Top 10 Healthcare Case Management Software for 2025

Managing patient care is more complex than ever.

Healthcare providers face endless paperwork, missed follow-ups, and disconnected systems.

These problems don’t just waste time – they affect patient outcomes and staff burnout.

What if there were tools that streamlined care coordination, improved compliance, and reduced manual work?

There are – and you’re in the right place to find them.

In this article, you’ll discover:

• The top healthcare case management software solutions available today
• Key features that simplify care workflows and reporting
• Pros and cons of each platform based on real-world use
• Who each software is best suited for – from hospitals to private practices
• Pricing options to fit different budgets and facility sizes

Keep reading to find the right solution that can improve patient care and reduce administrative stress.

TL;DR: Top 10 Healthcare Case Management Software

1. PlanStreet – Great for nonprofits and human services. Offers case tracking, grant management, and a client portal.

2. DataCare – Focused on workers’ comp. Strong in utilization review, mobile access, and real-time tracking.

3. Solutionreach – Best for patient engagement. Includes reminders, surveys, online scheduling, and reputation management.

4. SimplePractice – Ideal for solo and small practices. Covers telehealth, billing, documentation, and secure client communication.

5. Athenahealth (athenaOne) – Full-featured platform for mid-to-large practices. Combines EHR, billing, and care coordination.

6. iinsight – Built for allied health and disability services. Offers document handling, HR tools, and telehealth support.

7. OSP Labs – Custom-built solutions. Best for organizations needing fully tailored, scalable systems.

8. RXNT – Affordable, all-in-one option for small to mid-size practices. Includes EHR, billing, and e-prescribing.

9. DrChrono – Cloud-based and mobile-friendly. Good for customizable workflows and integrated billing.

10. ClinicSense – Best for massage therapists and allied health. Handles notes, scheduling, and intake with a clean, simple interface.

Our List of Top 10 Healthcare Case Management Software

1. PlanStreen

PlanStreet is a cloud-based healthcare case management software designed to streamline workflows, enhance collaboration, and improve client outcomes for nonprofits and public sector organizations. 

Tailored for human services, it centralizes data, automates tasks, and offers customizable tools to meet diverse organizational needs. 

With features like grant tracking, intake automation, and a secure client portal, PlanStreet empowers agencies to deliver efficient and compliant services. 

Its flexibility and scalability make it suitable for various programs, including mental health services, reentry programs, and foster care.

Key Features

• Case management: Track client progress, manage caseloads, and monitor project timelines.
• Intake automation: Simplify client onboarding with customizable forms and data validation.
• Grant management: Manage proposals, track funding, and generate reports.
• Client portal: Secure platform for clients to access services, documents, and communication tools.
• Analytics & reporting: Generate insights with Power BI dashboards and custom reports.
• Compliance & security: HIPAA-compliant with encrypted data storage and regular backups.

Key Pros 

• Customizable interface: Adaptable to specific organizational processes and requirements.
• Responsive support: 24/7 customer service with implementation assistance.
• Centralized data: All client information stored in one accessible location.
• Efficiency gains: Automation of routine tasks frees up time for client engagement.

Key Cons 

• Learning curve: Initial setup and customization may require time and training.
• Reporting limitations: Some users noted challenges in creating and publishing custom reports.
• Email management: Difficulties in managing group email lists for current program participants.

Who Is the Software For?

• Nonprofit organizations: Serving communities in areas like mental health, housing, and social services.
• Public sector agencies: Managing programs such as Medicaid Waiver, VOCA, and WIOA.
• Mid-size to large enterprises: Requiring scalable solutions for complex case management needs.
• Human services providers: Including foster care, reentry programs, and disaster relief services.

Pricing Plans

PlanStreet offers custom pricing plans tailored to fit organizational budgets and needs. 

Pricing is based on factors like the number of users, required features, and implementation services. 

To obtain a quote, organizations are encouraged to contact PlanStreet’s sales team directly. 

PlanStreet stands out as a versatile and secure healthcare case management software, ideal for organizations seeking to enhance efficiency and client service delivery.

2. DataCare

DataCare is a robust, cloud-based healthcare case management software tailored for the workers’ compensation industry. 

It streamlines workflows for nurse case managers, physicians, and administrative staff, enhancing efficiency and patient outcomes. 

