Get exactly what you want and pay for only what you need
/month
1 User
1 Location
1 Team Member
Unlimited Appointments
2GB File Storage
Track Revenue
10 Reports
/month
Unlimited Users
Unlimited Locations
Unlimited Team Members
Unlimited Appointments
5GB File Storage
Track Revenue
20 Reports
Add more to your plan
Extend your subscription with third-party integrations and built-in tools that help your clinic do more.
Charting
Create structured charts and SOAP notes in case files, keeping documentation connected to care.
$10/month per provider
AI Scribe
Turn recorded visits into structured clinical notes with AI, helping providers spend less time documenting.
Try 1 hour free, then $1.00 per recorded hour · Requires Charting
Email & SMS Marketing
Build campaigns and automate email and SMS outreach by connecting your clinic to Sender.net.
Start free
Online Booking
Let clients book appointments online, choose available times, and reduce back-and-forth scheduling for your team.
$3/month per calendar
Online Forms
Build branded clinic forms, embed them on your website, and attach submissions to client cases.
3 templates included; Unlimited templates for $18/month
Two-Way SMS & Reminders
Send and receive texts, automate appointment reminders, and keep client conversations connected to their cases.
Coming soon
Credit Card Payments
Accept card payments securely through a connected processor, with transparent transaction-based processing fees.
Coming soon
QuickBooks Online
Sync invoices and financial records with QuickBooks Online to simplify bookkeeping and month-end reconciliation.
Coming soon
Electronic Claim Submissions
Submit insurance claims electronically, reduce manual paperwork, and track submissions from your clinic workflow.
Coming soon
Fullscript
Connect Fullscript to support practitioner-recommended wellness products and a smoother client purchasing experience.
Coming soon
Time Tracking
Track staff hours and shifts, simplify timesheets, and understand labor costs across your clinic.
Coming soon
Inventory Management
Monitor stock levels, manage supplies, and get a clearer view of products across clinic locations.
Coming soon
Compare plans & features
Find the right balance between price and functionality. Get exactly what you want and pay for only what you need.
| Solo | Team | |
| Case File Access Control | – | ✔ |
| Custom Case Types | ✔ | ✔ |
| Case Contacts | ✔ | ✔ |
| Attach Files | ✔ | ✔ |
| Case Correspondence | ✔ | ✔ |
| Case Payers | ✔ | ✔ |
| Alerts & Memos | ✔ | ✔ |
| Booking Records | ✔ | ✔ |
| Solo | Team | |
| Number of Calendars | 1 | Unlimited |
| Appointments | Unlimited | Unlimited |
| Email Appointment Notifications & Reminders | ✔ | ✔ |
| Providers, Rooms and Equipment | ✔ | ✔ |
| Calendar Shifts | ✔ | ✔ |
| Find Time Slot | ✔ | ✔ |
| Solo | Team | |
| Company directory | ✔ | ✔ |
| Reserved contacts | ✔ | ✔ |
| Import/export contacts | ✔ | ✔ |
| Solo | Team | |
| Team Member Profiles | ✔ | ✔ |
| Employees & Subcontractors | ✔ | ✔ |
| Attach Files | ✔ | ✔ |
| System Access Management | ✔ | ✔ |
| Solo | Team | |
| Charges | ✔ | ✔ |
| Invoices | ✔ | ✔ |
| Payments | ✔ | ✔ |
| Solo | Team | |
| Sales | ✔ | ✔ |
| Expenses | – | ✔ |
| Products & Services | ✔ | ✔ |
| Payment Methods | ✔ | ✔ |
| Chart of Accounts | ✔ | ✔ |
| Sales Tax | ✔ | ✔ |
| Solo | Team | |
| Additional Storage + | $1.50/mo | $1.30/mo |
| Solo | Team | |
| 256-bit encryption | ✔ | ✔ |
| Audit Trail | – | 10-week history |
| Role-based access control | – | ✔ |
| Isolated tenant architecture | ✔ | ✔ |
| Microservices architecture | ✔ | ✔ |
| Secure cloud hosting (HIPAA, PHIPA & PIPEDA compliant) | ✔ | ✔ |
| Encrypted backups & disaster recovery | ✔ | ✔ |
| Regular security patches & updates | ✔ | ✔ |
| Solo | Team | |
| Help Center with Training Videos | ✔ | ✔ |
| Email Support | ✔ | ✔ |
| Phone Support | ✔ | ✔ |
| Staff Training | ✔ | ✔ |
Frequently Asked
Can I upgrade or downgrade my plan at any time?
Yes, you can adjust your plan at any time to better suit your needs. Upgrades will take effect immediately, while downgrades will be applied at the start of your next billing cycle.
Can my company try CaseRM before committing?
Absolutely. We offer a free 21-day trial so you can experience the full power of CaseRM without any obligation. No credit card required. 👉 Start your free trial now.
What payment methods do you accept?
We currently accept Visa, MasterCard, and eTransfer.
What happens if I exceed my plan’s usage limits?
There are no limits on the number of users, providers, or company locations—every plan comes with full access to essential features.
If you go beyond your plan’s included storage or begin using add-ons and integrations, you won’t be restricted or interrupted. Instead, any additional usage will simply be billed according to the rates listed in the pricing comparison and add-ons sections above.
What’s included with the Solo and Team plans?
Both the Solo and Team plans include full access to CaseRM’s core tools: Case Files, Calendar, Contacts, Team, Accounting, and Reports—everything you need to manage and grow your practice.