Audience

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

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.

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Pricing

Starting Price:
$100/user/month
Pricing Details:
Custom Pricing Plans That Are Tailored To Fit Your Budget

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.planstreet.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
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Product Details

Platforms Supported
Cloud
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?
Q: What pricing for training is available for PlanStreet?

PlanStreet Product Features

Donation Management

Campaign Management Supported
Grant Management Supported
Receipts / Statements Supported
Volunteer Management Supported
Donation Tracking Not Supported
Donor Database Not Supported
Event Management Not Supported
Gift Management Not Supported
In-Kind Donations Not Supported
Matching Donations Not Supported
Mobile Donations Not Supported
Online Donations Not Supported
Pledge Management Not Supported
Recurring Donations Not Supported

Foster Care

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

Grant Management

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

Medical Billing

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

Mental Health

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

Patient Case Management

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

Social Work Case Management

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

PlanStreet Additional Categories

PlanStreet Verified User 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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