Best Patient Case Management Software in the USA
View:
Compare the Top Patient Case Management Software in the USA as of April 2026
Sort By:
What is Patient Case Management Software in the USA?
Patient case management software helps healthcare providers coordinate and oversee individual patient care plans by tracking treatments, communications, and outcomes. It centralizes patient information, care team collaboration, and scheduling to ensure timely interventions and personalized support. The software often integrates with electronic health records (EHR) and other clinical systems to provide comprehensive views of patient history and progress. By automating administrative tasks and facilitating communication among providers, it improves care quality and reduces gaps or duplications in treatment. Ultimately, patient case management software enhances care coordination, supports chronic disease management, and drives better health outcomes. Compare and read user reviews of the best Patient Case Management software in the USA currently available using the table below. This list is updated regularly.
-
1
InfoFlo
InfoFlo Solutions Inc
Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price.Starting Price: $20/month/user -
2
FAMCare Human Services
Global Vision Technologies
FAMCare – Turning Human Services Data Into Funder-Ready Results FAMCare by Global Vision Technologies helps human service agencies prove impact and secure funding with powerful, real-time reporting. Trusted nationwide, FAMCare is HIPAA-compliant, SOC 2 Type II, and TX-RAMP Level 2 certified, ensuring your data stays secure and compliant. Built on the Visions 2.0 Low-Code Engine, FAMCare adapts to your unique programs—no coding, no costly redevelopment. From intake to outcomes, agencies in child welfare, aging, housing, victim services, and behavioral health use FAMCare to track performance, automate reporting, and deliver insights funders demand. With integrated Power BI analytics and dynamic dashboards, you’ll transform raw data into stories of measurable success. Know your data. Prove your results. Fund your mission. FAMCare is for agencies who need to stop wasting time. 👉 Request a demo today and see FAMCare in action.Starting Price: $20/mo/user plus platform -
3
Ensora Mental Health
TheraNest
For solo and small-group mental health practice owners, TheraNest is the EHR and practice-management platform that simplifies clinical documentation, streamlines billing, and empowers sustainable practice growth without administrative headaches. Unlike SimplePractice and TherapyNotes, TherapyNotes uniquely allows therapists to run secure group telehealth sessions (up to 20 participants), automatically insert evidence-based Wiley® treatment plans, and access built-in flat-rate RCM services — all in one place. TheraNest gives therapists back time, control, and confidence by combining workflow automation, AI-enhanced documentation, and reliable U.S.-based support.Starting Price: $29 per month -
4
NewOrg
NewOrg Management System
NewOrg's Complete Data Management platform for non profits is designed for organizations with multiple or complex programs. From Case Management to transportation, emergency services, housing, mental health, treatment, and more. NewOrg provides new service delivery options and reduces your costs by managing all your stakeholder relationships in one solution, including Client data and encounters with HIPAA secured Video Conferencing and internal messaging, Donor/Development management, Volunteers, customized event calendars, online registration/scheduling, payment processing, e-signatures, e-mail, SMS, robust custom reporting and more.Starting Price: $350/month for 5 users -
5
Foothold
Foothold Technology
Our human services software offers full functionality for case management, client tracking, electronic health record (EHR), and homeless information management (HMIS) all under one roof. We work with agencies across the spectrum of human services: including developmental disabilities, mental health, substance use disorder, homelessness, supportive housing, HCBS, and much more. Foothold is HIPAA-compliant mental health software, federally certified as an EHR, and offers full interoperability as you navigate the new landscape of care coordination and value-based care. Transform the way you provide care with nimble software and a partnership guided by experience. -
6
VirtualHealth HELIOS
VirtualHealth
Clinical health is vital, but achieving better outcomes requires a deeper level of care. HELIOS presents a 360° view encompassing all aspects of a member’s health. A holistic member view coupled with intelligent workflows allows the care team to collaboratively determine appropriate interventions and reduce avoidable re-admissions. VirtualHealth’s HELIOS platform enables unparalleled collaboration and coordination with the member and their care team and provides broad visibility across the healthcare organization. By connecting the entire care team across one integrated ecosystem, our clients can go beyond traditional care management and drive increased efficiency, transparency, and cost reduction. -
