Clean design, Intuitive flow

Designed to Work The Way You Do

Take a closer look at some of the must-haves in your practice management software for a game-changing experience.
Screenshot of CaseRM Case Files module with labeled tooltips showing case organization, client access, and case-specific details for efficient practice management.
CaseRM calendar module screenshot with labeled tooltips highlighting appointment booking, arrival status updates, and billing actions directly from the calendar.
CaseRM Accounting module screenshot with labeled tooltips highlighting financial transactions, product and service management, and billing summaries in the hero section of the features page.
Screenshot of CaseRM Reports module showing labeled sections highlighting financial insights, activity metrics, and data filters in the practice management system features page.

Smart details office administrators appreciate

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Smart details office administrators appreciate

Color selector for appointment and session blocks

See Your Day in Color

Color-coded appointment blocks make your schedule clear at a glance.

Screenshot of appointment notification settings in CaseRM

Appointment Notifications

Automate reminders, notifications, and no-show follow-ups.

Contact type selector with options for individual or organization

Individuals and Organizations

Handle cases for individuals, organizations, or both – without limits or extra steps.

Color palette selector for case color coding in CaseRM

Case Color Code

Assign unique colors to case types for fast, easy visual identification.

Screenshot showing relationship selector and list of case contacts

Case Contact Relationships

Identify each contact’s role in the case – referral, legal rep, emergency contact, etc.

Access Control

Grant access to specific case files, ensuring the right people can do their work.

Screenshot of CaseRM’s correspondence management with tagging options and correspondence records list

Tag Correspondence

Arrange correspondence into tags, such as client, legal, medical.

Calendar Access

Grant access to calendars and set access roles.

Screenshot showing calendar list with option to add a new calendar in CaseRM

Unlimited Calendars

Create and manage unlimited calendars for providers, rooms, and equipment.

Case Files

Sophisticated case management

Browse through each case file with confidence. Get a full picture of relevant information stored in them – invoices, payments, attached files, chart notes, case contacts, and scheduled visits.
Screenshot of CaseRM showing a list of case types with an option to add a new case type

Case Types

Define case types to organize, streamline workflow, and visually distinguish your cases.

Screenshot showing relationship selector and list of case contacts

Case Contacts

Case Contacts That Matter: Add, tag, and manage case contacts easily from each file.

Screenshot of CaseRM's correspondence tagging feature with tag selector and correspondence list

Case Correspondence

Record and tag all case-related interactions for organized, date-sorted tracking.

CaseRM interface showing the file attachment section within a case file

Attach Files

Securely upload, organize, and access all essential case-related documents and records.

Screenshot showing the list of case payers in CaseRM with an option to add a new payer

Case Payers

Support private, insurance, and other third-party claims payers – assign defaults per case for billing.

Calendar

Schedule, confirm, and arrive

Easily book appointments in tailor-made calendars for team members, rooms, and equipment. Effortlessly send out invites and reminders a day in advance – keep everything in order and stay ahead of your game.
Illustration of CaseRM calendar filled with appointments, with a new appointment screen overlaying the schedule

Schedule Appointments

Book, track, and manage appointments efficiently with built-in smart scheduling tools.

Illustration showing client arrival, billing, and payment entry in a single workflow interface

Arrive, Bill, and Collect

Streamline visits: record, invoice, and collect payments with real-time updates.

Screenshot of appointment sidebar showing options to copy and reschedule appointments

Copy, Rebook, and Overlap

Copy, rebook, or overlap appointments quickly – no need to start from scratch.

Screenshot showing billing items listed in a multi-service session form in CaseRM

Multi-Service Sessions

Assign color codes, group by discipline, add one or more service fees.

Screenshot of CaseRM shift management UI with break and time selection

Manage Work Shifts Like a Pro

Easily schedule, view, and manage shifts, vacations, and conflicts across calendars.

The Power of Practice-Wide Collaboration

CaseRM puts your whole team on the same page. Literally.

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Contacts

Comprehensive contact management

The centralized global address book is a one-stop shop for all your contact needs, capturing and organizing info from across the system. From clients and case contacts to referrals and legal reps, they’re all here – neatly tucked in one convenient spot.
Smiling physiotherapist holding a tablet with a 3D address book pop-up, representing comprehensive contact management
CaseRM global address book showing Import Contacts modal and contact list

Global Address Book

Centralized, searchable contact hub with auto-import and seamless client data syncing.

Contacts group view in CaseRM's company directory

Company Directory

Look up staff, locations, and extensions easily in your company directory.