Designed with flexibility in mind, it offers modules for utilization review, medical process management, and an AI-powered document assistant. 

The platform ensures compliance with HIPAA and SOC 2 standards, providing secure and reliable access to vital case information. 

With real-time tracking and mobile accessibility, DateCare empowers healthcare professionals to focus more on patient care and less on administrative tasks.

Key Features

• Comprehensive case management: Monitor patient progress, manage caseloads, and track billable activities in real-time.
• Utilization review module: Streamlines decision-making processes, ensuring compliance and efficiency.
• Medical process management: Automates approvals, integrates guidelines, and enhances claims processing efficiency.
• AI document assistant: Organizes, sorts, and retrieves documents intelligently, reducing manual workload.
• Mobile accessibility: Access case information anytime, anywhere via tablets or smartphones.
• Customizable reporting: Generate tailored reports to meet specific organizational needs.

Key Pros 

• Enhanced efficiency: Automation of routine tasks allows more time for direct patient care.
• User-friendly interface: Intuitive design simplifies navigation and reduces training time.
• Scalability: Suitable for organizations of varying sizes, from small practices to large enterprises.
• Robust support: Dedicated customer service ensures smooth implementation and ongoing assistance.

Key Cons

• Learning curve: Initial setup and customization may require time and training.
• Limited third-party integrations: May not seamlessly integrate with all external systems.
• Customization complexity: Advanced customization options might be complex for some users.

Who Is the Software For?

• Mid-size to large enterprises: Organizations requiring comprehensive case management solutions.
• Healthcare providers: Hospitals, clinics, and assisted living facilities managing patient care.
• Workers’ compensation administrators: Companies handling workers’ compensation claims and processes.
• Third-party administrators (TPAs): Firms providing outsourced claims management services.

Pricing Plans

DataCare offers flexible, usage-based pricing tailored to organizational needs. 

This model ensures cost-effectiveness, especially for smaller practices, by allowing clients to pay for what they use. 

For detailed pricing information and to request a demo, visit their official website.

DataCare stands out as a versatile and secure healthcare case management software, ideal for organizations seeking to enhance efficiency and patient care.

3. Solutionreach

Solutionreach is a comprehensive healthcare case management software designed to enhance patient engagement and streamline administrative tasks for medical practices of all sizes. 

By automating communications such as appointment reminders, digital intake, and payment processing, it aims to reduce no-shows and improve the overall patient experience. 

The platform integrates seamlessly with over 400 EHR and practice management systems, ensuring efficient workflow management. 

With features like two-way texting and patient surveys, Solutionreach facilitates real-time interactions between providers and patients. 

Its HIPAA-compliant infrastructure ensures that all communications and data handling meet stringent security standards.

Key Features

• Appointment reminders: Send personalized text, email, or voice reminders with options for instant cancellation or rescheduling. 
• Two-way texting: Engage in real-time text conversations with patients using your office number. 
• Digital patient intake: Streamline the intake process by sending digital forms to patients before their appointments. 
• Patient surveys: Collect feedback through customized surveys sent automatically post-appointment. 
• Batch messaging: Send messages to groups of patients via email or text, useful for announcements or updates.
• Reputation management: Monitor and manage online reviews to maintain a positive online presence.
• Online scheduling: Allow patients to request appointments online, integrated with your practice management system. 
• Payment technology: Automate payment reminders and enable online payments via various methods. 
• Mobile app: Access the platform on-the-go to communicate with patients anytime, anywhere.
• Insurance eligibility verification: Automate the collection and verification of patient insurance information. 

Key Pros 

• Enhanced patient engagement: Features like two-way texting and personalized reminders improve communication and patient satisfaction.
• Operational efficiency: Automation of routine tasks reduces administrative workload, allowing staff to focus on patient care.
• Comprehensive feature set: Offers a wide range of tools for patient communication, scheduling, and payment processing.
• Scalability: Suitable for practices of varying sizes, from small clinics to large enterprises.

Key Cons 

• Customer support issues: Some users have reported challenges with customer service responsiveness and issue resolution. 
• Cost considerations: Pricing may be higher compared to some competitors, potentially impacting smaller practices.
• Contract flexibility: Reports of long-term contracts that may be difficult to exit if the service doesn’t meet expectations.