7
Weave
Weave
Weave is the all-in-one customer communication and engagement platform for small business. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey. Weave’s software solutions transform how local businesses attract, communicate with and engage customers to grow their business. The first Utah company to join Y Combinator, Weave has set the bar for Utah startup achievement & work culture. In the past year, Weave has been included in the Forbes Cloud 100, Inc. 5000 fastest-growing companies in America, and Glassdoor Best Places to Work. -
8
PlanStreet
PlanStreet
No matter the size of your organization, our software has everything you need to manage and accelerate your performance. Our secure and scalable case management software has the flexibility to support your client’s needs and empower your agency. HIPAA and HITRUST security standard compliance ensure that your sensitive data and files are secure with PlanStreet. It is time to abandon manual forms and processes. Switch to PlanStreet and automate your client engagement, cases, forms, and files. We’re positive PlanStreet will help you and your team(s) plan, execute, and track work. We are confident that our case management software is the tool your health and human services team needs to get to the next level. Please contact us to schedule a free demo and to learn more about our unique approach to case management.Starting Price: $100/user/month -
9
Practice-Web Dental
Practice-Web
Practice-Web is a desktop dental software that supports all types and sizes of organizations. Providing charting, billing, imaging, patient scheduling, and practice management modules, the solution enables users to view progress notes as well as plan treatments and upcoming appointments. Practice-Web offers a wide range of features that include automated reminders, mobile forms for patient registration and treatment consent, COVID19 bilingual screening forms, customizable prescriptions, referral slips, lab slips, text messaging to patients and multi-page scanning.Starting Price: $149/mon -
10
Salesforce Agentforce Health
Salesforce
Agentforce Health, formerly Health Cloud, is Salesforce’s AI-first platform built specifically for healthcare organizations. It connects clinical and non-clinical data on a unified, healthcare-specific data model to create a complete patient and member view. The platform leverages pre-built and configurable AI agents to automate workflows and surface real-time insights. Health Cloud helps reduce staff burnout by streamlining administrative tasks and improving operational efficiency. It supports personalized patient engagement and accelerates time to care through intelligent automation. Interoperability features integrate EHR and third-party systems to ensure seamless data exchange. Agentforce Health empowers providers, payers, and public health agencies to deliver connected, compliant, and patient-centered care. -
11
iinsight
Be Software International
iinsight® is an international end to end cloud-based practice and case management reporting system. It’s designed for Allied Health service providers and their customers. Catering to many disciplines within Allied Health e.g. Vocational Rehabilitation Consultants, Occupational Therapists, Speech Pathologists, Physiotherapists, NDIS service providers & Support Workers. The brilliance of iinsight® is that it allows users to spend more time with people and less time entering and re-entering data. The software is easy to use and effectively reduces the incidence of user error. Store your work securely in the cloud, so its with you wherever you go. Setting the standard in productivity by providing clients immediate access to business and financial information. The licensing model is perfect for organizations of all sizes, removing upfront costs typical of other solutions. All you need is a web-connected device to securely access the iinsight® service. -
12
SimplePractice
SimplePractice
SimplePractice is a comprehensive electronic health record (EHR) and practice management software tailored for health and wellness professionals. Serving over 225,000 practitioners, it offers features such as integrated telehealth, customizable documentation templates, billing and insurance tools, and a secure client portal. Designed to streamline administrative tasks, SimplePractice enhances client care and supports the growth of private practices. Starting Price: $35.00/month/user -
13
IntakeQ
IntakeQ
Remove the paperwork from your intake with IntakeQ, a web-based online intake form management software for health professionals. HIPAA compliant, IntakeQ lets health professionals share online case forms with their patients privately; thus, improving client onboarding. The platform also comes with e-signature support, questionnaire analytics, client notes and profile, automated appointment reminders, and a secure messaging portal.Starting Price: $49.90/month -
14
Bridge
BridgeInteract