CaseRM contact groups screen with new group modal open

Contact Groups

Organize and tag contacts efficiently; protected groups like clients and suppliers are reserved.

Accounting

Maintain balanced books

A lightweight accounting system that organizes and categorizes every sales and expense transaction into their respective general ledger accounts. Maintain balanced books by simply following your day-to-day routine of issuing invoices and recording payments.
Transaction list in CaseRM practice management software — invoices and payments

Bookkeeping

Smart invoicing, organized accounts, and easy access for your accountant.

Chart of Accounts listing in CaseRM practice management software with categorized asset, liability, and income accounts

Chart of Accounts

Chart of accounts organizes assets, liabilities, income, expenses – customizable for your clinic.

CaseRM accounting module showing list of billable services and products with prices

Products and Services

Manage clinic services/products, track sales/purchases, and schedule service rate changes efficiently.

List of payment methods in the CaseRM accounting module

Payment Methods

Set and manage accepted payment methods; update as company policy evolves.

Sales Transactions

Track invoices, payments, and balances clinic-wide with clear, filterable overviews.

Expense Transactions

Track and record supplier bills to organize expenses and understand year-end profits.

Office administrator smiling while working on a laptop, with an invoice displayed on a second laptop—representing a three-stage billing process.
Billing

A three-stage billing process

First, record a service or product charge, then add the charge to a new invoice, and finally, record payment towards the invoice.
Record Charges

A typical flow is to record charges at every patient visit. Alternatively, you can make changes and add more charges to the patient case file. These charges will remain unbilled until invoiced.

Issue Invoices
When ready to bill, issue an invoice and apply all the unbilled charges. Then, send an invoice to the patient and/or another payer responsible for the outstanding balance on the account.
Receive Payments
When payments are received, record them against outstanding invoices inside case files. Record one payment towards one or more invoices.
Team & Time Tracking

Profile for every team member

Create a profile for every team member, store all relevant documents such as resumes and scanned copies of certifications and diplomas, and use the punch clock app to keep track of each team member’s hours worked.
Group of smiling physiotherapy team members standing together in a clinic
Screenshot of team settings showing list of disciplines in CaseRM

Disciplines and Titles

Define and manage clinic disciplines, flag for online booking, and add specialties.

File attachment section in the Team module for uploading supporting documentation

Supporting Documentation

Attach team credentials: diplomas, certificates, resumes. Drag, drop, preview, and download.

Track Time feature showing clock in and clock out options in CaseRM

Track Time

Clock in/out via mobile app with GPS logging and payroll-ready reports.

Screenshot of CaseRM’s custom online form builder interface
Online Forms

Custom online form templates

Build custom online form templates such as intake and referral forms, then share them with referrals and clients by posting them on your website or emailing their links.
Create and publish forms

Create, customize, and publish clinic forms using drag-and-drop, templates, and duplications.

A dedicated inbox for every form
Each form has its own inbox. Get notified and start cases fast.
Control emails and actions
Customize notifications, auto-responses, and messages for submissions and system communication.
Online Booking

Accept appointments round the clock

Accept appointment bookings around the clock (24/7) through your branded online booking page. The upside? You’ll get more business, and clients will appreciate the convenience of booking at their preferred time.

Online Booking Calendars

Choose and customize calendars for online booking: providers, rooms, equipment, names.

Online Booking Sessions

Set sessions for online booking, control visibility, and define display order.

Page Branding

Customize booking page with your colors, logo, and online/offline display settings.

Online Charting

Charting with 10 Integrated Tools

Create and store chart notes electronically using a versatile toolkit of 10 charting tools, including chief complaint, body chart, spine chart, pain scale, notepad, checkboxes, and tables. Every chart note is stored securely in the case file, allowing other authorized providers to review past notes and continue treatment with historical insight.
Woman physiotherapist in clinic reviewing patient chart notes on a tablet, with a smartphone screen showing 10 integrated charting tools with icons and names
Illustration showing three chart note template thumbnails with background tabs for filtering templates

Chart Note Templates

Build reusable templates that streamline assessments, follow-ups, and discharges, making documentation faster and more consistent.

Illustration of a human anatomy body chart with a toolbar of sketching tools for documenting treatment notes

Charting After Treatment

Reuse past entries, update key details, then sign and lock chart notes for accurate, time-saving documentation.

Illustration of a sign-and-clock modal with a handwritten-style digital signature and an amendment note in the background, representing record keeping standards.

Record Keeping Standard

Maintain compliance by creating, signing, locking, and amending legible chart notes for every patient encounter.

Take your practice management to the next level

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