Records Shouldn’t Give You Anxiety – Discover Case Management Software Made for Mental Health Professionals
It’s time to equip mental health care with the tools it deserves. CaseRM enables you to effectively manage patient cases while maintaining secure, confidential records. With case-centric software, you can maintain secure, confidential records while streamlining your workflow.

Keep Your Records Confidential and Accurate with Well-Integrated Clinical Software
With CaseRM, you can keep accurate and confidential records of client assessments, treatment plans, progress notes, and more.

Assessment & Diagnosis
Assess new referrals, reassess your existing clients, and record findings in an assessment report stored in a secured case file.
Upload & Attach
Upload and easily attach documents relevant to your case files to keep all documents neatly organized in one place.


Progress Notes & Templates
Take progress notes online from your laptop, tablet, or smartphone. For increased efficiency, use pre-created templates that adjust seamlessly to your progress note style.
Your Calendar & Service Charges
Book appointments with clients on your calendar and record a charge for every service performed for a case file.


Log Correspondence
Log every communication that is made over the phone, fax, or email in a client’s case file. You can also tag and filter correspondence records by using personalized tags.
Online Appointments
Be there for your patients anytime. Clients can book online 24/7 from your professional website.

Here’s What CaseRM’s Case Management System Can Do for You
Case File Centric
We know that the unpredictable nature of case management and the need for collaboration among professionals from other disciplines can bring case files to the center of casework. That’s why each case is managed as a distinct entity with a unique beginning and end.
PIPEDA, PHIPA, PIPA, and HIPAA Compliant
Hosted in commercial data centers in Toronto, Canada, CaseRM is PIPEDA, PHIPA, PIPA, and HIPAA compliant.
Privacy & Security First: Access Case Files Securely
With 256-bit encrypted, bank-grade security and 24/7 uptime monitoring, our secure platform ensures the privacy and retention of clinical and financial records.
Affordable Like None Other
You won’t find a more affordable system when you compare the sophisticated functionality with unlimited provider access to the subscription price.