User Reviews

( 2 customer reviews )

Pros

This software, and its integration with Office Manager for Windows, has made it possible for me to have a profitable private practice over the past 16 years. Without it, I would have had to have a billing service, which would have cost of course, and I would have been spending the same amount of time explaining my billings to a 'clerk' who likely then would not have translated them correctly. With Case Manager, as it is linked to Office Manager now, I need never worry that I will bill for a session that is not documented in my notes. This last feature saves me from worries that insurance companies will claim I did not provide services as billed.

Cons

There are always glitches as the software is updated each year. However the on-line community and the technical supp;ort that SOS provides makes getting through whatever issues arise more bearable. Cost is major disincentive for some, but I know that I am saved the cost of a quality admin person and also time that I myself would still be spending on billing and documenting.

Overall

Get the trial of OM/CM - Scheduler too if you have no other calendar.

Pros

CaseManager is a great program that provides a totally HIPAA compliant electronic means of creating and maintaining a client record. The manual is excellent and the ability to customize the different sections of a client record makes Case Manager very flexible and easily tailored to the user's unique clinical situation. The program has been regularly upgraded over the years and the latest version includes an authentication procedure that is consistent with current standards for electronic medical records. As is true with all of the SOS programs, the technical support is excellent!

Cons

While getting started with the Progress Notes feature is simple and quick, a new user will want to set aside some time to master developing client history, treatment planning, and customizing the program to fit your specific needs. The program offers a lot of features that requires patience and attention to the user's manual as one gets started. The manual is excellent, and should be printed out to assist in acclimation to the program.

Overall

Case Manager is an excellent way to maintain a HIPAA compliant client record. Used on a computer with the Office Manager billing program also installed, Case Manager users will find that all client identification information is automatically transferred to Case Manager from Office Manager speeding up the process of creating new client charts with Case Manager. I recommend the program to any therapist wanting to maintain a clinical record that is complete and HIPAA compliant