Roadmap
See what we’re building, why it matters, and what’s coming next. Updated quarterly.
What we’re working on
Last updated: April 21, 2026
HCAI Integration
Estimated Completion: Q3 2027
This functionality will allow users to create Ontario Claim Forms (OCFs) and submit HCAI-accepted forms electronically to motor vehicle insurers in Ontario. Forms will be prepared directly within case files, keeping documentation tied to the related case.
Responses received from the HCAI system will flow back into CaseRM, with corresponding documents and records updated within the appropriate case files.
Objectives
COMPLIANCE
INTEGRATION
EFFICIENCY
Case File Workflow Templates
Estimated Completion: Q1 2027
This functionality will allow management to create workflow templates for different case file types, helping standardize and automate how work progresses. Templates can define case-specific steps, forms, notifications, and event flows based on operational requirements.
This supports workflows that vary by case type, such as workers’ compensation and motor vehicle accident files, where documentation, timelines, and communication requirements differ.
Objectives
STANDARDIZATION
EFFICIENCY
SCALABILITY
TELUS Health eClaims Integration
Estimated Completion: Q4 2026
This integration will allow administrators to submit predeterminations and extended health claims electronically to insurers participating in the TELUS Health eClaims network. Claim forms will be completed directly within case files by providers and administrative staff.
The system will also receive and process responses from the TELUS eClaims switch, updating claim statuses and details within the corresponding case files.
Objectives
INTEGRATION
REVENUE FLOW
AUTOMATION
Rich Text Document Creation & Collaboration
Estimated Completion: Q3 2026
This functionality will allow users to create rich text documents directly within case files, with support for real-time collaboration across the organization. Predefined templates will be available to standardize and accelerate document creation.
This supports multi-page documents such as assessments, progress reports, and evaluations, keeping them structured, editable, and tied to the case file.
Objectives
COLLABORATION
DOCUMENTATION
EFFICIENCY
Relationships Between Case Files
Estimated Completion: Q3 2026
This functionality will allow administrators to establish relationships between existing case files, linking them where a connection exists. Related case files will be visible within the current file, providing additional context during review.
Users will be able to navigate directly between linked case files, making it easier to move across related records without losing continuity.
Objectives
CASE-CENTRIC DESIGN
VISIBILITY
CONTEXT
CaseRM Subscription Management
Estimated Completion: Q3 2026
This functionality will allow administrators to manage their CaseRM subscription directly, including updating payment methods, accessing billing history, and maintaining clinic profile information. Subscription details and invoices will be available in one place for easier oversight.
This reduces reliance on support for account changes and keeps subscription management aligned with day-to-day operations.
Objectives
TRANSPARENCY
CONTROL
SCALABILITY
Treatment Plans per Case File
Estimated Completion: Q2 2026
This feature will allow providers to create and manage treatment plans within each case file, defining plan duration, services, and the number of visits. Plans also provide a clear estimate of treatment timelines and expected financial commitment.
Future updates will track remaining visits in real time, automatically counting down treatments as appointments are completed.
Objectives
CARE PLANNING
STRUCTURE
OUTCOMES
Universal Office to CaseRM Data Transfer Utility
Estimated Completion: Q2 2026
This utility will support electronic migration of clinic data from Universal Office into CaseRM, including patient records, appointments, billing, and related data. The transfer process is designed to preserve structure and relationships across datasets.
Automation is used to reduce manual effort during migration, helping clinics transition systems with minimal disruption to ongoing operations.
Objectives
ONBOARDING
DATA MIGRATION
CONTINUITY
Form Builder
Estimated Completion: Q2 2026
The form builder will allow clinics to create custom forms for intake, referrals, and other data collection needs. Submitted data is captured and organized into inboxes, where administrative staff can review and take action.
Future iterations will extend this by enabling automated creation of new case files based on submitted intake forms, reducing manual setup and improving intake workflows.
Objectives
FLEXIBILITY
DATA STRUCTURE
EFFICIENCY
Online Booking with Client Portal
Estimated Completion: Q2 2026
Online booking will allow clients to schedule appointments through a secure portal, with real-time availability driven by configured calendars and session rules. Clinics control which resources are exposed, ensuring booking aligns with internal scheduling logic.
Objectives
ACCESSIBILITY
CLIENT EXPERIENCE
AUTOMATION
Organizing Attached Files into Folders
Completed: Q1 2026
Case files can accumulate a wide range of documents, including identification, insurance records, reports, and imaging. Folder-based organization structures these attachments within each case file, improving how documents are stored and retrieved.
This approach aligns file management with real-world clinic workflows, making document handling more predictable and easier to navigate.
Objectives
ORGANIZATION
USABILITY
PRODUCTIVITY
Charting (Chart Notes / EMR / SOAP)
Completed: Q4 2025
Charting is built on a flexible canvas where notes are created using tools such as body charts, spine charts, structured fields, and reusable templates. Chart note templates and section-based layouts allow providers to standardize documentation while adapting to different workflows.
Entries can be previewed or copied from previous dates, making it easier to maintain consistency across visits and reduce repetitive input.
Objectives
CLINICAL DOCUMENTATION
CONTINUITY
EFFICIENCY
