Transform Your Speech-Language Pathology Practice: Client-Centered Tools for Success
As you assess, diagnose, and treat clients with communication disorders, CaseRM will securely organize all your documents in comprehensive case files, helping you work seamlessly with other healthcare professionals. Manage client records, treatment plans, invoices, and more, all in one place.

Effective and Collaborative Speech Therapy Practice Management
Managing a speech therapy practice requires a balance of efficiency, accuracy, and collaboration. Experience a streamlined, collaborative environment that enhances patient outcomes while keeping your practice running smoothly.

Assessment and Documentation
Create customized templates to document speech therapy assessments and store everything in each client’s case file for easy access.
Case Files from Intake to Discharge
Open a new case file for every referral, maintain all records, and handle billing and payments in one place. Intake new clients via your tablet, PC, or smartphone, or send an intake form link to the client or their caregiver.


Document Services and Assessments
In the case file, record services such as interviews, observations, and therapy sessions. You can also document initial assessments and ongoing progress for individuals or groups.
Time Tracking
Keep track of your billable hours using the Punch Clock app. Clock in and out during sessions and easily record additional services or products provided to clients.


Appointment Scheduling
Schedule client appointments in the CaseRM calendar, complete with location details. Automatically record charges for services provided during each session to ensure accurate billing. Receive reminders 15 minutes before each appointment.
Progress Notes
Take progress notes during sessions using your mobile device or PC. Jot down quick notes or check off tasks on the spot, streamlining your documentation process and reducing end-of-day paperwork.


Billing and Payments
Easily generate and send invoices electronically, allowing payers to view, download, and print. Track payments as they are received, keeping an accurate balance in each case file.
Speech-Language Pathology Back Office Software
Case File-Centric Management
Manage each case as a unique entity from start to finish. Collaboration across disciplines is key, and CaseRM keeps case files central, allowing smooth teamwork with other healthcare providers.
Cost-Effective
With unlimited users, providers, and locations, our pricing is unmatched. You get advanced functionality at a competitive price with no extra costs for additional providers.
Collaboration and Networking
Collaborate with other healthcare professionals from the beginning. For more effective teamwork, allow stakeholders to upload documents such as assessment reports directly to the client’s case file.
Comprehensive Support
From onboarding to ongoing support, CaseRM has you covered. Our expert team is always here to help ensure a smooth setup and continued assistance as needed.