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Step-by-step guides for every screen in CaseMgmt. 161 articles and growing.
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Company Admins
Set up your company, add your team, and see how billing works.
Case Managers
Referrals to cases, case notes, forms, and your calendar.
Billing Staff
Batch invoices, CMS-1500 claims and payments.
Referral Staff
Attorneys, adjusters and other referral partners using the portal.
Patients
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Browse by topic
What CaseMgmt does, your first day by role, and finding your way around.
- Finding your way around
- Reset a forgotten password
- Set up your account from an invite email
- Sign in to CaseMgmt
- Take a guided tour
Company details, logo, billing and CMS-1500 settings, email, fax, QuickBooks and codes.
- Add your logo and PDF watermark
- Connect QuickBooks Online
- Connect your company email (Microsoft 365, Google Workspace or other)
- Enter your Tax ID, NPI and taxonomy for CMS-1500 claims
- Find your way around Company Settings
Adding users, roles, permissions and how users affect your bill.
Taking in referrals, turning them into cases, and the portal for attorneys and adjusters.
- Accept a referral and create the case
- Add a referral manually
- Change a referral's law firm
- Clean up duplicate law firms
- Filter, sort and export referrals
Adding patients and working in the patient file.
- Add a nurse
- Add a patient
- Add a patient's doctors and providers
- Assign a nurse to a patient
- Change a patient's status
Cases, assessments, care plans and progress notes.
- Add a weekly progress note
- Add an assessment to a case
- Assign or remove a nurse on a case
- Change a case's status
- Create a new case
Logging your work so it can be billed and paid.
- Add a case note with hours and miles
- Add travel, wait time and expenses to a case note
- Approve or reject time entries
- Check your hours on the dashboard
- Edit or delete a case note
Filling out forms and sending forms and documents to patients to sign.
- Fill out a form and save it as a PDF
- Find your way around the Forms tab
- Get your own forms added
- Reuse a PDF from the Form Library
- Send a form to a patient by email or text
Folders, uploading, and emailing documents.
Appointments, follow-ups, tasks, repeating items, templates and reminders.
- Add an appointment, follow-up or task
- Apply a template to a patient
- Change calendar colours and item types
- Find your items on the calendar
- How reminders and the daily summary work
Texting patients with consent, what texting costs, and your own texting number.
- Get a patient's consent to texts
- Get work texts on your phone
- How texting works
- What texting costs
- Why a text was refused
Team messages and the notification bell.
Invoices, batch invoicing, CMS-1500 claims, payments and payroll.
- Check an invoice's QuickBooks status
- Create an invoice from unbilled work
- Create batch invoices and CMS-1500 claims
- Edit a CMS-1500 claim before sending
- Email or fax a batch with its claims and documents
Every report and export.
- Export report data to a spreadsheet
- Filter reports by date
- Read the Reports overview
- Run an activity log report
- Run case reports
Plans, users, changing plans and billing for your account.
- Cancel your subscription
- Change your plan
- Plans and what's included
- Read your Subscription page and monthly bill
- Sign up and start your free trial
How your data is protected and what we sign with you.
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Still need help?
Email admin@casemgmt.io — a real person answers within one business day. Training is available by appointment.