Casebook Reviews & Product Details - Page 3

Casebook is very easy to access and easy to use. Not hard at all to figure out as a first time user. One of the best things is having others on the case load to help. Review collected by and hosted on G2.com.

At this time i have no downsides to using casebook. There is always a solution if the information you are entering is adequate for the program. No improvement needed. Review collected by and hosted on G2.com.

The most helpful thing about Casebook is the ease of use and navigation. Creating notes and tracking dates has never been something that professionals like to do but this software makes it as easy as possible. Review collected by and hosted on G2.com.

The import process for transferring our students over into the system was a little difficult, but once it was completed it was well worth having the students auto-populate in the case. Review collected by and hosted on G2.com.

Just the ability to constantly change the software to match the needs of the organization. If we change our structure, we can chance Casebook too. Review collected by and hosted on G2.com.

I think some more flexibility in the person profile would be helpful. Even with dynamic pages, there is no editing of the initial information boxes. Review collected by and hosted on G2.com.

The linking of service is okay. ........ Review collected by and hosted on G2.com.

You cant run demographics on your clients, CB gives you demo on all people in CB. CB reports are gimmicky without providing good feedback. CB engage and cb intake is pointless.They dont speak to each other. Completly confusing Review collected by and hosted on G2.com.

I like how you can add individuals and information about them so that it's easy to access their personal information. Everything is all in one and easy to find when in a rush. Review collected by and hosted on G2.com.

I wish there was a way to notify when Drivers License, insurance, etc are expiring. Instead of just the tasks section. It seems like it's easy to delete stuff too. I wish there was an undo button. Review collected by and hosted on G2.com.

being able to integrate our intake form from our website directly to creating an intake and then being able to create a case from there Review collected by and hosted on G2.com.

There seems to be a lot of repetitive steps when setting things up Review collected by and hosted on G2.com.

I like the structure it provides. As an Administrator, it is easy to create and assign cases to staff members. It is most beneficial for case noting, which was our primary goal for utilizing Casebook. Review collected by and hosted on G2.com.

I would suggest utilizing their support team for people who aren't as "tech savvy" as others. Some of the different portals can be a bit confusing. Review collected by and hosted on G2.com.

I like that Casebook allows easy access to see your caseload. It's nice that it is simple to transfer client, and gives everyone easy access to see who the client belongs too. Review collected by and hosted on G2.com.

I wish that we wouldn't have to make an individual person profile instead of having to make both a case and a person file. Review collected by and hosted on G2.com.

Case Management is easy to use and saves me a lot of time. Review collected by and hosted on G2.com.

It is expensive, which does not help my organization, plus it has some features that I do not understand fully. Review collected by and hosted on G2.com.

I love that the website is easy to use and clean. All the tabs are clear to find and help me stay organized. Review collected by and hosted on G2.com.

It would be nice to sort cases by oldest to newest or alphabetically. It would be nice if each user could set these filters as their preference. Review collected by and hosted on G2.com.