Naming Conventions That Keep Your Practice Management System Clean and Consistent
Every practice management system – whether it’s CaseRM or another – gives you the freedom to name your files, sessions, and records however you like.
Turning Numbers into Insight: Why Dashboards Matter in Your Practice
A healthcare or rehabilitation practice generates a steady stream of information – appointments, case files, billing, chart notes, and staff performance. Without a clear view,
Schedule and Manage Appointments
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
Configure Notification Settings
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
Create and Manage Calendar Sessions
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
Create and Manage Calendar Shifts
Shifts define availability within calendars and are essential for scheduling appointments with providers, rooms, and equipment. They allow you to build weekly work schedules –
Create and Manage Calendars
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 and Export Contacts
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
Integrate with Email Service Provider
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
Appointment States in Practice Management Software
In a busy clinic or wellness practice, your appointment calendar isn’t just a list of timeslots – it’s the central hub for tracking patient visits,