Powerful features for modern 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.

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Patient demographics & medical history
ICD-10 diagnosis code tracking
Medication management with pharmacy details
Case notes with rich text editor
Document upload & management
Case status workflow (open, active, on hold, discharged)
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 branded self-service portal. No more faxes, phone tag, or lost referrals.

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Self-service referral portal for external sources
Attorney & physician referral tracking
Referral source organization management
Automatic email notifications on new referrals
Referral-to-case conversion workflow
Referral source performance reporting
Custom intake forms and fields
Referral status tracking (pending, accepted, declined)

Get paid faster, bill smarter

Billing & Invoicing

Automated billing built into your workflow. Track nurse time, apply billing codes, generate professional invoices, and manage accounts receivable without spreadsheets.

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Automatic time tracking per case visit
Customizable billing codes & rates
One-click invoice generation
Billing guide templates
Per-nurse billing rate configuration
Accounts receivable tracking
Insurance company management
Billable hours reporting & analytics

Smarter patient communication

AI-Powered Calls

Conduct HIPAA-compliant video calls with patients, powered by Amazon Chime. Every call is automatically transcribed and summarized by AI, turning conversations into clinical documentation.

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HIPAA-compliant video & audio calls
Automatic call transcription (Deepgram AI)
AI-generated clinical summaries (Claude AI)
One-click case note creation from calls
Patient join links via email/SMS
Floating call widget for multitasking
Call recording & playback
Key points & action items extraction

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.

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Role-based permissions (Admin, Nurse Manager, Nurse, Billing, Case Manager)
Nurse workload & caseload management
Staff activity tracking & audit logs
Single-session login enforcement
Session timeout with auto-logout
User onboarding with email invitations
Per-user SMTP email configuration
Multi-tenant architecture for agencies

Data-driven decisions

Reports & Analytics

Real-time dashboards and comprehensive reports give you complete visibility into your operation. Track productivity, revenue, case outcomes, and more.

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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

Ready to see it in action?

Start your 7-day free trial and explore every feature.

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