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Case Management for Social Workers – And for Not So Social Ones, Too

Whether You’re Engaging Clients or Managing Behind the Scenes, Our Tools Simplify Every Step of the Way

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Case-Centric Right from the Start

Document assessments and store progress notes electronically during client sessions. Save precious time by building up a client case right into the Case File.


case file profile overview

Case Management

Develop and implement comprehensive case management plans that address clients’ needs and goals one case file at a time.

Assessment and Evaluation

Gather and document detailed information about the client’s background, needs, and challenges. Keep accurate and thorough records inside the case file from client intake, needs assessment, and case documentation.

charting app listing chart note for a case file
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Schedule and Track Appointments

Conveniently schedule your counseling sessions with clients in a modern, user-friendly, and easy-to-use calendar.

Issue Invoices and Receive Payment

Issue invoices and send them to payers. Record payments towards outstanding invoices as you receive them and keep an up-to-date balance for every case file.

outstanding invoice preview

Social work coordination and collaboration with other healthcare providers just got easier.

Case-Centric

Each case is managed as a distinct entity with a unique beginning and end. The unpredictable nature of case management, due to external events or otherwise, and the need for collaboration among professionals from other disciplines bring Case Files to the center of casework.

Keep More of Your Hard-Earned Cash

With unlimited users, providers, and location plans, our prices cannot be beaten. When you combine sophisticated functionality and unlimited provider access with the price of a subscription, you won’t find a more affordable system.

Network and Collaborate with Others

Right at the start, work with healthcare providers from various disciplines and collaborate on client Case Files. Have case file stakeholders upload assessment reports and other documents to the client’s case file.

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.

Get started now for free.

Collaborate with other professionals inside and outside your organization.

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CASERM INC.

3 – 282 North Rivermede Rd.

Concord, ON L4K 3N6 Canada

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+1 289 2CASERM (222-7376)

info@caserm.com

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