CASEBOOK
Some training sessions are scheduled as live trainings with a specific date and time. Other trainings are offered as on-demand instructional materials. All instructional material will display a default date of January 1. This date is for system reference only and does not reflect a scheduled live session.
Help Center
The site is the official knowledge base and support center for the Casebook human services software platform. It provides structured documentation, step-by-step guides, FAQs, and tutorials to help users understand and use the various Casebook applications (such as intake, case management, provider management, reporting, and administration). The Help Center includes:
Knowledge Base articles organized by topic (e.g., Getting Started, Admin, People, Intake, Engage, Track, Access, Reporting, Integrations).
How-to guides for common tasks like creating reports, managing users, configuring workflows, and generating dashboards.
Customer support options for contacting Casebook’s support team and accessing release notes.
Video Library
The Casebook Video Library is a centralized collection of instructional videos designed to help users learn how to use the Casebook human services software. It provides short, category-filtered video tutorials covering core features and workflows such as platform overviews, intake processes, case creation, reporting, user management, workflows, notes, attachments, and more. The library is organized by topic so users can quickly access visual, step-by-step guidance for tasks across different Casebook modules.