Calendar
Schedule, confirm, and arrive at appointments with a calendar system that adapts to the way you work. Manage one or multiple locations and create and manage as many calendars as you want. Talk about flexibility!
Unlimited Calendars
Express your creativity with the freedom to create and manage countless calendars for every location. No limits, no restrictions—the sky’s the limit!
- Create and manage calendars per provider, equipment, or room.
- Need more than one calendar per team member? No problem! Now, it’s easier for multi-location facilities to manage shifts for one provider in multiple locations.
- Grant access to calendars and set access roles.
Schedule Appointments
Take control of your schedule and navigate it smoothly. Your office admins will find the process enjoyable and efficient from booking to collection.
- Book appointments and send out notifications with just a few clicks.
- See who is coming and who has arrived, how many appointments are scheduled for the day, and how many are missed, no-shows, or canceled.
- Identify the type of case file (private, MVA, WSIB, etc.) for every scheduled patient right from the appointment block.
- Find availability in your busy schedule using CaseRM’s Find Time Slot tool.
Arrive, Bill, and Collect
Execute tasks multiple times a day with ease.
- Arrive appointments when patients walk through the door. The system will record the service charges associated with the booked session in the patient’s case file.
- Bill each patient by creating a new invoice and populating it with the unbilled charges.
- Collect and record payment towards the invoice; if the case file has other outstanding invoices, you’ll know immediately.
Copy, Rebook, and Overlap
Don’t start from scratch when you need to create the same appointment for another day. Tell the system that you want to copy it and choose a date and time.
- Easily copy an appointment to another date.
- Rebook an appointment by navigating to a day in the future and selecting a destination and time.
- Overlap appointments when you want to book more than one patient simultaneously.
Multi-Service Sessions
You can easily create sessions containing one or more pre-configured services, each with fees and tax codes.
- Sessions can carry multiple billable services, so when an appointment status is changed to arrived, one or more service charges are recorded in the case file.
- Color-code your sessions, so you’ll know at a glance what type of service the patient is scheduled for.
- Assign sessions with discipline to avoid mistakes when booking appointments. For example, physiotherapy can be booked with a physiotherapist.
Manage Work Shifts Like a Pro
You don’t need an HR department to manage shifts for your team.
- View shifts at a glance and quickly identify work hours and days off for every calendar.
- Create a shift for one day or several weeks, one calendar or multiple calendars, all in one go. CaseRM will help you take care of shift conflicts.
- Book off vacation times, statutory holidays, and breaks in one place.