Persimmony Case Management
Persimmony Case Management brings client records and interactions together for public health, social services, and healthcare organizations.
What Persimmony Case Management is
Persimmony Case Management brings client records and interactions together for public health, social services, and healthcare organizations. Linked client profiles can include appointments, vitals, medications, encounters, assessments, and family connections. Organizations can tailor forms, assessments, and workflows to specific programs, while teams coordinate through real-time case sharing, supervisor review and approvals, granular permissions, scheduling, alerts, and reminders. The product supports client self-service assessments, secure in-app team messaging, and client communication by text and email. Compliance and oversight tools include version control, change logs, audit trails, program-specific logic, automated error checks, provider uploads, and custom reporting. Persimmony says its API can connect the platform with EHRs, scheduling systems, and other critical systems. Cloud-based access is available on web, Android, and iOS, with an API. The maker says customer data is encrypted in transit and at rest, it undergoes an independent SOC 2 Type II audit annually, and it acts as a HIPAA business associate under signed agreements. Pricing is on request, and there is no free plan.
Good
- Profiles can include varied client information
- Customizable forms and program workflows
- Includes audit trails and change logs
- Supports secure team and client messaging
- Available on web, Android, and iOS
Watch out
- Pricing is on request
- No free plan
- Data migration may take a few weeks
Who it suits
It suits government agencies and nonprofits working in public health, social services, and healthcare. Organizations needing program-specific workflows, shared case oversight, and client communication tools may find its features relevant.
Verdict
Persimmony brings client records, team workflows, communication, and compliance tools into a cloud-based system. Organizations should request pricing and account for the possibility that data migration takes a few weeks.
Plans and prices
From Persimmony Case Management's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Persimmony Case Management | Priced on request | Fixed number of user licenses specified in the order; additional licenses priced per license; annual advance invoicing · Pricing is confidential and specified in the customer’s order. |
The facts
Each one read from Persimmony Case Management's own pages, with the date it was checked.
What it does
- Audience
- The maker describes Persimmony as software for government health and human services agencies and highlights use in public health, social services, and healthcare.checked 12 Oct 2026
- Audit trail
- Yeschecked 22 Sep 2026
- Case intake forms
- Yeschecked 22 Sep 2026
- Client records
- Client views can include appointments, vitals, medications, encounters, assessments, and family connections.checked 12 Oct 2026
- Collaboration
- Features include real-time case sharing, supervisor review and approval workflows, granular permissions, team scheduling, and alerts.checked 12 Oct 2026
- Compliance and reporting
- The product supports version control, change logs, audit trails, program-specific logic, automated error checks, provider uploads, and custom reporting.checked 12 Oct 2026
- Compliance tools
- Compliance features include version control, change logs, audit trails, program-specific logic, automated error checks, and custom reporting.checked 12 Oct 2026
- Customization
- Assessments and workflows can be customized to an organization’s programs and requirements.checked 12 Oct 2026
- Custom workflows
- The product offers adaptive forms and customizable assessments and workflows for specific programs.checked 12 Oct 2026
- Deployment
- cloudchecked 22 Sep 2026
- Implementation
- The maker says users can be up and running immediately, while data migration may take a few weeks.checked 12 Oct 2026
- Integrations
- Persimmony says its API can connect the product with EHRs, scheduling systems, and other critical systems.checked 12 Oct 2026
- Intended customers
- Persimmony describes its focus as government agencies and nonprofits, including public health and community healthcare programs.checked 12 Oct 2026
- Messaging
- The product supports secure in-app team messaging and client communication by text and email.checked 12 Oct 2026
- Pricing
- The case management product page directs visitors to book a demo and does not state a price.checked 12 Oct 2026
- Purpose
- Persimmony Case Management brings client documentation and interactions together for public health, social services, and healthcare organizations.checked 12 Oct 2026
- Reporting dashboards
- Yeschecked 22 Sep 2026
- Security
- Persimmony says it encrypts customer data in transit and at rest, completes an independent SOC 2 Type II audit annually, and acts as a HIPAA business associate under signed agreements.checked 12 Oct 2026
- Support
- Support requests can be submitted 24/7, and the support team is available Monday through Friday from 7:00 AM to 7:00 PM Central Time, excluding Persimmony-observed holidays.checked 12 Oct 2026
- Workflow automation
- Yeschecked 22 Sep 2026
The company
- Founded
- 2002checked 28 Sep 2026
- Headquarters
- Plano, Texas, United Stateschecked 28 Sep 2026
- Team oversight
- Features include real-time case sharing, supervisor review and approval workflows, granular permissions, team scheduling, alerts, and reminders.checked 12 Oct 2026
Where it runs
- Platform access
- Persimmony describes its platform as cloud-native, mobile-friendly, and API-first; the product page also says users can access information anytime and anywhere.checked 12 Oct 2026
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