Empower Your Practice with the Ultimate Case Management Software

As the heartbeat of your organization, you, the Case Manager, play a pivotal role in client care. The welfare of the client is a priority, so it’s very important to stay on top of every client case file.

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Collaborate with the medical team and coordinate assessment, treatment, and care.

With collaboration at the core of your work, CaseRM will streamline the process of receiving referrals and client intakes and store important details in every case file.

Coordinating Assessments and Treatment

Imagine transitioning from intake to coordinating assessments and treatment with third-party assessment centers and healthcare professionals across a spectrum of disciplines. Prepare to multitask and effortlessly collaborate, skyrocketing every case file toward success.

Paperless Office

Are file cabinets eating up your space? Go digital and never lose a beat – attach files, send invoices, and receive payments. Embrace a paperless and clutter-free office with CaseRM.

Record payment form displayed over an invoice in read-only mode within the Billing and Invoicing feature

Billing Payers & Collections

Transform the way you handle billing records from healthcare providers. Convert assessment records into invoices with a click and dispatch them directly to payers’ inboxes. Keep invoices and payments neatly organized in the client’s case file, maintaining a crystal-clear account balance.

Built-In Accounting

CaseRM includes a built-in accounting module that makes it easy to keep business accounting records up-to-date. The module helps track clients, invoices, payments, and expenses and generates accounting reports. It is designed to work seamlessly with QuickBooks Online. Stay tuned—we’ll keep you posted as soon as the feature to push data from CaseRM to QuickBooks Online is available!

Screenshot of sales transactions dashboard in CaseRM accounting module showing a list of invoices and reconciled payments

Case Management with Case Files at the Core

Migrate from Other Systems

Feeling entangled in your current system? Our data migration team will set you free, transferring your clients’ demographic data at no extra cost.

Unlimited Support from Real People

Got questions? Our knowledgeable and approachable support team has answers! From system inquiries to personalized training sessions, we’re here for you.

Case File Centric

Case management is unpredictable and thrilling and demands collaboration. Whether due to external events or not, its unpredictable nature and the need for cooperation between professionals from other disciplines bring case files to the center of casework.

Track Time and View Timesheets

Say hello to effortless time tracking for rehabilitation pros and personal support workers. Clocking in and out is now as simple as a tap on a smartphone app.

Keep More of Your Hard-Earned Cash

With our unbeatable unlimited users, providers, and location plans, CaseRM is the investment that pays for itself.

Network and Collaborate with Others

From day one, connect and collaborate with healthcare providers across various disciplines to work on client case files. Also, ensure that case file stakeholders upload assessment reports and other documents to the client’s case file.

Collaboration Made Easy

CaseRM makes teaming up on case files—whether within or outside your organization – a breeze.

24/7 Access

Access your case files whenever you need, wherever you are. CaseRM is optimized for any device, ensuring you have the tools you need at your fingertips.