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CaseBook Features

One system. Everything connected.

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T3C Compliant

Built to meet Texas requirements and stay audit ready.

Smart Workflows

Streamline tasks and reduce documentation friction.

Better Visibility

Real-time reporting to drive informed decisions and better outcomes.

Your HIPAA compliant security protects your data and reports.

Secure & Reliable

Our Texas-based team provides quick and helpful support.

Local Support

Texas Support

POWERFUL FEATURES

Features built for foster care.

Explore the platform by feature. See how CaseBook® simplifies compliance, automates workflows, and keeps your organization connected.

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OUR SERVICES

Solutions That Strengthen Every Step

Rock Solid Foundation helps foster care organizations build compliance, improve operations, and create lasting impact. Explore our service areas below and talk to our team about your goals.

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T3C Consulting

Expert support to achieve and maintain T3C certification with confidence.

T3C Readiness Assessments

Application Preparation

Policy & Documentation Support

Service package choice support

Logic Model support

Treatment Model selection

Enhancement reviews 

T3C Credentialing Consulting

 CaseBook Electronic Management Software

All-in-one case management software built for Texas compliance.

T3C-compliant forms &

workflows

Cascading data

Document management

Alerts, reports and dashboards

Secure, cloud-based access

HIPAA compliant

Client & case tracking

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Accreditation

Guidance and support through

COA, CARF, and other accreditation processes.

Readiness assessments

Gap analysis & planning

Document review

Mock surveys

Choose an accreditation body

Prepare your team

Implementation support

Accreditation Consulting

Finance

Financial accuracy, transparency, and strategy for long-term sustainability.

Accounting & Bookkeeping

Payroll & bank reconciliation

Financial reporting

Budgeting & forecasting

Cost reports

System set up & integration

Ongoing partnership

*Note: Finance is monitored through CaseBook, so CaseBook is required to be purchased alongside financial services.

Financial Service Consulting

Full Service

End-to-end partnership to strengthen your organization and drive impact.

Licensing & T3C credentialing

Financial services

CaseBook Implementation

Staff administration & support

STAGES framework

Accreditation Consulting

Ongoing partnership

Full Service Consulting

CASEBOOK® FEATURES

Alerts & Workflows

Keep work moving without constant follow up.

Custom workflows for documentation and approvals

Automatic alerts for upcoming, missing, or overdue items

Clear task ownership across roles

Built-in checkpoints prevent missed steps

Real-time visibility into what's done and what's next

HIPAA Compliant

Because protecting information isn't optional.

Role-based access for staff and caregivers

Encrypted data and backups (AES 256-bit)

Secure storage of client, family, and organizational data

System accountability and audit readiness

Aligned with DFPS data and system expectations

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Advanced Security

The right people see the right information.

Granular permissions down to the field level

Multi-factor authentication and session controls

Activity logs and audit trails

Documented security policies and procedures

Continuous monitoring and system protections

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Financial Tracking

Connect care, services, and revenue.

Track services delivered by child, day, and service package

Support accurate reimbursement and invoicing

Align operational data with financial reporting

Identify discrepancies early

Support transition from legacy LOC to T3C

service package structures

Geo Analytics

T3C Compliant

Built to meet Texas requirements from the start.

Aligned with T3C Blueprint and Minimum Standards

Built-in support for CANS 3.0 assessments

Tracks essential and critical forms in real time

Helps you stay audit-ready and DFPS-ready

Designed for CPA, GRO, and RTC operations

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Cascading Data

Input it once. Use it everywhere.

Capture information once and use across forms and reports

Reduce duplicate data entry and errors

Maintain consistency across programs, locations, and reports

Ensure data integrity and easier updates

Save time and improve accuracy

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Built for
Everyday Use

CaseBook is structured to support:

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  • Executives

  • Child welfare professionals

  • Administrators and staff

  • Caregivers

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Each role interacts with the system differently, and the experience is designed to support each role's needs.

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Visibility & Control

CaseBook gives you real-time insight into the areas that matter most.

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You can track:

  • Compliance completion across programs and staff

  • CANS 3.0 assessments and timelines

  • Service Delivery Packages and alignment

  • Forms and documentation status, including essential and critical forms

  • Training progress and onboarding completion

  • Financial performance tied to services delivered

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No more guessing. No more chasing updates.

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Simplify Compliance. Strengthen Care. Support Better Outcomes.

Let us show you how CaseBook® can simplify your work, strengthen your organization, and help you do more for the children and families you serve.

From Reactive to Proactive

Identify

Missing or overdue items quickly

Monitor

Trends Across Your Organization

Support

Staff with Clearer Expectations

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