CaseMgmt review
Healthcare case tracking, referrals, documentation, and billing in one cloud platform.
Reviewed by iTechGuides Editors · Editorial team · Updated Nov 2026
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.
Questions about CaseMgmt
Does CaseMgmt have a free plan? No free plan is listed; paid plans start at $229/mo (Starter).
How much does CaseMgmt cost? CaseMgmt lists 3 paid plans; the lowest is Starter at $229/mo.
Is there a free trial of CaseMgmt? Yes: a 7-day free trial; no card is needed.
What does CaseMgmt run on? Web. It runs in the cloud.
What does CaseMgmt integrate with? 5 integrations: QuickBooks Online, SRFax, Twilio SMS, Stripe and Amazon Web Services.
Who is CaseMgmt built for? Small businesses and mid-market companies (our editorial estimate).
CaseMgmt pros and cons
- 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
CaseMgmt fact sheet, pricing and score →
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