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CaseRM

Collaborative Cloud-based Case Management

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Case Files To Go

Collaborate on cases with professionals inside and outside your organization with CaseRM.

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One Case File. Endless Collaboration.

With CaseRM, your team has access to endless collaboration for every single case file.

Collaboration
made easy

Share and collaborate on case files with professionals inside and outside your organization.

24/7
access

Your case files are within reach on your workstation, tablet and smartphone. CaseRM is optimized to work on any device, browser and screen size.

One multi-location
account.

Manage multiple organizations and facility locations from a single point of entry. Just one account gives you access to everything you need.

All You Need is an Internet Connection.
We’ll Do the Rest.

Cross-Platform

CaseRM is available from a web browser whether you use Windows, Mac, Linux, Android, iOS or Chromebook.

Cloud-Based

Access your case files from any computer, tablet or smartphone with an internet connection.

No stress

No installation, no computer management, no server purchases, no headache.

Get started now for free.

CaseRM was built as a free collaboration tool with optional paid features.

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View Features

More Features Means More Collaboration

Take a look at some of the must-have features in our case management system.

Case Files
Contacts
Calendar
  • Create, manage and share case files, and control access.
  • Keep track of all phone and in-person communications with clients, case collaborators, internal and external stakeholders.
  • Add and manage case contacts that matter – including, emergency contacts, family physician, legal representatives, insurers, caseworkers, etc.
  • Easily upload and attach documents to your case files including scanned letters, faxes, emails, images, audios, videos or any other file related to a case.
  • Share documents directly from CaseRM and the system will notify collaborators via email.
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Manage Contacts
  • Create, group and organize contacts.
  • Import contacts from Google, Outlook, and many other systems that support exporting to the Excel (csv) file.
  • Share contacts, and control access to individual contacts and the address book as a whole.
Create a Free Account
Manage Calendar
  • Create and manage calendars per service provider, equipment or room.
  • Share calendars and control access levels.
  • Create events and appointments, or simply block off time.
  • Invite clients, patients, and colleagues to scheduled events.
  • Make changes to events and notify guests.
Create a Free Account
Manage Case Files
Case Files
Contacts
Calendar

Collaborate Safely

With the best security features and a reliable interface, you and your team can collaborate with peace of mind.

1
User Permissions
2
Audit Trail
3
Data Protection
4
Architecture
User Permissions

User Permissions

Control what collaborators can do. Collaborators can access only what you share with them and can only participate in ways that are enabled through the roles you assign.
See Audit Trail
Audit Trail

Audit Trail

Every user action that takes place within a case file is automatically logged and stored. Easily track and trace changes for each case.
See Data Protection
Data Protection

Data Protection

Never worry about remembering to back up again! While you work and every time you log in, all critical data is continuously backed up on our servers. So, even if something happens to your computer, laptop, or tablet – all case files and their contents are safe in CaseRM.
View Architecture
Architecture

Architecture

Scalable, manageable and secure, CaseRM is hosted on the WHC infrastructure.
Manage Permissions

Collaborate Affordably with Our
Competitive Pricing

Free Plan

There’s no catch and this isn’t a limited-time offer. Your CaseRM account is always free, and includes:

  • Unlimited case files, calendars and contacts
  • Unlimited facility branch locations
  • 1 organization
  • 2 GB storage
  • 5 members per organization
  • Email support

Paid Plan

The number of members (members are service providers, office admins, directors, partners – in other words, employees) per organization:

  • 10 members for $50 per month
  • Each additional member, $5 per month

All paid membership plans include unlimited organizations, access to audit trail, priority email and phone support.

Storage Plan

Upload and store any type of file within your cases including documents, images and videos. Easily add storage when you need more space.

Each 100 GB    $25 per month

Create a free account

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caseRM
CaseRM is a web-based adaptive case management platform that lets you seamlessly collaborate with other professionals inside and outside your organization.

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