Best Patient Case Management Software with a Free Trial of 2025

Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.

Ensora Health’s Mental Health EHR offers an all-in-one solution for mental health practices, streamlining tasks like scheduling, billing, and documentation. With automation tools for appointment reminders, billing processes, and clinical notes, the platform reduces administrative burdens and saves therapists valuable time. Designed for ease of use, Ensora allows mental health professionals to prioritize client care while ensuring compliance with industry standards and security regulations.

NewOrg is a robust platform that allows non-profit organizations to integrate information from all areas of their operations. This allows them to better manage clients, volunteers, services, donors, donations and outcome. It also provides the ability to schedule activities, sign-ups, communications, surveys and fundraising activities. NewOrg is a powerful platform that can help you manage your committees, donors, events, and memberships to ensure that your organization runs smoothly.

ShiftCare's Care Management features make it easier to provide highly personalized support to clients, their families, and their families. Our care management features make it easy to organize shifts, rosters, and teams, allowing you to deliver a more efficient and effective service. ShiftCare seamlessly integrates timesheets, expenses, and invoices to make accurate accounting easy. This will reduce your workload and help you grow. We connect you and all your teams with everything you need to coordinate shifts, coordinate clients, and provide quality care wherever they are. We make it easy for new clients to be welcomed, understand their needs and manage their goals. We also help them establish good relationships with their family and friends. Your teams will support clients in reaching their goals. We make it easy to track their progress and share it with the right people.

Practice-Web is a desktop software for dental offices of all sizes. The solution allows users to view progress notes, plan treatments, and make appointments. It also provides billing, imaging, charting, billing, patient scheduling, practice management modules, and billing and imaging. Practice-Web provides a variety of features, including automated reminders, mobile forms to patient registration and consent, COVID19 bilingual screening form, customizable prescriptions and lab slips, text messaging for patients, multi-page scanning, and referral slips.

Clarifire Health is an advanced rounding solution featuring a powerful workflow engine tailored for healthcare organizations to manage the patient experience effectively. Created by Clarifire, a company certified by WBENC and located in Florida, this platform utilizes workflow technology to optimize communication within healthcare settings. Available as a SaaS offering, Clarifire Health allows patients to share their stories effortlessly through simple swipes and taps on the mobile application. This innovative approach not only enhances service delivery but also elevates leader rounding efforts, ultimately aiming to boost patient satisfaction levels significantly. By integrating these tools, healthcare providers can gain valuable insights into patient experiences, fostering a more responsive and empathetic care environment.

KaleidaCare is an online platform designed for the tracking, management, and reporting of social services and foster care. It is specifically engineered to deliver both immediate and enduring benefits to mental health and social service organizations, facilitating the efficient tracking of client admissions, the administration of services, and the management of treatment outcomes. Affordable and user-friendly, KaleidaCare allows social service agencies to effortlessly generate reports, handle billing and deadlines, and receive timely notifications, all while providing the ability to electronically sign and store important documents from any internet-enabled device, whether in the office or at home. Additionally, its comprehensive features empower organizations to enhance their operational efficiency and improve client care delivery significantly.

AssureCare, a privately-held healthcare technology company, provides innovative care management solutions for commercial and health and human service providers. AssureCare's flagship platform, MedCompass is used by healthcare providers across the United States to provide end-to-end care management for millions. MedCompass transforms healthcare management through streamlining workflows and automating processes. This allows care professionals to make better decisions and achieve lower costs and a significantly improved quality of care. AssureCare is a leader in the development of modular, seamless solutions that improve patient outcomes and reduce unnecessary costs associated with population health management.

