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KB

Ken B.

Mid-Market (51-1000 emp.)

5/4/2023

"Data base is intuitive and easy to navigate"

4/5

What do you like best about Casebook?

The ability to gather data and create reports Review collected by and hosted on G2.com.

What do you dislike about Casebook?

The limitations of creating group notes. Review collected by and hosted on G2.com.

Response from Nicole Reece of Casebook

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Thank you for your positive feedback about Casebook. We're pleased to hear that you find the platform intuitive and that it allows you to gather data and create reports effectively. We also appreciate your input as we strive to improve the user experience.

CH

Verified User in Human Resources

Small-Business (50 or fewer emp.)

4/1/2023

"Casebook review"

5/5

What do you like best about Casebook?

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.

What do you dislike about Casebook?

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.

Response from Nicole Reece of Casebook

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Thanks for taking the time to share your feedback with us. It's nice to hear when we're able to help you gain some extra time, feel in control of your workload and collaborate with your teams to improve outcomes for the people you serve.

KB

Kevin B.

District Social Worker & Supervisor

Small-Business (50 or fewer emp.)

1/3/2023

"User Friendly Case Management Software"

4.5/5

What do you like best about Casebook?

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.

What do you dislike about Casebook?

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.

MB

Michael B.

Clinical Coordinator/Social Worker

Small-Business (50 or fewer emp.)

1/24/2023

"A great software that is flexible, so that they can accommodate any specific services and goals."

4.5/5

What do you like best about Casebook?

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.

What do you dislike about Casebook?

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.

Response from Brian Johnson of Casebook

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Thanks for your review. We're thrilled to partner with you and look forward to continually improving Casebook together. Feedback like this helps!

AA

Verified User in Arts and Crafts

Small-Business (50 or fewer emp.)

5/18/2023

"Casebook is a frustrating experience. It's not well thought out. It feels like it's still in beta."

1.5/5

What do you like best about Casebook?

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

What do you dislike about Casebook?

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.

Response from Nicole Reece of Casebook

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Hi there,

Thank you for providing us with this feedback. We use input like yours to improve the product for all of our customers.

UI

Verified User in Individual & Family Services

Small-Business (50 or fewer emp.)

1/5/2023

"Casebook Review"

5/5

What do you like best about Casebook?

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.

What do you dislike about Casebook?

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.

Response from Nicole Reece of Casebook

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We're glad to hear that you find Casebook to be organized and easy to access. We appreciate your feedback! Thanks for being a customer!

RW

Robyn W.

Small-Business (50 or fewer emp.)

2/2/2023

"Very user friendly"

5/5

What do you like best about Casebook?

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.

What do you dislike about Casebook?

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

Response from Nicole Reece of Casebook

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Thank you! It's great to hear that integrating your website with Casebook is a saving time!

KN

Kim N.

Program Director

Small-Business (50 or fewer emp.)

1/3/2023

"Easy to navigate Case Management System."

5/5

What do you like best about Casebook?

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.

What do you dislike about Casebook?

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.

DG

Dani G.

Case Manager

Small-Business (50 or fewer emp.)

1/31/2023

"Casebook Review"

4/5

What do you like best about Casebook?

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.

What do you dislike about Casebook?

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.

Response from Nicole Reece of Casebook

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Hi Dani - Thank you for your sharing your review. We created Casebook to enable visual client history tracking over time to demonstrate your efficacy. We're so glad to hear it's making a difference for you.

BR

Brianna R.

Executive Director

Small-Business (50 or fewer emp.)

1/24/2023

"Easy to use"

4.5/5

What do you like best about Casebook?

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

What do you dislike about Casebook?

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.

Response from Isabella Carroll of Casebook

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Hi Brianna - Thank you so much for taking the time to leave a review! I'm so glad to hear that Casebook is saving your organization time - this is something we strive to do. Have you had a chance to take any of our Live Training sessions? These would be a great way to quickly learn about all our features. If you're interested, reach out to suuprt@casebook.net and we can get you registered.