Audience

Nonprofits, human services, case managers, health workers, social workers, mental health workers,

About 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.

Pricing

Starting Price:
$60/user/month
Pricing Details:
Minimum 10 users (Billed annually with free support)

Integrations

See Integrations

Ratings/Reviews - 2 User Reviews

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
More Reviews Write a Review

Company Information

PlanStreet
Founded: 2017
United States
www.planstreetinc.com

Videos and Screen Captures

Play Video Planstreet Agile Case Management Solutions Planstreet - Form Builder Planstreet - Case Management Services non-profit client portal - form Case Details - Easy Input Mental Health Case Board
Submittable
Submittable
(373 Ratings)
Submittable powers you with tools to launch, manage, measure, and grow your social impact programs, locally and globally. From employee giving, volunteering, and corporate social responsibility programs to grants, awards and scholarships, we partner with you so you can start making a difference, fast. The start-to-finish platform makes your workflow smarter and more efficient, leading to better decisions and bigger impact. Easily report on success, and learn for the future—Submittable is flexible and powerful enough to grow alongside your programs. Submittable has the tools you need for your social impact programs, from community investment to employee engagement. Submittable has powered over 145,000 social impact programs, receiving nearly 25 million applications. Teams save an average of 3.4 hours per week per admin and 2.6 hours per week per reviewer, and over half of Submittable customers launch in 14 days or less—no wonder 95% of customers report they are happy.
Learn more
CharityTracker
CharityTracker
(1412 Ratings)
A case management CRM that focuses on your clients, to measure real-world impact, not just data. Your Day Just Got Shorter - We know you’re busy and don’t have time for complicated software – We’ve changed that! Even your staff will enjoy using the system – No more headaches and missing data from reports so you can use your valuable time to serve more people. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for 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 cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in 2,200 communities! Book a free demo. Pricing starts at just $20/mo. user
Learn more
FAMCare Human Services
FAMCare Human Services
(20 Ratings)
FAMCare is powerful, cloud-based case management software for human services agencies who are looking to manage cases faster and make data analysis and reporting simpler to allow you to help more clients. FAMCare automates casework with flexible workflow tools and queued to-do lists, so nobody falls through the cracks. Powerful pivot table data reporting makes looking at data easy and fun and makes quarterly and annual reporting simple. Includes modules for workflow, new form creation, billing, portals and much more.
Learn more
NewOrg
NewOrg
(57 Ratings)
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.
Learn more
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Product Details

Platforms Supported
SaaS
Windows
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

PlanStreet Frequently Asked Questions

Q: What kinds of users and organization types does PlanStreet work with?
Q: What languages does PlanStreet support in their product?
Q: What kind of support options does PlanStreet offer?
Q: What other applications or services does PlanStreet integrate with?
Q: Does PlanStreet have a mobile app?
Q: What type of training does PlanStreet provide?
Q: How much does PlanStreet cost?
Q: What pricing for support is available for PlanStreet?

PlanStreet Product Features

Donation Management

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

Foster Care

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

Grant Management

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

Medical Billing

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

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

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

Social Work Case Management

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

PlanStreet Additional Categories

PlanStreet Reviews

Write a Review
  • A PlanStreet User
    Project Manager
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: Deployment
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Patient management software"

    Posted 2022-01-29

    Pros: Easy to use the support team is very cooperative. they never hesitate to guide you. i signed up for the webinar and the detailed walkthrough of the system helped me finalize my decision.

    Cons: New features require practice to manage. It is somehow different from other tools. any new user will take time to understand the menu, features and navigation.

    Overall: My overall experience is good. Whenever I am stuck at least i know someone from their team will help me.

    Read More...
  • Ashley R.
    Operations manager
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "User Friendly"

    Posted 2021-07-20

    Pros: Amazing features and user-friendly software. It is easy to navigate. Support service is always available.

    Cons: Not till now. I had some problems in understanding the new software but their team was supportive.

    Overall: We easily collaborate using this software with our team. Because we had team members in different countries and it was important to combine the workforce at one point.

    Read More...
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