Spear Case Management

Spec sheet

Purpose

Spear Case Management coordinates medical activity, utilization review, return to work, referrals, and program savings for property and casualty claims organizations.Read 12 Oct 2026 · spear-tech.com

Audience

The product page names carriers, third-party administrators, risk pools, public entities, self-insured groups, and self-insured employers as audiences.Read 12 Oct 2026 · spear-tech.com

Deployment

cloudRead 21 Sep 2026 · spear-tech.com

Security

Role-based access can be configured for case managers, supervisors, adjusters, UR nurses, billing, document, and executive read-only users using Power Platform and Dataverse security roles.Read 12 Oct 2026 · spear-tech.com

Compliance

Spear states that it is SOC 2 Type 2 compliant, building on Microsoft Trust Center commitments.Read 12 Oct 2026 · spear-tech.com

Support

Spear lists customer support by email and says its sales team can help with a proposal or demo.Read 12 Oct 2026 · spear-tech.com

Headquarters

Denver, Colorado, USARead 28 Sep 2026 · spear-tech.com

Founded

2009Read 28 Sep 2026 · spear-tech.com

Audit trail

YesRead 21 Sep 2026 · spear-tech.com

Authorization

Request for Authorization records capture physician, specialty, diagnosis, ICD and CPT/HCPCS codes, frequency, quantity, and approval status.Read 12 Oct 2026 · spear-tech.com

Authorization requests

Request for Authorization records can capture physician, specialty, diagnosis, ICD and CPT/HCPCS codes, frequency, quantity, and approval status.Read 12 Oct 2026 · spear-tech.com

Case intake forms

YesRead 21 Sep 2026 · spear-tech.com

Case workspace

It brings clinical, operational, and documentation activity into a claim-centered workspace for case managers and adjusters.Read 12 Oct 2026 · spear-tech.com

Claim workspace

The product brings clinical, operational, and documentation activity into a shared claim-centered workspace for case managers and adjusters.Read 12 Oct 2026 · spear-tech.com

Clinical intake

Structured intake fields cover referral context, pain screening, medical history, psychosocial review, prior surgeries, medications, barriers, and recommendations.Read 12 Oct 2026 · spear-tech.com

Company security

Spear’s website states that the company is SOC 2 Type 2 certified.Read 12 Oct 2026 · spear-tech.com

Documents and audit

The product includes case document management, document versioning, lifecycle dates, approval and denial information, and categorized note history for audit oversight.Read 12 Oct 2026 · spear-tech.com

Intake

Intake fields cover referral context, pain screening, medical history, psychosocial review, prior surgeries, conditions, medications, barriers, and recommendations.Read 12 Oct 2026 · spear-tech.com

Integration

Spear Case Management is an integrated SpearSuite component connected directly to SpearClaims.Read 12 Oct 2026 · spear-tech.com

Platform

The product is a model-driven Microsoft Power Platform application built on Dataverse, with configurable forms, views, business rules, and role-based security.Read 12 Oct 2026 · spear-tech.com

Pricing

The maker provides a Request Pricing link; the opened product page does not show a price.Read 12 Oct 2026 · spear-tech.com

Pricing availability

The product page links to a solution brief and does not state a price or trial offer.Read 12 Oct 2026 · spear-tech.com

Referrals

Field case management and ancillary referrals can track services such as diagnostics, therapy, durable medical equipment, and transportation through closure.Read 12 Oct 2026 · spear-tech.com

Reporting

Structured case data supports operational dashboards and management reporting, including status, assignments, referrals, appointments, utilization reviews, lost time, and savings.Read 12 Oct 2026 · spear-tech.com

Reporting and savings

Structured case data supports operational dashboards and management reporting, while savings codes connect financial impact to case activity.Read 12 Oct 2026 · spear-tech.com

Reporting dashboards

YesRead 21 Sep 2026 · spear-tech.com

Return to work

The Return to Work area tracks employment and wage details, projected and actual return dates, lost time, restricted-duty days, recommendations, and savings.Read 12 Oct 2026 · spear-tech.com

Security and audit

The product page describes configurable role-based access and audit-related tracking of case status, lifecycle dates, approvals, denials, document versions, and notes.Read 12 Oct 2026 · spear-tech.com

Utilization review

UR workflows include initial review, telephone conference, appeal, advanced physician evaluation, and inpatient stay review.Read 12 Oct 2026 · spear-tech.com

Workflow automation

YesRead 21 Sep 2026 · spear-tech.com

Plans and prices

Every Spear Case Management plan and price →

Where Specifiction places it

• Case Management Software#38 of 1778.0