This guide is designed to help Office Administrators get started with CaseRM. It covers the most frequently used features and tasks performed by administrators, providing step-by-step instructions to navigate and manage key system functions efficiently.
Find and Select a Case File
- Go to Case Files.
- Enter the case file name, either in part or in full, in the search bar.
- Press Enter.
Create a Case File
- While viewing the Case Files list, click Create case file.
- Select an Intake date and a Case type.
- Choose whether the case file is for an individual or an organization, then enter the required case file details.
Tip: If the case file is for an existing client, check the Select existing client box, then find and select the client. The system will automatically populate the form with the client’s information, allowing you to make changes if needed before saving. - Click Save.
Create and Email an Invoice
- Go to Case Files.
- Select a case file.
- Navigate to Billing > Transactions.
- Click + New transaction > Create invoice.
- Ensure the correct From and Bill to details are selected.
- Click + Add line item.
Tip: If there are unbilled charges, a notification will appear below the billing address. To add these charges to the invoice:
– Click Preview and apply.
– Select the charges you want to invoice.
– Click Apply. - Ensure the correct Service date is selected.
- Select an Item and verify that the item description, rate, quantity, measure, and tax code are correct.
- (Optional) Select a Service provider.
- To add more billing items, click + Add line item and repeat steps 7–9.
- Click Save.
- To email the invoice, click the Email button at the top-right.
- Ensure the recipient’s email address is entered correctly, then click Send.
- Click Close to return to the transactions list.
Attach Documents to Case File
- Go to Case Files.
- Select a case file.
- Navigate to the Files tab.
- Expand the Add files box.
- Drag and drop files into the dotted area, or click Browse to locate, select, and attach files.
