Person Profile Page

People and their person profile pages are the central pages for all work in Casebook. People profile pages provide workers links to all units of work that the Individual is attached to. In this way, it will be the most used page for most workers who use Casebook on a daily basis.

Casebook is a family-centric application of which the core unit of analysis is the person. All cases, assessments, court hearings, and eligibility files are tied to people through the Person Profile page. Once a person is entered into the application, the files associated with him/her will follow the individual through their life. Additionally, the individual's history page will store records and continue to populate throughout their life. 

A Person Profile Page is a repository for valuable demographic information. The information on person profile pages can be accessed by other workers and will continually be added to and enriched as more information becomes available about the person and is placed on the person profile page. This information will also be pulled into other units of work i.e. assessments, cases, case plans, etc, as needed.

Smart Bar

The “Smart Bar” at the top of the profile page follows workers as they scroll up and down the page. This Bar displays the person's name and includes the Actions menu as well as links to add a “New Note” or "New Report" (depending on your user role).  See Smart Bar for additional information.

Quick Information Menu

Includes:

• • Eligibility Files (if applicable)

  • Resources (if applicable)

  • Involvement Counties

• MaGIK and Legacy ID numbers (if applicable)

Person Profile Cards

Person Photo Card

Includes:

• • Name

  • Age

  • Date of Birth (DOB)

  • Date of Death (DOD) (if applicable)

  • Gender

  • Current Locations

  • Parents & Caregivers section (when applicable)

  • Children & Caregiver Children section (when applicable)

  • Open direct involvements 

This card also displays the person's Current Location similar to the Placement and Locations card.  The Home icon will notate the person’s current location. Children who reside in placements, the placement location will display with the categorized placement type (placement, temporary absence, etc.).

Note: if a person has no identifying information then the photo card does not display Current Location, Parents & Caregivers or Children & Caregiver Children.

Additional profile information is displayed in cards below the profile photo card. Each of these cards display a summary of the most recently updated information. 

Some cards, like the Identity and Contact card, Addresses Card, and Education card may contain additional information in a collapsable section. These sections can be expanded by clicking "See More".

This is what a card looks like when expanded.

Editing Page Cards

Each of these cards can be edited to add or change information in the same way. To open the edit screen, click the edit link in the top right corner of the card.

This edit link will take you to a blue page on which you can edit information that is stored on the card. The image below is a partial view of the edit screen for the Identity and Contact card. On this card you can change a person's name and add other demographic and contact information such as citizenship and aliases. 

You can return to the main page of the unit of work you were just on by clicking the Back link in the top left corner of the screen. Additionally, when you are editing a page, the smart bar reminds you what page you came from and that you are editing it.

Some pieces of information on the edit screen must be filled in to fulfill reporting requirements. Red exclamation points indicate needed information. Look carefully at the fields that have these symbols next to them. 

Once the information has been edited, click the save button at the bottom of the page to save your changes.

NOTE: when entering demographic information about a person, future dates cannot be used for the following fields:

• • Date of Birth

  • Date of Death

  • Citizenship effective date

Education Information

In Casebook, you can enter the “School of Legal Settlement” for a child in their education card on their person profile page. You may need to track a child’s pre‐removal school, because this school pays the child’s new school for mid-­year budgeting adjustments. When you click “Edit” on the education card, a new box will be at the top of the page. This box will populate with all schools that have been entered in the past. 

Health Information

On the edit page of this card, there are several unique auto-completers. 

• • Health/medical condition auto-completers: are pre-populated with a list of health conditions and are strictly managed.

  • Health Care Providers auto-completers: are populated with a list of Health Care Providers, not the entire list of people in Casebook. 

To add a Health Care Provider

1. From a person profile page, click the Edit link on the Health Info card. 

1. Click the small black triangle to expand the Health Care Provider section and click Add Health Care Provider.

1. Fill out the inline form, noting that the autocompleter for health care providers will only populate with health care providers that have been entered into Casebook.

1. Select the appropriate provider.

2. Click Save