PlanStreet review
A configurable case platform that connects service delivery, outcomes, referrals, and billing.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
PlanStreet is a cloud-based case management platform for nonprofits, social-service providers, healthcare organizations, and government agencies. Its scope covers client intake, assessments, service planning, case notes, referrals, workflows, outcomes, document management, billing, and client portals. Configurable forms, custom fields, case boards, and mobile applications make it suitable for agencies managing varied programs, including housing, behavioral health, child and family services, reentry, investigations, and public-sector work.
According to the vendor’s pricing page, PlanStreet uses custom pricing rather than published plan amounts, and there is no free plan. That model is suited to organizations that need a tailored evaluation of case-management, billing, reporting, and portal requirements before purchase. The feature set extends from workflow automation, approvals, alerts, and task management to payments and Medicaid claims workflows. Power BI dashboards and analytics support reporting, while audit trails, document uploads, and configurable records address operational administration. Teams seeking only straightforward client records and notes may find the platform broader than necessary.
PlanStreet’s ecosystem includes Stripe, PayPal, Square, QuickBooks, Google Drive, Google Calendar, Gmail, Google SSO, Office 365 SSO, Outlook Calendar, OneDrive, Microsoft Teams, Outlook, Elation Health, and MRI Housing software. Web access is complemented by iOS and Android case-management applications, giving agencies multiple access points for office and mobile work. Pick PlanStreet when your organization needs configurable service delivery processes alongside referrals, outcomes, analytics, and billing. Consider a narrower case-tracking product if your priority is a simpler workflow with self-serve pricing and fewer administrative functions.
PlanStreet pros and cons
- Where it wins
- Combines intake, assessments, service plans, referrals, and case tracking
- Supports billing, payments, and Medicaid claims workflows
- Offers web, iOS, and Android applications with broad integrations
- Where it doesn't
- Pricing is custom rather than self-serve
- No free plan is available
- The broad feature set may exceed basic case-tracking needs
PlanStreet fact sheet, pricing and score →
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