized with the system, is removed from the mobile device, reducing security concerns should the device be lost or stolen. Casebook Solutions for human services are built on the award-winning Casebook Platform, and are secure cloud-based software purpose-built for human services. Offering state-of-the-art features, Casebook Solutions can be implemented as an individual module or as part of a more extensive solution set, such as the Casebook CCWIS-ready Child Welfare Solution. Casebook continues to bring innovation to human services by using modern technology to empower human services workers in organizations of all sizes – from a 3 person nonprofit to a 4000 person human services organization. In addition to scalability, Casebook Solutions and the Casebook Platform reflect the core tenets of Federal mandates across human services, such as the CCWIS final rule: modularity, flexibility, reusability, and interoperability. Casebook incorporates the latest technologies to further support an overburdened workforce, where time spent with families and children is of the essence. New additions to the solution include: Natural Language ProcessingNatural Language Processing (NLP) enabling Hotline workers to reduce time spent inputting data by providing powerful AI tools such as real time association suggestion and talk-to-text. NLP technology focuses on the intake and capture of accurate data at the initial point of contact, achieving time savings by automating text review and inserting relevant text into pre-existing fields and/or newly created fields. Additionally, NLP uses AI to provide context for workers by automatically suggesting connections to existing documentation, involvement history, family support networks, and more. NLP provides the ability to exchange and pull data from legacy systems. Mobility optionsMobility empowers users with full offline capabilities, integrating real time updates with the CCWIS or legacy system of record. cb:mobile allows users to: see applications assigned to them; complete and submit inspections for foster homes, group homes, and residential treatment facilities; complete forms and case notes in the field; upload files; and receive real time alerts and notifications. Data is encrypted, and once synchronized with the system, is removed from the mobile device, reducing security concerns should the device be lost or stolen. Casebook Solutions for human services are built on the award-winning Casebook Platform, and are secure cloud-based software purpose-built for human services. Offering state-of-the-art features, Casebook Solutions can be implemented as an individual module or as part of a more extensive solution set, such as the Casebook CCWIS-ready Child Welfare Solution. Casebook continues to bring innovation to human services by using modern technology to empower human services workers in organizations of all sizes – from a 3 person nonprofit to a 4000 person human services organization. In addition to scalability, Casebook Solutions and the Casebook Platform reflect the core tenets of Federal mandates across human services, such as the CCWIS final rule: modularity, flexibility, reusability, and interoperability. Casebook incorporates the latest technologies to further support an overburdened workforce, where time spent with families and children is of the essence. New additions to the solution include: Natural Language ProcessingNatural Language Processing (NLP) enabling Hotline workers to reduce time spent inputting data by providing powerful AI tools such as real time association suggestion and talk-to-text. NLP technology focuses on the intake and capture of accurate data at the initial point of contact, achieving time savings by automating text review and inserting relevant text into pre-existing fields and/or newly created fields. Additionally, NLP uses AI to provide context for workers by automatically suggesting connections to existing documentation, involvement history, family support networks, and more. NLP provides the ability to exchange and pull data from legacy systems. Mobility optionsMobility empowers users with full offline capabilities, integrating real time updates with the CCWIS or legacy system of record. cb:mobile allows users to: see applications assigned to them; complete and submit inspections for foster homes, group homes, and residential treatment facilities; complete forms and case notes in the field; upload files; and receive real time alerts and notifications. Data is encrypted, and once synchronized with the system, is removed from the mobile device, reducing security concerns should the device be lost or stolen. Casebook Solutions for human services are built on the award-winning Casebook Platform, and are secure cloud-based software purpose-built for human services. Offering state-of-the-art features, Casebook Solutions can be implemented as an individual module or as part of a more extensive solution set, such as the Casebook CCWIS-ready Child Welfare Solution. Casebook continues to bring innovation to human services by using modern technology to empower human services workers in organizations of all sizes – from a 3 person nonprofit to a 4000 person human services organization. In addition to scalability, Casebook Solutions and the Casebook Platform reflect the core tenets of Federal mandates across human services, such as the CCWIS final rule: modularity, flexibility, reusability, and interoperability. Casebook incorporates the latest technologies to further support an overburdened workforce, where time spent with families and children is of the essence. New additions to the solution include: Natural Language ProcessingNatural Language Processing (NLP) enabling Hotline workers to reduce time spent inputting data by providing powerful AI tools such as real time association suggestion and talk-to-text. NLP technology focuses on the intake and capture of accurate data at the initial point of contact, achieving time savings by automating text review and inserting relevant text into pre-existing fields and/or newly created fields. Additionally, NLP uses AI to provide context for workers by automatically suggesting connections to existing documentation, involvement history, family support networks, and more. NLP provides the ability to exchange and pull data from legacy systems. Mobility optionsMobility empowers users with full offline capabilities, integrating real time updates with the CCWIS or legacy system of record. cb:mobile allows users to: see applications assigned to them; complete and submit inspections for foster homes, group homes, and residential treatment facilities; complete forms and case notes in the field; upload files; and receive real time alerts and notifications. Data is encrypted, and once synchronized with the system, is removed from the mobile device, reducing security concerns should the device