Who Is the Software For?

• Small to mid-size practices: Seeking to automate patient communications and administrative tasks.
• Large enterprises: Requiring scalable solutions for multi-location management and patient engagement.
• Dental and vision clinics: Looking for specialized tools to manage appointments, reminders, and patient feedback.
• Healthcare providers: Aiming to enhance patient retention and streamline operations through integrated solutions.

Pricing Plans

Solutionreach offers flexible pricing plans tailored to the needs of different practices:

• Essentials: Includes core features like two-way texting, appointment reminders, and basic online scheduling.
• Plus: Adds advanced features such as digital intake, patient surveys, batch messaging, and reputation management.
• Enterprise: Comprehensive package with all features, suitable for large organizations with multiple locations.

Pricing is customized based on the specific needs and size of the practice. 

For detailed pricing information, it’s recommended to contact Solutionreach directly.

Solutionreach stands out as a robust healthcare case management software, offering a wide array of features to enhance patient engagement and streamline administrative processes. 

Its scalability and comprehensive toolset make it a suitable choice for practices aiming to improve efficiency and patient satisfaction.

4. SimplePractice

SimplePractice is a comprehensive, cloud-based healthcare case management software tailored for health and wellness professionals. 

It streamlines administrative tasks, enhances client engagement, and ensures compliance with healthcare regulations. 

With integrated features like telehealth, billing, and a secure client portal, SimplePractice simplifies the complexities of running a private practice. 

Its intuitive design and customizable templates make it adaptable to various specialties, including mental health, speech-language pathology, and occupational therapy. 

Trusted by over 225,000 practitioners, SimplePractice is a reliable solution for managing and growing a healthcare practice.

Key Features

• Integrated telehealth: Conduct HIPAA-compliant video sessions with clients.
• Secure client portal: Clients can schedule appointments, complete intake forms, and make payments online. 
• Customizable documentation: Access a library of templates for progress notes, assessments, and treatment plans. 
• Automated billing: Generate invoices, process payments, and manage insurance claims efficiently. 
• Calendar management: Sync with external calendars, set availability, and manage appointments seamlessly.
• Mobile app: Manage your practice on-the-go with the SimplePractice mobile application.

Key Pros

• User-friendly interface: Intuitive design simplifies navigation and reduces the learning curve.
• Comprehensive feature set: Combines scheduling, billing, telehealth, and documentation in one platform.
• Secure and compliant: Ensures HIPAA compliance, safeguarding client information.
• Customizable templates: Offers flexibility to tailor documentation to specific practice needs.

Key Cons

• Cost considerations: Pricing may be higher compared to some competitors, especially for solo practitioners.
• Limited customization in reports: Some users desire more flexibility in report generation. 
• Customer support: Reports of slow email support and lack of immediate assistance. 

Who Is the Software For?

• Solo practitioners: Therapists, counselors, and other health professionals managing individual practices.
• Small to mid-size practices: Clinics seeking an all-in-one solution for administrative and clinical needs.
• Specialties: Mental health professionals, speech-language pathologists, occupational therapists, and psychiatrists.

Pricing Plans

SimplePractice offers three subscription plans:

• Starter: $29/month – Includes basic features like scheduling, documentation, and billing.
• Essential: $69/month – Adds features such as telehealth, secure messaging, and website creation. 
• Plus: $99/month – Offers advanced features like calendar sync, client waitlists, and team management.

Additional clinicians can be added to the Plus plan at varying rates depending on the number of clinicians:

• 2 to 5 clinicians: $74/month per clinician
• 6 to 15 clinicians: $72/month per clinician
• 16 or more clinicians: $69/month per clinician 

Practice managers can be added for $39/month per person. 

A 30-day free trial is available for new users.

SimplePractice stands out as a robust and versatile healthcare case management software, ideal for professionals seeking to streamline their practice operations and enhance client care.

5. Athenahealth

Athenahealth is a comprehensive, cloud-based healthcare case management software designed to enhance clinical efficiency, patient engagement, and financial performance. 

Tailored for ambulatory practices, it integrates electronic health records (EHR), medical billing, practice management, and patient communication into a single platform. 

