Average Ratings 6 Ratings

Total
ease
features
design
support

Average Ratings 2 Ratings

Total
ease
features
design
support

Description

Casebook is a provider of configurable software solutions for human services. We acknowledge the unique needs and requirements of each human services organization, be it a social services agency or a community services nonprofit. Our all-encompassing cloud-based solution is meticulously developed to streamline operations throughout the entire process, from intake to reporting. What sets Casebook apart from generic information management software is its tailored approach, specifically catering to the distinct needs of human services professionals. Through close collaboration with industry experts, we have ensured that our platform effectively addresses the critical aspects of data management and daily reporting that you heavily rely on. By choosing Casebook as your trusted companion for human services software, you unlock a platform that goes beyond expectations, enhancing service delivery and reporting while optimizing your organization's overall efficiency. We encourage you to reach out to us today for a deeper understanding of how Casebook can revolutionize your human services operations. Contact us to learn more about our purpose-built platform and our scalable per user pricing options.

Description

No matter how big or small your company is, our software can help you manage and accelerate your performance. Our secure and scalable case management software can be adapted to meet your clients' needs and empower your agency. PlanStreet's compliance with HIPAA/HITRUST security standards ensures that sensitive data and files are protected. It is time to stop using manual forms and processes. Switch to PlanStreet to automate client engagements, cases, forms, and files. We are confident that PlanStreet can help you and your team plan, execute, track, and monitor work.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
QuickBooks Online Yes 
Elation Health No 
Gmail Yes 
Google Drive No 
Jotform Yes 
Microsoft Outlook No 
Microsoft Power BI No 
Microsoft Teams No 
OpenText Content Management (Extended ECM) No 
PayPal No 
Stripe No 
Zapier Yes 

Integrations

Google Calendar Yes 
QuickBooks Online Yes 
Elation Health Yes 
Gmail No 
Google Drive Yes 
Jotform No 
Microsoft Outlook Yes 
Microsoft Power BI Yes 
Microsoft Teams Yes 
OpenText Content Management (Extended ECM) Yes 
PayPal Yes 
Stripe Yes 
Zapier No 

Pricing Details

$29 per user per month
Book a demo and get a custom quote.
Free Trial No 
Free Version No 

Pricing Details

$100/user/month
Custom Pricing Plans That Are Tailored To Fit Your Budget
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Casebook

Founded

2007

Country

United States

Website

www.casebook.net

Vendor Details

Company Name

PlanStreet

Founded

2017

Country

United States

Website

www.planstreet.com

Product Features

Adoption Agency

Accreditation / Compliance Management Yes 
Automated Notifications Yes 
Case Management Yes 
Communications Management Yes 
Family Portal Yes 
Fundraising / Donations Management No 
Home Studies Management Yes 
Mobile Access Yes 
Online Checklists Yes 
Volunteer Management Yes 

Church Management

Accounting Integration No 
Attendance Tracking Yes 
Child Check-In No 
Email / SMS Yes 
Event Management No 
Member Directory No 
Member Portal No 
Multi-Site Management Yes 
Online Giving No 
Pledge Management No 
Small Group Management Yes 
Volunteer Management Yes 

Foster Care

Adoption Management Yes 
Automated Reminders Yes 
Available Families Database Yes 
Case Management Yes 
Checklists Yes 
Child Intake Yes 
Education Requirements Tracking Yes 
Family Portal Yes 
Foster to Adopt Yes 
Online Applications Yes 
Online Licensing Forms Yes 
Payments Tracking Yes 
Placement Management Yes 
Reporting Yes 
Respite Credits Tracking No 
Treatment Management Yes 

Fundraising

Alumni Management No 
Auction Management No 
CRM No 
Campaign Management No 
Contribution Tracking Yes 
Donor Management No 
Event Management Yes 
Gift Matching Management No 
Grant Management Yes 
Membership Management No 
Mobile Giving No 
Payment Processing No 
Pledge Management No 
Prospect Management Yes 
Raffles / Lotteries No 
Recurring Giving No 
Volunteer Management Yes 

Human Services

Case Management Yes 
Certification & Licensing Yes 
Child Welfare Management Yes 
Document Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Time Tracking Yes 
Training Management No 

Nonprofit

Accounting No 
Committee Management No 
Donor Management Yes 
Dues Management No 
Event Management No 
Fundraising Management No 
Member Database Yes 
Membership Management Yes 
Social Media Management No 
Volunteer Management Yes 

Social Work Case Management

Case Notes Yes 
Client Management Yes 
Document Management Yes 
Forms Management Yes 
Goal Setting / Tracking Yes 
Program Management Yes 
Referral Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Volunteer Management Yes 

Product Features

Donation Management

Campaign Management Yes 
Donation Tracking No 
Donor Database No 
Event Management No 
Gift Management No 
Grant Management Yes 
In-Kind Donations No 
Matching Donations No 
Mobile Donations No 
Online Donations No 
Pledge Management No 
Receipts / Statements Yes 
Recurring Donations No 
Volunteer Management Yes 

Foster Care

Adoption Management Yes 
Automated Reminders Yes 
Available Families Database Yes 
Case Management Yes 
Checklists Yes 
Child Intake Yes 
Education Requirements Tracking Yes 
Family Portal Yes 
Foster to Adopt Yes 
Online Applications Yes 
Online Licensing Forms Yes 
Payments Tracking Yes 
Placement Management Yes 
Reporting Yes 
Respite Credits Tracking Yes 
Treatment Management Yes 

Grant Management

Compliance Management Yes 
Contract Management Yes 
Grant Application Management Yes 
Grant Award Tracking Yes 
Grant Opportunity Search Yes 
Self-Registration Yes 

Medical Billing

Claims Processing Yes 
Claims Scrubbing Yes 
Code & Charge Entry Yes 
Compliance Tracking Yes 
Customizable Dashboard Yes 
Dunning Management Yes 
Invoice History Yes 
Patient Eligibility Checks Yes 
Practice Management Yes 
Quotes/Estimates Yes 
Remittance Advice Yes 

Mental Health

Appointment Reminders Yes 
Appointment Scheduling Yes 
Assessment & Treatment Plans Yes 
Billing & Invoicing Yes 
Claims Management Yes 
E-Prescribing Yes 
EDI Yes 
EMR / EHR Yes 
HIPAA Compliant Yes 
Inpatient / Residential Yes 
Multi-Provider Practice Yes 
Patient Portal Yes 
Personnel Management Yes 
Progress Notes Yes 
Single Provider Practice Yes 

Patient Case Management

Activity Tracking Yes 
Assessment Notes Yes 
Billing & Invoicing Yes 
Calendar Management Yes 
Candidate Identification Yes 
Case List Management Yes 
Eligibility Verification Yes 
HIPAA Compliant Yes 
Medical History Records Yes 
Patient Records Yes 
Referral Management Yes 
Treatment Planning Yes 

Social Work Case Management

Case Notes Yes 
Client Management Yes 
Document Management Yes 
Forms Management Yes 
Goal Setting / Tracking Yes 
Program Management Yes 
Referral Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Volunteer Management Yes 

Alternatives

NewOrg Reviews

NewOrg

NewOrg Management System

Alternatives

CharityTracker Reviews

CharityTracker

Simon Solutions
FAMCare Human Services Reviews

FAMCare Human Services

Global Vision Technologies
NewOrg Reviews

NewOrg

NewOrg Management System
InfoFlo Reviews

InfoFlo

InfoFlo Solutions Inc
CharityTracker Reviews

CharityTracker

Simon Solutions
Foothold Reviews

Foothold

Foothold Technology