Casebook Erfahrungen

Non-Profit Organization Review

Vorteile:

It was a mental adjustment moving from our former platform to Casebook, but I have found that I really appreciated that it is people-centric. This will be super beneficial as we continue to serve more clients. The customer service is superb from the initial interest to getting onboarding. They also offer ongoing support and training with free and paid options. We appreciate having forms accessible to complete within the platform that we can customize as well.

Nachteile:

Initially there were so many options to customize that is a bit of a learning curve to adjust to.

Review

Kommentare: Overall, Casebook has been a great addition to our nonprofit. We have found that we are able to keep everything in one location which makes communication and efficiency much better.

Vorteile:

This software is a good "one stop shop". There are so many different features that can be customized to fit the needs of your company which makes it easy to consolidate your paltforms and use this for most things (if not everything). We like that we are able to keep track of imporant data, case notes, and even track our inventory that we are giving out to the population that we are serving. One of our favorite features is the fact that you can create your own reports right in the software and download and export them in many different formats which makes it much easier than having to import data and graph it yourself!

Nachteile:

The hardest part for us was the rollout of using the product. We decided to do our own onboarding and that was pretty tough, even with the various videos and articles. We found that if you really have no experience at all in creating stuff on the web, that it is alot harder than it seems. A lot of our onboarding was trial and error which got very frustrating at times and also very time consuming.

Housing Case Manager Casebook Review

Kommentare: It is way better than using the traditional paper filing case management system, however there are still some ways to go to perfecting it. Overall, I am happy to be able to have the software over not and I still think it is a great tool.

Vorteile:

I like that it is mostly pretty basic, and easy to understand. I like that it is neater, safer, and more convenient then paper files and notes. I like that it is customizable and that my colleagues can easily access the information that I want them to see easily or I can restrict it.

Nachteile:

That there is no android app that I can access Casebook from my phone from, and that there is not much for filing, holding onto, and organizing paperwork, documents, etc. I also do not care for how it appears so much and the lack of explanation in some way for the applications. I also wish there were areas that were more generalized and not specific just to clients but that the software could be more customizable to our company and how we run, rather than us having to conform to the software.

Still learning

Kommentare: We have and are having a good experience with Casebook even though we are learning more about the software daily.

Vorteile:

It has given us a place to store and track our clients.

Nachteile:

We understand that Casebooks is implementing new things over time, so we are here for the new implementations!

Attachments from Casebook

Kommentare: We are new to using Casebook and still in the Onboarding process, but it will hopefully eliminate the need for our program to utilize spreadsheets and word documents to collect client information and contact notes.

Vorteile:

The ease of use in capturing client data and referral information.

Nachteile:

The main missing feature is being able to attach files directly from the casebook casefile. Currently, you must download a file to your local computer and then attach them from there. It makes the most sense for us to eliminate that step and keep all documents housed in the database exclusively.

A Creative Use Case

Kommentare: The customer service has been great. It feels like a small, really engaged team.

Vorteile:

I like that I can bring in my clients in a way that feels very human. I helps be build holistic supports around them and capture all the ways I've helped them.

Nachteile:

I basically using it like a CRM, but a more humanistic one. It can be challenging because I need to be really creative with how I use the different features. There are capabilities I wish it had, as a solopreneur, especially when it comes to marketing, but I understand that was not was Casebook was built to do.

Great platform, even better partner

Kommentare: Casebook has been unbelievably helpful as an organization in getting us started. Their customer support is fantastic. I appreciate their candid response to questions about features they don't support; being told "we want to add that but don't know when" is a better response than a broken promise, and they err on the side of honesty in that regard. Overall, we simply trust the relationship with Casebook, and that's important.

Vorteile:

Casebook has a great, mobile-friendly design and thoughtfully-considered UX. They seem to be carefully improving the flexibility and customizability of the platform without losing its user-friendliness. Our advocates were mostly able to get in without much hand-holding, and that's powerful!

Nachteile:

Having to store custom data in Form.io forms, which are rigid to work with and difficult to report on, is by far our biggest limitation right now. Not being able to customize the names of core fields; not having to shoe-horn in our concept of "case files" into the existing concept of "providers". Basically, a general lack of flexibility in the primary/core app; however, Casebook has been super useful in helping us think through how to make it work for us, AND the lack of flexibility is the flip side to a careful development approach that we definitely appreciate. We would rather have to work around this lack of flexibility than have the product devolve into something over-complicated.

Casebook Review

Kommentare: Great customer service

Vorteile:

CB Engage is a great place to see the entire case

Nachteile:

A lot of time to input information and create individualized platform

Family Engagement

Kommentare: Customer support [SENSITIVE CONTENT] has been the reason we have stayed on!

Vorteile:

Ease of use for collecting data/case managment

Nachteile:

Reporting is not intuitive; Setting this up (11 months in) has NOT been easy.

