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Patient Case Management Software

Patient Case Management software is used to manage and track patients within the healthcare and social services professions.

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Easy-to-use, cloud-based, HIPAA-compliant case management software for all health care agencies. No setup fee. Starts @ $20/mo per user Learn more about CharityTracker
CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for health care agencies and nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time-saving solution provides a secure way to streamline how you manage patient cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports. We're at work in 2,200+ communities and 49 states! Learn more about CharityTracker

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
Make the switch today to see why 100,000+ health and wellness entrepreneurs trust SimplePractice to run their business.
Focus on clients while SimplePractice does the rest. Maximize your availability by giving clients the option to request appointments online. After you approve a request, you can send paperless intakes and insurance forms directly from the Client Portal. Set up AutoPay to get paid on time, every time. Reduce no-shows with unlimited appointment reminders. Work on-the-go with our mobile app and integrated telehealth platform. Sign up for a free, 30-day trial today to try it out for yourself. Learn more about SimplePractice

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
Mental health EHR & therapy notes software for practices of all sizes. Lots of features & reports. Easy to use. Free 21 day trial.
EHR practice management software with Wiley Planners add-on, Telehealth for online therapy, mobile responsive interface, client portal, DSM/ICD codes, progress notes, treatment plans, discharge notes, review & co-sign notes, custom forms. Billing features: PQRS, claims & ERA/EOB, superbills, credit card service, batch invoice/claims. Sync with Google/iCal. Voice, text, email reminders. Tons of reports included: Payroll, Staff Billing, etc. Unlimited document storage, unlimited support. Learn more about TheraNest

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
Our award-winning healthcare IT solutions give providers greater control, so they can focus on what they do best.
athenaOne organizes the moment of care, performs administrative and quality services to ensure full payment, and tracks all physician orders so doctors can focus on what they do best. Deliver high-quality care. With athenaOne, Doctors benefit from continuous access to the best practices of the nation’s largest clinical network, the most up-to-date and extensive quality rules and industry guidelines, and 24/7 support. Learn more about athenaOne

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
Love the job, hate the paperwork? Keep client files organized and admin work automated so you can spend more time caring for clients.
ClinicSense offers health and wellness practitioners all of the tools they need to run their business and manage their patients with care. Features include: industry best SOAP notes, customizable intake and consent forms, online booking, appointment reminders, invoicing & payments, and integrated marketing tools designed to run and grow your practice. ClinicSense is HIPAA and PIPEDA compliant. Learn more about ClinicSense

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
Streamline patient management, fill your booking calendar, and keep customers happy with our all-in-one clinic management software.
Keeping track of your clinic appointments, records, billing, and inventory can be a nightmare. That's where Pabau comes in — the all-in-one software that helps you streamline and automate every part of your clinic management. - Save 12+ hours/week on admin work - Easily manage your clients and staff - Go 100% paperless - Move all your data in just 1 week Trusted by 23,000+ users. Book your personalized demo today. Learn more about Pabau

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
DO NOT CLICK IF THE $800 MONTHLY MIN IS ABOVE YOUR BUDGET. ***NOTE: WE ONLY SERVE 15+ USER AGENCIES WITH A $800 MONTHLY MIN***
DO NOT CLICK IF THE $800 MONTHLY MIN IS ABOVE YOUR BUDGET. ***NOTE: WE ONLY SERVE 15+ USER AGENCIES WITH A $800 MONTHLY MIN*** + 120-Day Money Back Guarantee + 5,000+ Features + Inpatient/Outpatient + IOP + Groups + Couple's/Family Module + BH/Mental Health + IDD + Eating Disorders + Shelters + Foster Care + eRx + Labs + Chargemaster + Portal + Telehealth EHR Your Way is a family-owned company and is the top-rated behavioral health EHR out of 153 vendors. We are the “most recommended" mental health and behavioral EHR in the market. Learn more about EHR YOUR WAY

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
Doctoralia for professionals and clinics provides solutions that aim to improve the management of clinic-patient relationships.
Docplanner for professionals and clinics provides products that aim to improve the management of clinic-patient relationships. This management software offers online appointment booking, video consultations, reports, digital medical history, and electronic prescriptions. In addition, it has a network of messages, reminders, and personalized campaigns to facilitate communication with patients. It also improves the reception telephone service and has an advanced CRM for large centers. * Access to the Online Agenda from anywhere * Security of patient data, according to the GDPR * Automatic reminders via email, SMS and WhatsApp * Video consultation, online recipes and much more * Private chat with patients Learn more about Doctoralia for Specialists

