Scheduling & Calendar Setup

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

Create and Manage Calendars

Calendars are a core component of scheduling in CaseRM – appointments cannot be booked without an active calendar. Calendars can...

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

Sessions are predefined time blocks used to schedule appointments in calendars. They can also include billing values by linking one...

Use this section to manage how appointment notifications are configured. You can set defaults for new appointments, appointment reminders, and...

In this section, you’ll learn how to manage appointments with ease. We’ll cover how to schedule new ones, update appointment...