Great Package! AWESOME CUSTOMER SUPPORT!!!

Kommentare: Great experience from the very beginning. It’s almost like you become a family throughout the process. I would highly recommend this product, especially if they get to work with [SENSITIVE CONTENT HIDDEN]. They are AWESOME!!!!

Vorteile:

Ease of use. Simple clean format. We did not need to have an IT or database background to utilize the software.

Nachteile:

Minimal con is I wish we could rename certain sections.

Casebook: First Impressions

Kommentare: I'm still learning, so I will admit that my experience is limited. I hope that it can continue to grow and become more user-friendly.

Vorteile:

I can tell that a lot of thought went into this program. It tries to cover every area that you could possibly need to keep an organized database for social work and medical work. There's a lot of potential to use this platform to keep everything organized and kept together.

Nachteile:

Sometimes, things aren't very intuitive. It doesn't flow super easy and those who have just started working in social work may not understand the terminology/where to go to complete their company's specified tasks. Also, the support chat system always seems to be down and it's hard to get in contact with anyone to ask simple questions.

Casebook for Non-profit Client Tracking

Kommentare: Very difficult to use and implement. Customer Service was attentive at first--now they will not respond to to requests for a meeting to implement reporting.

Vorteile:

The forms are customizable. We can add and remove items.

Nachteile:

It is not intuitive to use. It is too complicated for volunteer use. Also, there when contacting a repeat client, the data collected from the first contact, disappears so one cannot compare where a person was at a year ago. One should be able to track progress rather than just the short history of outcomes.Also, creating the case first, then the person is just confusing.

Amigos for Kids

Kommentare: Keeping track of our management and social work files in one database.

Vorteile:

The numerous features from creating the form from the bottom up to storing files for a long time and saving files.

Nachteile:

Some pdf files cannot be uploaded or certain parts of creating a form cannot be manage to include.

Review

Vorteile:

Having easy access to the Resource Parents information contact information. Being able to search easily, upload documents and update resource parents information.

Nachteile:

When uploading attachments, the documents are not sorted from newest to oldest. When correcting clients name, it makes me change it only as if is a new client, which then the past documents attached to the client is no longer on the new corrected page.

Corey review

Kommentare: Great. i am very please with casebook

Vorteile:

How EASY IT WAS TO USE, VERY VERY SIMPLE

Nachteile:

Everything worked well for me. i am very pleased with casebook

Moving to a Digital Format

Kommentare: The team is awesome, its been a great experience for us!

Vorteile:

The team assembled has been very supportive throughout the process. I appreciate their willingness to listen to our needs and work to meet those needs.

Nachteile:

It is still in development; however, this con is a pro because they are able to take actual feedback from clients to build a superior protect, instead of just assuming they know what organizations need.

Good

Vorteile:

data entry and it serves its purpose of allowing me to record information.

Nachteile:

nonthing it serves its purpose of allowing me to record information.

User Friendly

Vorteile:

The software makes it easy to create a case, manage it and create reports to understand trends.

Nachteile:

For our purpose, we do not use the intake tab. It was a unnecessary step

It is a good product

Kommentare: Overall it is easy to use and beneficial for my position.

Vorteile:

This software is user friendly and easy to learn.

Nachteile:

There is nothing I can think of that is a problem for me.

My Review

Kommentare: Overall my experience has been pretty good.

Vorteile:

It's easy to learn how to use unlike some data platforms that I've used in the past.

Nachteile:

Some times there's a lot of steps before getting to the part of the platform I'm trying to use.

Perfect software

Vorteile:

Customizable, most applications aren't excited about change. Casebook actually looks to meet your needs

Nachteile:

I just found it, it would have been a great asset years ago

Case Book is Mid

Kommentare: It is fine but i would prefer if it had more ease of use.

Vorteile:

I enjoy that anyone in the company can access and update client information

Nachteile:

Nothing about this software is intuitive and, especially for our older coworkers, is difficult to use.

Simple and effective

Vorteile:

Casebook is user friendly and simple to navigate

Nachteile:

We currently use the "forms" section for casenotes in order to be able to track services accurately for our clients.

Casebook is the way to go if you are looking to maintain your case files electronically!

Kommentare: Casebook is helping us to maintain family and children case files electronically. In the past we were utilizing paper files. It is a great benefit to have when enduring situations such as the current pandemic, where staff have to work remotely from home.

Vorteile:

The fact that reports can be immediately generated from the data that has been input into the system. I also like the fact that forms can be generated and signed remotely by service recipients. Casebook can also be used to secure directions to a clients home and will provide pictures of the neighborhood and the clients home.

Nachteile:

We have only been using the software for less than 6 months. Too soon to tell.

Casebook

Kommentare: So far it good

Vorteile:

Can be use in app Accessibility makes a great to use

Nachteile:

Nothing still learn how to use it We just started with Case bookt therefore I have no problems with it yet