Description de Casebook

Casebook est une plateforme SaaS de services sociaux et humanitaires sécurisée qui fonctionne depuis n'importe quel emplacement et appareil avec un navigateur et offre une tarification flexible en fonction de l'utilisateur. L'application mobile Casebook incluse offre ses fonctionnalités même en l'absence de couverture mobile. La version électronique est désormais possible avec des flux de travail personnalisés qui rendent la collaboration instantanée. Casebook comprend : gestion de cas, admissions, mobile, portail, reporting et administration. Casebook a été initialement développé par la fondation Annie E. Casey pour aider ceux qui aident les autres.

Qui utilise Casebook ?

Les organismes à but non lucratif, les agences gouvernementales et locales et les prestataires privés qui ont beaucoup d'informations enfermées dans des systèmes technologiques et des feuilles de calcul obsolètes.

Vidéo de Casebook
Casebook Logiciel - 1 Casebook Logiciel - 2 Casebook Logiciel - 3 Casebook Logiciel - 4 Casebook Logiciel - 5

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Avis sur Casebook

Note moyenne

Note globale
4,1
Facilité d'utilisation
3,9
Service client
4,5
Fonctionnalités
4,0
Rapport qualité-prix
4,2

Avis classés par taille de l'entreprise (nombre d'employés)

  • <50
  • 51-200
  • 201-1 000
  • >1 001

Trouver les avis classés par note

5
45%
4
36%
3
9%
2
3%
1
6%
Gisele
Program Support Coordinator (É.-U.)
Gestion d'organisme à but non lucratif, 11-50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Amigos for Kids

5,0 il y a 2 mois Nouveau

Commentaires : Keeping track of our management and social work files in one database.

Avantages :

The numerous features from creating the form from the bottom up to storing files for a long time and saving files.

Inconvénients :

Some pdf files cannot be uploaded or certain parts of creating a form cannot be manage to include.

Justin
Developer (É.-U.)
Gestion d'organisme à but non lucratif, 2-10 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Great platform, even better partner

4,0 il y a 2 ans

Commentaires : Casebook has been unbelievably helpful as an organization in getting us started. Their customer support is fantastic. I appreciate their candid response to questions about features they don't support; being told "we want to add that but don't know when" is a better response than a broken promise, and they err on the side of honesty in that regard. Overall, we simply trust the relationship with Casebook, and that's important.

Avantages :

Casebook has a great, mobile-friendly design and thoughtfully-considered UX. They seem to be carefully improving the flexibility and customizability of the platform without losing its user-friendliness. Our advocates were mostly able to get in without much hand-holding, and that's powerful!

Inconvénients :

Having to store custom data in Form.io forms, which are rigid to work with and difficult to report on, is by far our biggest limitation right now. Not being able to customize the names of core fields; not having to shoe-horn in our concept of "case files" into the existing concept of "providers". Basically, a general lack of flexibility in the primary/core app; however, Casebook has been super useful in helping us think through how to make it work for us, AND the lack of flexibility is the flip side to a careful development approach that we definitely appreciate. We would rather have to work around this lack of flexibility than have the product devolve into something over-complicated.

Réponse de l'équipe de Casebook

l’année dernière

Justin - thanks for keeping us on our toes and helping us out with great feedback. We're lucky to have customers like you!

Michelle
Executive Director (É.-U.)
Institutions religieuses, 2-10 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Casebook for Non-profit Client Tracking

3,0 il y a 4 semaines Nouveau

Commentaires : Very difficult to use and implement. Customer Service was attentive at first--now they will not respond to to requests for a meeting to implement reporting.

Avantages :

The forms are customizable. We can add and remove items.

Inconvénients :

It is not intuitive to use. It is too complicated for volunteer use. Also, there when contacting a repeat client, the data collected from the first contact, disappears so one cannot compare where a person was at a year ago. One should be able to track progress rather than just the short history of outcomes.Also, creating the case first, then the person is just confusing.

Samantha
Director (É.-U.)
Services à la personne et aux familles, 2-10 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Alternatives envisagées :

Review

4,0 il y a 4 mois

Commentaires : Overall, Casebook has been a great addition to our nonprofit. We have found that we are able to keep everything in one location which makes communication and efficiency much better.

Avantages :

This software is a good "one stop shop". There are so many different features that can be customized to fit the needs of your company which makes it easy to consolidate your paltforms and use this for most things (if not everything). We like that we are able to keep track of imporant data, case notes, and even track our inventory that we are giving out to the population that we are serving. One of our favorite features is the fact that you can create your own reports right in the software and download and export them in many different formats which makes it much easier than having to import data and graph it yourself!

Inconvénients :

The hardest part for us was the rollout of using the product. We decided to do our own onboarding and that was pretty tough, even with the various videos and articles. We found that if you really have no experience at all in creating stuff on the web, that it is alot harder than it seems. A lot of our onboarding was trial and error which got very frustrating at times and also very time consuming.

Réponse de l'équipe de Casebook

il y a 3 mois

Thanks for your review, Samantha! We're glad Casebook Reporting is helping your organization streamline your process. We appreciate your feedback about onboarding and will consider it as we continue to improve upon the experience our new customers go through.

Jenyne
Healthy Parenting Program Coordinator (É.-U.)
Services à la personne et aux familles, 11-50 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis

Alternatives envisagées :

Attachments from Casebook

4,0 il y a 4 mois

Commentaires : We are new to using Casebook and still in the Onboarding process, but it will hopefully eliminate the need for our program to utilize spreadsheets and word documents to collect client information and contact notes.

Avantages :

The ease of use in capturing client data and referral information.

Inconvénients :

The main missing feature is being able to attach files directly from the casebook casefile. Currently, you must download a file to your local computer and then attach them from there. It makes the most sense for us to eliminate that step and keep all documents housed in the database exclusively.

Réponse de l'équipe de Casebook

il y a 3 mois

Thanks for your honest and thorough review of Casebook. Your feedback about document downloads is appreciated and will be reviewed by our product management team as part of our commitment to constantly improving Casebook.