CaseFlow360
The facts below are what the maker publishes about CaseFlow360, checked and dated. Our editors have not written about it yet.
The facts
Each one read from CaseFlow360's own pages, with the date it was checked.
What it does
- AI features
- The platform describes AI extraction from referral emails and attachments to prefill case details, as well as ambient scribe and medical record analysis.checked 12 Oct 2026
- Audit trail
- Yeschecked 24 Sep 2026
- Case workflow
- A seven-stage Kanban board tracks cases by status, with watchers, mentions, archive reasons, and compliance progress scoring.checked 12 Oct 2026
- Clinical documentation
- Specialty SOAP templates support chiropractic, physical therapy, acupuncture, massage therapy, regenerative medicine, and workers’ compensation and personal injury visits; notes can be signed electronically and routed for co-signature.checked 12 Oct 2026
- Data recovery
- Deleted records are archived for seven days before permanent removal and can be restored by an administrator.checked 12 Oct 2026
- eComp
- For OWCP cases, an automated upload bot submits eligible signed documents to the DOL eComp portal and records confirmation numbers.checked 12 Oct 2026
- eComp workflow
- An automated upload bot queues eligible signed records, verifies the patient against the case, uploads them to the DOL eComp portal, and records confirmation numbers.checked 12 Oct 2026
- HIPAA and BAA
- CaseFlow360 says it operates as a HIPAA business associate and executes a Business Associate Agreement as part of onboarding; its HIPAA page notes that HIPAA has no official software certification.checked 12 Oct 2026
- Integrations
- The site describes clearinghouse claim submission, DOL eComp uploads, and third-party email, messaging and cloud services, but does not name specific providers.checked 12 Oct 2026
- Intended users
- The platform is built for federal workers’ compensation clinics, state workers’ compensation providers, personal injury practices, and multi-location organizations.checked 12 Oct 2026
- Product
- CaseFlow360 is case management, EMR and workflow automation software for federal workers’ compensation, state workers’ compensation and personal injury organizations.checked 12 Oct 2026
- Purpose
- CaseFlow360 combines case management, EMR, medical billing, scheduling, patient messaging, AI automation, and compliance reporting for workers’ compensation and personal injury organizations.checked 12 Oct 2026
- Recovery
- The security page says deleted records are archived for seven days and that the managed database has automated backups with point-in-time recovery.checked 12 Oct 2026
- Reporting dashboards
- Yeschecked 24 Sep 2026
- Scheduling and texting
- The platform offers clinic calendars, recurring treatment plans, automated appointment reminders, and two-way patient texting with consent and opt-out handling.checked 12 Oct 2026
- Security
- The security page describes role-based row-level access, clinic-scoped permissions, optional multifactor authentication, encryption in transit and at rest, private document storage, audit trails, and automated backups.checked 12 Oct 2026
- Support and contact
- The about page invites prospective customers to contact the team at [email protected] or (469) 210-7273 to see the platform against their caseload.checked 12 Oct 2026
- Support and sales
- The about page invites organizations to contact the team for a walkthrough at [email protected] or (469) 210-7273.checked 12 Oct 2026
- Workflow automation
- Yeschecked 24 Sep 2026
Where it runs
- Appointments and messaging
- The platform supports clinic scheduling, automated reminders and two-way patient SMS with consent and opt-out handling.checked 12 Oct 2026
Money
- Billing
- The billing module supports CMS-1500 and 837P claims, eligibility checks, clearinghouse submission, ERA/835 posting, denials, and accounts receivable tracking.checked 12 Oct 2026
- Pricing and trial
- The opened pricing URL was inaccessible, and the pages reviewed direct visitors to request a demo without stating a price or trial duration.checked 12 Oct 2026
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