Manage client service allocations with ease. Track appointments, hours, or budgets against approved plans — and know exactly where each case stands.
Whatever your service plans look like, Caspen gives you full visibility over every case.
Set an allowance in appointments, hours or budget, then see how much has been used, how much has been invoiced and what remains.
The appointment shows which of the client’s cases cover its date. Link one, and the appointment counts towards that case.
Divide the allowance across periods. Each appointment shows the balance left in its period, and warns you when a booking goes over.
Split the allowance into targets made up of services and activities, and compare what has been delivered with where it should be today.
Choose who gets an email when a case reaches a usage level, such as 80% used, or is a set time away from expiry.
The details that keep every case accurate, from the first referral to the final invoice.
Cases show as upcoming, open, closed or expired, based on their issue and expiry dates.
Choose for each case whether missed or cancelled appointments count against its allowance.
Pick a contact to send invoices to, and it’s set as “Invoice to” on the case’s invoices.
Record the referring contact, their provider number and the assigned practitioner.
Link activities such as report writing to a case, and they count towards hour and budget allowances.
Attach files and keep notes on each case, so its paperwork stays in one place.
Filter cases by status, practitioner or allowance type, or jump straight to those expiring soon.
Merge fields add the case number, dates and remaining allowance to your letters.
Let reception find and link cases when booking, without opening them or seeing their usage.
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