Reviews of Casebook

"Easy to navigate "

Overall: My team has enjoyed the easy use and navigation of casebook

Pros: It's easy to use and really easy to navigate.

Cons: Nothing. Casebook meets our needs and expectations.

"Housing Case Manager Casebook Review"

Overall: 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.

Pros: 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.

Cons: 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.

"New User"

Overall: 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!

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

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

"Outcome is flexible; process is cumbersome"

Overall: 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.

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

Cons: 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.

"Easy to learn and use on the daily basis! "

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

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

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

"Review about casebook"

Overall: Definitely very easy to use.

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

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

"User Friendly"

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

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

"Great Case Management"

Overall: I enjoy using casebook daily.

Pros: I like casebooks ease of use. The controls are self explanatory usually.

Cons: More training up front of the track portion.

"Casebook Review"

Pros: Fairly easy to use, easy to find case files

Cons: Names don't show up in alphabetical order in case files

"Review "

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

Cons: 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.

"Good product for small nonprofit "

Overall: 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.

Pros: I like how organized I am with this software.

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

"Perfect software "

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

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

"Great tool for tracking program"

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

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