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Spear Case Management
What Spear Case Management is
Spear Case Management is a cloud-deployed Microsoft Power Platform application for property and casualty claims organizations. It places clinical, operational, and documentation work in a shared claim workspace for case managers and adjusters. Structured intake can record referral context, pain screening, medical history, psychosocial review, surgeries, medications, barriers, and recommendations. Utilization review workflows cover initial review, telephone conference, appeals, physician evaluation, and inpatient stay review. Authorization records hold physician, specialty, diagnosis, ICD and CPT/HCPCS codes, frequency, quantity, and approval status. Return-to-work tracking includes employment, wages, projected and actual dates, lost time, restricted duty, recommendations, and savings. Referrals, documents, versioning, lifecycle dates, approvals, denials, notes, dashboards, and management reports are supported. Dataverse provides configurable forms, views, business rules, and role-based security. The product connects directly to SpearClaims. Pricing is by request, and Spear states it is SOC 2 Type 2 certified.
Who it suits
Carriers, third-party administrators, risk pools, public entities, self-insured groups, and self-insured employers managing claims-related case work. It suits teams needing clinical, utilization, referral, return-to-work, and audit tracking.
What it does well
- Claim-centered workspace for case teams
- Structured clinical and authorization intake
- Utilization review workflows
- Return-to-work and savings tracking
- Configurable Dataverse security and forms
What to know first
- Pricing is available only by request
- Built for property and casualty claims organizations
- Cloud and web deployment required
- Advanced configuration uses Microsoft Power Platform
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Spear Case Management | Pricing by request · Built for P&C claims organizations | On request |
As spear-tech.com lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
Spear Case Management brings medical, operational, referral, and documentation workflows into one claims workspace. Its configurable Dataverse foundation and detailed audit fields support organizations that need structured oversight across case activity.
Facts from Spear Case Management's own pages
- Audience
- The product page names carriers, third-party administrators, risk pools, public entities, self-insured groups, and self-insured employers as audiences. · spear-tech.com, 12 Oct 2026
- Audit trail
- Yes · spear-tech.com, 21 Sept 2026
- Authorization
- Request for Authorization records capture physician, specialty, diagnosis, ICD and CPT/HCPCS codes, frequency, quantity, and approval status. · spear-tech.com, 12 Oct 2026
- Authorization requests
- Request for Authorization records can capture physician, specialty, diagnosis, ICD and CPT/HCPCS codes, frequency, quantity, and approval status. · spear-tech.com, 12 Oct 2026
- Case workspace
- It brings clinical, operational, and documentation activity into a claim-centered workspace for case managers and adjusters. · spear-tech.com, 12 Oct 2026
- Claim workspace
- The product brings clinical, operational, and documentation activity into a shared claim-centered workspace for case managers and adjusters. · spear-tech.com, 12 Oct 2026
- Clinical intake
- Structured intake fields cover referral context, pain screening, medical history, psychosocial review, prior surgeries, medications, barriers, and recommendations. · spear-tech.com, 12 Oct 2026
- Company security
- Spear’s website states that the company is SOC 2 Type 2 certified. · spear-tech.com, 12 Oct 2026
- Compliance
- Spear states that it is SOC 2 Type 2 compliant, building on Microsoft Trust Center commitments. · spear-tech.com, 12 Oct 2026
- Deployment
- cloud · spear-tech.com, 21 Sept 2026
- Documents and audit
- The product includes case document management, document versioning, lifecycle dates, approval and denial information, and categorized note history for audit oversight. · spear-tech.com, 12 Oct 2026
- Founded
- 2009 · spear-tech.com, 28 Sept 2026
- Headquarters
- Denver, Colorado, USA · spear-tech.com, 28 Sept 2026
- Intake
- Intake fields cover referral context, pain screening, medical history, psychosocial review, prior surgeries, conditions, medications, barriers, and recommendations. · spear-tech.com, 12 Oct 2026
- Case intake forms
- Yes · spear-tech.com, 21 Sept 2026
- Integration
- Spear Case Management is an integrated SpearSuite component connected directly to SpearClaims. · spear-tech.com, 12 Oct 2026
- Platform
- The product is a model-driven Microsoft Power Platform application built on Dataverse, with configurable forms, views, business rules, and role-based security. · spear-tech.com, 12 Oct 2026
- Pricing
- The maker provides a Request Pricing link; the opened product page does not show a price. · spear-tech.com, 12 Oct 2026
- Pricing availability
- The product page links to a solution brief and does not state a price or trial offer. · spear-tech.com, 12 Oct 2026
- Purpose
- Spear Case Management coordinates medical activity, utilization review, return to work, referrals, and program savings for property and casualty claims organizations. · spear-tech.com, 12 Oct 2026
- Referrals
- Field case management and ancillary referrals can track services such as diagnostics, therapy, durable medical equipment, and transportation through closure. · spear-tech.com, 12 Oct 2026
- Reporting
- Structured case data supports operational dashboards and management reporting, including status, assignments, referrals, appointments, utilization reviews, lost time, and savings. · spear-tech.com, 12 Oct 2026
- Reporting and savings
- Structured case data supports operational dashboards and management reporting, while savings codes connect financial impact to case activity. · spear-tech.com, 12 Oct 2026
- Reporting dashboards
- Yes · spear-tech.com, 21 Sept 2026
Where Spear Case Management stands on Freedom251
- Case Management Software#75 of 177