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 & billing guides
  • Document upload & management
  • Document e-signature, patients sign via secure link
  • Custom onboarding forms, editable per company
  • 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 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)
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.

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  • 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.

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  • Invoice generator: period search builds invoices automatically
  • Batch invoicing with CMS-1500 generation & duplicate protection
  • Travel, wait time & expense billing with receipt uploads (workers' comp)
  • 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
  • Time & Expense, AR aging, payroll & revenue reporting
  • EOB upload & tracking on insurance batches
  • QuickBooks Online invoice sync
  • 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.

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  • 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 & snooze
  • 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.

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  • Send forms to patients via secure email or SMS link
  • Patients complete forms from any device
  • Completed forms filed automatically as PDFs
  • Document e-signature with identity (DOB) verification
  • Signature certificate page appended to signed documents
  • Signed documents auto-filed to the patient chart
  • Form templates editable per company
  • Pre-printed form overlays (medical releases, CMS-1500)
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)
  • 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 send from each user's own address (not a noreply)
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?

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