Team & Time Tracking
Monitor teams in your clinic by granting role-based access to each team member and tracking their working hours with CaseRM’s punch clock app.
Team Member Profile and Access Role
Take the time to get to know each team member, and keep their information well-organized. When adding a new team member, categorize them as one of three staff types: employee, subcontractor, or volunteer.
- Invite new team members, grant them access to your organization, and assign a permission role.
- Add one or more college registration numbers per team member.
- Keep their staff profile updated with their most current address and contact information.
Disciplines and Titles
Simplify adding college registrations to team member profiles by defining the disciplines you employ in your clinic beforehand.
- Add and update the list of disciplines.
- Flag a discipline to be displayed in an online booking.
- Access a list of specialties from the common library when adding a new discipline.
Attach Supporting Documentation
Display more about your team members by attaching their diplomas, certificates, and resumes.
- Attach documents supporting team member credentials.
- Drag and drop or browse the local disk and network to attach.
- Preview and download attachments from anywhere.
Track Time and Print Timesheet Reports
Set team member time tracking on autopilot. Have your office admins, personal support workers, and others clock in and out using CaseRM’s punch clock app on iOS and Android.
- Enable seamless phone clock-ins and outs for convenient time tracking.
- Log the geo-location of where every team member’s clock in and out took place.
- Pull up the timesheet reports that’ll help you with payroll.