An Integrated Assessment Center Software: From Referrals to Payments

No more jumping through multiple platforms to handle your scheduling, billing, and assessment tracking! CaseRM provides an integrated assessment center management software that allows you to handle day-to-day operations seamlessly.

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Illustration showing CaseRM on a monitor surrounded by dashboards, calendar, invoice, and notifications, representing integrated assessment workflows

Experience an Integrated Assessment Center Software for Coordinators and Assessors

With CaseRM, you don’t have to worry about using multiple assessment platforms. Here’s what our platform includes:

Book and Track Assessments

Keep all client assessments neatly organized on your calendar. Stay connected during each appointment, ensuring that every assessment is completed.

Bill Payers and Receive Payment

Issue invoices for the full scope of services, from initial preparations and planning to the detailed assessment and comprehensive report. Electronically send invoices, making the payment process smoother.

Assessment Templates and Reports

Accelerate assessment report documentation using predefined templates. Build and store templates for every type of assessment.

Paperless Office Lighter Than Air

Wave goodbye to the heavy weight of physical folders. Our system ensures that your office stays organized, with each client’s case file acting as a central hub for every document. Say hello to a smooth, paperless existence.

Keeping Your Books Healthy

CaseRM comes with a built-in lightweight accounting system to help you keep track of invoices and payments for every client.

A Management System That Focuses on Assessment Coordinators

Custom Case Types with No Limits

You can customize the types of cases you work with, creating as many as you need. You can also color-code them just the way you like!

24/7 Access

Gain access to your case files from your workstation, tablet, or smartphone. CaseRM is compatible with any device, browser, and screen size.

Collaboration Made Easy

Everyone is on the same page. Collaborate with professionals inside and outside your organization.

Onboarding to Support, You Are Always Covered

We’ll help you get up and running and continue with the stellar support we are known for, provided by our expert team.