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Persimmony Case Management
What Persimmony Case Management is
Persimmony Case Management is cloud software for government agencies and nonprofits in public health, social services, and healthcare. It brings client documentation and interactions into linked profiles that can include appointments, vitals, medications, encounters, assessments, and family connections. Organizations can customize forms, assessments, and workflows for their programs. Teams get real-time case sharing, supervisor review and approval, granular permissions, scheduling, alerts, reminders, and secure in-app messaging. Clients can complete self-service assessments and communicate by text or email. Compliance tools include version control, change logs, audit trails, program-specific logic, automated error checks, provider uploads, and custom reporting. An API can connect with EHRs, scheduling systems, and other systems. Access is available through web, Android, iOS, and API. Persimmony says data is encrypted in transit and at rest, with annual independent SOC 2 Type II audits and HIPAA business-associate agreements. Pricing is confidential and specified in customer orders; there is no free plan.
Who it suits
This product suits government agencies and nonprofits managing public health, social services, or healthcare cases. It is designed for organizations needing customizable workflows, team oversight, compliance controls, and connected systems.
What it does well
- Customizable forms and workflows
- Linked client profiles
- Real-time case sharing
- Audit trails and change logs
- Web, Android, iOS, and API access
What to know first
- No free plan
- Pricing is confidential
- Data migration may take a few weeks
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Persimmony Case Management | Pricing is confidential and specified in the customer’s order. · Fixed number of user licenses specified in the order; additional licenses priced per license; annual advance invoicing | On request |
As persimmony.com lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
Persimmony Case Management combines configurable case processes, team coordination, client communication, and compliance tools in a cloud platform. Organizations must request pricing and plan for a customer-specific order.
Facts from Persimmony Case Management's own pages
- Audience
- The maker describes Persimmony as software for government health and human services agencies and highlights use in public health, social services, and healthcare. · persimmony.com, 12 Oct 2026
- Audit trail
- Yes · persimmony.com, 22 Sept 2026
- Client records
- Client views can include appointments, vitals, medications, encounters, assessments, and family connections. · persimmony.com, 12 Oct 2026
- Collaboration
- Features include real-time case sharing, supervisor review and approval workflows, granular permissions, team scheduling, and alerts. · persimmony.com, 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. · persimmony.com, 12 Oct 2026
- Compliance tools
- Compliance features include version control, change logs, audit trails, program-specific logic, automated error checks, and custom reporting. · persimmony.com, 12 Oct 2026
- Customization
- Assessments and workflows can be customized to an organization’s programs and requirements. · persimmony.com, 12 Oct 2026
- Custom workflows
- The product offers adaptive forms and customizable assessments and workflows for specific programs. · persimmony.com, 12 Oct 2026
- Deployment
- cloud · persimmony.com, 22 Sept 2026
- Founded
- 2002 · persimmony.com, 28 Sept 2026
- Headquarters
- Plano, Texas, United States · persimmony.com, 28 Sept 2026
- Implementation
- The maker says users can be up and running immediately, while data migration may take a few weeks. · persimmony.com, 12 Oct 2026
- Case intake forms
- Yes · persimmony.com, 22 Sept 2026
- Integrations
- Persimmony says its API can connect the product with EHRs, scheduling systems, and other critical systems. · persimmony.com, 12 Oct 2026
- Intended customers
- Persimmony describes its focus as government agencies and nonprofits, including public health and community healthcare programs. · persimmony.com, 12 Oct 2026
- Messaging
- The product supports secure in-app team messaging and client communication by text and email. · persimmony.com, 12 Oct 2026
- 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. · persimmony.com, 12 Oct 2026
- Pricing
- The case management product page directs visitors to book a demo and does not state a price. · persimmony.com, 12 Oct 2026
- Purpose
- Persimmony Case Management brings client documentation and interactions together for public health, social services, and healthcare organizations. · persimmony.com, 12 Oct 2026
- Reporting dashboards
- Yes · persimmony.com, 22 Sept 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. · persimmony.com, 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. · persimmony.com, 12 Oct 2026
- Team oversight
- Features include real-time case sharing, supervisor review and approval workflows, granular permissions, team scheduling, alerts, and reminders. · persimmony.com, 12 Oct 2026
- Workflow automation
- Yes · persimmony.com, 22 Sept 2026
Where Persimmony Case Management stands on Freedom251
- Case Management Software#31 of 177