Scheduling and Calendar Setup

Learn how to set up calendars and manage appointments to keep your schedule organized and efficient.

Booking and Managing Appointments

In this section, you’ll learn the day-to-day essentials for handling appointments – from booking new ones to updating statuses, copying,...

This workflow – often called the “ABC” process – happens multiple times a day for most teams. Marking arrival, billing...

Need to shift a single appointment, add an occasional extra visit, or set up a series of regular sessions? These...

Setting up your scheduling and calendar in CaseRM lays the foundation for a smooth-running operation. It doesn’t matter whether you’re...

Shifts define availability within calendars and are essential for scheduling appointments with providers, rooms, and equipment. They allow you to...