AgileCase vs Optimax Case Management
AgileCase
agilecase.comOptimax Case Management
optimaxmedical.comSide by side
| Figure | AgileCase | Optimax Case Management |
|---|---|---|
| Price from | $25/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | Yes | Yes |
| Linux | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 3 | 0 |
| Spec score · Case Management Software | 8.7 (#11) | 7.8 (#64) |
| Audit trail | Yes | Yes |
| Client portal | AgileConnect lets clients view permitted case information and upload information to their case. | Clients can use the portal to update profiles, complete forms and assessments, review plans and case notes, request or schedule services, and submit surveys. |
| Custom case fields | Yes | Yes |
| Deployment | cloud | cloud |
| Case intake forms | Yes | Yes |
| Reporting | Users can build custom reports, apply criteria in real time, secure reports and export results in Excel, CSV, Word or PDF. | Users can create customizable reports and dashboards, access updated data in real time, and export reports in formats including Excel, PDF, CSV, and DOCX. |
| Reporting dashboards | Yes | Yes |
| Security | AgileCase states that it uses 256-bit SSL encrypted channels, encrypts user accounts, restricts support-staff access to private data, tokenizes uploaded document names and maintains full backups. | The maker says data is backed up, encrypted, and auditable, with configurable roles and permissions down to individual fields. |
| Support | AgileCase offers documentation, a support portal, enhanced support and free onboarding; its pricing page states a 12-hour turnaround on support responses. | The maker says selected partners provide training, implementation management, and ongoing support services. |
| Workflow automation | Yes | Yes |
Plans
In their own words
Optimax Case Management
Optimax Case Management is a cloud platform for social and human services organizations coordinating client care and reporting outcomes. Its workflows cover client profiles and multiple cases, intakes, assessments, service plans, referrals, case notes, eligibility, authorizations, and service requests. Organizations can customize forms, fields, views, reports, dashboards, workflows, state machines, and security roles. Client, staff, and partner portals support forms, service requests, messaging, updates, resource sharing, and collaboration. Clients can update profiles, review plans and notes, request or schedule services, and submit surveys. Reports and dashboards provide program data and outcomes, with exports in Excel, PDF, CSV, and DOCX. Data exchange includes Excel, CSV, XML, and JSON, synchronization, and API integrations; named partners include DocNow, Azalea Health, Waystar, BillFlash, MDToolBox, and TriZetto Provider Solutions. Optimax says it is hosted on Google Cloud, with backed-up, encrypted, auditable data and configurable permissions down to individual fields. Browser access requires internet but no local installation. The maker describes monthly SaaS service without long-term contracts; pricing is available on request.