CaseMgmt
The facts below are what the maker publishes about CaseMgmt, checked and dated. Our editors have not written about it yet.
Plans and prices
From CaseMgmt's own pricing page, checked 3 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $229 a month | Up to 3 users · Unlimited cases · Referral portal · SMS & fax credits · HIPAA compliant · $229/mo |
| Professional | $379 a month | Up to 7 users · Everything in Starter · Patient forms & e-signature · Priority support · Advanced reports · $379/mo |
| Business | $599 a month | Up to 15 users · Everything in Pro · Dedicated support · Custom branding · Advanced analytics · $599/mo |
The facts
Each one read from CaseMgmt's own pages, with the date it was checked.
What it does
- Audit trail
- Yeschecked 24 Sep 2026
- Cancellation and export
- After cancellation, data remains available for export for 30 days after the billing period ends, after which it is deleted or de-identified subject to stated exceptions.checked 3 Oct 2026
- Case intake forms
- Yeschecked 24 Sep 2026
- Case tracking
- The case workflow tracks patient demographics, medical history, diagnoses, medications, notes, documents, care plans, and a case lifecycle from intake through discharge and closure.checked 3 Oct 2026
- Custom case fields
- Yeschecked 24 Sep 2026
- Deployment
- cloudchecked 24 Sep 2026
- HIPAA and BAA
- CaseMgmt states it is HIPAA compliant and provides a signed Business Associate Agreement to customers managing protected health information.checked 3 Oct 2026
- Hosting
- The company says data is hosted on AWS infrastructure within the United States, with multi-tenant data isolation and automated backups.checked 3 Oct 2026
- Integrations
- The product lists QuickBooks Online invoice sync, fax delivery through the customer's SRFax account, Twilio patient SMS, Stripe subscription billing, and AWS infrastructure.checked 3 Oct 2026
- Intended users
- The product is designed for nurse case management companies and describes workflows for admins, nurse case managers, internal case managers, and billing staff.checked 3 Oct 2026
- Patient forms
- Patients can complete forms from any device through a secure email or SMS link, and signed forms are automatically filed as PDFs in the patient chart.checked 3 Oct 2026
- Purpose
- CaseMgmt is an all-in-one platform for nurse case management companies to manage referrals, track cases, bill clients, and generate CMS-1500 claims.checked 3 Oct 2026
- Referral intake
- External referral sources such as attorneys, physicians, and providers can submit referrals through a self-service portal, with status tracking and referral-to-case conversion.checked 3 Oct 2026
- Reporting dashboards
- Yeschecked 24 Sep 2026
- Security
- The security page states data is encrypted at rest with 256-bit AES and in transit with TLS 1.2 or higher, with role-based access controls and audit logging.checked 3 Oct 2026
- Workflow automation
- Yeschecked 24 Sep 2026
Money
- Billing
- Billing tools generate invoices from tracked hours, mileage, travel, wait time, and expenses, and support batch invoicing and CMS-1500 generation.checked 3 Oct 2026
- Free plan
- Nochecked 24 Sep 2026
- Plan limits
- All displayed plans include unlimited active cases; the Starter, Professional, and Business tiers list user caps of 3, 7, and 15 respectively.checked 3 Oct 2026
- Trial
- The site advertises a 7-day free trial with no credit card required, and its policy says a trial converts to a paid plan if a payment method is supplied.checked 3 Oct 2026
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