With AI-powered tools and a vast network of over 160,000 providers, athenaOne facilitates seamless care coordination and data-driven decision-making. 

Its customizable workflows and specialty-specific features support diverse medical practices, from small clinics to large health systems. 

AthenaOne’s commitment to interoperability ensures real-time information sharing across care teams, enhancing patient outcomes and operational efficiency.

Key Features

• Electronic health records (EHR): Tailorable documentation with specialty-specific workflows and mobile access. 
• Practice management: Streamlined scheduling, billing, and revenue cycle management with AI-driven automation. 
• Patient engagement: Integrated patient portal, telehealth capabilities, and automated communication tools.
• Care coordination: Collaborative tools for care teams, secure messaging, and access to a national network of providers. 
• Reporting & analytics: Customizable dashboards and insights to monitor performance and identify improvement areas.

Key Pros

• Comprehensive integration: Combines EHR, billing, and patient engagement in one platform, reducing the need for multiple systems.
  
• Scalability: Suitable for practices of various sizes, from solo practitioners to large health systems.
• Data-driven insights: Provides actionable analytics to enhance clinical and financial outcomes. 
• Robust support: Offers 24/7 customer service, personalized training, and dedicated customer success managers. 

Key Cons

• Learning curve: Some users report that the system can be complex to navigate initially. 
• Cost considerations: Pricing may be higher compared to some competitors, especially for smaller practices. 
• Billing services: While comprehensive, some users have noted limitations in coding services, necessitating in-house billing expertise. 

Who Is the Software For?

• Small to medium practices: Clinics seeking an integrated solution for EHR, billing, and patient engagement.
• Large health systems: Organizations requiring scalable solutions with robust care coordination and analytics.
• Specialty practices: Including behavioral health, orthopedics, pediatrics, and women’s health. 
• Federally qualified health centers: Facilities needing comprehensive reporting and compliance tools.

Pricing Plans

• Subscription model: Starting at $140 per provider per month. 
• Revenue-based pricing: Charges 4-7% of total practice revenue for billing services. 
• Additional costs: Data migration, training, and custom integrations may incur extra fees. 
• No long-term contracts: Offers flexibility with minimal upfront costs and transparent pricing. 

Athenahealth stands out as a robust, all-in-one healthcare case management software, ideal for practices aiming to enhance efficiency, patient care, and financial performance.

6. iinsight®

iinsight® is a cloud-based healthcare case management software tailored for allied health, occupational rehabilitation, and disability service providers. 

It streamlines administrative tasks, enhances compliance, and improves client outcomes through automation and centralized data management. 

With features like drag-and-drop document handling, customizable templates, and integrated billing, iinsight® simplifies complex workflows. 

Its scalable design accommodates practices of all sizes, offering flexibility through per-user or per-case licensing models. 

Trusted by professionals across various sectors, iinsight® is a robust solution for efficient and effective case management.

Key Features

• Automated workflows: Standardize processes to reduce errors and enhance efficiency. 
• Drag-and-drop document management: Easily upload and organize files within client records. 
• Customizable templates: Create tailored templates for reports, invoices, and emails to suit specific needs. 
• Online referral forms: Simplify client intake with embeddable, customizable forms.
• Plan and budget management: Track budgets, set alerts for funding thresholds, and manage timelines effectively. 
• Integrated HR module: Manage staff competencies, certifications, and KPIs within the platform. 
• Telehealth integration: Schedule and conduct secure online appointments directly through the system.
• Real-time reporting: Generate comprehensive reports on cases, finances, and employee performance. 
• Third-party integrations: Seamlessly connect with tools like Xero, Outlook, Gmail, and Zoom for enhanced functionality.

Key Pros

• User-friendly interface: Intuitive design reduces the learning curve and enhances user adoption.
• Comprehensive feature set: Offers a wide range of tools to manage various aspects of case management in one platform.
• Scalability: Flexible licensing models accommodate practices of different sizes and needs. 
• Responsive support: Dedicated customer service and training resources facilitate smooth implementation and ongoing use.

Key Cons

• Additional costs for integrations: Connecting with certain third-party applications like Xero may incur extra fees. 
• Performance during peak times: Some users have reported slower system performance during high-usage periods. 
• Limited file subcategorization: Organizing documents into subcategories for easier searching can be challenging.

