When most practice management systems were designed, they were built around one simple idea — managing a patient. But modern healthcare and rehabilitation environments have
Every practice management system – whether it’s CaseRM or another – gives you the freedom to name your files, sessions, and records however you like.
A healthcare or rehabilitation practice generates a steady stream of information – appointments, case files, billing, chart notes, and staff performance. Without a clear view,
In this section, you’ll learn how to manage appointments with ease. We’ll cover how to schedule new ones, update appointment statuses (and what each status
Use this section to manage how appointment notifications are configured. You can set defaults for new appointments, appointment reminders, and other notification types—or turn the
Sessions are predefined time blocks used to schedule appointments in calendars. They can also include billing values by linking one or more billing items, which
Shifts define availability within calendars and are essential for scheduling appointments with providers, rooms, and equipment. They allow you to build weekly work schedules –
Calendars are a core component of scheduling in CaseRM – appointments cannot be booked without an active calendar. Calendars can be created for team members,
Import Contacts Importing contacts is useful when you already have them saved in a CSV or vCard file. This lets you quickly populate CaseRM with
Send professional, beautifully designed marketing emails to your audience. CaseRM integrates with Sender.net, a powerful and affordable email marketing platform. By matching groups in CaseRM