Pulling Information into and from Other Units of Work
Information entered on the person page gets pulled into other parts of Casebook, and information entered in other parts of Casebook get pulled into the Person page. This prevents workers from duplicating work and helps them efficiently. Here are some of the most common instances of this exchange:
Information on the person page is used in Assessments
Information on the person page is pulled into Case Plan education and health sections
Information on the person page is used for eligibility files
Contact information entered into a note will populate on the person page.
In addition, to cross populating information internally, Casebook also populates information to and/or from external sites; this is also referred to as integration. These sites include:
ICES
ISETS
KidTraks
Quest