Casebook
Casebook is a purpose-built human services platform that provides non-profits and government agencies with centralized tools for intake, case management, and outcome tracking to improve service delivery.
FieldWorker
FieldWorker is an all-in-one care management platform designed for social services and home healthcare agencies to streamline documentation, billing, and compliance while improving caregiver efficiency and patient outcomes.
Quick Comparison
| Feature | Casebook | FieldWorker |
|---|---|---|
| Website | casebook.net | fieldworker.ai |
| Pricing Model | Subscription | Subscription |
| Starting Price | $60/month | $35/month |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2017 | 2019 |
| Headquarters | New York, USA | Newark, USA |
Overview
Casebook
Casebook is a cloud-based platform designed specifically for the human services sector. You can move away from fragmented spreadsheets and paper files by centralizing your data in a secure, HIPAA-compliant environment. Whether you are managing child welfare cases, victim services, or community health programs, the software helps you track every interaction from initial intake to final discharge.
You can streamline your daily operations with automated workflows and configurable forms that match your specific program requirements. The platform focuses on helping you prove your impact through real-time reporting and data visualization. By reducing the administrative burden on your staff, you can spend more time providing direct support to the individuals and families in your community.
FieldWorker
FieldWorker is a specialized care management platform built to help you handle the complexities of social work and home healthcare. You can move away from scattered paper trails and manual spreadsheets by centralizing your entire operation in one secure, HIPAA-compliant hub. The platform simplifies the daily lives of your field staff by providing mobile tools for time tracking, case notes, and electronic visit verification (EVV), ensuring you stay compliant with state mandates without the extra administrative burden.
You can manage your agency more effectively with automated billing features that translate completed tasks directly into clean claims. By integrating scheduling, documentation, and communication, FieldWorker helps you reduce errors and speed up your reimbursement cycles. It is specifically designed for agencies providing HCBS, DDD, and behavioral health services who need a reliable way to track billable hours and maintain high standards of care.
Overview
Casebook Features
- Centralized Intake Capture essential client information quickly with digital intake forms that automatically create new records in your system.
- Dynamic Case Records Track notes, documents, and milestones in one unified timeline so you always have the full context of a client's journey.
- Configurable Workflows Design custom processes that guide your team through specific program requirements and ensure no critical steps are missed.
- Provider Management Maintain a directory of external partners and track referrals to ensure your clients receive the specialized care they need.
- Reporting & Analytics Generate visual reports on program outcomes and staff performance to satisfy grant requirements and improve service delivery.
- Secure Document Storage Upload and organize sensitive files directly within case records while maintaining strict HIPAA-compliant security standards.
FieldWorker Features
- Electronic Visit Verification. Capture GPS-verified clock-ins and clock-outs on your mobile device to meet state compliance requirements automatically.
- Automated Billing. Convert your approved case notes and time logs into professional invoices and claims with just a few clicks.
- Mobile Case Notes. Dictate or type your progress notes directly from the field so you never fall behind on documentation.
- HIPAA-Compliant Messaging. Communicate securely with your entire team in real-time while keeping sensitive patient data protected and private.
- Task Management. Assign specific checklists to your caregivers to ensure every required service is completed during a client visit.
- Document Management. Store and access client records, intake forms, and care plans in a centralized, searchable digital library.
Pricing Comparison
Casebook Pricing
- Core case management
- Standard intake forms
- Document storage
- Basic reporting
- HIPAA compliance
- Standard support
- Everything in Essential, plus:
- Advanced custom fields
- Provider management
- Outcome tracking
- Enhanced reporting
- Priority email support
FieldWorker Pricing
- EVV and GPS tracking
- Mobile app access
- HIPAA-compliant messaging
- Case notes and documentation
- Standard reporting tools
- Email support
- Everything in Standard, plus:
- Advanced billing automation
- Customizable forms
- Enhanced analytics dashboard
- Priority customer support
- API access for integrations
Pros & Cons
Casebook
Pros
- Intuitive interface designed specifically for social workers
- Strong HIPAA-compliant security and data encryption
- Highly configurable forms to match unique programs
- Excellent customer support during the onboarding process
- Mobile-friendly design for field-based case workers
Cons
- Initial configuration requires significant time investment
- Reporting tools have a slight learning curve
- Lacks some advanced accounting or billing features
FieldWorker
Pros
- Simplifies EVV compliance for field staff
- Reduces time spent on manual billing
- Mobile app works well in low-connectivity areas
- Intuitive interface requires very little staff training
- Excellent customer support during the onboarding process
Cons
- Initial data migration can take some time
- Reporting customization has a slight learning curve
- Mobile app requires frequent updates for best performance