Workers' Compensation Case Management Software

E-Reports by CaseManagement.com helps independent Workers’ Comp case managers and case management agencies organize case information, prepare reports, track billable activity, coordinate with adjusters, and create invoices in one web-based platform.

Keep the documentation, communication, and billing behind each case connected—from the initial assignment through ongoing progress reporting.

Every E-Reports subscription includes unlimited users and all six report types.

Monthly subscription • Cancel anytime • No software to install

Manage the Work Behind Every Workers’ Comp Case

A Workers’ Compensation case involves more than a progress report. Case managers must document medical updates, communicate recommendations, track return-to-work status, request authorizations, and account for the services they provide.

E-Reports brings that work into an organized system. Instead of searching through separate documents and email threads, case managers and authorized collaborators can access case information and follow its progress.

Organize Cases and Find Information Faster

Create reports, assign users, and sort case records by details such as claimant, claim, date, case manager, supervisor, adjuster, and invoice number.

Prepare Consistent Client Reports

Use structured report formats and customizable templates to organize case information and maintain consistency. Review and revise reports before sharing the completed documents.

Track Services, Time, and Expenses

Document daily activities, case hours, travel time, and reimbursable expenses. Use recorded activity to prepare itemized invoices, with service rates managed by supervisors.

Coordinate Updates and Authorizations

Notify assigned adjusters and guests when case information changes. Adjusters can review requests and approve or deny proposed actions and treatments within the system.

Six Report Types Included in Every E-Reports Plan

Every subscription includes Standard, Customized, Comprehensive, Short, Medical, and Quick E-Bill. Use the format appropriate to the assignment, the information you need to document, and your client’s reporting requirements.

You do not need to upgrade your subscription to access a different report type.

Standard

Customized

Comprehensive

Case Information
Employer data
Medical status
Claimant history
Claimant activities
Claimant driving
Claimant background
Vocational background
Job availability
Financial Status
Attorney/Legal barriers
MMI
PPI ratings
RTW status
Adjuster Authorizations
Resolution Goals
Recommendations
Daily Activities log
Quick Invoicing

Short

Medical

Quick E-Bill

Compare E-Reports Report Types

See which information and functions each report format includes—from core case details and medical status to vocational background, recommendations, activity logs, and invoicing.

This chart compares report formats, not subscription tiers. All six report types are included in every plan.

Data	Standard	Customized	Comprehensive	Short	Medical	Quick E-Bill
Case Information
Employer Data
Medical appointments
MMI, PPI, RTW
Summary
Notes
Attachments
Adjuster Authorizations
Daily Activities log
Quick Invoicing
Medical status
Job availability
Vocational background
Recommendations
Claimant history
Claimant activities
Claimant driving
Claimant background
Financial Status
Attorney/Legal barriers
Resolution Goals

Choose the report format that fits the work you need to document. The available fields and functions vary by report type.

Unlimited Users, With Access Controlled by Role

Every E-Reports subscription includes unlimited users. Give the people involved in a case the appropriate access while maintaining control over who can view and manage its information.

Case managers document case progress, prepare reports, record activities, and communicate recommendations.

Supervisors assign and reassign cases, oversee reports, establish billing rates, and invoice clients.

Adjusters and payers review case information and respond to authorization requests.

Invited guests receive view-only access. Depending on the case, guests may include employers, patients, attorneys, or other authorized participants.

Unlimited users does not mean unrestricted access. Supervisors and case managers control access to individual cases.

Monthly subscription • Cancel anytime • No software to install

From Case Information to a Reviewed Report and Invoice

Set up the case. Enter the core claim, claimant, employer, and client information.
Document the work. Add updates, recommendations, and relevant case activity using the appropriate report format.
Prepare and review the report. Reuse existing information, complete the current report, and make revisions before delivery.
Prepare the invoice. Use recorded billable activity to create an itemized invoice and review the details.
Share updates and continue the case. Notify authorized participants and maintain current information as the case progresses.

