Provider Management helps the helpers in Human Services agencies and nonprofits. 


Casebook Provider Management is a Solution as a Service that eases onboarding and management of providers, be they people or facilities. Initially designed to serve the child welfare domain, our newest version is built on the always-current Casebook Platform and is configurable and scalable, ready to serve the smallest nonprofit or largest government agencies with speed, security, and reliability.

Casebook Provider Management can help organizations across human services for use cases such as onboarding of volunteers, foster families, and other services providers to end-to-end facility management and licensing.

If you'd like to request a demo of Casebook Provider Management please provide us your contact information and our demo team will be in touch.

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cb: track

Allows agencies to conduct the full life cycle of tasks for provider management, from provider onboarding, tracking applications, assigning licensing cases and home study inspections; to provider licensing, recording of ongoing compliance inspections and relicensing, provider licensing maintenance, and provider placement availability and matching.

cb: admin

Enables organizations to administer and configure Casebook to their unique needs. Administrators have the ability to create their own universe, or ‘sandbox’, using documented Application Program Interfaces (APIs) to quickly and efficiently make changes to forms or pages, enact testing and release to production

cb: mobile

 Integrated real-time mobile solution regardless of internet connection. Allows users to see applications assigned to them; complete and submit inspections; complete forms and case notes in the field; upload files, and receive real-time alerts and notifications. Data is encrypted, and once synchronized with the system, it is removed from the mobile device.

Support Critical
Business Functions


• 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

cb: mobile

Mobility empowers users with full offline capabilities, integrating real-time updates with the legacy system of record. cb: mobile allows users to see applications assigned to them; complete and submit inspections for foster homes, group homes, and residential treatment facilities; complete forms and case notes in the field; upload files; and receive real-time alerts and notifications. Data is encrypted, and once synchronized with the system, it is removed from the mobile device, reducing security concerns should the device be lost or stolen.

Purpose-built to be Configurable and Intuitive

With a modern look and feel; a user-focused dashboard; and concise intuitive workflows aimed at reducing administrative data capture effort. Casebook Provider Management is built on a platform with robust, enhanced APIs promoting simplified, accelerated integration. This seamless API integration capability supports rapid interface deployment to best of class Placement Matching, and Provider Portal tools of choice. In addition, Casebook Provider Management is fully capable of integrating with business intelligence tools to track and report on outcomes.

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