Casebook

Community Advocate Casebook Use

Kommentare: Initial purchasing decisions, onboarding, integration and use have all been a great experience. I have recommended Casebook to other programs!

Vorteile:

Our Department utilizes casebook for Victim Advocacy and Social Services Case Management within a police department. There is no other singular software available to adequately support both pieces of this program. Casebook allows us to track and store all of our data from both program pieces in one place. The ease of access to reporting is incredible.

Nachteile:

Reporting page will sometimes take quite a long time for a larger report. Otherwise, Casebook is very user friendly.

Efficient and easy to navigate !

Kommentare: My overall experience with Casebook has been great.

Vorteile:

Casebook is efficient and easy to navigate!

Nachteile:

There is nothing that stands out in particular. Everything is easy to navigate.

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.

Daily relief

Kommentare: 10/10

Vorteile:

It’s very easy to use, super helpful!!!!!!!!!!Can’t complain about it.

Nachteile:

There’s nothing that I don’t like about casebook.

New User

Kommentare: Has made my job a lot easier and able to maintain case notes and clients information. Hoping to have more time to use other features!

Vorteile:

The layout of client files and case notes. Reports!! Once I have a chance to implement

Nachteile:

Sometimes hard to navigate sections when trying to add " relationships". In addition multiple entries of same information.

No as happy as I had hoped to be.....

Vorteile:

We have not found anything what we like most thus far.

Nachteile:

This system has been our data more complicated and less user-friendly than our 30-year-old notebooks. There are FAR TOO MANY fields we don't need. There should be a way to hide what we don't need. Additionally, there are many fields that we need that we can't rename or find a place to universally put them. We thougth we were going to be able to use the system in real time...NOPE (if so its far to difficult to use and find.) We came with several requirements but one major need "to be able to simplify our communications". There is NO ABILITY to communicate. And maybe that's our fault we allowed those selling us the product to keep up consummed with our other requirement and allowed one word answers to suffice. Additionally, uploading is a joke. It was going to take us longer for figure that out "with video assistance" than just sitting down and spending hours and hours keying in all the data from stratch. I think the one thing that spoiled it for us compeletly was our ONBOARDING EXPERIENCE. The onboarding training we paid EXTRA for. The young lady we had seemed generally fine at first but soon in to the process -- we started getting convicting information, attitude and resistance. The unwillingness to make it simple for us, to not speak from a place of knowledge but to make sure we got it was not the goal. We had 45 minutes/or 60 minutes and we had to get it or not but she was moving on. She made a bad situation much worst. Bad customer service can change everything.

Outcome is flexible; process is cumbersome

Kommentare: It is fantastic to have all information captured electronically. The flexibility of the set-up enables us to capture additional fields on an ongoing basis. Reporting so far seems to produce what we need, and the help desk is very responsive. It has just been an unexpectedly cumbersome experience which we are still sorting out. We are not finished with our implementation but do hope and expect to achieve what we need to streamline our process.

Vorteile:

The software is flexible allowing organizations to customize for specific needs. The help desk is extremely responsive.

Nachteile:

The implementation process was not what we expected. We started with someone who left the company after we had received two sessions. We were asked for our own internal reports up front which we assumed would be used to frame the training. It seemed we just jumped right into entering data without being asked how we use it or report on it. This led to much re-doing of set-up. There were a number of "quick tips" that would have been helpful to know about up front. Much of the implementation is left up to the customer to read and learn on their own. It is confusing from an operational workflow perspective to enter intakes, people and cases all separately. It would be easier to enter them in one flow of work. It would also have been ideal to completely customize the order in which fields are listed as well as the fields itself. Ultimately, the software enables us to capture data needed but the workflow is not simple from an operational perspective.In short, having Casebook truly understand our organization up front both operationally and as it pertains to reporting would have enabled the implementation process to be more productive.

Casebook use in small human services organization

Kommentare: Client/case file management

Vorteile:

The system has simple form and user interface creation. Adding users is simple.

