Lead a Practice That Flows — From Initial Visit to Month-End Report
Guide every case with clarity — from scheduling and charting to billing and reporting, all in one dependable practice management system.
Case-Centric by Design: Because a Client Can Have One or More Cases
Create and manage custom case types for MVA, Extended Health, Workers’ Compensation, and more.
Keep notes, documents, billing, and visits neatly contained within each case.
Maintain multiple cases for a single client, each independent by design.
Every case stays complete, structured, and easy to follow.
Your scheduling workflow, supported from start to finish.
The ABC Flow — Arrive, Bill, Collect
Mark arrivals right from the appointment panel,
Create invoices that include one or multiple services and providers,
Record and reconcile payments in one smooth sequence.
Chart Each Encounter With Clarity and Clinical Structure
Create clear, organized chart notes directly within each case file.
Use structured templates for assessments, treatments, and follow-up notes.
Lock notes to maintain compliance and preserve a clean clinical record.
Consistent, case-based charting that keeps clinical records clear and dependable.
A single, structured contact hub for your entire operation.
A Global Address Book for Every Relationship in Your Clinic
Store all clinic contacts in one clean, organized address book.
Reuse contact records across cases without re-typing or duplicating information.
Keep case contacts and payer details accurate with shared, consistent data.
A Financial Backbone Built Into the Core of Your Operation
Billing and payments flow naturally into the structured ledger as you work.
Anchor your financials with proper account classifications — Assets, Liabilities, Income, and Expense.
Consolidate services and products, payment methods, employees, and suppliers within one financial system that keeps records clear and consistent across all locations.
Structured financials protect the clarity of your bottom line at month-end.
Built on Experience. Designed for Real Clinical Work.
CaseRM is shaped by years of working directly with clinics — listening, learning, and understanding the realities of daily scheduling, billing, documentation, and case coordination. Every feature reflects what practices genuinely need to stay organized and efficient.
Practical Design Defined by Real Clinics
Our approach comes from hands-on experience supporting chiropractors, physiotherapists, psychologists and mental health practitioners, occupational therapists, and massage therapists. Your workflows, your cases, your reality — reflected in every part of the system.
Case-Centric Architecture That Keeps Records Clear
Each case stands on its own, giving clinics cleaner reporting, accurate billing, and well-structured documentation — without the tangled records that come from forcing everything into a single file.
A Stable System You Can Grow With
Built to support clinics of every size — from solo practitioners to multidisciplinary practices, and from single-location clinics to multi-location operations — without changing the way you naturally work.
Structured accounting at the core
Workflows organized around real clinical days
Case, calendar, and billing tools working seamlessly together
Clear, dependable interfaces that reduce daily friction
A dependable, grounded system earns trust through clarity and consistency — and that’s what CaseRM delivers.
Ready to Bring Clarity and Flow to Your Clinic?
Experience a more organized way to manage cases, schedules, and billing — at your own pace.