CaseMgmt

6.8easy start · #81 of 177
in Case Management Software

Free to practise onnot on record
Free trialyes
Well documentedyes
Runs where you worknot on record

Runs on Web. Paid plans from $229/mo.

CaseMgmt is ranked #81 of 177 in case management software on The Geeks Club. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $229/mo.

CaseMgmt plans and pricing

All plans

Starter $229/mo $229/mo Up to 3 users · Unlimited cases · Referral portal · SMS & fax credits · HIPAA compliant casemgmt.io · 3 Oct 2026

Professional $379/mo $379/mo Up to 7 users · Everything in Starter · Patient forms & e-signature · Priority support · Advanced reports casemgmt.io · 3 Oct 2026

Business $599/mo $599/mo Up to 15 users · Everything in Pro · Dedicated support · Custom branding · Advanced analytics casemgmt.io · 3 Oct 2026

Compared on case management software

Free plan: No
Case intake forms: Yes
Workflow automation: Yes
Custom case fields: Yes
Audit trail: Yes
Reporting dashboards: Yes
Deployment: cloud

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The record

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.
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.
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.
Billing: Billing tools generate invoices from tracked hours, mileage, travel, wait time, and expenses, and support batch invoicing and CMS-1500 generation.
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.
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.
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.
HIPAA and BAA: CaseMgmt states it is HIPAA compliant and provides a signed Business Associate Agreement to customers managing protected health information.
Hosting: The company says data is hosted on AWS infrastructure within the United States, with multi-tenant data isolation and automated backups.
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.
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.
Plan limits: All displayed plans include unlimited active cases; the Starter, Professional, and Business tiers list user caps of 3, 7, and 15 respectively.
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.
Price from: $229/mo

Where it ranks on The Geeks Club

Best Case Management Software in 2026#81 of 177

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Sources

casemgmt.io· checked 3 Oct 2026
casemgmt.io/features· checked 3 Oct 2026
casemgmt.io/security· checked 3 Oct 2026
casemgmt.io/refund-policy· checked 3 Oct 2026