Case Management for Social Workers – And for Not So Social Ones, Too
Whether You’re Engaging Clients or Managing Behind the Scenes, Our Tools Simplify Every Step of the Way

Case-Centric Right from the Start
Document assessments and store progress notes electronically during client sessions. Save precious time by building up a client case right into the Case File.

Case Management
Develop and implement comprehensive case management plans that address clients’ needs and goals one case file at a time.
Assessment and Evaluation
Gather and document detailed information about the client’s background, needs, and challenges. Keep accurate and thorough records inside the case file from client intake, needs assessment, and case documentation.


Schedule and Track Appointments
Conveniently schedule your counseling sessions with clients in a modern, user-friendly, and easy-to-use calendar.
Issue Invoices and Receive Payment
Issue invoices and send them to payers. Record payments towards outstanding invoices as you receive them and keep an up-to-date balance for every case file.

Social work coordination and collaboration with other healthcare providers just got easier.
Case-Centric
Each case is managed as a distinct entity with a unique beginning and end. The unpredictable nature of case management, due to external events or otherwise, and the need for collaboration among professionals from other disciplines bring Case Files to the center of casework.
Keep More of Your Hard-Earned Cash
With unlimited users, providers, and location plans, our prices cannot be beaten. When you combine sophisticated functionality and unlimited provider access with the price of a subscription, you won’t find a more affordable system.
Network and Collaborate with Others
Right at the start, work with healthcare providers from various disciplines and collaborate on client Case Files. Have case file stakeholders upload assessment reports and other documents to the client’s case file.
From Onboarding to Support, You Are Covered
We’ll help you get up and running and continue with the stellar support provided by our expert team.