Terms of Service

Last updated: October 24, 2026

1. Acceptance of Terms

By accessing or using the CaseMgmt platform at casemgmt.io (“Service”), you agree to be bound by these Terms of Service (“Terms”). If you are using the Service on behalf of an organization, you represent that you have the authority to bind that organization to these Terms. If you do not agree to these Terms, do not use the Service.

2. Description of Service

CaseMgmt provides a cloud-based nurse case management platform that includes patient case tracking, referral intake, billing and invoicing, patient forms and e-signature, team management, and reporting tools. The Service is designed for healthcare case management companies and is intended to be HIPAA-compliant when used in accordance with our documentation and Business Associate Agreement.

3. Account Registration

  • You must provide accurate, complete, and current information when creating an account
  • You are responsible for maintaining the confidentiality of your account credentials
  • You are responsible for all activities that occur under your account
  • You must notify us immediately of any unauthorized use of your account
  • You must be at least 18 years old to create an account
  • Each user account is for a single individual and may not be shared

4. Subscriptions & Billing

Plans & Pricing

The Service is offered on a subscription basis with various plans. Current pricing is available on our pricing page. We reserve the right to change pricing with 30 days' notice.

Free Trial

We may offer a free trial period. No charges are made during the trial. At the end of the trial, if you have provided a valid payment method, your subscription automatically converts to a paid plan and your payment method is charged for the first billing period; if you have not provided a payment method, access is suspended until one is added. You may cancel during the trial at no charge from your account settings. See our Subscription, Refund & Cancellation Policy for full details.

Payment

Subscription fees are billed in advance on a monthly or annual basis. All payments are processed through Stripe. You authorize us to charge your payment method for recurring subscription fees.

Cancellation

You may cancel your subscription at any time from your account settings. Upon cancellation, you will retain access until the end of your current billing period. No refunds will be issued for partial billing periods.

5. Acceptable Use

You agree not to:

  • Use the Service for any unlawful purpose or in violation of any applicable regulations
  • Upload or transmit malicious code, viruses, or harmful data
  • Attempt to gain unauthorized access to the Service or other users' accounts
  • Use the Service to store or transmit PHI without a signed Business Associate Agreement
  • Reverse engineer, decompile, or disassemble any part of the Service
  • Resell, sublicense, or redistribute the Service without our written permission
  • Use automated tools to scrape or extract data from the Service
  • Interfere with the performance or availability of the Service

6. Data Ownership & Responsibilities

Your Data

You retain all ownership rights to the data you upload to the Service (“Customer Data”). We do not claim ownership of your data. You grant us a limited license to process your data solely to provide the Service.

Data Export

You may export your data at any time through the platform's built-in export features. Upon account termination, we will make your data available for export for 30 days before deletion.

HIPAA

If you use the Service to store or process Protected Health Information (PHI), you must enter into a Business Associate Agreement (BAA) with us. You are responsible for ensuring your use of the Service complies with HIPAA and all applicable healthcare regulations.

7. Intellectual Property

The Service, including its software, design, logos, and documentation, is owned by CaseMgmt and protected by intellectual property laws. Your subscription grants you a limited, non-exclusive, non-transferable license to use the Service during your subscription term.

8. Service Availability & Support

We work to keep the Service available at all times and keep daily backups for 30 days, but we do not guarantee uninterrupted access. We schedule maintenance outside business hours where possible, with advance notice. We provide customer support via email during business hours. Response times may vary based on your subscription plan.

9. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, CASEMGMT SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, DATA, OR GOODWILL, ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE. OUR TOTAL LIABILITY SHALL NOT EXCEED THE AMOUNT PAID BY YOU FOR THE SERVICE IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

10. Disclaimer of Warranties

THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. CASEMGMT DOES NOT WARRANT THAT THE SERVICE WILL BE ERROR-FREE OR UNINTERRUPTED.

11. Indemnification

You agree to indemnify and hold harmless CaseMgmt, its officers, directors, employees, and agents from any claims, damages, losses, or expenses arising from your use of the Service, your violation of these Terms, or your violation of any applicable law or regulation.

12. Termination

We may suspend or terminate your account if you violate these Terms or if your subscription payment fails after reasonable notice. You may terminate your account at any time by canceling your subscription. Upon termination, your right to use the Service ceases immediately, though we will provide a data export period as described above.

13. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Nevada, without regard to its conflict of law provisions. Any disputes arising from these Terms or the Service shall be resolved in the state or federal courts located in Clark County, Nevada.

14. Changes to Terms

We reserve the right to modify these Terms at any time. Material changes will be communicated via email or a notice on the platform at least 30 days before taking effect. Your continued use of the Service after changes constitutes acceptance of the updated Terms.

15. Text Messaging (SMS) Program

CaseMgmt (casemgmt.io) is operated by Marketing Loop LLC. The case management companies that use the Service (for example, Nurse Case Solutions) can send text messages through CaseMgmt to their patients, and work notices to their own staff who choose to receive them. Each text names the company it comes from.

What you will receive

  • Links to forms to complete and documents to sign for your case
  • One confirmation text when you agree to receive texts
  • An automatic answer if you reply to a text
  • Appointment reminders, only if your care team uses them
  • No marketing or promotional messages

How you agree

Your case manager sends you a request by email. On that page you choose "Yes, text me" or "No thanks"; you can also give consent that your case manager records. Agreeing is optional and is not a condition of receiving care. Staff turn work texts on in My Settings and confirm their number with a code.

Frequency, cost, help and opting out

  • Message frequency varies (typically 1 to 5 messages per month). Message and data rates may apply.
  • Reply STOP to any text to stop. You will receive one confirmation and no further texts. Reply START to receive texts again.
  • Reply HELP for help, or email admin@casemgmt.io.
  • Texts are not monitored around the clock and are not for emergencies. In an emergency, call 911.
  • Carriers are not liable for delayed or undelivered messages.

Privacy

Mobile phone numbers and text-message opt-in data and consent are never sold, rented or shared with third parties or affiliates for marketing or promotional purposes. They are shared only with our text delivery provider (Twilio) to deliver your messages. See our Privacy Policy and SMS Consent Policy.

16. Contact

For questions about these Terms of Service, please contact us:

CaseMgmt

Email: legal@casemgmt.io

Website: casemgmt.io