CaseMgmt

Spec sheet

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.Read 3 Oct 2026 · casemgmt.io

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.Read 3 Oct 2026 · casemgmt.io

Deployment

cloudRead 24 Sep 2026 · casemgmt.io

Free plan

NoRead 24 Sep 2026 · casemgmt.io

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.Read 3 Oct 2026 · casemgmt.io

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.Read 3 Oct 2026 · casemgmt.io

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.Read 3 Oct 2026 · casemgmt.io

Audit trail

YesRead 24 Sep 2026 · casemgmt.io

Billing

Billing tools generate invoices from tracked hours, mileage, travel, wait time, and expenses, and support batch invoicing and CMS-1500 generation.Read 3 Oct 2026 · casemgmt.io

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.Read 3 Oct 2026 · casemgmt.io

Case intake forms

YesRead 24 Sep 2026 · casemgmt.io

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.Read 3 Oct 2026 · casemgmt.io

Custom case fields

YesRead 24 Sep 2026 · casemgmt.io

HIPAA and BAA

CaseMgmt states it is HIPAA compliant and provides a signed Business Associate Agreement to customers managing protected health information.Read 3 Oct 2026 · casemgmt.io

Hosting

The company says data is hosted on AWS infrastructure within the United States, with multi-tenant data isolation and automated backups.Read 3 Oct 2026 · casemgmt.io

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.Read 3 Oct 2026 · casemgmt.io

Plan limits

All displayed plans include unlimited active cases; the Starter, Professional, and Business tiers list user caps of 3, 7, and 15 respectively.Read 3 Oct 2026 · casemgmt.io

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.Read 3 Oct 2026 · casemgmt.io

Reporting dashboards

YesRead 24 Sep 2026 · casemgmt.io

Workflow automation

YesRead 24 Sep 2026 · casemgmt.io

Plans and prices

Every CaseMgmt plan and price →

Where Specifiction places it

• Case Management Software#45 of 1778.0