Effortlessly unite care teams by offering a comprehensive, HIPAA-compliant platform that provides a complete view of each patient. Revolutionize your call center operations, ensuring swift access to care for patients while addressing social determinants of health to enhance outcomes. Engage, support, and attract patients throughout their healthcare journey using an efficient engagement platform that integrates people, data, and processes effectively. Elevate virtual sales interactions, strengthen provider relationships, and enhance patient engagement to increase value and drive impactful results. Attain commercial excellence by linking sales, service, marketing, and operations through essential data insights. Cater to your constituents’ needs by facilitating staff to make informed decisions based on a holistic understanding of the individuals and families they assist. Equip your team with tools for manual contact tracing, patient monitoring, and automated follow-ups, enabling prompt action during healthcare crises, while also fostering a culture of proactive communication and care.

SimplePractice provides an all-in-one EHR and practice management solution for health and wellness professionals, including therapists, dietitians, and counselors. The platform includes tools for scheduling, billing, documentation, and telehealth services, all within a HIPAA-compliant framework. With a focus on user-friendly design and comprehensive support, SimplePractice aims to simplify the operational aspects of private practices, allowing professionals to focus more on client care. ​

IntakeQ is a web-based online intake management software for health professionals that eliminates paperwork. IntakeQ is HIPAA compliant and allows health professionals to share online case forms with patients. This improves client onboarding. The platform includes e-signature support and questionnaire analytics, client notes, profile, automated appointment reminders, secure messaging portal, and client notes.

The Ahshay Platform, developed by DataCare, serves as a comprehensive database that encompasses a variety of software solutions aimed at enhancing medical management. Among its offerings are tools for managing medical processes, nurse care management, utilization reviews, and automated case management, among others. This versatile platform is designed to meet the requirements of diverse stakeholders, including insurance companies, self-insured organizations, managed care entities, and independent nurse case managers. As a result, it plays a crucial role in streamlining healthcare operations and improving patient care.

The process of onboarding new patients can differ significantly for each individual who arrives at your practice. Enhance your patient intake procedure to increase efficiency. Our innovative EHR technology features a versatile CRM component that enables you to establish a standardized workflow while tailoring it to the specific requirements of each patient. Accelerate the management of phone inquiries, tasks, and potential patients with greater precision. Each clinic follows its unique procedures and guidelines when it comes to scheduling appointments and processing check-ins for patients. What sets EHR YOUR WAY apart is our ability to seamlessly incorporate your team's established processes into our digital medical records system. You can customize your workflows using our Appointments module, which will guide you on your next actions, allowing you to concentrate on what matters most. Every agency possesses its distinct characteristics, and our tailored forms address those challenges effectively. With features like mandatory fields, auto-fill options, supervisor approvals, review notifications, and automated billing, we ensure that all your needs are met efficiently and accurately, streamlining the entire patient intake experience.

Let’s embrace a change in perspective. If you think millennials lack loyalty, consider this: the landscape of loyalty has simply evolved. Two decades ago, the quality of service was paramount. Today, however, convenience reigns supreme. Your healthcare website must achieve three essential goals: it should meet the high user experience expectations of tech-savvy audiences, provide tools that help patients save time, and ensure swift and dependable access. The end result is customer loyalty. Everything that isn't physically fixed should be online and automated. Your ability to enhance online accessibility will directly affect your practice's revenue potential. A web design solution like Integrated Web, which efficiently manages over 90% of the patient experience in a user-friendly and aesthetically pleasing manner, is crucial for your needs. Patients are looking for quick access to tools that are easy to navigate. To achieve this, consider streamlining your office processes digitally. This means consolidating multiple vendors and leveraging artificial intelligence (AI) to optimize your operations and enhance overall efficiency. By focusing on these strategies, you can create a more satisfying experience for your patients.

splose is the most powerful AI practice management software, hands down. Bringing together the industry’s handiest tools in the one platform, splose offers smart, reliable solutions and an effortless user experience. By harnessing the power of automation and AI splose puts thousands of hours back into the hands of healthcare providers around the globe every day, empowering them to focus on what’s important - caring for people.

