Powerful features formodern case management

Everything your nurse case management company needs in one platform. No more juggling spreadsheets, fax machines, and disconnected tools.

End-to-end patient case tracking

Case Management

Manage every aspect of patient care from initial referral through discharge. Track diagnoses, medications, appointments, care plans, and outcomes in one organized system.

A patient chart with insurance, attorney and reminders

Patient demographics & medical history
ICD-10 diagnosis code tracking
Medication list (name, dosage, frequency)
Case notes with rich text editor & billing guides
Document upload & management
Document e-signature, patients sign via secure link
Upload your own forms & documents, or have custom forms built for you (optional, quoted)
Full case lifecycle (intake through billed, discharged & closed)
Multi-case support per patient
Case assignment to nurses and case managers

Streamline your referral pipeline

Referral Intake

Accept referrals from attorneys, physicians, and providers through a secure self-service portal. No more faxes, phone tag, or lost referrals.

Self-service referral portal for external sources (free logins)
Attorney & physician referral tracking
Referral source organization management
New referrals show on your dashboard and referral list
Referral-to-case conversion workflow
Referral source performance reporting
Referral status tracking (new, accepted, assigned, in progress, completed, closed)

Everyone you work with, in one place

Contacts & Directory

A built-in directory for every external party your cases touch: attorneys, paralegals, providers, insurance companies, adjusters, and case managers, all linked directly to patients and referrals.

The referral sources directory: attorneys, adjusters and their firms

Attorney & paralegal directory with firm details
Provider directory with specialties & practices
Patient-to-provider links with provider reports
Insurance company & adjuster management
External case manager tracking
Referral source organizations with portal access
Contact details flow onto invoices & CMS-1500s

Get paid faster, bill smarter

Billing & Invoicing

Automated billing built into your workflow. Pick a billing period and the invoice generator turns tracked hours, mileage, travel, wait time, and expenses into ready-to-send invoices, priced from your configured rates and fully editable before they go out.

The billing overview with collected, outstanding and ready-to-bill totals

Invoice generator: period search builds invoices automatically
Batch invoicing with CMS-1500 generation & duplicate protection
Travel, wait time & expense billing with receipt uploads (turned on for your company on request)
Email & fax delivery with professional cover letters (via your SRFax account)
Effective-dated rates, so rate changes never reprice past work
Payments, partial payments, void & restore with billing integrity
AR aging, payroll & revenue reporting (Time & Expense report on request)
EOB upload & tracking on insurance batches
QuickBooks Online sync: invoices when sent, insurance batches with one click
Customizable billing codes, guides & rate configuration

Never miss a follow-up

Calendar & Reminders

A built-in calendar keeps every follow-up on track. Add reminders right from a patient's profile, assign tasks to teammates, and get notified in-app and by email, including a morning digest of the day's tasks.

The team calendar with appointments, follow-ups and tasks

Month calendar with tasks, priorities & color coding
Patient follow-up reminders on every profile
Email + in-app notifications when reminders come due
Morning digest email with today's tasks & overdue items
Assign tasks to teammates with instant notification
Dashboard Today view with one-click complete
Overdue tracking that won't let things slip
Full audit history on every event

Patients complete and sign from anywhere

Patient Forms & E-Signature

Send intake forms and documents to patients by email or text. They complete and sign from their phone, with no printing, no scanning, and no office visit, and everything files itself back into the chart.

A patient's forms: completed, pending and sent for signature

Send forms to patients via secure email or SMS link
Patients complete forms from any device
Completed forms filed automatically as PDFs
Signers confirm their date of birth or the last 4 digits of their phone before signing
Signature certificate page appended to signed documents
Signed documents auto-filed to the patient chart
Your own PDFs can be sent for signature (place signature fields yourself)
Pre-printed form overlays (medical releases, CMS-1500)

Consent first, priced in the open

Patient Texting

Text patients their forms and signature links, with consent built in: nobody gets a text until that phone number has agreed, and every agreement is recorded. Every plan includes texts each month; extra texts are $0.05 each, and your company's own texting number is $19/mo ($190/yr on yearly plans) (included on Business and Enterprise).

Patients opt in by secure email link or in person, never by a cold text
Consent recorded per phone number: who, when, how and the exact wording
STOP, START and HELP replies handled automatically
Texts included every month for your whole company, on every plan (Enterprise set per contract)
Extra texts $0.05 each, with in-app alerts at 80% and 100% of your allowance
Your own texting number $19/mo ($190/yr on yearly plans), so STOP and HELP replies stay with your company
Patients can't text back to chat: replies get an automatic answer to call or email their case manager
Every text is logged

Organize your workforce

Team Management

Role-based access control ensures everyone sees exactly what they need. From company admins to nurses to billing staff, every team member has a tailored experience.

Role-based permissions (Admin, Nurse Case Manager, Internal Case Manager, Billing Staff, Referral Staff)
Time entry approval workflow (log, approve, bill, nothing billed twice)
Nurse payroll tracking with pay rates separate from billing rates
Nurse workload & caseload management
Secure internal team messaging
Staff activity tracking & audit logs
Single-session login enforcement
Session timeout with auto-logout
User onboarding with email invitations
Emails can send from each user's own address once their mailbox is connected

Data-driven decisions

Reports & Analytics

Live dashboards and detailed reports show you how your operation is doing. Track productivity, revenue, case outcomes, and more.

Reports and analytics: lifetime billing, collections and outstanding

Interactive dashboard with key metrics
Nurse productivity reports
Revenue & billing analytics
Case status distribution charts
Referral source performance
Time entry reports with export
Custom date range filtering
PDF & CSV report export

Learn more about each feature

Referrals

Referral intake and a free attorney portal

Attorneys and adjusters send referrals through a free portal and track them online. Accept a referral and open the patient's case from it in one form.

Forms & e-signature