CaseMgmt
CaseMgmt: Healthcare case tracking, referrals, documentation, and billing in one cloud platform. Ranked #126 of 175 in Case Management Software by our editors (3.0/10); pricing: 7-day trial; best for small healthcare teams managing patient cases and billing.
At a glance
- Editor score3.0 / 10
- Pricing7-day trial
- Best forSmall healthcare teams managing patient cases and billing
- Free planNo
- Paid from$229/mo
- Case intake formsYes
- Facts checked24 Sep 2026
Where it wins
- Tracks cases from referral through care plans, appointments, and outcomes
- Bills tracked time and expenses with batch invoices and CMS-1500 generation
- Offers role controls, time-entry approvals, and audit logs
Where it doesn't
- Starter begins at $229 per month
- The platform is web-based, with no other platform listed
- Email is the listed support channel
Our verdict on CaseMgmt
CaseMgmt is a cloud-based case management platform for nurse case management companies. It brings referrals, patient records, care documentation, team coordination, billing, and reporting into a web product aimed at healthcare teams handling cases across a care lifecycle. Teams can collect referrals in a portal, assign work to nurses and case managers, and track diagnoses, medications, appointments, care plans, and outcomes. That scope makes it a fit for organizations seeking operational case workflows alongside billing, rather than a general-purpose case tracker.
Billing and documentation are central strengths. The system can calculate charges from tracked hours, mileage, travel, wait time, and expenses, then produce batch invoices and CMS-1500 claims. Patient forms and e-signatures are available for collecting documents into patient charts. Referrals can be tracked through custom intake forms and converted to cases. These connected workflows may suit teams that want intake, service records, and billing activity associated with the same case; organizations needing only basic case status tracking may find this healthcare focus and breadth unnecessary.
Published monthly plans start with Starter at $229, which includes unlimited cases, a referral portal, SMS and fax credits, and HIPAA compliance. Professional costs $379 monthly and adds patient forms and e-signature, priority support, and advanced reports. Business is $599 monthly, adding dedicated support, custom branding, and advanced analytics to the Pro features. A seven-day trial is available without a required card. Integrations include QuickBooks Online, SRFax, Twilio SMS, Stripe, and Amazon Web Services. Teams should weigh the starting cost against the value of healthcare-specific billing and lifecycle tools; those seeking lower-cost or non-healthcare workflows should consider a narrower alternative.
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CaseMgmt pricing
All 3 CaseMgmt plans and prices →
CaseMgmt fact sheet
| Free plan | No |
|---|---|
| Paid from | $229/mo |
| Case intake forms | Yes |
| Workflow automation | Yes |
| Custom case fields | Yes |
| Audit trail | Yes |
| Reporting dashboards | Yes |
| Mobile apps | Not verified |
| Deployment | Cloud |
| Free trial | 7 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR, 2FA |
| Support | |
| Built for | Small business, Mid-market (editorial estimate) |
| Integrations | 5 integrations: QuickBooks Online, SRFax, Twilio SMS, Stripe, Amazon Web Services |
| Pricing | 7-day trial (source) |
| Website | casemgmt.io |
| Facts checked | 24 Sep 2026 |
CaseMgmt integrations
CaseMgmt lists 5 integrations on its own site.
- QuickBooks Online
- SRFax
- Twilio SMS
- Stripe
- Amazon Web Services
Alternatives to CaseMgmt
- UiPath Maestro Case ManagementAI-assisted case orchestration for complex, document-heavy enterprise processes.9.4
- ServiceNow HR Service DeliveryA broad HR service suite for enterprises that need cases, workflows, portals, and AI.9.3
- Pega Investigative Case ManagementA broad investigation framework for agencies managing complex cases from intake through resolution.9.2
See all CaseMgmt alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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