Casebook + Tally
Create intake reports in Casebook for new submissions in Tally
Effortlessly manage your case intakes by connecting Tally and Casebook with this seamless workflow. When a new submission is received in Tally, an intake report is instantly created in Casebook, enabling you to keep track of case information and streamline your organization's processes. Stay efficient and organized by allowing Tally and Casebook to work hand-in-hand to simplify your case management tasks.
Effortlessly manage your case intakes by connecting Tally and Casebook with this seamless workflow. When a new submission is received in Tally, an intake report is instantly created in Casebook, enabling you to keep track of case information and streamline your organization's processes. Stay efficient and organized by allowing Tally and Casebook to work hand-in-hand to simplify your case management tasks.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create an Intake Report
Creates a new Report in cb Intake.
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Select a formRequired
Try ItReport nameRequired
Report dateRequired
Report methodRequired
Report typeRequired
NarrativeRequired
Screening Decision
Response Type
Response Time
Labels
Additional Info
First Name
Last Name
Birth Date
Street Address
Apt/Suite
City
State
Zip Code
Email Address
Phone Number
NameRequired
TypeRequired
StatusRequired
County
Legacy case ID
GoalsRequired
Labels
First nameRequired
Middle name
Last nameRequired
Suffix
Marital status
Date of birth
Is deceased
Date of death
Place of birth
Sex
Gender identities
Sexual orientation
Labels
Races
Hispanic or latino origin
Ethnicities
Indigenous affiliations
Indigenous affiliations - Verified
Indigenous affiliations - Verification source
Immigration status
Immigration status - Verified
Immigration status - Verification source
Veteran status
Primary language
Other languages
Medicaid number
Medicaid effective date
Highest level of education completed
Above or below poverty level
