Persimmony Case Management

Spec sheet

Purpose

Persimmony Case Management brings client documentation and interactions together for public health, social services, and healthcare organizations.Read 12 Oct 2026 · persimmony.com

Audience

The maker describes Persimmony as software for government health and human services agencies and highlights use in public health, social services, and healthcare.Read 12 Oct 2026 · persimmony.com

Deployment

cloudRead 22 Sep 2026 · persimmony.com

Integrations

Persimmony says its API can connect the product with EHRs, scheduling systems, and other critical systems.Read 12 Oct 2026 · persimmony.com

Security

Persimmony says it encrypts customer data in transit and at rest, completes an independent SOC 2 Type II audit annually, and acts as a HIPAA business associate under signed agreements.Read 12 Oct 2026 · persimmony.com

Support

Support requests can be submitted 24/7, and the support team is available Monday through Friday from 7:00 AM to 7:00 PM Central Time, excluding Persimmony-observed holidays.Read 12 Oct 2026 · persimmony.com

Headquarters

Plano, Texas, United StatesRead 28 Sep 2026 · persimmony.com

Founded

2002Read 28 Sep 2026 · persimmony.com

Audit trail

YesRead 22 Sep 2026 · persimmony.com

Case intake forms

YesRead 22 Sep 2026 · persimmony.com

Client records

Client views can include appointments, vitals, medications, encounters, assessments, and family connections.Read 12 Oct 2026 · persimmony.com

Collaboration

Features include real-time case sharing, supervisor review and approval workflows, granular permissions, team scheduling, and alerts.Read 12 Oct 2026 · persimmony.com

Compliance and reporting

The product supports version control, change logs, audit trails, program-specific logic, automated error checks, provider uploads, and custom reporting.Read 12 Oct 2026 · persimmony.com

Compliance tools

Compliance features include version control, change logs, audit trails, program-specific logic, automated error checks, and custom reporting.Read 12 Oct 2026 · persimmony.com

Custom workflows

The product offers adaptive forms and customizable assessments and workflows for specific programs.Read 12 Oct 2026 · persimmony.com

Customization

Assessments and workflows can be customized to an organization’s programs and requirements.Read 12 Oct 2026 · persimmony.com

Implementation

The maker says users can be up and running immediately, while data migration may take a few weeks.Read 12 Oct 2026 · persimmony.com

Intended customers

Persimmony describes its focus as government agencies and nonprofits, including public health and community healthcare programs.Read 12 Oct 2026 · persimmony.com

Messaging

The product supports secure in-app team messaging and client communication by text and email.Read 12 Oct 2026 · persimmony.com

Platform access

Persimmony describes its platform as cloud-native, mobile-friendly, and API-first; the product page also says users can access information anytime and anywhere.Read 12 Oct 2026 · persimmony.com

Pricing

The case management product page directs visitors to book a demo and does not state a price.Read 12 Oct 2026 · persimmony.com

Reporting dashboards

YesRead 22 Sep 2026 · persimmony.com

Team oversight

Features include real-time case sharing, supervisor review and approval workflows, granular permissions, team scheduling, alerts, and reminders.Read 12 Oct 2026 · persimmony.com

Workflow automation

YesRead 22 Sep 2026 · persimmony.com

Workflow features

It offers customizable forms, linked client profiles, in-app team messaging, client self-service assessments, and text and email communication.Read 12 Oct 2026 · persimmony.com

Plans and prices

Every Persimmony Case Management plan and price →

Where Specifiction places it

• Case Management Software#22 of 1778.3