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Casebook Provider Management

Onboarding  |  Licensing  |  Inspections  |  Management
social services software b:track for provider management

cb: track

Manage provider licensing, tasks, files, documents, as well as paper and digital forms.

cb: admin

Enables organizations to administer and configure Casebook to their unique needs.

mobility software for social services software

cb: mobile

Empowers users with an integrated mobile solution and consistent experience regardless of internet connection.


cb: access

A portal between citizens and people who work in human services. Forms and applications are on demand and electronically submitted.

Casebook Provider Management supports efficient and thorough onboarding of new providers, inspection and relicensure of existing providers, intake and assessment of complaints and incidents and a variety of other functions needed by agencies responsible for licensing facilities and home-based licensees like foster homes and child care centers.

At its core, the Casebook Provider Management solution is built on the Casebook Platform, a set of business applications and services purpose-built for human services. Casebook Provider Management is comprised of cb: Track, cb: Mobile, cb: Admin with cb: Intake for Provider Management available as an optional enhancement.

The Casebook Platform’s flexibility, modularity and interoperability features make moving away from legacy information systems and paper forms a reality.

Always Have Access to the Right Data

cb: Track provides agencies and organizations the ability to track applications, assign licensing cases and record ongoing inspections for compliance and license maintenance. 

Workers can work while they’re in the field or back in the office. Casebook enables organizations to modernize their existing technology with features like offline functionality, file uploads and a person-centric data model focused on human services that can help improve existing processes such as inspections, corrective action plans, onboarding and incident reporting.

System notifications alert staff to new assignments, missing information or licensing status changes.

Increase Efficiency with Mobility

cb: Mobile for Provider Management is a fully configurable solution that’s included with each Casebook Solution. cb Mobile allows users to see applications assigned to them, complete and submit inspections – and with advanced API functionality, makes data submission into an existing “system of record” like a legacy Child Welfare system possible. 

cb: Mobile may be used for a variety of licensing programs including foster homes, child & adult care centers, residential resources, treatment facilities or other programs that rely on licensed persons or facilities. Features like geographical-based prioritization and routing help workers do the right thing at the right time. 

cb: intake

Expand your Capabilities with cb: intake

cb: intake for provider management provides a point of entry for people or incidents being brought into an organization’s system. Examples use cases of cb: intake include onboarding of new providers (foster parents, child care providers, service providers) or acceptance of online and telephonic complaints about facilities that an agency is responsible for monitoring.

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Scalable and Purpose-built for Human Services Agencies and Nonprofits of all Sizes

The Casebook Provider Management solution can help agencies and nonprofit organizations across human services. Casebook Platform and is configurable and scalable, ready to serve the smallest nonprofit or largest government agencies with speed, security, and reliability.

Supports Critical
Business Functions

• Task management and calendaring
• Applicant onboarding
• Licensing, inspections and home studies
• Works with our without an internet connection while in the field
• Configurable to meet your changing policies and best practices
• Real-time dashboard and reporting for quick access to data
• Data interoperability with nearly any other system via API

provider management solutions for all social services agencies and nonprofits

Learn about our Cost-Effective Per-User Pricing

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Implementation that’s Outcomes-Driven, Efficient and Quick.

Casebook LightSpeed is our outcomes-driven methodology for a rapid and successful implementation of Casebook. LightSpeed takes Agile methodologies, compressed for a rapid approach and adds Casebook’s outcome-driven methodology, focusing on the what vs. the how, to provide the perfect complement to an iterative approach.

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