Start here
What CaseMgmt does, your first day by role, and finding your way around.
- Finding your way around
Where everything lives: the sidebar, the notification bell, My Settings, the ? Help button, text size and dark mode.
- Reset a forgotten password
Get a reset link by email and choose a new password. The link works for 1 hour.
- Set up your account from an invite email
Your Admin added you: open the invite email, choose a password and sign in. The link works for 7 days.
- Sign in to CaseMgmt
Sign in at casemgmt.io with your work email and password; Referral Staff can use the referral portal page.
- Take a guided tour
A two-minute tour of the screens you use most, for Admins, nurses, billing staff and referral partners.
- Try CaseMgmt with a demo account
Ask for a demo login and explore a complete practice filled with fictional patients, cases, forms and billing for 14 days.
- Use CaseMgmt on a phone or tablet
CaseMgmt works in the web browser on your phone or tablet; there is nothing to install.
- Use the Getting started checklist
New companies get a checklist on the Admin dashboard that ticks itself off as you set up CaseMgmt.
- What CaseMgmt does
CaseMgmt runs a nurse case management company in one place: referrals, patients, cases, forms and e-signature, calendar, texting, billing and reports.
- Your first day as a Company Admin
Set up your company in CaseMgmt: add your team, connect your email and check your subscription.
- Your first day as a Nurse Case Manager or Internal Case Manager
Sign in, set up your email and time zone, then find your patients, log case notes and send forms.
- Your first day as Billing Staff
Where billing work lives: time entries, batch invoicing with CMS-1500 claims, invoices, payroll and reports.
- Your first day as Referral Staff (attorneys, adjusters and other referral partners)
Referral Staff use the free referral portal to send new referrals and follow the ones they sent.
- Your own settings: time zone, contact details and email
My Settings holds your time zone, contact and emergency details, your documents and the email account you send from.