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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.

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January 1

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