Bridge delivers patient engagement technology designed with digital empathy to restore the human connection in healthcare while reducing friction for patients, physicians, and staff. Its unified platform brings together access, communication, intake, scheduling, and payments into a single, seamless digital experience that works inside the EHR. Unlike competitors that rely on autonomous automation, we prioritize the provider-patient relationship. We ensure technology supports the compassionate care provided by your staff, rather than erecting a barrier of bots between the patient and provider. By eliminating fragmented tools and unnecessary administrative work, Bridge helps care teams spend less time managing systems and more time focusing on patients. The result is a simpler, more intuitive experience that patients actually use, staff can manage with ease, and physicians trust — driving a measurable return on experience and efficiency across your organization.Starting Price: $500.00/month -
15
EHR YOUR WAY
EHR YOUR WAY
The new patient intake process can vary for every patient that walks through your door. Make your patient intake process more efficient. Our unique EHR technology incorporates a flexible CRM module that allows you to standardize your workflow yet customize for each patient’s needs. Manage phone calls, tasks, and prospective patients faster and more accurately Every clinic has its own set of steps and protocols when scheduling patient appointments and checking patients in for their visit. The digital medical records system from EHR YOUR WAY is unique because of how seamlessly we can integrate in the steps that your team is used to. Set up your specific workflows with our Appointments module to inform you of your next steps so you can focus more on the task at hand. Each agency has its own nuances and our custom forms solve those problems. Mandatory fields, auto-population, supervisor sign-off, review alerts, automated billing; we’ve got you covered.Starting Price: $25 per month -
16
Keet Health
Keet Health
Keet makes it easy for providers to partner with patients in the clinic and at home—supporting seamless communication, collaboration and accountability. Our patient engagement solutions make it easy for providers to involve patients in their own care, creating shared accountability for reaching goals. Keet’s digital health platform helps you develop the best plan for each patient. Optimize care as you go using surveys and smart automation. Enable patients to easily check on their plans of care and chat virtually with their therapist via Keet’s intuitive mobile app that supports RTM. Keet gives you everything you need to manage patients’ episodes of care in a single digital health platform—from diagnosis to successful outcomes. Track patient progress and monitor their experience in real-time to improve satisfaction and prevent dropout with RTM.Starting Price: Free -
17
Alcea CaseTrack
Alcea Tracking Solutions
We do this every day-worldwide-in 43 countries! We show our customers how to collaborate. Case management is a collaborative process. Collaboration is cooperation. It is a melding together of all components into a logical flow. It means assessing, planning, coordinating and facilitating the delivery of support and services. It means meeting the needs of those providing services and those who require the services. Alcea Casetrack provides a completely customizable solution to manage all of your case management needs. You track complex interactions, with a collaboration of all resources, including documentation and eventual outcomes. Learn how Alcea CaseTrack can improve how your business collaborates. Whether it is for private or government institutions, in the medical, audit, legal, social (human rights) or other fields, the collaboration of individuals (from case workers, managers and clients, complainants to respondents) make case management a difficult environment to manage.Starting Price: $20 per month -
18
CareManager
Netsmart Technologies
CareManager is an electronic health record (EHR) agnostic population health management platform that provides care coordination, interoperability, analytics, outcomes and risk stratification. By utilizing cloud-based technology, the solution assists with lowering risk of readmission without compromising quality. Participating providers can follow a shared care plan, transfer consumer data, track clinical quality measures and manage authorizations and claims across their network. CareManager aggregates data to identify trends and presents health and treatment outcomes for analytics-driven decision making. With immediate access to current data, CareManager generates a comprehensive view of an individual’s health record. This provides broader insight and visibility surrounding the activity transpiring across the care continuum. Manages consumer assignments across agencies and teams, -
19
extendedReach
extendedReach
