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,
Locations and Localization Settings
If your business operates in multiple locations, this is where you can add and manage them. You can have only one Head Office, which serves
Add and Manage Address Book Contacts
The Contacts module serves as your organization’s central address book, designed to store and organize contact information for both individuals and organizations recorded throughout the
Add and Manage Company Employees
This guide shows you how to add, edit, delete, inactivate, and reactivate employees in CaseRM’s Accounting module, keeping your company records accurate and up to
Add and Manage Payment Methods
Create payment method Go to Accounting. In the left-side panel, select Payment methods. Click Create payment method. Enter payment method information, then click Save. Edit
Add and Manage Products & Services
Create billing item Go to Accounting. In the left-side panel, select Products & services. Click Create billing item. Select the billing item type.Note: Billing item
Add and Manage Suppliers
This guide walks you through managing suppliers in CaseRM’s Accounting module, including how to add, edit, delete, inactivate, and reactivate them. Add supplier Go to
Team Management
The Team module is the central hub for managing team members across all branch locations of your organization. It allows you to not only manage
Add and Manage Charges
Add a Charge Go to Case Files. Select a case file. Navigate to Billing > Charges. Click + Add Charge. Ensure the correct Service date
How Do I Set up My Team?
Create team member Go to the Team module. Click Add team member. Select the team member type.Note: Team member types determine how the person is