HIPAA Compliant · 7-Day Free Trial

Case managementmade simple.

The all-in-one platform for nurse case management companies. Manage referrals, track cases, bill clients, and conduct AI-powered patient calls — from one dashboard.

No credit card required · Setup in under 5 minutes

app.casemgmt.io/dashboard

Good morning, Sarah

ProCare Case Management · Friday, March 14

0
Active Cases
↑ 5 this week
0
New Referrals
3 urgent
$0
Billed This Month
↑ 12% vs last
0
AI Calls Today
2 summaries ready
Recent CasesView all →
MS
Maria Santos
Auto — PIP · S. Johnson
Active
RC
Robert Chen
Workers Comp · A. Williams
Active
LP
Linda Park
Personal Injury · M. Davis
In Review
JW
James Wilson
Slip and Fall · S. Johnson
Active
Live Activity
New referral from Martinez Law Office
2m ago
AI call summary ready — Patient: J. Williams
5m ago
Invoice #1247 paid — $2,850.00
12m ago
HIPAA
Compliant
256-bit
Encryption
99.9%
Uptime SLA
BAA
Available
SOC 2
Security

Stop juggling spreadsheets and paper files

See how CaseMgmt replaces your fragmented workflow with one unified platform.

📠
Faxed referrals lost in a pile
Referrals submitted & tracked online
📊
Spreadsheets for case tracking
Real-time dashboard with all cases
⏱️
Manual time logs on paper
Auto time tracking + billing codes
📞
Phone tag with adjusters
AI-powered calls with auto summaries
📄
Hand-typed CMS-1500 forms
One-click CMS-1500 generation
💬
Email threads for team updates
Built-in secure messaging
Interactive Preview

See it in action

Explore the key areas of the platform. Click through to see how each feature works.

Real-time Dashboard

See your entire operation at a glance — active cases, pending referrals, billing status, and team performance all in one view.

  • Live case statistics
  • Revenue tracking
  • Team workload overview
  • AI call summaries
47
Active Cases
+5
$34.2K
This Month
+12%
12
Referrals
3 new
156
AI Calls
this month
Revenue Trend↑ 23% growth
JanJunDec

Everything you need to run your case management business

Replace your spreadsheets, paper files, and disconnected tools with one powerful platform.

Case Management

Track patients, cases, and care plans from referral to discharge with a complete clinical workflow.

Referral Intake Portal

Accept referrals from attorneys, doctors, and providers through a secure self-service portal — no faxes needed.

Billing & CMS-1500

Time tracking, billing codes, CMS-1500 form generation, invoice creation, and payment processing built right in.

AI-Powered Calls

HIPAA-compliant video calls with automatic transcription and AI-generated clinical summaries.

SMS, Fax & Messaging

Built-in HIPAA-compliant SMS, fax, and secure internal messaging — communicate with patients and providers in one place.

HIPAA Compliant

Enterprise-grade security with end-to-end encryption, audit logs, role-based access controls, and BAA available.

Up and running in minutes

Getting started with CaseMgmt is fast and easy. No complex setup, no IT team required.

1

Sign Up & Onboard

Create your account in minutes. Set up your company, invite nurses and staff, and configure your workflow.

2

Accept Referrals

Share your referral portal with attorneys and doctors. They submit referrals directly into your system.

3

Manage Cases

Assign nurses, track visits, document care, and conduct AI-powered patient calls — all from one dashboard.

4

Bill & Get Paid

Auto-generate invoices from tracked time, apply billing codes, generate CMS-1500s, and send them out.

Trusted by nurse case managers

Hear from case management companies who made the switch.

We cut our administrative time in half. The referral portal alone saved us 10 hours a week.

Sarah M.
Nurse Manager, Home Health Associates

Finally, one system that handles cases, billing, and calls. We ditched three separate tools.

James R.
Company Admin, Premier Care Solutions

The AI call summaries are a game-changer. Notes that used to take 20 minutes are done automatically.

Emily T.
Case Manager, Sunrise Nursing Services

Built for everyone on your team

🛡️

Company Admins

Manage users, configure settings, monitor KPIs, and oversee operations across your organization.

👥

Nurse Case Managers

Assign cases, review nurse workloads, approve time entries, and track team performance.

💙

Internal Case Managers

Document visits, track time, conduct AI calls, and manage your assigned caseload.

💰

Billing Staff

Generate invoices, create CMS-1500 forms, track payments, and manage accounts receivable.

Simple, transparent pricing

Plans that grow with your case management company. Unlimited active cases on every plan.

Starter

$229/mo
Up to 3 users
  • Unlimited cases
  • Referral portal
  • SMS & fax credits
  • HIPAA compliant
Start Free Trial
Most Popular

Professional

$379/mo
Up to 7 users
  • Everything in Starter
  • AI-powered calls
  • Priority support
  • Advanced reports
Start Free Trial

Business

$599/mo
Up to 15 users
  • Everything in Pro
  • Dedicated support
  • Custom branding
  • Advanced analytics
Start Free Trial

Ready to simplify your case management?

Join nurse case management companies who switched to CaseMgmt and never looked back. Start your 7-day free trial today.

No credit card required · Cancel anytime