Who Is the Software For?

• Allied health professionals: Including occupational therapists, physiotherapists, and speech pathologists.
• Disability service providers: Organizations managing NDIS and similar programs.
• Rehabilitation consultants: Focusing on return-to-work and injury management cases.
• Nonprofit organizations: Handling complex case management and reporting requirements.
• Small to large enterprises: Seeking scalable solutions for comprehensive case management.

Pricing Plans

• Per user plan: Starting at $64.50 per user per month, suitable for practices with a defined number of users. 
• Per case plan: A one-time fee per case, allowing unlimited user access for the lifetime of the case. 
• Additional services:
  • Xero integration: $25/month for two-way synchronization with Xero accounting software.
  • SMS functionality: $10/month for a dedicated phone number, plus $0.15 per sent SMS.

iinsight® offers a 14-day free trial without requiring credit card details, allowing potential users to explore its features and determine suitability for their practice.

7. OSP Labs

OSP Labs offers custom-built healthcare case management software designed to streamline clinical operations, enhance patient care, and improve administrative efficiency. 

Their solutions integrate various functionalities, including electronic health records (EHR), revenue cycle management (RCM), telehealth, and patient engagement tools, tailored to meet the specific needs of healthcare providers. 

By leveraging advanced technologies like artificial intelligence and robotic process automation, OSP Labs aims to reduce manual workloads, minimize errors, and facilitate data-driven decision-making. 

Their commitment to interoperability ensures seamless integration with existing systems, promoting coordinated care and improved patient outcomes. 

With a focus on scalability and customization, OSP Labs serves a diverse clientele, from small clinics to large health systems.

Key Features

• Customizable EHR integration: Tailored electronic health record systems that align with specific clinical workflows.
• Revenue cycle management: Comprehensive RCM solutions to optimize billing processes and enhance financial performance. 
• Telehealth capabilities: Integrated telemedicine features to facilitate remote consultations and expand patient access.
• Patient engagement tools: Features like patient portals and communication platforms to improve patient-provider interactions.
• Robotic process automation: Automation of repetitive administrative tasks to increase efficiency and reduce errors.
• Interoperability solutions: Ensuring seamless data exchange between disparate healthcare systems. 

Key Pros 

• Tailored solutions: Custom software development ensures alignment with specific organizational needs. 
• Enhanced efficiency: Automation and integration reduce manual workloads and streamline operations. 
• Improved patient care: Tools designed to enhance patient engagement and care coordination.
• Scalability: Solutions that can grow with the organization, accommodating expanding needs. 

Key Cons

• Implementation time: Custom solutions may require longer development and deployment periods.
• Cost considerations: Tailored software development can be more expensive than off-the-shelf alternatives.
• Resource allocation: Successful implementation may necessitate dedicated internal resources for collaboration and testing.

Who Is the Software For?

• Small to large healthcare providers: Organizations seeking customized solutions to meet unique operational needs.
• Specialty clinics: Facilities requiring tailored functionalities specific to their area of practice.
• Health systems: Large networks aiming for integrated solutions across multiple departments and locations.
• Healthcare startups: New entrants looking for scalable and flexible software solutions.

Pricing Plans

OSP Labs offers customized pricing based on the specific requirements and scope of the project. 

As a bespoke software development company, costs are determined by factors such as feature complexity, integration needs, and development timelines. 

Interested organizations are encouraged to contact OSP Labs directly for a detailed consultation and quote.

OSP Labs stands out as a provider of tailored healthcare case management solutions, focusing on integrating advanced technologies to meet the unique needs of healthcare organizations. 

Their commitment to customization and interoperability makes them a viable option for providers seeking to enhance operational efficiency and patient care.

8. RXNT

RXNT is a cloud-based healthcare case management software offering an integrated suite of tools designed to streamline clinical and administrative workflows for medical practices of all sizes. 

Founded in 1999, RXNT provides solutions including Electronic Health Records (EHR), Practice Management (PM), Medical Billing, E-Prescribing (eRx), Scheduling, and Patient Engagement, all accessible via desktop and mobile applications. 

The platform is HIPAA-compliant and ONC-ACB certified, ensuring data security and regulatory compliance. 