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
Complete practice management from intake to scheduling, payment processing, reminders, patient portal, telehealth and insurance billing
IntakeQ provides beautiful and secure electronic intake forms for health professionals, enabling them to offer an amazing onboarding experience while optimizing and streamlining the intake process. IntakeQ also offers PracticeQ, powerful practice management including scheduling, payment, appointment reminders, secure messaging, telehealth, invoicing and insurance billing. Affordable pricing, 14-day free trial, no credit card required, no software to install. Learn more about IntakeQ

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
The Healthcare OS that lets you work, your way
The Healthcare OS that lets you work, your way - Boost your Client's outcomes, efficiency, and productivity by customizing any tool or workflow to fit your needs. Learn more about Carepatron

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
Manage clients, appointments & payments from one single app! Start your free trial today!
Designed especially for healthcare providers, vcita makes running your clinic a breeze. Empower clients to book, pay, share paperwork, and get in touch via a secure and friendly client portal. Reduce no-shows and stay in touch with automated appointment reminders and follow-ups. Invite clients to schedule and pay for appointments or group sessions online. Digitalize your file cabinet: securely manage and share paperwork & documentation on the cloud. Learn more about vcita

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
Easy to use EMR/CRM software for the behavioral health space. Our platform is task-based for better workflow management and compliance.
Years ago, we recognized a need for better technology in the behavioral health space. With proven backgrounds in health software, we developed a product that pushes the boundaries of technology to simplify and streamline the daily tasks of medical professionals. We understood that the less time spent inputting notes and managing medications, the more time available for patient care. Alleva's EMR | CRM | RCM offers built-in telehealth, advanced insights reporting tools, a mobile app, a client portal, billing, and much more. With the ability to make data-driven decisions, medical professionals can track progress, identify areas for improvement, and ultimately provide better care to clients. By reducing the time spent inputting notes and managing charts, there is more time available for client care, leading to better outcomes and care for those who need it. Learn more about Alleva

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
Caspio is the world's leading LOW-CODE platform for building compliant healthcare applications without having to write code.
Caspio is the leading LOW-CODE application development platform. Create patient case management software tailored to your exact requirements — from patient engagement to revenue cycle management and outcome dashboards. Caspio is HIPAA-compliant and can help you achieve HL7/FHIR data portability across your entire ecosystem. See why Caspio is trusted by leading healthcare organizations. Try FREE. Learn more about Caspio

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
Over 200 different therapy note templates designed by industry professionals. Simple, fast and easy to use. Full-featured software.
My Clients Plus is a leading provider of web-based billing and practice management software to healthcare industry. Ideal for individual and group practices with focus on behavioral, occupational, speech, physical therapy and other healthcare specialties. HIPAA compliant and meeting insurance industry standards. Our affordable price and powerful features simply make us one of the best values ever. Choose from over 200 therapy note templates designed by professionals like you. Learn more about My Clients Plus

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
Practice management/growth tools for dental/medical clinics. In-depth EMR, scheduling, billing. WhatsApp integration. NABIDH connected.
Practice management for dental/medical practitioners - multiple clinics, users, devices. REGULAR features: Scheduling, detailed EMR, Orthodontic case sheet, SMS/Emails, restorative & perio charting, lab work tracking, billing, payments, inventory, expenses, accounting. Integrated with Dubai Health Authority's NABIDH portal. GROWTH features: Proactive patient care, dashboard, patient tracker, lead management, campaigns, landing page integration, WHATSAPP automation for messaging to patients Learn more about BestoSys

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
Bonterra Case Management is a secure, flexible, and easy-to-use case management solution for nonprofits of any size.
Develop individual plans to ensure your clients are getting the correct treatment and work collaboratively to refer clients between programs for optimum care. Meanwhile, meet funding requirements and measure your overall progress towards organizational goals and outcomes. Our software ensures you can manage and report on the services you offer in one easy-to-use tool. Learn more about Bonterra Case Management

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
Sales Execution Platform built to help you sell faster. Prioritize leads & tasks, recommend actions, and help your team execute them.
LeadSquared is a new-age SaaS platform that provides end-to-end sales, marketing, and onboarding automation solutions. It specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Benefits that LeadSquared users have identified: • Zero Lead Leakage • Intelligent and efficient lead prioritization • 70% reduction in lead turnaround time • Automated sales and marketing processes • Integration with multiple business tools Learn more about LeadSquared

