Freedom251 › Patient Case Management
PlanStreet
by PlanStreet
What PlanStreet is
PlanStreet is a cloud-based community care and case management platform from PlanStreet in Lexington, Kentucky. It organizes programs, cases, workflows, and referrals for nonprofits, government agencies, and organizations in social, human, and community-based services. Case tools cover client intake, needs assessment, service planning, case tracking, and outcome monitoring. Its form builder provides drag-and-drop components, conditional fields, file uploads, eSignatures, and offline mode. Workflow automation, custom case fields, and audit trails support structured records and processes. Configurable Power BI dashboards provide reporting and analytics for case workers. Integrations include Stripe, PayPal, Square, Google Drive, Google Calendar, Gmail, Microsoft 365, Outlook, OneDrive, Teams, QuickBooks, MRI Housing, and Spillman Records Management. Security descriptions include encryption, role-based access, SSO, monitoring, backups, and incident response. Listed compliance includes HIPAA, CJIS, CCPA, FERPA, TX-RAMP Level 2, SOC 2 Type II, DirectTrust EPCS certification, and FedRAMP Moderate Ready. Pricing is on request, and subscriptions include 24/7 support.
Who it suits
PlanStreet is aimed at nonprofits, government agencies, and social, human, and community service organizations. It fits teams managing referrals, cases, workflows, and outcomes in the cloud.
What it does well
- Drag-and-drop forms with conditional fields
- Workflow automation and custom case fields
- Power BI reporting dashboards
- Web, iOS, Android, and API access
- Listed security and compliance coverage
What to know first
- No free plan
- Pricing is available on request
- Customization services may be required
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Custom pricing plan | Custom licensing plan tailored to the team and budget | On request |
As planstreet.com lists them, read 9 Oct 2026. The maker's own page has the final word.
Verdict
PlanStreet combines intake, service planning, tracking, reporting, integrations, and security controls for community-based case work. Teams should request pricing and assess the listed compliance and implementation options.
Facts from PlanStreet's own pages
- Audit trail
- Yes · planstreet.com, 22 Sept 2026
- Case management
- The platform supports client intake, needs assessment, service planning, case tracking, and outcome monitoring. · planstreet.com, 9 Oct 2026
- Cloud infrastructure
- PlanStreet says its cloud infrastructure uses Microsoft Azure and includes redundancy and disaster recovery. · planstreet.com, 9 Oct 2026
- Compliance
- The security page lists HIPAA, CJIS, CCPA, FERPA, TX-RAMP Level 2, SOC 2 Type II, DirectTrust EPCS certification, and FedRAMP Moderate Ready. · planstreet.com, 9 Oct 2026
- Custom case fields
- Yes · planstreet.com, 22 Sept 2026
- Customization services
- PlanStreet offers implementation, configuration, and personalization services for customers. · planstreet.com, 9 Oct 2026
- Deployment
- cloud · planstreet.com, 22 Sept 2026
- Forms and workflows
- Its form builder includes drag and drop components, conditional fields, file uploads, eSignatures, and offline mode. · planstreet.com, 9 Oct 2026
- Free plan
- No · planstreet.com, 22 Sept 2026
- Headquarters
- Lexington, Kentucky, United States · planstreet.com, 28 Sept 2026
- Case intake forms
- Yes · planstreet.com, 22 Sept 2026
- Integrations
- Listed integrations include Stripe, PayPal, Square, Google Drive, Google Calendar, Gmail, Microsoft 365, Outlook, OneDrive, Teams, QuickBooks, MRI Housing, and Spillman Records Management. · planstreet.com, 9 Oct 2026
- Intended users
- PlanStreet describes its audience as nonprofits, government agencies, and organizations in social, human, and community based services. · planstreet.com, 9 Oct 2026
- Mobile apps
- The pricing page lists iOS and Android apps as included features. · planstreet.com, 9 Oct 2026
- Purpose
- PlanStreet is a community based care and case management platform that organizes programs, cases, workflows, and referrals. · planstreet.com, 9 Oct 2026
- Reporting
- PlanStreet embeds configurable Power BI dashboards and analytics for case workers. · planstreet.com, 9 Oct 2026
- Reporting dashboards
- Yes · planstreet.com, 22 Sept 2026
- Security
- The security page describes data encryption at rest and in transit, role based access controls, SSO, continuous monitoring, backups, and incident response procedures. · planstreet.com, 9 Oct 2026
- Support
- The pricing page says subscriptions include 24/7 support and around the clock expert monitoring. · planstreet.com, 9 Oct 2026
- Workflow automation
- Yes · planstreet.com, 22 Sept 2026
Where PlanStreet stands on Freedom251
- Patient Case Management#3 of 17
- Case Management Software#50 of 177