Add and Manage Case Contacts
Case contacts allow you to add important contacts related to a case file. They also enable you to specify the contact’s relationship to the case
Add and Manage Case Payers
Payers are individuals or entities responsible for covering the cost of services provided to the client in a case file. A payer can be an
Add and Mange Case Alerts & Memos
Add an Alert or Memo Go to Case Files. Select a case file. In the Alerts & Memos card, click Add note. Enter the note,
Create and Manage Invoices
Invoices serve as formal records of billable services and products provided to a client. The system allows you to create, preview, and manage invoices efficiently,
Reconcile Payments
Reconciling payments ensures that recorded transactions in the system match actual payments received. This process helps maintain accurate financial records, prevent discrepancies, and ensure all
How Cloud-Based Appointment Systems Differ from Practice and Case Management Software
There are plenty of cloud-based, elegant software platforms on the market today. Many are purpose-built for appointment-based businesses like hair and beauty salons, personal trainers,
Billing in Sync with Adaptive Case Management
A case-driven practice doesn’t just run – it moves with purpose. Appointments, treatments, policies, and people all move in coordination. Clients progress through care plans.
Case Files vs. Clients: A Smarter Way to Manage Care
When organizing and tracking a client’s journey through treatment, the difference between managing a client and managing a case file isn’t just semantic – it’s fundamental. In many healthcare
Adaptive Case Management: Bridging the Gap Between Traditional and Modern Health & Wellness Clinics
In today’s rapidly evolving healthcare landscape, clinics face the difficult task of balancing traditional health practices with the need for modern, technology-driven solutions. Patients expect
Costs vs. Benefits: Is Practice Management Software Worth It for Health & Wellness Clinics?
Running a health or wellness clinic in today’s digital age means leaving paper files behind. Outdated filing systems waste time, take up valuable office space,