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 generate CMS‑1500 claims, all from one dashboard.
7-day free trial · Not charged until the trial ends · Cancel anytime
- Compliant
- HIPAACompliant
- Encryption
- 256-bitEncryption
- Encrypted Backups
- 30-dayEncrypted Backups
- Available
- BAAAvailable
- Secured Infrastructure
- AWSSecured Infrastructure
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
Time logged on case notes with billing codes
Phone tag and missed messages
Secure messaging and HIPAA-conscious SMS
Hand-typed CMS-1500 forms
One-click CMS-1500 generation
Email threads for team updates
Built-in secure messaging
Hours billed twice or never
Log, approve, and bill with void protection
See it in action
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.
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Referral Intake Portal
Accept referrals from attorneys, doctors, and providers through a secure self-service portal, with no faxes needed.
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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.
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Patient Forms & E-Signature
Send intake and medical-release forms patients complete and sign from any device, filed automatically to the right case.
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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.
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HIPAA Compliant
Encryption in transit and at rest, audit logs, role-based access controls, and a BAA for every customer.
Security & HIPAAUp 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.
Built for your line of work
Whether you bill auto carriers, workers' comp adjusters, or manage complex long-term care, the workflow fits.
Auto Injury & Litigation Support
Attorney referral portal, litigation-ready case documentation, insurance batch billing, and AR tracking across every claim.
Workers' Compensation
Effective-dated mileage rates, plus travel, wait time & expense billing with receipt uploads and a Time & Expense report (switched on for your company on request).
Catastrophic & Complex Care
Care plans, assessments, medication tracking, and team coordination built for long-running, multi-provider cases.
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, log expenses, and manage your assigned caseload.
Billing Staff
Generate invoices, create CMS-1500 forms, track payments, and manage accounts receivable.
Free logins for your referral partners
Attorneys, physicians and adjusters submit referrals and check the status of their own cases in their own portal.
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Works with the tools you already use
- QuickBooks OnlineInvoices sync when sent
- SRFaxFax claims & invoices from your account
- Twilio SMSHIPAA-conscious patient texting
- StripeSecure subscription billing
- Amazon Web ServicesHIPAA-eligible infrastructure
Text patients, with consent built in
Send forms and signature links by text. Nobody gets a text until their number has agreed, and every agreement is recorded.
Included
Texts every month for your whole company (250 / 750 / 2,000; Enterprise set per contract)
$0.05
per extra text, added to your next invoice, with alerts at 80% and 100%
$19/mo
your company's own texting number ($190/yr on yearly plans), included on Business and Enterprise
Patients opt in by secure email link or in person. STOP, START and HELP are handled for you. How consent works
Simple, transparent pricing
Plans that grow with your case management company. Unlimited active cases on every plan.
Starter
$229/mo
Each additional user: Admin $149/mo, Nurse Case Manager, Internal Case Manager or Billing Staff $89/mo. Referral Staff free.
- 3 users included
- 250 texts a month
- Every feature included
Professional
$379/mo
Each additional user: Admin $129/mo, Nurse Case Manager, Internal Case Manager or Billing Staff $79/mo. Referral Staff free.
- 7 users included
- 750 texts a month
- Every feature included
Business
$599/mo
Each additional user: Admin $99/mo, Nurse Case Manager, Internal Case Manager or Billing Staff $69/mo. Referral Staff free.
- 15 users included
- 2,000 texts a month + your own texting number
- Every feature included
Ready to simplify your case management?
Referrals, patient forms, case notes and billing in one HIPAA-ready place. Start your 7-day free trial today.
Not charged until your trial ends · Cancel anytime