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
Cerner Ambulatory supports more than 55 specialties by delivering integrated clinical and financial solutions and services.
Cerner's PowerChart Ambulatory EHR ensures the right clinicians have the right information at the right time and place to make the best possible decisions. We believe that with information technology and coordination, health care becomes safer, more effective and available to communities worldwide. Learn more about Oracle Ambulatory EHR

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
With Marketscape, you can focus your efforts on high-growth opportunities & decrease administrative tasks.
The leading CRM and Market Insights platform for post-acute providers and suppliers. Designed for the fast-paced needs of healthcare, Trella Health empowers organizations with instant insights into their market, uncovers top competitors, promotes data-driven conversations and decision-making, enables sales teams with a field-ready CRM & mobile app with AI workflows, and ready-made industry reports. Fostering strong partnerships & hitting your goals has never been easier with Trella's Marketscape platform by your side. Learn more about Trella Health Marketscape

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
Skilled Nursing Core Platform is a cloud-based system offering care delivery, business intelligence and financial management features.
Skilled Nursing Core Platform by PointClickCare is a cloud-based healthcare software designed to give skilled nursing providers an integrated platform to manage care delivery, coordination, business intelligence, and financials in order to deliver high quality care. The platform aims to provide real-time visibility into operations to enable prompt intervention when needed and enhance data-driven decision making. Learn more about Skilled Nursing Core Platform

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
A full-featured home health agency software to help care providers manage and schedule caregivers, shifts, clients, documents & more.
A full-featured home health agency software where care providers can manage scheduling, billing & invoicing, documents, and progress notes, all in one place. Includes contact management, interaction tracking, EVV, lead management, and an easy-to-use mobile app version for caregivers on the go. Streamline processes and cut back on admin time with ShiftCare so you can focus on providing a higher standard of care. Learn more about ShiftCare

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
HIPAA-Compliant EHR for behavioral and addiction treatment centers. Robust features such as compliance documentation, CRM & much more.
BestNotes is a cloud based EHR and CRM purpose built for behavioral and addiction treatment. Special focus on compliance documentation, marketing/admissions and outcome measures. Billing, fully customizable notes, scheduling, telehealth, e-prescribe, e-MAR, lab results, patient portal, HR, appointment reminders, administrative tools and more included! For over 20 years, users have enjoyed no upfront fees, month-to-month contract, unlimited training and support, for one low monthly price. Learn more about BestNotes

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
Simplify Patient Case Management. Streamline Patient Intake, Case Notes, Service Delivery & Reporting. HIPAA & PIPEDA Compliant.
​​Sumac is an all-in-one solution for patient case management. Effortlessly manage patient intake, case notes, service delivery, and schedules; track patients, caseworkers, volunteers, and donors; and report on key metrics to report back to funders. HIPAA & PIPEDA Compliant. Top-rated support included! Learn more about Sumac

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
ClearDent is a dental practice management software company providing digital tools that enable dentists to focus on patient care.
ClearDent is your all-in-one dental software solution to attract, treat, and retain patients. With ClearDent, practices can optimize workflows, increase revenues and make better business decisions using data-driven insights. Our platform has been at the forefront of practice software innovation for over 20 years, first enabling paperless practices and now leading the transition to the cloud. ClearDent offers a suite of tools to help your practice maximize efficiency, productivity, and revenue. With our holistic approach to practice management, you can streamline patient engagement, clinical workflows, team collaboration, and revenue cycle management. Our native digital imaging integration allows you to manage high-resolution images directly within the patient chart, enhancing diagnostics and improving patient communication, all while simplifying your workflow. Learn more about ClearDent

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management
A practice management software that simplifies revenue cycle management, reporting, billing, and streamlined booking.
Practice Mate by Office Ally is a comprehensive HIPAA-compliant practice management management solution used by over 25,000 healthcare organizations. Its user-friendly interface simplifies revenue cycle and billing management and streamlined booking to increase efficiency in administrative workflows. It seamlessly integrates with other Office Ally solutions to provide patient case management, patient intake, reminders and e-prescription. You can get started today. Learn more about Practice Mate

Features

  • Treatment Planning
  • Patient Records Management
  • HIPAA Compliant
  • Charting
  • Medical History Records
  • Activity Dashboard
  • Reporting & Statistics
  • Billing & Invoicing
  • Progress Reports
  • Appointment Management
  • Document Management