CaseFlow360

Spec sheet

Purpose

CaseFlow360 combines case management, EMR, medical billing, scheduling, patient messaging, AI automation, and compliance reporting for workers’ compensation and personal injury organizations.Read 12 Oct 2026 · caseflow360.com

Product

CaseFlow360 is case management, EMR and workflow automation software for federal workers’ compensation, state workers’ compensation and personal injury organizations.Read 12 Oct 2026 · caseflow360.com

Intended users

The platform is built for federal workers’ compensation clinics, state workers’ compensation providers, personal injury practices, and multi-location organizations.Read 12 Oct 2026 · caseflow360.com

Integrations

The site describes clearinghouse claim submission, DOL eComp uploads, and third-party email, messaging and cloud services, but does not name specific providers.Read 12 Oct 2026 · caseflow360.com

Security

The security page describes role-based row-level access, clinic-scoped permissions, optional multifactor authentication, encryption in transit and at rest, private document storage, audit trails, and automated backups.Read 12 Oct 2026 · caseflow360.com

AI features

The platform describes AI extraction from referral emails and attachments to prefill case details, as well as ambient scribe and medical record analysis.Read 12 Oct 2026 · caseflow360.com

Appointments and messaging

The platform supports clinic scheduling, automated reminders and two-way patient SMS with consent and opt-out handling.Read 12 Oct 2026 · caseflow360.com

Audit trail

YesRead 24 Sep 2026 · caseflow360.com

Billing

The billing module supports CMS-1500 and 837P claims, eligibility checks, clearinghouse submission, ERA/835 posting, denials, and accounts receivable tracking.Read 12 Oct 2026 · caseflow360.com

Case workflow

A visual workflow board tracks cases from intake through closure and includes compliance progress scoring.Read 12 Oct 2026 · caseflow360.com

Clinical documentation

Specialty SOAP templates support chiropractic, physical therapy, acupuncture, massage therapy, regenerative medicine, and workers’ compensation and personal injury visits; notes can be signed electronically and routed for co-signature.Read 12 Oct 2026 · caseflow360.com

Data recovery

Deleted records are archived for seven days before permanent removal and can be restored by an administrator.Read 12 Oct 2026 · caseflow360.com

eComp

For OWCP cases, an automated upload bot submits eligible signed documents to the DOL eComp portal and records confirmation numbers.Read 12 Oct 2026 · caseflow360.com

eComp workflow

An automated upload bot queues eligible signed records, verifies the patient against the case, uploads them to the DOL eComp portal, and records confirmation numbers.Read 12 Oct 2026 · caseflow360.com

HIPAA and BAA

CaseFlow360 says it operates as a HIPAA business associate and executes a Business Associate Agreement as part of onboarding; its HIPAA page notes that HIPAA has no official software certification.Read 12 Oct 2026 · caseflow360.com

Pricing and trial

The opened pricing URL was inaccessible, and the pages reviewed direct visitors to request a demo without stating a price or trial duration.Read 12 Oct 2026 · caseflow360.com

Recovery

The security page says deleted records are archived for seven days and that the managed database has automated backups with point-in-time recovery.Read 12 Oct 2026 · caseflow360.com

Reporting dashboards

YesRead 24 Sep 2026 · caseflow360.com

Scheduling and texting

The platform offers clinic calendars, recurring treatment plans, automated appointment reminders, and two-way patient texting with consent and opt-out handling.Read 12 Oct 2026 · caseflow360.com

Support and contact

The about page invites prospective customers to contact the team at [email protected] or (469) 210-7273 to see the platform against their caseload.Read 12 Oct 2026 · caseflow360.com

Support and sales

The about page invites organizations to contact the team for a walkthrough at [email protected] or (469) 210-7273.Read 12 Oct 2026 · caseflow360.com

Workflow automation

YesRead 24 Sep 2026 · caseflow360.com

Where Specifiction places it

• Case Management Software#161 of 1776.9