Our foster care software was designed with you in mind. For more than 20 years, extendedReach has been the industry-leading, intuitive case management software solution for modern social service agencies. With deep experience in the social service sector, we built extendedReach to work the way you already do. Leverage your existing checklists, documents, policies, and processes, enabling them with technology to increase productivity by streamlining your workflows. Features: - Info on the go - Accurate Billing - Built-in compliance checklist - Quickly collect signatures - Create custom forms - Break down silos - Go from paper mountain to paperless! Go to our website to see all of our features.Starting Price: $50.00/month -
20
MyCaseRecords
MyCaseRecords
Substance Abuse treatment clinics are discovering a new and better way to run and manage their facilities, and their choice is clear. MyCaseRecords is a comprehensive, easy-to-use suite of online solutions created exclusively for and by behavioral health professionals. MyCaseRecords is committed to liberating ADP facilities from the hidden costs and inefficiencies of running paper-based operations or outdated computer systems. With MyCaseRecords, you can focus on caring for your clients while receiving first-class support; all on a secure and affordable Internet platform. MyCaseRecords is quickly becoming the leading name in technology solutions for the behavioral health industry. MyCaseRecords Case Management System was specially designed for behavior health agencies and professionals. It is a full-featured, End-to-End Case Management Solution that is affordable and easy to use right out of the box. Manage services, cases, paperwork, staff, healthcare providers, claims, billing.Starting Price: $55 per year -
21
My Junna
Junna Care
My Junna software addresses all of your software needs in one system to keep you organized and help manage your time. Organize client contacts & information to improve efficiency. Track progress, family members, professionals, demographics, and assessment all in one spot. Assign employees to specific clients. Your Dashboard provides quick access to clients, tasks, billable time, and calendar. Track productivity daily, weekly and monthly. Employees can easily check to monitor progress and meet targets. Instant access to partner contact info, frequently used resources, & organization-specific notes. Note high quality organizations for referrals. Upload PDFs & print vendor flyers with just a few clicks. Calendar Sync. Keep track of all your important dates and appointments, for individuals and/or teams. Works for individuals or teams. Create and assign tasks for care team. Syncs automatically with your Google, ical, yahoo or outlook calendar.Starting Price: $90 per user per month -
22
QUALO
Advanced Metrics
QUALO is a scalable, cloud-based software platform that addresses common data output and visualization challenges in behavioral health, community health, and healthcare, providing valuable insights without overwhelming clients, staff, administrators, and funders. The system combines data collection tools with customized evidence-based practice supports, ensuring the right information is collected at the right time. Additionally, it incorporates care coordination features that are specifically catered to meet the needs of human service providers. QUALO was built to integrate with other systems, including electronic health records, as a single point of data entry to augment the inherent data output and visualization limitations EHRs often present. Plus, QUALO’s responsive mobile friendly design ensures the platform can be accessed from any device, streamlining the entire data collection process. -
23
Navina
Navina
No physician should ever struggle with reams of disorganized patient data. Our simple and intuitive platform elegantly organizes even the most complex cases, making rapid assessment and proactive care universally available. It's a complete, concise and contextually relevant clinical summary. Navina integrates with your EHR as well as claims data, patient information, and more. This actionable, point-of-care synthesis elevates the quality of care, while increasing reimbursement. It’s very easy - unfortunately - for critical data to be buried in the EHR. By using AI, Navina surfaces that information and presents it instantly and intuitively. We also use data to highlight and suggest diagnoses - and make other clinical recommendations based on what is hidden in discharge reports, test results, and other documentation. -
24
CaseWorthy
CaseWorthy
CaseWorthy is an advanced case management, client management and participation tracking application for Health and Human Service (HHS) organizations serving the nation's most vulnerable individuals and communities. Easy to use and customized to an organization's specific needs, CaseWorthy transforms data into actionable information teams can use to enhance their services. The platform features automated workflows, document management, rules and eligibility tools, as well as business intelligence dashboards. -
25
OnBase
Hyland