With over 100 million prescriptions transmitted and 5 billion claims processed, RXNT has established itself as a reliable solution in the healthcare IT landscape. 

Key Features

• Electronic health records (EHR): Customizable charting, integrated e-prescribing, lab and imaging orders, and patient portal access.
• Practice management (PM): Appointment scheduling, insurance eligibility checks, and patient billing functionalities.
• Medical billing: Automated claims submission, denial management, and revenue cycle reporting.
• E-prescribing (eRx): EPCS-certified, PDMP-integrated, and Surescripts-certified for secure prescription management. 
• Patient engagement: Secure messaging, appointment reminders, and online bill pay through the patient portal.
• Mobile applications: iOS and Android apps for on-the-go access to patient information and practice management tools.

Key Pros

• User-friendly interface: Intuitive design simplifies navigation and reduces the learning curve. 
• Comprehensive integration: Seamless integration across EHR, PM, billing, and eRx modules enhances workflow efficiency.
• Cost-effective: Transparent pricing with no hidden fees, including free setup, training, and support.
• Mobile accessibility: Full-featured mobile apps allow providers to manage their practice remotely.

Key Cons

• Customer support challenges: Some users report slow response times and difficulties in reaching support staff. 
• System performance: Occasional system lags and crashes have been noted, impacting workflow continuity.
• Customization limitations: Certain templates and features may lack flexibility, requiring additional time for configuration. 

Who Is the Software For?

• Small to medium-sized practices: Clinics seeking an affordable, integrated solution for managing clinical and administrative tasks.
• Specialty practices: Providers in fields such as psychiatry, internal medicine, and physical therapy requiring tailored functionalities.
• Hospice and palliative care providers: Organizations needing robust e-prescribing and patient management tools.
• Billing companies: Firms looking for comprehensive billing and revenue cycle management capabilities.

Pricing Plans

RXNT offers modular pricing to accommodate various practice needs:

• Full suite: Includes EHR, PM, Billing, eRx, Scheduling, and Patient Engagement tools.
• EHR bundle: Comprises EHR, eRx, Scheduling, and Patient Engagement features.
• PM bundle: Focuses on Practice Management, Billing, and Scheduling functionalities.
  
• E-prescribing: Standalone eRx module with mobile access and prescription management.

Pricing starts at $75 per month, with the highest price point at $650, depending on the selected modules and practice size. 

For detailed pricing information and to request a customized quote, visit the RXNT website.

RXNT stands out as a comprehensive, cost-effective healthcare case management solution, offering a suite of integrated tools designed to enhance practice efficiency and patient care. 

Its user-friendly interface, mobile accessibility, and transparent pricing make it a viable option for various healthcare providers seeking to streamline their operations.

9. DrChrono

DrChrono is a cloud-based healthcare case management software offering an integrated suite of tools designed to streamline clinical and administrative workflows for medical practices of all sizes. 

Founded in 2009, DrChrono provides solutions including Electronic Health Records (EHR), Practice Management (PM), Medical Billing, E-Prescribing (eRx), Scheduling, and Patient Engagement, all accessible via desktop and mobile applications. 

The platform is HIPAA-compliant and ONC-ACB certified, ensuring data security and regulatory compliance. 

With a focus on customization and mobility, DrChrono aims to enhance the efficiency and effectiveness of healthcare providers.

Key Features

• Electronic health records (EHR): Customizable charting, integrated e-prescribing, lab and imaging orders, and patient portal access.
• Practice management (PM): Appointment scheduling, insurance eligibility checks, and patient billing functionalities.
• Medical billing: Automated claims submission, denial management, and revenue cycle reporting.
• E-prescribing (eRx): EPCS-certified, PDMP-integrated, and Surescripts-certified for secure prescription management.
• Patient engagement: Secure messaging, appointment reminders, and online bill pay through the patient portal.
• Mobile applications: iOS and Android apps for on-the-go access to patient information and practice management tools.

Key Pros

• User-friendly interface: Intuitive design simplifies navigation and reduces the learning curve.
• Comprehensive integration: Seamless integration across EHR, PM, billing, and eRx modules enhances workflow efficiency.
• Customization: Offers customizable templates and workflows to fit specific practice needs.
• Mobile accessibility: Full-featured mobile apps allow providers to manage their practice remotely.