Nachteile:

Lack of ability to customize data fields, remove or delete fields we do not use. Lack of implementation support, You must install and implement the software yourself, alot of client data must be entered manually. Implementation on our own was challenging, and we had planned to pay for some implementation assistance from a vendor, but it was not even an option.

Easy to learn and use on the daily basis!

Kommentare: Overall, the experience has been swell. Casebook is easy to understand and implement.

Vorteile:

I like that I can access casebook from anywhere, with an internet connection, it is simple to access.

Nachteile:

Our stats reporting doesn't come out in order, so the stats have to be organized.

Casebook for Non-Profit management

Kommentare: Overall we have had a less than thrilling experience with the product and have run into many difficulties as we try to record people data as best as we can. We had to completely change the way that we used the system about 6 months into using it. It has resolved a lot of issues for us, however was a time consuming and difficult process.

Vorteile:

What I appreciate most about this software is how it growing with our organization. Casebook is listening to what we need and adapting the platform to meet those needs.

Nachteile:

What I like least about this platform is it's lack of customization. Not only was it hard for our organization to completely grasp new verbiage instead of implementing our own, but we are also limited to the capabilities only that the system already has, which was not the impression we had at the beginning.

Review about casebook

Kommentare: Definitely very easy to use.

Vorteile:

I like how we can add notes. The last software we had did not have that option.

Nachteile:

I would like for easier ways to document instead of a 5 step thing.

My Casebook Thoughts

Vorteile:

Easy to navigate as well as uploading documents that are needed for each client.

Nachteile:

Non, really! Do not have any complaints at this time.

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

Great Platform with Even Better People

Kommentare: The Casebook customer service has been excellent. Everyone from pre-purchase to 1on1 tech support has been very helpful.

Vorteile:

The software is relatively easy to use and they are regularly adding new features that make it more efficient.

Nachteile:

Not being able to have group service notes or a roster was an issue that has been address by them!

Love casebook

Kommentare: It was frustrating at first, but we have the hang of it now

Vorteile:

Everything . Mostly easy to navigate through the steps of

Nachteile:

Set up the product that firvus was very frustrating and wish it came with more consultation.

Love it!

Vorteile:

This software is exactly what I needed for tracking candidate test results.

Nachteile:

There is nothing that I like least about this software! It's very easy to use.

Good program

Kommentare: I feel like overall this program is good.

Vorteile:

I do like how thorough this program is in collecting client information and providing space for case notes.

Nachteile:

Ease of customizable reporting. As a nonprofit, our grants ask for very specific information.

Very Disjointed Software

Kommentare: We decided to use another software to track cases.

Vorteile:

The automation processes with client and providers.

Nachteile:

The software is very disjointed. They do not allow you to look around in the demo. Features are in some modules but not in others like filling in forms. The system is not easy to use to track client and others connected to case. Documentation is sparse and they will onboard you over 6 weeks while charging you the monthly fees.

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.

Casebook assitance

Kommentare: The people at Casebook are great to assist, also the use of the system is great

Vorteile:

I have learned over the past few weeks that casebook is not hard to navigate and it makes my work environment more fluid

Nachteile:

learning how to use it has been the most challenging for me

Good product for small nonprofit

Kommentare: This software has taken my unorganized paper files and turned them into organized online files. Everything is in one place, it is easy to find, and I know it is safe.

Vorteile:

I like how organized I am with this software.

Nachteile:

There is a lot to figure out, and I simply have not had the time to learn everything.

Great but needs more flexibility for customization

Vorteile:

It looks great and is relatively user-friendly once onboarding is finalized.

Nachteile:

The limited customization options and features. Some features that are missing include multiple choice fields, easier blend between intake and engage, and a way to easily integrate hotline calls.

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

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.

Great tool for tracking program

Vorteile:

Features are easy to use, the dashboard is very visually appealing and the reports are customizable.

Nachteile:

Still working through the kinks but thus far any issues we have encountered have been resolved by the team.