OnBase is a content services platform that provides turn-key industry and departmental solutions tailored to meet specific business challenges. As an enterprise platform, OnBase has purpose-built integrations and connectors to core industry LOB applications such as Epic and Workday, supporting critical content and process solutions. With repeatable industry solutions, OnBase can automate business processes so teams can focus on higher value work without the need to build costly customized solutions. With business ownership of solutions, OnBase enables expansion beyond IT. OnBase aims to speed up processes and reduces costs by capturing important information into a single system so users can manage data, documents and processes. Workflow can be configured to address departmental, industry and enterprise challenges. The solution also provides low-code application development and a range of multichannel capture options. OnBase can integrate with existing systems and provide access to e -
26
Navigesia
Navigesia
When its time to engage your patients, Navigesia has got you covered. By offering a real-time patient data collection platform and various clinical decision support tools, we can help you provide Value-Based Care in your practice. We offer a solution that allows patients to engage with electronic tablets in the waiting room to complete forms and health-related surveys. Take a step forward into making your practice a smoother experience for everyone. By enlisting patients onto the software as a practice resource, your patients easily help you collect the high-quality information that you are interested in. Get creative and take advantage of what you can learn to improve your own practice. Participate in data-rich reporting incentives and start benefiting from what your patient data is telling you. Stop leaving money on the "patient" table and start getting the most out of your work. -
27
hc1
hc1
Founded to improve lives with high-value care, hc1 has emerged as the leader in bioinformatics for precision testing and prescribing. The cloud-based hc1 High-Value Care Platform® organizes volumes of live data, including lab results, genomics, and medications, to deliver solutions that ensure that the right patient gets the right test and the right prescription. Today, the hc1 Platform powers solutions that optimize diagnostic testing and prescribing for millions of patients nationally. To learn more about hc1's proven approach to personalizing care while eliminating waste for thousands of health systems, diagnostic laboratories, and health plans, visit www.hc1.com. -
28
Simple Interact
Simple Interact
Simple Interact is a Software as a Service (SaaS) company that serves medical practices, groups, and hospitals. We speed up your patient workflow while reducing your staffing needs. We do this by automating repetitive tasks that staff has to otherwise perform. Intake, Image capture(Insurance card, Driver’s license, Selfie), Medical history, Screenings, Legal, Informed consents, Initials, eSignature, Educational marketing. Automated filling of cancelled appointment slots, Appointment request forms, Referral request forms, and Request management. Patient self-sign-in with address/insurance verification, virtual waiting room, and Telehealth reminders and consent. -
29
AccuCare
Orion Healthcare Technology
Since 1992, Orion has been providing technology solutions and professional services to improve the workflow for the addictions and mental health profession. The cloud-based AccuCare EHR, Orion’s flagship software product, was designed by a highly experienced team of clinicians and engineers to improve the major areas of your agency, including clinical, financial, billing, administrative, research and analysis. AccuCare includes everything from custom-built screening/assessments, admission/discharge, treatment planning, progress notes, telehealth, e-prescribing, scheduling, electronic billing, custom reporting and more. The AccuCare Web-Based Practice Management System is supported by a dedicated team of specialists, trained to answer every question about your system and how it can be used within your current documentation and billing processes. Customer support is included in your subscription, as well as automatic updates and upgrades based on real customer feedback. -
30
Care Director
Altera Digital Health
Achieving the care coordination goals at lower cost is critical in ensuring patient satisfaction and loyalty. But these goals are complex. Your organization needs population health software that provides a shareable care plan that extends across all healthcare settings—without forcing users to leave their workflow. You need to be able to reach out to patients with automated tools, freeing up your care coordinators for more strategic tasks. It’s time for Care Director. With Care Director, your team can more efficiently coordinate outpatient care, stratify patients into at-risk and healthy populations and receive care recommendations based on actionable, clinical intelligence, resulting in more timely interventions and improved population health. Care Director enables providers to access a holistic care plan within their native workflows, so they can get information and communicate back to care navigators with minimal clicks.
