Guides

Everything you need to run CaseLoop.

Setup guides for the person who connects your systems, and how-tos for the people who use them every day. Each one is short, specific, and says exactly what to click.

Watch

4 short recordings · no sound
Setting up imports Add Hovi, enter the credentials, run the first import, and put it on a daily schedule. Connect your practice systems →0:33
Connecting your Gmail The whole sign-in, start to finish: one Google window, then your mail starts arriving. Connect your Gmail →0:48
Tagging a client, and filing an attachment Link a thread to a family, then send its attachment into the case in one menu. Email, day to day →0:13
The QA Compliance Report Open a therapist, read the criteria and the per-case grid, then switch to the calendar. The QA Compliance Report →0:27

Start here

Setup · nobody can skip these
Welcome to CaseLoop Install on Mac or Windows, get past the security prompts, and learn what everything in the sidebar is for. Everyone15 min Connect your Outlook Your own Outlook mailbox: sign in once, nothing to register, no admin needed. Everyone on Outlook3 min Connect your Gmail Your own Gmail mailbox: sign in once. Needs your agency to have registered its credential first. Everyone on Gmail3 min Setting up mail for your whole agency For the person setting up mail on behalf of everyone. Two admin setups, one per provider — this says which one your agency needs and what your staff do afterwards. Inside — Every Outlook mailbox · Gmail Workspace Setup Administrators4 min Where your data lives Exactly what is stored where, what crosses the network, and what to tell a compliance reviewer. Directors, compliance8 min

Using CaseLoop

The daily work, by role
Working the referral queue Read the packet, pick a therapist on evidence rather than habit, and push the assignment through. Intake coordinators12 min Email, day to day Search that understands what you meant, folders that fill themselves, and one click to file a thread to a case. Coordinators, therapists12 min Connect your practice systems Add an integration, sign it in, put it on a schedule, and read what the card is telling you. Agency administrators10 min Staff records and expirations Keep staff records and their documents in one place, and see what expires before it does. HR, practice managers8 min CaseLoop in your browser Dictate a note, file an email or its attachments to a case, and draft a reply — without leaving your inbox. Therapists, coordinators7 min

Going further

For the people who go deeper in
Tagging rules Rules write tags, folders collect tags. Learn the chain and you can make the mail page do what your agency actually does. Power users, admins9 min Building reports Build a card against any connected system, put a few on a page, and share it without sharing the data. Managers, directors9 min The reports that ship with CaseLoop What each of the three built-in reports measures, how it is scored, and what it cannot tell you. Clinical, ops, billing12 min The QA Compliance Report Open a caseload, read the score honestly, find the week something was missed, and fix what the report is actually measuring — including, criterion by criterion, exactly what makes each row pass. Clinical directors, QA18 min
CaseLoop · Guides eric@caseloop.co