CaseRM Roadmap
- Road map
- Most voted
- Newest
- Completed
Case Files# 4
Punch Clock# 6
Private billing# 8
Calendar# 9
Contacts# 10
View More - In progress
Charting in Case File# 2
Chart note templates# 3
Charges# 7
Spine Chart Tool# 21
- Planned
Calendar shifts# 1
Show team member calendars in Charting# 18
List scheduled appointments in Case File# 19
Book Session# 20
- Backlog
Virtual Terminal# 5
Forms# 12
Create a Case Files from an intake form# 13
Schedule Repeat Appointments# 22
CaseRM Price Plans# 23
View More
Punch Clock# 6
Tracking time for every team member. GEO location enabled.
Calendar shifts# 1
Managing calendar availability Dec 30
Charting in Case File# 2
progress Nov 30
Chart note templates# 3
Creating and managing chart note templates Nov 9
Case Files# 4
Case file management
Virtual Terminal# 5
collect from credit cards and reconcile outstanding invoices. allow clients to pay for service before scheduling an appointment.
Charges# 7
Creating and managing charges per case file Dec 5
Private billing# 8
Creating invoices, recording payments. Emailing, downloading and printing invoices.
Calendar# 9
Scheduling and managing appointments
Contacts# 10
Creating and managing contacts
Forms# 12
Creating, publishing and managing web-forms. Collecting and managing completed forms.
Create a Case Files from an intake form# 13
When reviewing received intake forms, the system shall allow to create a new case file populating the case file with the submitted data. The system will also attach the received intake form to the newly created Case File.
Charting# 14
Creating and managing chart notes per Case File
Accounting# 16
Basic accounting module that allows to create and manage Transactions, Clients, Vendors, Employees, Products & services, Payment methods, and Chart of Accounts.
Team# 17
Team module allows to manage all team members, connect them to CaseRM accoutns, and manage team member time records.
Show team member calendars in Charting# 18
Display all appointments pulled from every calendar connected to team member
List scheduled appointments in Case File# 19
List session bookings that are connected to the case file
Book Session# 20
Book sessions in calendars
Spine Chart Tool# 21
A new tool for Charting. Spine Chart will allow to add annotations to the right and the left of a spinal cord. The tool will also allow to add notes next to the spine diagram. Nov 23
Schedule Repeat Appointments# 22
This option will allow to book a session over a period of time. The system will avoid scheduling confilcts with maximum occupancy validations.
CaseRM Price Plans# 23
Provide clients with option to subscribe and change a price plan subscription.
CaseRM Billing and Collections# 24
automate billing and collections for CaseRM subscriptions
Online Booking# 25
Online Booking module with Back Office for sessions scheduled in CaseRM calendars
TELUS Health eClaims & EHC Coverage# 26
Submitting claims via TELUS Health eClaims. Managing EHC Coverage per Case Subject
TELUS Health WSIB eServices# 27
electronic WSIB claim submissions in Ontario, and WSIB case management documents and libraries
HCAI and MVA Case Management# 28
submitting claims electronicly to MVA insurers. the package must include MVA patient document managment library of insurance companies with their address and other contact infoirmation
Team member Time Tracking# 29
track time for every team member per shift or per session
Appointment synchronization# 30
Syncronysing scheduled appointments across devices in real-time
Integrate with iCal supporting apps# 31
Integrate with three most popular calendar apps: 1. Google Calendar 2. Outlook Calendar 3. iCloud Calendar Push appointments scheduled in CaseRM Calendars to correspponding calendar in the iCal supporting app
UO data to CaseRM migration utility# 32
The utility will move data from UO database to CaseRM
UO data to CaseRM migration utility# 32
The utility will move data from UO database to CaseRM
Integrate with iCal supporting apps# 31
Integrate with three most popular calendar apps: 1. Google Calendar 2. Outlook Calendar 3. iCloud Calendar Push appointments scheduled in CaseRM Calendars to correspponding calendar in the iCal supporting app
Appointment synchronization# 30
Syncronysing scheduled appointments across devices in real-time
Team member Time Tracking# 29
track time for every team member per shift or per session
HCAI and MVA Case Management# 28
submitting claims electronicly to MVA insurers. the package must include MVA patient document managment library of insurance companies with their address and other contact infoirmation
TELUS Health WSIB eServices# 27
electronic WSIB claim submissions in Ontario, and WSIB case management documents and libraries
TELUS Health eClaims & EHC Coverage# 26
Submitting claims via TELUS Health eClaims. Managing EHC Coverage per Case Subject
Online Booking# 25
Online Booking module with Back Office for sessions scheduled in CaseRM calendars
CaseRM Billing and Collections# 24
automate billing and collections for CaseRM subscriptions
CaseRM Price Plans# 23
Provide clients with option to subscribe and change a price plan subscription.
Schedule Repeat Appointments# 22
This option will allow to book a session over a period of time. The system will avoid scheduling confilcts with maximum occupancy validations.
Spine Chart Tool# 21
A new tool for Charting. Spine Chart will allow to add annotations to the right and the left of a spinal cord. The tool will also allow to add notes next to the spine diagram. Nov 23
Book Session# 20
Book sessions in calendars
List scheduled appointments in Case File# 19
List session bookings that are connected to the case file
Show team member calendars in Charting# 18
Display all appointments pulled from every calendar connected to team member
Team# 17
Team module allows to manage all team members, connect them to CaseRM accoutns, and manage team member time records.
Accounting# 16
Basic accounting module that allows to create and manage Transactions, Clients, Vendors, Employees, Products & services, Payment methods, and Chart of Accounts.
Charting# 14
Creating and managing chart notes per Case File
Create a Case Files from an intake form# 13
When reviewing received intake forms, the system shall allow to create a new case file populating the case file with the submitted data. The system will also attach the received intake form to the newly created Case File.
Forms# 12
Creating, publishing and managing web-forms. Collecting and managing completed forms.
Contacts# 10
Creating and managing contacts
Calendar# 9
Scheduling and managing appointments
Private billing# 8
Creating invoices, recording payments. Emailing, downloading and printing invoices.
Charges# 7
Creating and managing charges per case file Dec 5
Punch Clock# 6
Tracking time for every team member. GEO location enabled.
Virtual Terminal# 5
collect from credit cards and reconcile outstanding invoices. allow clients to pay for service before scheduling an appointment.
Case Files# 4
Case file management
Chart note templates# 3
Creating and managing chart note templates Nov 9
Charting in Case File# 2
progress Nov 30
Calendar shifts# 1
Managing calendar availability Dec 30
