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About

CaseFlow® helps you ensure nothing and no-one falls through the cracks. Never miss target dates or appointments. Be alerted if outside agencies you depend on require following up. See exactly what is next up for any case. Upload new case information from an iPad or smart phone. You needn’t get behind on paperwork just because you are in the field. Snap a photo, jot details, move on. Case workers feel on top of their game, reminded of next steps, able to put their fingers on any case data at a moment’s notice – staying professional. Automation features cut their time spent on documentation. Your data is always encrypted and backed-up for easy recovery and security. Role-based access gives everyone the information they need—no more. Reporting tools that empower you to be proactive instead of reactionary! Stay in the know of what’s happening, and make informed decisions about where to focus your attention. Built for health and human services case management.

About

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Health and human services organizations searching for a Social Work Case Management solution

Audience

Nonprofits, human services, case managers, health workers, social workers, mental health workers, workforce development professional

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version
Free Trial

Pricing

$100/user/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CaseFlow
Founded: 2017
United States
caseflow.global

Company Information

PlanStreet
Founded: 2017
United States
www.planstreet.com

Alternatives

CHARMS

CHARMS

Social Care Network Solutions Limited

Alternatives

NewOrg

NewOrg

NewOrg Management System
CharityTracker

CharityTracker

Simon Solutions
CharityTracker

CharityTracker

Simon Solutions
SAM

SAM

InReach Solutions
Foothold

Foothold

Foothold Technology
InfoFlo

InfoFlo

InfoFlo Solutions Inc
FAMCare Human Services

FAMCare Human Services

Global Vision Technologies

Categories

Categories

Social Work Case Management Features

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

Camp Management Features

Attendance Management
Billing & Invoicing
Customer Management
Food Service Management
For Campgrounds
For Summer Camps
Medical Management
Online Registration
Parent Portal
Program Management
Registration Management
Scheduling
Staff Management

Human Services Features

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Foster Care Features

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

Social Work Case Management Features

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

Donation Management Features

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Grant Management Features

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

Medical Billing Features

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

Mental Health Features

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

Patient Case Management Features

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

Integrations

Elation Health
Google Calendar
Google Drive
Microsoft Outlook
Microsoft Power BI
Microsoft Teams
OpenText Content Management (Extended ECM)
PayPal
QuickBooks Online
Stripe

Integrations

Elation Health
Google Calendar
Google Drive
Microsoft Outlook
Microsoft Power BI
Microsoft Teams
OpenText Content Management (Extended ECM)
PayPal
QuickBooks Online
Stripe
Claim CaseFlow and update features and information
Claim CaseFlow and update features and information
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Claim PlanStreet and update features and information