Casebook vs Optimax Case Management
Casebook
casebook.netOptimax Case Management
optimaxmedical.comSide by side
| Figure | Casebook | Optimax Case Management |
|---|---|---|
| Price from | $29/mo | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | Yes | Yes |
| Linux | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 4 | 0 |
| Spec score · Case Management Software | 8.8 (#7) | 7.8 (#64) |
| Audit trail | Yes | Yes |
| Custom case fields | Yes | Yes |
| Deployment | cloud | cloud |
| Headquarters | New York, NY, United States | Las Vegas, Nevada, United States |
| Case intake forms | Yes | Yes |
| Integrations | Casebook documents low-code incoming integrations with Zapier, custom incoming integrations through its API, and custom outgoing integrations through webhooks. | The platform supports imports and exports in Excel, CSV, XML, and JSON formats, data synchronization, and third-party API integrations. |
| Reporting dashboards | Yes | Yes |
| Support | Software support is included in the subscription, and the help desk is listed as open Monday through Friday from 8am to 8pm ET. | The maker says selected partners provide training, implementation management, and ongoing support services. |
| Workflow automation | Yes | Yes |
Plans
Casebook
- Starter$29 a month
- Growth$69 a month
- Team$99 a month
- EnterprisePriced on request
In their own words
Casebook
Casebook is a cloud-based case-management platform for human-service providers. It brings client, case, program, and provider details together, with client profiles that can connect across programs. Teams can configure programs, workflows, and reporting, and use forms, service planning, scheduling, notifications, messaging, case notes, referrals, and outcome dashboards. Staff can record intake, notes, and encounters on a phone or tablet while offline; the records synchronize after reconnecting. Referrals can be sent to providers in a service directory and tracked to completion, with stalled or unconfirmed referrals flagged. Casebook offers built-in and custom reports and lists integrations including SMS/MMS, calendar and email, Zapier, webhooks, and an API. It supports Android, iOS, macOS, web, Windows, and API access. Plans are per user and billed annually: Starter is $29 a month for up to three users, Growth is $69 a month, and Team is $99 a month with a five-user minimum.
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.