CaseRM

Practice Management System for Medical & Healthcare Practice

Case Files to Go

Collaborate and strategize with colleagues near and far with CaseRM.

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Collaboration at the Core

A case file is the main place where all important details about a client or patient are kept, whether you work in healthcare, case management, or the legal field. A case file holds critical information like the client’s profile, case contacts, scheduled appointments, fees charged, documents, notes, and correspondence.

Explore the essential tools and features for office administrators and service providers:

Calendar

Set up, confirm, and keep track of appointments with the convenient scheduler.

Case Files

Store all information about your clients or patients in their own luxe digital archive.

Contacts

Keep contact information on clients, referrals, team, and more in a centralized directory.

Billing

Charge for services and get paid through the case file or directly from the calendar.

Accounting

Track your money coming in and going out with our accounting module.

Charting

Craft chart notes with a personal touch using your very own templates.

Easy Collaboration

Sync up with your in-house and external teams on case files.

Access Anytime, Anywhere

View and edit your case files from any computer, tablet, or phone.

Manage Multiple Locations

Use one account to handle everything for all of your locations.

Care Process

CaseRM’s got your back, guiding you from intake to discharge.

Intake

Use online intake forms to gather information, transforming clicks into case files.

ASSESS

Document initial assessment using custom-made templates.

Treatment plan

Create a treatment plan and follow the course of treatment.

DELIVER TREATMENT

Deliver treatment to fulfill the goals of the treatment plan.

REVIEW

Circle back for a checkup and determine if further treatment is needed or discharge.

Security and Reliability

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 microservices architecture to make sure it’s stable and reliable.

Why CaseRM?

Features that make CaseRM stand out from the crowd:

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

Single calendars? Absolutely not! 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.

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.

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.

Evolution to Adaptive Case Management

Step into the now with adaptive case management (ACM), focusing on skilled workers and their unique knowledge. Out with the old, rigid workflow playbook and in with the flexibility of ACM, ensuring processes remain relevant in changing environments.

You’ve got the basics – calendars, patient files, billing – but why stop there? Discover the enhanced capabilities of CaseRM’s adaptive case management, a core feature that can further streamline your clinic’s operations.

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    “Systems that are able to support decision making and data capture while providing the freedom for knowledge workers to apply their own understanding and subject matter expertise to respond to unique or changing circumstances within the business environment.”

    – Mastering the Unpredictable, Keith Swenson

     

     

    Adaptive Case Management is a modern approach to practice management, focusing on skilled workers and their unique knowledge. Unlike traditional workflows, ACM allows knowledge workers to adapt the system to their needs, ensuring processes remain relevant in changing environments. It enhances, rather than replaces, existing workflow tools. The goal is to capture and implement the best ideas from team members for improved job performance.

    Adaptive Case Management is pivotal, as it lies at the core of process, content, and customer relationship management, significantly contributing to effective business goal execution.

    “Case File centric” refers to a system design where each case is managed as a distinct entity with a unique beginning and end. This approach acknowledges the unpredictable nature of case management due to external events, the need to apply judgment, and collaboration among knowledge workers. ACM systems like CaseRM are designed to handle these dynamics, allowing for progress and improvement in managing cases by providing an enabling environment for knowledge workers to adapt the system to their needs, thereby capturing the best ideas for improved job performance in changing environments.

    Sure, run your clinic with Calendars, Patient Files, and Billing. We invite you to take it even further, by leveraging the Adaptive Case Management core that is part of CaseRM.

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.