be lost or stolen. Casebook Solutions for human services are built on the award-winning Casebook Platform, and are secure cloud-based software purpose-built for human services. Offering state-of-the-art features, Casebook Solutions can be implemented as an individual module or as part of a more extensive solution set, such as the Casebook CCWIS-ready Child Welfare Solution. Casebook continues to bring innovation to human services by using modern technology to empower human services workers in organizations of all sizes – from a 3 person nonprofit to a 4000 person human services organization. In addition to scalability, Casebook Solutions and the Casebook Platform reflect the core tenets of Federal mandates across human services, such as the CCWIS final rule: modularity, flexibility, reusability, and interoperability. Casebook incorporates the latest technologies to further support an overburdened workforce, where time spent with families and children is of the essence. New additions to the solution include: Natural Language ProcessingNatural Language Processing (NLP) enabling Hotline workers to reduce time spent inputting data by providing powerful AI tools such as real time association suggestion and talk-to-text. NLP technology focuses on the intake and capture of accurate data at the initial point of contact, achieving time savings by automating text review and inserting relevant text into pre-existing fields and/or newly created fields. Additionally, NLP uses AI to provide context for workers by automatically suggesting connections to existing documentation, involvement history, family support networks, and more. NLP provides the ability to exchange and pull data from legacy systems. Mobility optionsMobility empowers users with full offline capabilities, integrating real time updates with the CCWIS or legacy system of record. cb:mobile allows users to: see applications assigned to them; complete and submit inspections for foster homes, group homes, and residential treatment facilities; complete forms and case notes in the field; upload files; and receive real time alerts and notifications. Data is encrypted, and once synchronized with the system, is removed from the mobile device, reducing security concerns should the device be lost or stolen. Casebook Solutions for human services are built on the award-winning Casebook Platform, and are secure cloud-based software purpose-built for human services. Offering state-of-the-art features, Casebook Solutions can be implemented as an individual module or as part of a more extensive solution set, such as the Casebook CCWIS-ready Child Welfare Solution. Casebook continues to bring innovation to human services by using modern technology to empower human services workers in organizations of all sizes – from a 3 person nonprofit to a 4000 person human services organization. In addition to scalability, Casebook Solutions and the Casebook Platform reflect the core tenets of Federal mandates across human services, such as the CCWIS final rule: modularity, flexibility, reusability, and interoperability. Casebook incorporates the latest technologies to further support an overburdened workforce, where time spent with families and children is of the essence. New additions to the solution include: Natural Language ProcessingNatural Language Processing (NLP) enabling Hotline workers to reduce time spent inputting data by providing powerful AI tools such as real time association suggestion and talk-to-text. NLP technology focuses on the intake and capture of accurate data at the initial point of contact, achieving time savings by automating text review and inserting relevant text into pre-existing fields and/or newly created fields. Additionally, NLP uses AI to provide context for workers by automatically suggesting connections to existing documentation, involvement history, family support networks, and more. NLP provides the ability to exchange and pull data from legacy systems. Mobility optionsMobility empowers users with full offline capabilities, integrating real time updates with the CCWIS or legacy system of record. cb:mobile allows users to: see applications assigned to them; complete and submit inspections for foster homes, group homes, and residential treatment facilities; complete forms and case notes in the field; upload files; and receive real time alerts and notifications. Data is encrypted, and once synchronized with the system, is removed from the mobile device, reducing security concerns should the device be lost or stolen. Casebook Solutions for human services are built on the award-winning Casebook Platform, and are secure cloud-based software purpose-built for human services. Offering state-of-the-art features, Casebook Solutions can be implemented as an individual module or as part of a more extensive solution set, such as the Casebook CCWIS-ready Child Welfare Solution. Casebook continues to bring innovation to human services by using modern technology to empower human services workers in organizations of all sizes – from a 3 person nonprofit to a 4000 person human services organization. In addition to scalability, Casebook Solutions and the Casebook Platform reflect the core tenets of Federal mandates across human services, such as the CCWIS final rule: modularity, flexibility, reusability, and interoperability. Casebook incorporates the latest technologies to further support an overburdened workforce, where time spent with families and children is of the essence. New additions to the solution include: Natural Language ProcessingNatural Language Processing (NLP) enabling Hotline workers to reduce time spent inputting data by providing powerful AI tools such as real time association suggestion and talk-to-text. NLP technology focuses on the intake and capture of accurate data at the initial point of contact, achieving time savings by automating text review and inserting relevant text into pre-existing fields and/or newly created fields. Additionally, NLP uses AI to provide context for workers by automatically suggesting connections to existing documentation, involvement history, family support networks, and more. NLP provides the ability to exchange and pull data from legacy systems. Mobility optionsMobility empowers users with full offline capabilities, integrating real time updates with the CCWIS or legacy system of record. cb:mobile allows users to: see applications assigned to them; complete and submit inspections for foster homes, group homes, and residential treatment facilities; complete forms and case notes in the field; upload files; and receive real time alerts and notifications. Data is encrypted, and once synchronized with the system, is removed from the mobile device, reducing security concerns should the device be lost or stolen.
by Billy McCaw 7 min read

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