Support for Independent Case Managers and Agencies

For Independent Workers’ Comp Case Managers

Bring reporting, activity tracking, client communication, and billing into a consistent daily process. E-Reports helps you manage the administrative work that accompanies your caseload.

For Workers’ Comp Case Management Agencies

Give case managers a shared reporting structure and supervisors the tools to assign work, oversee cases, manage rates, and coordinate client delivery.

Web-Based Access Without Software Maintenance

Access E-Reports through your browser without installing or maintaining desktop software. The platform includes encrypted connections between your device and the server, automated daily backups, and ongoing system updates.

Print or save reports when you need a document copy, and email or print invoices for client delivery.

Choose Your Plan. Keep Every Report Type.

E-Reports offers Solo, Team, Agency, and Agency Max subscriptions with different report allowances.

Every plan includes unlimited users and all six report types. Choose the report allowance that fits your operation while retaining access to the full selection of formats.

Subscriptions renew monthly and can be canceled anytime.

Frequently Asked Questions

Who is E-Reports designed for?

E-Reports is designed for independent Workers’ Compensation case managers and case management agencies that need to organize case documentation, reporting, activity tracking, payer communication, and invoicing.

Are all six report types included in every subscription?

Yes. Every E-Reports plan includes Standard, Customized, Comprehensive, Short, Medical, and Quick E-Bill. Report formats differ in their fields and functions, but access to the six types is included in every plan.

Does every E-Reports plan include unlimited users?

Yes. Every subscription includes unlimited users. Case access remains controlled through assignments and user roles. Each plan has its own report allowance.

Can reports and invoices be reviewed before delivery?

Yes. Reports and invoices can be reviewed and corrected before delivery so you can check the information before sharing it with clients.

Why shouldn't I send case reports to my client using email?

Email from one domain to another is usually not encrypted in transit. Even though access to your email is secure from your computer to the server, it is NOT encrypted in transit when the receiver is using a different email platform or service. Many people have been misinformed about this fact.

In addition, typical IT personnel and hackers can reroute, misdirect and copy email to unauthorized parties. The only protection against abuse and critical mistakes is keeping the information on a secure platform like CaseManagement.com E-Reports.

Is your E-Reports system reliable?

Yes! CaseManagement.com runs on the cloud with dedicated CPU and fast Solid State disk (SSD) drives connected to the Net via fiber optics. We have a 99.9% up-time guarantee and the site is monitored automatically. Data is backed up daily.

Does dictation work with E-Reports?

Yes! You can use your computer or phone to dictate into the report. With a phone, select the microphone icon. With a Windows computer, simply press the Windows key + H. I have dictated the answer for this question!

Can E-Reports manage different billing types, rates and time frames?

Yes, you can enter and edit rates, minutes, and hours for all types of work. The eBill contains sections for travel time and reimbursable expenses as well. And it all subtotals and totals automatically.

Who sees my case reports?

It depends on the role. When you’re a Supervisor, nobody can see your reports until you assign someone as a Case Manager. Then the Case Manager can only see and work on the case report you’ve assigned to them. As a Supervisor, you can assign different Case Managers to different cases and the Case Manager will only be able to access their own assignments.

Supervisors and Case Managers can assign an Adjuster to view a report or authorize an action. This is optional.

Supervisors and Case Managers can authorize a Guest to view a report. This makes it convenient for Supervisors and Case Managers to allow access for patients, employers and attorneys that need progress reports.

How can E-Reports help me grow my case management business?

If you’re just starting out as an independent case manager, the E-Reports will help you get the information you need quickly to get patients to maximum medical improvement (MMI) and return to work (RTW) which is the primary goal of case management.

As you close cases and please clients, you’ll be able to handle more referrals. As your business grows, you’ll be able to assign some of your cases to other Case Managers and make more money by closing more cases.

See E-Reports With a Real Workers’ Comp Case

Bring a current case and your reporting requirements. During a 30-day live case pilot, explore how E-Reports fits the way you document progress, communicate with clients, and prepare invoices.