For Organizations
Add TryCaSIE to the system your team already uses
Your organization already has an EHR or case management platform. Your staff has a backlog of notes.
TryCaSIE helps your team get from a session to a clean, compliant note faster, so what gets entered into your system is consistent and on time.
No migration.
No retraining.
Built to align with state documentation guidelines.
Why organizations add TryCaSIE
- Staff finish notes faster and on time
- Supervisors have clearer visibility into staff documentation
- Notes come out consistent, so reviews and audits go smoother
- No platform switch. TryCaSIE runs alongside your existing system
- Full audit trail on every note before it leaves TryCaSIE
- Run group sessions and document multiple clients in one pass, with a separate, individualized note generated for each one
How it works
Getting your organization started takes just a few minutes.
Talk to us
Tell us about your team and we'll set up your organization's manager account and send the invite.
Sign the BAA
Your manager reviews the agreement below and signs once on behalf of the organization, confirming they have authority to bind it.
Buy seats
Choose how many people need access. You can add or remove seats later, and changes are prorated.
Invite your team
Your staff sign up through your invite. They're covered by your BAA automatically, with no separate signature.
What managers get
A dashboard built for running a team, with no client information exposed.
Team activity
See how documentation is tracking across your staff. Aggregate counts only, never individual notes or client details.
Compliance at a glance
Your signed BAA, your 42 CFR Part 2 attestation, and which staff are covered, all in one place.
Seats and billing
Invite and remove staff, add seats as you hire, and manage payment yourself. Monthly or annual.
Business Associate Agreement
Review the full agreement below. You will accept it electronically as part of onboarding after creating your account.
Loading agreement…
This agreement is also available as a downloadable PDF.
Ready to get started?
Tell us how many people are on your team and we'll set up your organization. Working on your own? You can sign up directly instead.