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Software That Answers to Your Nation and Values
Casebook is tribal case management software your Nation configures around its own programs, cultural practices, and reporting obligations to federal and Tribal funders.
A Tribal government administering TANF and a community organization delivering elder services both have to manage several programs under separate funding streams. Casebook is Tribal government software that connects those programs in one system, so program directors can compare results and decide where to allocate resources.
Casebook coordinates and documents the programs your organization delivers to members, from child welfare to elder services and anything else your community runs.
Casebook gives program directors and case managers one system for intake, service coordination, documentation, and grant reporting.
Casebook serves as tribal child welfare software and elder services case management in the same system. A program director can review both departments without logging into separate tools.
You write intake questions in the language and structure your community uses. Your team adds fields, reorders questions, and changes what information each program collects through Casebook’s no-code editor.
Only behavioral health staff can open a behavioral health record. Your organization sets those boundaries by department and role, then adjusts them as staff change.
Members enrolled in several programs can keep a single profile that holds every service they receive. Authorized staff can open it and see the member’s full history right away.
Your case managers refer members to outside health providers, then record whether they attended those appointments. Staff members can also check eligibility for every program from that same file.
A grants manager can pull a quarterly federal report directly from live program data. Your team then reuses that same data for provincial and Tribal requirements without rebuilding anything.
Workflows that enable community impact. Data that protects your members.
No two Nations organize their programs the same way, which is why Casebook takes direction from your structures instead of imposing a general workflow for all Nations. Your team sets up intake, permissions, and reporting to match your structures without reshaping your programs around someone else’s software. Sensitive member information stays protected under the access rules your organization sets.
Your organization serves the same members through different programs at once, each with its own funder and its own reporting calendar.