Buyer's checklist
Nurse case management software: what to look for
Good nurse case management software should take a referral to a paid claim without retyping: referral intake your partners can use, patient forms they can sign on a phone, time and mileage that become CMS-1500 claims, and reports that show who owes you. Use this checklist when you compare options, including ours.
Plans from $229/month. Every plan includes every feature.
Referrals and partners
- Can attorneys and adjusters send referrals online and see their status?
- Do referral partner logins cost extra?
- Can you credit each referral to the law firm that sent it, and report on it?
Patients, forms and signatures
- Can a patient fill in and sign a form on their phone, without an account?
- Does the signed PDF file itself in the patient's record?
- Can you upload your own PDFs and reuse them?
Time, billing and claims
- Does one case note feed both the bill and the nurse's pay?
- Is mileage billed automatically, and is it part of what counts as paid?
- Does it produce CMS-1500 claims with your NPI and Tax ID, and let you edit any box?
- Can you record payments with EOBs and track denied claims?
- Does it connect to your accounting software?
Texting, privacy and access
- Does it text patients only after their number agrees, and handle STOP?
- Will the company sign a Business Associate Agreement?
- Can you limit what each role sees, and see who changed a patient's file?
Price and fit
- Are prices published, or only by quote?
- Is every feature on every plan, or are key features held back?
- Can you try it with your own team before you pay?
How CaseMgmt answers
Yes to each of the questions above: free referral partner logins, phone e-signature with automatic filing, case notes that feed billing and payroll, CMS-1500 batches with mileage, QuickBooks Online, consent-first texting, a BAA for every company, role permissions with a patient audit log, published prices for Starter, Professional and Business with every feature on every plan, and a free trial.
Questions
Is CaseMgmt priced by quote?
Starter, Professional and Business prices are on the pricing page; Enterprise is priced per contract. Every plan includes every feature.
Does CaseMgmt sign a BAA?
Yes. Every company accepts CaseMgmt's HIPAA Business Associate Agreement when it signs up.
Try it with your own team
Start a 7-day free trial, or ask for a demo login to a practice filled with fictional patients.
See pricing