Practice Management Software for Counseling & Psychology Clinics

Take a load off and let CaseRM organize client case files, issue invoices, and store relevant case documents.

Psychologist in therapy session with client – illustration for counseling practice software

Shrink those admin tasks and focus more on the mental well-being of your clients.

Let’s face it—your passion lies in nurturing mental wellness, not pushing paper. With CaseRM, you can fully immerse yourself in client care, knowing the logistical side is fully optimized to your rhythm.

Screenshot of CaseRM’s online intake form builder showing customizable fields for digital client forms

Intake & New Case Files

Simplify life with online intakes that effortlessly bloom into organized case files. Keep your records flourishing in perfect sync with your client.

Evaluations & Psychological Assessments

Craft perfection with our word processing tool to complete evaluations and psychological assessments.

Collaborate with Other Professionals

Ever wished you could seamlessly merge minds with your colleagues? It’s time to amplify your impact by uniting in real-time on progress notes and creating assessment and evaluation reports.

Bill Payers and Collect

Record charges to the client’s case file, issue an invoice, send to payers, and then receive payment—all without breaking a stride. Maintain an accurate running balance for every case file.

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

Screenshot of modern appointment scheduling system showing a color-coded calendar with appointment blocks

Schedule Your Time

Your time is precious, so why not guard it with a booking system that’s as friendly as it is efficient? Track your appointments, confirm them, and arrive at them with precision and peace of mind.

Electronic Session Notes

Say goodbye to clunky notes. Tap. Type. Select. Our electronic session notes hit all the right notes, ensuring your insights are captured swiftly and accurately. Use templates or duplicate recent notes to go even faster when creating new session notes.

Achieve More in Less Time with Counseling & Psychology Clinic Software

PIPEDA, PHIPA, PIPA, and HIPAA Compliant

Situated in the fortress-like security of Montreal’s commercial data centers, CaseRM embodies compliance with PIPEDA, PHIPA, PIPA, and HIPAA. Sleep easy; we’ve got your back.

Onboarding to Support, You Are Covered

We’re with you every step of the way. We will assist you in getting started and provide ongoing support from our expert team.

Keep More of Your Hard-Earned Cash

Imagine having the freedom of unlimited users, providers, and locations without straining your budget! With our competitive pricing, you’ll keep more of what you earn.

Network and Collaborate with Others

Begin your path by building bridges with healthcare professionals and stakeholders from across the board. Collaboratively curate, update, and maintain your client case files.