Adaptive Case Management for a Modern Practice
Essential Practice Management Tools for Administrators & Providers
Collaboration at the Core
Case Files
Billing
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Collaborate with other professionals inside and outside your organization.
Collaborate and access from anywhere
Easy Collaboration
Access Anytime, Anywhere
Manage Multiple Locations
Feel the Difference of Working in Sync
When everything and everyone is connected, your team works in harmony, clients feel cared for, and your practice moves with clarity and confidence.
Centralize Workflow in One Place
From scheduling to documentation, every team member contributes to building a complete, accessible case file. With everything in one place, you reduce costs, improve performance, and move faster with total clarity.
Arrive, Bill, and Collect in One Flow
The daily ABCs made effortless – check in appointments, issue invoices, and collect payments all in one place. Bill seamlessly for any provider, from any appointment, without switching screens or apps.
Drive Efficiency, Make It Count
Streamline repetitive tasks and eliminate duplication – generate invoices and reports without re-entering details. Automation speeds analysis and improves accuracy, driving faster decisions and smarter strategies that impact your bottom line.
Go Paperless with Purpose
Ditch the clipboards and filing cabinets – scan documents, attach files to case folders, and keep everything organized and searchable in one place. From intake forms to financial records, manage it all digitally for a cleaner, faster workflow.
Master Staff Shifts Every Time
Manage availability across staff, rooms, and equipment with flexible, calendar-based scheduling. Create shifts once and apply them to multiple calendars – plan weeks or years ahead and block off holidays or vacations with ease.
Level-Up Marketing with Integration
Turn every interaction into a growth opportunity with integrated marketing tools powered by Sender.net. Stay top of mind with SMS and email campaigns for promotions, holidays, and seasonal updates that keep clients coming back.
Evolve Your Workflow
Step into Adaptive Case Management — where knowledge workers drive results in dynamic, real-world scenarios.
What makes CaseRM practice management software stand out?
Leverage a case-centric approach to streamline and elevate your health and wellness practice management.
Billing That Doesn’t Miss a Step
With CaseRM, all your financial activities are consolidated in one comprehensive dashboard. Our system’s flexibility allows for the addition of numerous services and products onto a single invoice, streamlining the billing process and boosting efficiency.
CaseRM stands out with its precise billing system. Charges act as the first record of services given or products delivered to a client. They grab important details from the start of each transaction, making sure billing is accurate and clear. Later, these charges are added to invoices, creating an efficient billing process.
Integrated Accounting
A standout feature of CaseRM is its built-in accounting system. As you handle your case files, CaseRM effortlessly keeps precise financial accounts by autonomously logging each invoice and associated client account into the accounting system.
The smooth connection between managing case files and accounting tasks guarantees financial precision. This integration aids in effective financial oversight while you deliver top-notch services to clients and patients.
Adaptive to the Way You Work
Stay flexible and ready for changes in client needs.
CaseRM centers around case files, quickly adjusting to changes in your workflow, and collecting detailed case info. You can set up multiple case files for each client and keep financial data tidy in the integrated accounting system. You can also customize case file types to fit your practice.
Multi-Calendar Approach
CaseRM supports using multiple calendars per team member, which helps manage schedules more easily across different locations. You can set up and handle calendars for rooms and equipment. Stay on top of appointments as clients confirm and check in. You can also reschedule or copy appointments as necessary.
Easily add one or more service and product charges to each appointment, specifying a billing provider for each charge.
Great looking
Did we mention this software has style? CaseRM makes your workday look good, with a design so intuitive and appealing that it might as well come with its own runway.
With CaseRM’s user-friendly interface, your team can quickly master it, boosting productivity and work performance. This means your team spends less time training and more time performing efficiently.
Frequently Asked
What is an adaptive case management (ACM) system?
An adaptive case management (ACM) system is a tool that lets workers who manage cases change and guide the way they handle each case with ease. It’s designed to be flexible, so your team can quickly respond to any new situation that comes up.
Who is a knowledge worker?
A knowledge worker is someone whose job involves making decisions, setting up plans, and achieving specific results. This exclusive club includes doctors, healthcare professionals, case managers, lawyers, and legal assistants.
What is a case file?
A case file holds all the relevant information about the client’s case in one spot, making it easy to use and find what you need. It contains important information like the client’s personal details, care plan, and billing records.
Who has access to case files?
Clinic directors appoint managers who oversee access to case files. They control permissions by granting, adjusting, or revoking access for service providers and office admins, ensuring that only authorized personnel can view and update case file information.
Does accounting come with adaptive case management?
Absolutely! A good ACM system will either have its own accounting tools or work well with an accounting system like QuickBooks Online. CaseRM has built-in accounting features to help manage money matters.
What is practice management software?
Practice management software is a computer program that automates and simplifies administrative work in clinics and healthcare practices. It handles important data such as client information, meeting times, medical notes, billing, and payments.
Can clients book 24/7 online?
Yes! With online booking, your clients can book appointments at any time through your branded online booking page.
Can clients and referrals submit intakes?
Yes, by placing intake forms on your website, clients and referrals can fill them out and send them back to you right away.
Is CaseRM software safe?
CaseRM prioritizes the security and privacy of its users’ data. Here are some features and measures that CaseRM implements to provide security:
User Permissions. Control user visibility and functionality with role-based access. Use roles to set who can see and do what. Only those with access can view content and participate in activities they’re assigned.
Audit Trail. Every user action in a case file is recorded and saved. This makes tracking and tracing changes made to each case easy, perfect for those “I swear it wasn’t me” moments.
Data Protection. Breathe easy, knowing your case files and their contents are securely stored with CaseRM. If your computer, laptop, or tablet has problems, all your important files are still safely backed up.
Architecture. Crafted from the ground up, CaseRM places case files and collaboration at its core. Every company has its own separate database, which keeps things private and secure. The system uses a micro-services architecture to make sure it’s stable and reliable.