CareManager is a versatile population health management platform that operates independently of any specific electronic health record (EHR) systems, offering features such as care coordination, interoperability, analytics, outcomes measurement, and risk stratification. Leveraging cloud technology, this solution effectively minimizes the risk of patient readmission while maintaining high standards of care quality. Providers involved in the program can collaborate using a unified care plan, transfer patient information seamlessly, monitor clinical quality metrics, and handle authorizations and claims throughout their network. By consolidating data, CareManager reveals patterns and outcomes, enabling data-driven decisions in healthcare. With real-time access to up-to-date information, CareManager provides a holistic overview of each patient’s health records, enhancing understanding and transparency regarding activities across the entire care continuum. Additionally, it facilitates the management of patient assignments among various agencies and teams, ensuring coordinated and effective care delivery. This comprehensive approach aims to optimize health outcomes for communities while streamlining processes for healthcare providers.

PracticePal offers an extensive array of essential features, and it also seamlessly integrates with numerous well-known platforms, enabling you to connect your account with various professional services like Google Drive/Docs, Mailchimp, Xero, Stripe, and Healthcode. Designed for user-friendliness and inspired by Google Calendar, the appointment scheduling tool accommodates single-day, multi-day, monthly, agenda, and multiple practitioner perspectives, as well as managing various clinic locations. Your patients can effortlessly register, schedule, cancel appointments, complete forms, and even make deposits or full payments independently, all within a secure environment that keeps your actual calendar hidden while giving you significant control over booking permissions and other settings. Additionally, PracticePal empowers users to easily log straightforward SOAP notes, add and annotate charts, or design personalized medical questionnaire forms, enhancing the overall efficiency of their practice. This flexibility ensures that healthcare providers can tailor their workflows to better meet the specific needs of their patients.

No doctor should have to navigate through mountains of chaotic patient information. Our streamlined and user-friendly platform effectively structures even the most intricate cases, ensuring that fast evaluations and proactive treatment are accessible to all. It provides a thorough, concise, and context-aware clinical summary. Navina seamlessly integrates with your electronic health records, as well as claims data and a variety of patient information. This actionable synthesis at the point of care enhances the quality of treatment while also boosting reimbursement rates. It is all too common for essential data to be lost within the depths of the EHR system. By leveraging AI technology, Navina brings that vital information to the forefront and displays it in a clear and intuitive manner. In addition, we utilize data analytics to identify and propose potential diagnoses and offer other clinical insights derived from often overlooked discharge documents, laboratory results, and various other records. Ultimately, our goal is to empower healthcare professionals with the tools they need to provide the best possible care.

Livindi utilizes advanced sensors and Artificial Intelligence to track changes in various activities such as bathroom usage, eating, sleeping, and general movement patterns. When the button is pressed, it sends notifications and makes calls to all care team members. Additionally, it keeps an eye on motion to identify possible falls due to behavioral changes, all without the need for any wearable devices. It also measures vital signs, including blood oxygen levels, temperature, weight, respiration rate, and heart rate variability, while assessing sleep quality and duration, notifying caregivers when the individual enters or exits the bed. Livindi helps manage medication schedules and provides immediate access to the Livindi Concierge service, enabling users to initiate video calls simply by tapping on a face icon. For a more convenient experience, the Autoanswer feature allows for hands-free communication, and users can share images and videos that will automatically display on the LivindiPad tablet, complete with closed captions for the hearing impaired. With the ability to obtain Livindi by the next day and without the need for an existing Internet connection, it is an incredibly accessible solution. In partnership with Fellowship Senior Living, Livindi aims to deliver affordable services tailored for older adults, making it a valuable resource for enhanced care and connectivity.

CaseWorthy is a sophisticated application designed for case management, client oversight, and tracking participation specifically tailored for Health and Human Services (HHS) agencies that cater to the nation's most at-risk populations and communities. With its user-friendly interface and customizable features, CaseWorthy converts data into practical insights that enable teams to improve their service delivery. This platform includes features such as automated workflows, document handling, eligibility assessment tools, and business intelligence dashboards, making it a comprehensive solution for organizations. By streamlining processes and enhancing data accessibility, CaseWorthy empowers HHS organizations to better support those they serve.

