HIPAA Compliant ยท 7-Day Free Trial

Case managementmade simple.

The all-in-one platform for nurse case management companies. Manage referrals, track cases, bill clients, and generate CMS-1500 claims, all from one dashboard.

No credit card required ยท Setup in under 5 minutes

app.casemgmt.io/dashboard

Good morning, Sarah

ProCare Case Management ยท Friday, March 14

0
Active Cases
โ†‘ 5 this week
0
New Referrals
3 urgent
$0
Billed This Month
โ†‘ 12% vs last
0
Forms Signed Today
2 awaiting signature
Recent CasesView all โ†’
MS
Maria Santos
Auto, PIP ยท S. Johnson
Active
RC
Robert Chen
Workers Comp ยท A. Williams
Active
LP
Linda Park
Personal Injury ยท M. Davis
In Review
JW
James Wilson
Slip and Fall ยท S. Johnson
Active
Live Activity
New referral from Martinez Law Office
2m ago
Patient form signed: J. Williams
5m ago
Invoice #1247 paid, $2,850.00
12m ago
HIPAA
Compliant
256-bit
Encryption
99.9%
Uptime Target
BAA
Available
AWS
Secured Infrastructure

Stop juggling spreadsheets and paper files

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

๐Ÿ“ 
Faxed referrals lost in a pile
Referrals submitted & tracked online
๐Ÿ“Š
Spreadsheets for case tracking
Real-time dashboard with all cases
โฑ๏ธ
Manual time logs on paper
Auto time tracking + billing codes
๐Ÿ“ž
Phone tag and missed messages
Secure messaging and HIPAA-conscious SMS
๐Ÿ“„
Hand-typed CMS-1500 forms
One-click CMS-1500 generation
๐Ÿ’ฌ
Email threads for team updates
Built-in secure messaging
โœ…
Hours billed twice or never
Log, approve, and bill with void protection
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
  • Patient forms & e-sign
47
Active Cases
+5
$34.2K
This Month
+12%
12
Referrals
3 new
38
Forms Signed
this month
Revenue Trendโ†‘ 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, with no faxes needed.

Billing & CMS-1500

Pick a billing period and get ready-to-send invoices, with hours, mileage, travel, wait time, and expenses priced automatically. Batch invoicing, CMS-1500s, and payment tracking built right in.

Patient Forms & E-Signature

Send intake and medical-release forms patients complete and sign from any device, filed automatically to the right case.

Communication & Reminders

HIPAA-compliant SMS, secure internal messaging, and a calendar with patient follow-up reminders, plus invoice and claim faxing through your own SRFax account.

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 log billable time, 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.

โ€œWe cut our administrative time in half. The referral portal alone saved us 10 hours a week.โ€

Sarah M.
Nurse Manager, Home Health Associates

โ€œFinally, one system that handles cases, billing, and referrals. We ditched three separate tools.โ€

James R.
Company Admin, Premier Care Solutions

โ€œBilling that used to take a full day now takes an hour. Invoices and CMS-1500s generate straight from our logged time.โ€

Emily T.
Case Manager, Sunrise Nursing Services

Built for your line of work

Whether you bill auto carriers, workers' comp adjusters, or manage complex long-term care, the workflow fits.

๐Ÿš—

Auto Injury & Litigation Support

Attorney referral portal, litigation-ready case documentation, insurance batch billing, and AR tracking across every claim.

๐Ÿ—๏ธ

Workers' Compensation

Travel, wait time & expense billing with receipt uploads, effective-dated mileage rates, and Time & Expense reports carriers accept.

๐Ÿ’™

Catastrophic & Complex Care

Care plans, assessments, medication tracking, and team coordination built for long-running, multi-provider cases.

Built for everyone on your team

๐Ÿ›ก๏ธ

Company Admins

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

๐Ÿ‘ฅ

Nurse Case Managers

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

๐Ÿ’™

Internal Case Managers

Document visits, track time, log expenses, and manage your assigned caseload.

๐Ÿ’ฐ

Billing Staff

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

Works with the tools you already use

QuickBooks Online
Invoices sync automatically
SRFax
Fax claims & invoices from your account
Twilio SMS
HIPAA-conscious patient texting
Stripe
Secure subscription billing
Amazon Web Services
HIPAA-eligible infrastructure

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
  • Patient forms & e-signature
  • 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 ยท Cancel anytime