Best Patient Case Management Software

For solo and small-group mental health practice owners, TheraNest is the EHR and practice-management platform that simplifies clinical documentation, streamlines billing, and empowers sustainable practice growth without administrative headaches. Unlike SimplePractice and TherapyNotes, TherapyNotes uniquely allows therapists to run secure group telehealth sessions (up to 20 participants), automatically insert evidence-based Wiley® treatment plans, and access built-in flat-rate RCM services — all in one place. TheraNest gives therapists back time, control, and confidence by combining workflow automation, AI-enhanced documentation, and reliable U.S.-based support.

Our human services software offers full functionality for case management, client tracking, electronic health record (EHR), and homeless information management (HMIS) all under one roof. We work with agencies across the spectrum of human services: including developmental disabilities, mental health, substance use disorder, homelessness, supportive housing, HCBS, and much more. Foothold is HIPAA-compliant mental health software, federally certified as an EHR, and offers full interoperability as you navigate the new landscape of care coordination and value-based care. Transform the way you provide care with nimble software and a partnership guided by experience.

Weave is the all-in-one customer communication and engagement platform for small business. From the first phone call to the final invoice and every touchpoint in between, Weave connects the entire customer journey. Weave’s software solutions transform how local businesses attract, communicate with and engage customers to grow their business. The first Utah company to join Y Combinator, Weave has set the bar for Utah startup achievement & work culture. In the past year, Weave has been included in the Forbes Cloud 100, Inc. 5000 fastest-growing companies in America, and Glassdoor Best Places to Work.

SimplePractice is a comprehensive electronic health record (EHR) and practice management software tailored for health and wellness professionals. Serving over 225,000 practitioners, it offers features such as integrated telehealth, customizable documentation templates, billing and insurance tools, and a secure client portal. Designed to streamline administrative tasks, SimplePractice enhances client care and supports the growth of private practices. ​

Bridge delivers patient engagement technology designed with digital empathy to restore the human connection in healthcare while reducing friction for patients, physicians, and staff. Its unified platform brings together access, communication, intake, scheduling, and payments into a single, seamless digital experience that works inside the EHR. Unlike competitors that rely on autonomous automation, we prioritize the provider-patient relationship. We ensure technology supports the compassionate care provided by your staff, rather than erecting a barrier of bots between the patient and provider. By eliminating fragmented tools and unnecessary administrative work, Bridge helps care teams spend less time managing systems and more time focusing on patients. The result is a simpler, more intuitive experience that patients actually use, staff can manage with ease, and physicians trust — driving a measurable return on experience and efficiency across your organization.

Let’s start with a paradigm shift. If you believe millenials are unloyal, consider this. The battleground of loyalty has simply changed. 20 years ago, service quality was king. And now: Convenience is King. Your healthcare website just needs to accomplish three things. Meet high UX standards of digitally keen audiences. Allow patients to access tools that save them time. Give reliable and quick access. The outcome is loyalty. Anything not bolted to the ground needs to be accessible online and automated. Your capacity to increase accessibility online directly influences the practice revenue potential. You need a web design solution like Integrated Web that handles +90% of the patient experience conveniently and beautifully and is designed just for you. Patients need rapid access to tools that feel intuitive. For that, you’ll want to look into digital streamlining of office work. This is where you’ll need to consolidate multiple vendors, use artificial intelligence (AI).

Enjoy a fast, easy-to-learn interface with simple navigation for both doctors & staff. Automatic posting, visit entry, & self check-in/out. Cloud access, Fast SOAP Notes & front desk, billing, text appointment reminders, KIOSK, powerful tickler & patient correspondence. Top rated customer support! We do it all at an affordable price. Easily manage small, large & multiple chiropractic offices. Since 1980 we have provided a superior easy-to-use patient management system that no one else can match!

Search by demographic identifier (last name, first name, telephone number, etc.), by clinic (internal file number, health insurance number, etc.), or use an identifier from another institution (hospital card, CLSC record, etc.). This module facilitates all aspects of record management: it eliminates duplicates and makes it possible to archive, merge, and deactivate patient records. Online appointment-making and electronic confirmation will save you precious time. In a few clicks, you can set an appointment that will take into account the availability of both the patient and the medical staff. MYLE allows clinic administrators to manage the MYLE platform independently. MYLE is a turnkey solution with a toolkit that facilitates schedule management, user management, access to logs, template and list creation, and generates advanced reports.

A powerful tool that lets you practice medicine anywhere, anytime. Get meaningful clinical work done whenever and wherever you are with the athenaOne mobile app. Access patient records to prepare for and document exams, create and sign orders, respond to patient cases and more. The app gives you the flexibility to catch up on or get ahead of work during free moments throughout your day. Easily log into the app using touch or Face ID and access a glanceable view of your day. See your schedule, the patients you've prepped for, and review and manage your inbox. A few moments are all you need to get up-to-speed on a patient's history with customizable patient summaries. Access full charts to review everything that's happened since their last visit. Use the clinical inbox to get critical work anywhere, any time. Create and sign orders, view test results, respond to patient cases and more, all with the speed and security of athenaClinicals.

ShiftCare’s care management features make it easier for you and your teams to deliver highly personalized support to clients and their families. We’ve made it easy to plan and organize teams, shifts and rosters, helping you deliver a more effective, efficient service. With the management of invoices, timesheets and expenses seamlessly integrated, ShiftCare makes accurate accounting simple, reducing your workload, and helping you grow. We connect you and your teams with all you need to manage shifts, coordinate clients and deliver quality care, wherever they are. We make it easy to welcome new clients, ensure a full understanding of their needs, management of their goals and establish good relationships with their friends and family right from the start. Your teams are there to support clients as they work towards their goals. We make it easy for them to track progress and share it with the right people.