When it's time to connect with your patients, Navigesia is here to assist you. Our platform provides real-time patient data collection alongside a variety of clinical decision support tools, enabling you to deliver Value-Based Care effectively within your practice. We offer an innovative solution that allows patients to use electronic tablets in the waiting area to fill out forms and health-related surveys. This not only enhances the patient experience but also streamlines your practice's operations. By integrating patients into the software as a valuable resource, you can effortlessly gather the high-quality information that matters to you. Embrace creativity to leverage the insights gained for improving your practice. Engage in data-rich reporting incentives and start reaping the rewards of the valuable insights your patient data can provide. Don't miss out on potential revenue; optimize your operations and maximize the benefits of your efforts. By doing so, you'll create a more efficient and rewarding environment for both your patients and your practice.

Founded in order to improve lives through high-value care, the hc1 platform has become a leader in bioinformatics for precision prescribing and testing. The cloud-based hc1 high-value care platform® organizes large amounts of live data, including genomics and medications, to provide solutions that ensure the right patient receives the right test and prescription. The hc1 Platform is a platform that powers solutions that optimize diagnostic testing, prescribing, and patient care for millions of patients across the country. Visit www.hc1.com to learn more about the proven approach of hc1 to personalizing care and eliminating waste for thousands upon thousands of health systems, diagnostic labs, and health plans.

Simple Interact is a SaaS provider focused on enhancing the operations of medical practices, groups, and hospitals. Our technology accelerates patient workflows while minimizing the need for additional staffing. By automating a variety of repetitive tasks, we alleviate the burden on staff. This includes managing intake processes, capturing images such as insurance cards and selfies, and handling medical histories, screenings, legal documents, informed consents, initials, eSignatures, and educational marketing materials. Additionally, we facilitate the automated filling of canceled appointment slots and streamline appointment and referral request forms along with request management. Our system also offers features like patient self-sign-in with address and insurance verification, a virtual waiting room, and reminders and consent for telehealth services, ensuring a comprehensive solution for modern medical practices. Ultimately, our goal is to create a more efficient and patient-friendly experience in healthcare settings.

Meeting the objectives of care coordination at a reduced cost is essential for enhancing patient satisfaction and fostering loyalty. However, these objectives are intricate. Your organization requires a population health software solution that offers a collaborative care plan, seamlessly integrated across all healthcare environments, without disrupting users' workflows. It’s vital to utilize automated outreach tools for patients, allowing care coordinators to focus on more strategic responsibilities. Now is the moment to consider Care Director. By implementing Care Director, your team can streamline the coordination of outpatient services, categorize patients into healthy and at-risk groups, and obtain care recommendations driven by actionable clinical insights, leading to timely interventions and better overall population health. Care Director empowers healthcare providers to view a comprehensive care plan directly within their existing workflows, facilitating easy access to information and enabling efficient communication back to care navigators with just a few clicks, ultimately transforming the care delivery process. With this approach, your organization can enhance operational efficiency and deliver a higher standard of care.

QuicDoc® Professional places essential information right at your fingertips! It is an economical, trustworthy, and clinically pertinent solution, specifically designed for individual practitioners and small group offices. You can effortlessly and swiftly retrieve all necessary patient information, including session histories, diagnoses, and authorizations. Every feature can be accessed directly from the main interface, encompassing tools for tracking progress and managing schedules. Regardless of your experience level, you will discover that QuicDoc Professional is intuitive and simple to navigate! The interface is designed for ease of use, making it user-friendly and clinically significant. It provides prompts that assist in creating comprehensive documentation, covering everything from intake and discharge to treatment plans and notes on missed appointments. A dedicated reminders window keeps you updated on daily appointments, treatment plan due dates, tasks, and authorizations approaching their expiration. Additionally, QuicForms streamlines the process by automatically populating treatment plan documents. You can effectively monitor treatment plans, track progress, assess symptoms, gather patient feedback, and evaluate outcomes, ensuring a thorough approach to patient care. This comprehensive tool is perfect for enhancing efficiency in clinical practice.