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sys/work/casemover · case study

CaseMover: case data that stops getting retyped

A Chrome side panel for medical and legal case teams. It pulls patients, orders, appointments and documents out of athenahealth and into their monday.com boards, so nobody copies them across by hand.

Type
Chrome extension + portal
Built with
Manifest V3, monday.com API
Timeline
2025 to now
Status
In production, v4.26
casemovers.com
01 · the problem

Two systems, one team, a lot of copy and paste

Practices that handle injury cases keep patient records in athenahealth and run the case itself on monday.com boards. Every new patient, order, appointment and document had to be found in one and typed into the other.

It was slow, and a mistake meant the wrong data on the wrong patient's case. Each client also set their boards up differently, so one fixed tool would not fit everyone.

02 · what we built

A side panel that sits where the work already happens

Lookups without switching tabs

Find a patient, see their case and edit case data from a side panel next to whatever page the user is on.

athenahealth capture

Orders, appointments and documents come out of athenahealth and land on the right monday.com item.

One extension, many setups

Each client gets its own JSON config, with optional profiles for LienStar, PiCare, Tebra billing, MoveDocs and PostDICOM.

Bulk Data Ops

Query a whole board, filter it, review the results as a list and run the change across every item at once.

Wrong-patient safeguards

Checks before any write so data never lands on the wrong case, plus an audit log of every patient-data access.

Web portal

A Next.js and Firebase portal with admin, attorney and medical dashboards, and the login the extension uses.

03 · by the numbers

Where it stands

v4.26

the version in production in October 2026, up from v4.0 in May

15

tagged releases shipped to users in five months

7

systems it can talk to, monday.com and athenahealth first

0

build steps: plain JavaScript, easy for the next developer to pick up

A sister extension built for a spine practice does the same job between DrChrono, Gmail and monday.com, so the approach is proven on more than one records system.

04 · stack

What it runs on

Extension

  • Chrome Manifest V3
  • Side panel
  • Service worker
  • JavaScript
  • chrome.storage

Integrations

  • monday.com GraphQL + OAuth
  • athenahealth
  • LienStar
  • PiCare
  • Tebra

Portal

  • Next.js
  • Radix UI
  • Firebase
sys/next · your project

Is your team copying data between two tools?

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