Occupational Therapy Software for Occupied Therapists
Collaborate with other healthcare professionals while maintaining records of assessments, treatment plans, and progress notes.

Collaborate with Others Across the Industry
As essential members of the healthcare team, you can easily collaborate with others across the industry on each client case file by creating assessment reports and keeping a detailed record of progress notes. Improve your own skill-building capabilities.

Adaptive Assessment and Evaluation
Document the assessment of attendant care needs, functional assessments, home and worksite assessments right into the client’s case file.
Schedule Your Time
Easily schedule appointments in the CaseRM calendar by including the exact address of the assessment location, whether it’s at a clinic, the client’s home, or their workplace. The system can automatically send a 15-minute reminder notification to both you and your client, ensuring everyone stays on track.


Track Your Time on the Go
Keep track of your time and the time of other team members in your practice with the Android and iOS Punch Clock app.
Quick Progress Notes
Document progress notes on the spot while visiting your client to streamline your clinical note-taking process and ensure accuracy and efficiency for everyone involved.


Bill Payers and Collect
Issue invoices for assessments, documentation, brokerage, preparation, service planning, and other services directly within the client’s case file and send them electronically to payers. Record payments as soon as you receive them to maintain an accurate running balance for each case file.
Back Office for Occupational Therapists
Interdisciplinary Collaboration
Collaborate on case files with other healthcare professionals, such as physical therapists, speech therapists, doctors, and social workers.
Keep More of Your Hard-Earned Cash
With unlimited users, providers, and location plans, our prices are unbeatable. When you combine sophisticated functionality with unlimited provider access to the price of subscription, you simply won’t find a more affordable system.
From Onboarding to Support, You Are Covered
We’ll help you get up and running and continue with the stellar support provided by our expert team.
Secure 24/7 Access
You can access your case files from your workstation, tablet, or smartphone. CaseRM is optimized for any device, browser, and screen size.