Key Cons

• Customer support challenges: Some users report slow response times and difficulties in reaching support staff.
• System performance: Occasional system lags and crashes have been noted, impacting workflow continuity.
• Pricing transparency: Detailed pricing information is not readily available on the website, requiring direct contact for quotes. 

Who Is the Software For?

• Small to medium-sized practices: Clinics seeking an affordable, integrated solution for managing clinical and administrative tasks.
• Specialty practices: Providers in fields such as psychiatry, internal medicine, and physical therapy requiring tailored functionalities.
• Hospice and palliative care providers: Organizations needing robust e-prescribing and patient management tools.
• Billing companies: Firms looking for comprehensive billing and revenue cycle management capabilities.

Pricing Plans

DrChrono offers modular pricing to accommodate various practice needs. 

However, specific pricing details are not publicly disclosed on their website. 

Interested organizations are encouraged to contact DrChrono directly to obtain customized pricing based on their specific needs and organizational structure.

DrChrono stands out as a comprehensive, customizable healthcare case management solution, offering a suite of integrated tools designed to enhance practice efficiency and patient care. 

Its user-friendly interface, mobile accessibility, and focus on customization make it a viable option for various healthcare providers seeking to streamline their operations.

10. ClinicSense

ClinicSense is a cloud-based healthcare case management software built for allied health professionals, offering a centralized platform to manage patient records, treatment plans, and administrative workflows.

While it is best known for serving massage therapists and solo practitioners, ClinicSense also provides core case management features like progress note documentation, appointment tracking, intake forms, and patient communication – all essential for effective case tracking and continuity of care.

The platform is fully HIPAA-compliant, making it suitable for healthcare providers who need to store and manage protected health information securely.

Key Features

• SOAP note & progress note documentation: Track treatment plans and outcomes over time with customizable, secure note templates.
• Client intake & health history forms: Digitize and store patient health data for informed, consistent care.
• Integrated scheduling: Link case data directly to appointments, with alerts and reminders for follow-ups.
• Secure client records: All documentation and communication are stored in a centralized, HIPAA-compliant system.
• Client portal: Allows clients to review their history, complete forms, and communicate securely with providers.

Key Pros

• Streamlined case tracking: Each client’s health records, treatment plans, and visit history are easily accessible in one place.
• Automation: Intake forms, reminders, and follow-up messages help ensure continuity of care without manual effort.
• User-friendly interface: Simplifies the workflow for solo or small-practice clinicians without needing a complex EMR system.
• Documentation compliance: Templates ensure consistent documentation for audits or insurance claims.

Key Cons

• Not ideal for complex clinical cases: Lacks advanced features like lab integration or multidisciplinary team workflows.
• Limited analytics: Does not offer robust case outcome tracking or population health insights.
• Basic reporting tools: While sufficient for small practices, larger healthcare providers may need more advanced analytics.

Who Is the Software For?

• Solo practitioners & small clinics: Ideal for massage therapists, physical therapists, and similar allied health roles.
• Wellness and preventative health providers: Great for providers focused on tracking individual progress over time.
• Entry-level case managers: Professionals who need simple tools for managing recurring clients with basic treatment plans.

Pricing Plans 

• Lite ($39/month) – For part-time users managing basic case files and appointments.
• Standard ($69/month) – Adds SMS reminders and marketing tools, ideal for growing caseloads.
• Premium ($99/month) – Best for high-volume practices with unlimited notes, forms, and priority support.

Each tier includes secure documentation, online scheduling, and HIPAA compliance – core requirements for healthcare case management.

ClinicSense is an excellent entry-level healthcare case management software for professionals in allied health and wellness fields. 

It balances essential clinical documentation and administrative tools in a streamlined, affordable platform – especially for small practices that don’t need full-blown EHR systems.

Conclusion

This article gave you an overview of the top 10 healthcare case management software options available right now. 

You learned what each one offers, including features, pros, cons, target users, and pricing.

These tools can help you stay organized, improve patient outcomes, and reduce time spent on admin work. They also help with compliance and give you better visibility into every case.

Of course, your needs may be different from someone else’s, and each software comes with its own strengths.

Take a little time to think about what your practice really needs. If you do that, you’ll make a solid choice and set yourself up for success.