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CaseMgmt
What CaseMgmt is
CaseMgmt is a cloud platform built for nurse case management companies. It combines referral intake, patient case tracking, billing, and CMS-1500 claim generation. Case records can hold demographics, medical history, diagnoses, medications, notes, documents, and care plans through discharge and closure. Referral sources such as attorneys, physicians, and providers can submit referrals through a self-service portal, follow status, and convert referrals into cases. Billing turns tracked hours, mileage, travel, wait time, and expenses into invoices, including batch invoicing. Patients complete forms through secure email or SMS links, with signed forms filed as PDFs in their charts. The platform includes custom fields, workflow automation, audit trails, and reporting dashboards. CaseMgmt lists QuickBooks Online, SRFax, Twilio, Stripe, and AWS connections. It states HIPAA compliance, signed BAAs, encryption, role-based access, and audit logging. Plans start at $229 a month, with a 7-day trial requiring no credit card.
Who it suits
CaseMgmt suits nurse case management companies and their administrators, case managers, and billing staff. It is designed for teams handling referrals, clinical case records, patient forms, invoicing, and claims.
What it does well
- Referral portal converts submissions into cases
- Tracks cases from intake through closure
- Generates invoices and CMS-1500 claims
- Secure patient forms become chart PDFs
- States HIPAA compliance and signed BAAs
What to know first
- Starts at $229 a month
- Starter limits users to three
- Trial converts to paid with payment method
- Data export available only 30 days after billing ends
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | $229/mo · Up to 3 users · Unlimited cases · Referral portal · SMS & fax credits · HIPAA compliant | $229 a month |
| Professional | $379/mo · Up to 7 users · Everything in Starter · Patient forms & e-signature · Priority support · Advanced reports | $379 a month |
| Business | $599/mo · Up to 15 users · Everything in Pro · Dedicated support · Custom branding · Advanced analytics | $599 a month |
As casemgmt.io lists them, read 3 Oct 2026. The maker's own page has the final word.
Verdict
CaseMgmt brings referral, clinical, billing, and claims work into one cloud workflow for nurse case management companies. Its security and form features are extensive, but pricing and plan user caps matter for smaller teams.
Facts from CaseMgmt's own pages
- Audit trail
- Yes · casemgmt.io, 24 Sept 2026
- Billing
- Billing tools generate invoices from tracked hours, mileage, travel, wait time, and expenses, and support batch invoicing and CMS-1500 generation. · casemgmt.io, 3 Oct 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. · casemgmt.io, 3 Oct 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. · casemgmt.io, 3 Oct 2026
- Custom case fields
- Yes · casemgmt.io, 24 Sept 2026
- Deployment
- cloud · casemgmt.io, 24 Sept 2026
- Free plan
- No · casemgmt.io, 24 Sept 2026
- HIPAA and BAA
- CaseMgmt states it is HIPAA compliant and provides a signed Business Associate Agreement to customers managing protected health information. · casemgmt.io, 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. · casemgmt.io, 3 Oct 2026
- Case intake forms
- Yes · casemgmt.io, 24 Sept 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. · casemgmt.io, 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. · casemgmt.io, 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. · casemgmt.io, 3 Oct 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. · casemgmt.io, 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. · casemgmt.io, 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. · casemgmt.io, 3 Oct 2026
- Reporting dashboards
- Yes · casemgmt.io, 24 Sept 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. · casemgmt.io, 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. · casemgmt.io, 3 Oct 2026
- Workflow automation
- Yes · casemgmt.io, 24 Sept 2026
Where CaseMgmt stands on Freedom251
- Case Management Software#86 of 177