# CaseRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about CaseRM Software - reviews, pricing plans, popular comparisons to other Healthcare CRM products and more. Source: https://www.capterra.com/p/10047129/CaseRM --- # CaseRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 29, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support) CaseRM ## What is CaseRM? CaseRM is cloud-based practice management and EMR software for health and wellness clinics that need more than a basic calendar or billing tool. Built around adaptive case management, CaseRM organizes clinic operations by case file, not just patient profile or appointment. This allows clinics to manage multiple files per client, with each case holding its own documents, treatment plans, billing records, charting, correspondence, and related activity. CaseRM brings clinic operations, financial workflows, and patient records into one cloud-based system accessible from any internet-connected device. Clinics can manage appointments across locations, providers, rooms, and equipment while keeping services, billing, and payments aligned. Multidisciplinary and multi-location clinics benefit most when they manage different case types, providers, funders, and workflows under one case-centric structure. ## What is CaseRM used for? [Healthcare CRM](https://www.capterra.com/healthcare-crm-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CaseRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.caserm.com/&name=CaseRM) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Billing & Invoicing Create, manage, and send invoices or bills to customers Calendar Management Track and manage schedules and meetings via an integrated calendar Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Client Portal Private online space that lets businesses securely share documents and provide information access to clients CaseRM 22 features Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Manage various aspects of appointments including booking, rescheduling, canceling Create, manage, and send invoices or bills to customers Track and manage schedules and meetings via an integrated calendar Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Private online space that lets businesses securely share documents and provide information access to clients Manage and track all internal and external communication conducted via calls, email, text, or chat Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Store and organize documents in a centralized system Software designed for the healthcare industry Store, manage and track all forms in a centralized location Compliant with HIPAA, which sets standards for sensitive patient data protection Store information about leads or contacts and track, manage and nurture them throughout the sales process Records of patients' medical history Access software remotely via mobile devices Managing and tracking patient health, progress, communication, and treatment plans Ability to record, store, update, and retrieve information Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity Plan availability and assign specific time slots for tasks and resources Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Solo Plan $29.00 Flat Rate,Per Month It includes: - 1 User - 1 Location - 1 Team Member - Unlimited Appointments - 2GB File Storage - Track Revenue - 10 Reports - Basic security features (256-bit encryption, secure cloud hosting, encrypted backups, etc.) - Help center, email support, phone support, and staff training Team Plan $50.00 Flat Rate,Per Month It includes: - Unlimited Users - Unlimited Locations - Unlimited Team Members - Unlimited Appointments - 5GB File Storage - Track Revenue - 20 Reports - Case File Access Control - Unlimited calendars - Expenses feature in accounting - Advanced security features (audit trail with 10-week history, role-based access control) - Help center, email support, phone support, and staff training Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.