Case Files
Unlock the power of sophisticated case management with Case Files at the core. The more information you collect, the better equipped you are to make informed decisions when they matter most.
Case Types Your Clinic Serves
Efficient case management begins with clearly defined case types. Customizing them to fit your organization’s needs enhances structure and streamlines workflow.”
- Define unique case types for your clinic’s practice, such as Motor Vehicle Accident (MVA), Extended Health Insurance Coverage (EHC), Workplace Safety and Insurance Board (WSIB), or private cases.
- Simplify case creation, improve navigation, and prioritize effectively by automatically assigning distinct colors based on case type, enabling easy visual identification and organized color coding.
Case Contacts That Matter
Stay connected with everyone involved in your cases! Easily add and manage the people involved.
- Simply pop in and manage case contacts right from within the case file.
- Tag each contact with their role, like emergency contact, spouse, sibling, or legal rep.
- Keep everything organized based on who is who in each case.
- Access everyone’s info in a snap, making case management a breeze!
Access Control for Security
Control your security and privacy with CaseRM:
- Grant access to specific case files, ensuring the right people can do their work.
- Assign appropriate roles to control access levels and scale permissions accordingly.
- Safeguard against unauthorized access with robust security measures.
- Effortlessly revoke access to maintain control and confidentiality.
Record Case Correspondence
Keep thorough records of all your interactions—calls, emails, faxes, or in-person meetings—with clients, collaborators, or stakeholders.
- Log general case notes, conversations, correspondence documents, and emails related to each case file.
- Tag correspondence records to organize conversations by type, such as client interactions, discussions with legal representatives, or communication with family physicians.
- Sort records by date in ascending or descending order for easy reference.
Upload and Attach Files
Conveniently store documents in your case files, including medical imaging, assessment and progress reports, letters, faxes, emails, and any other relevant files associated with a case.
- Upload and attach essential documents to each case file.
- Effortlessly drag and drop or browse your device to attach.
- Find and access the attached files with ease.
