Best Patient Case Management Software of 2024

Find and compare the best Patient Case Management software in 2024

Use the comparison tool below to compare the top Patient Case Management software on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.

  • 1
    QUALO Reviews

    QUALO

    Advanced Metrics

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    QUALO optimizes human services and community-based health care with advanced tools and workflows. Customizable forms capture detailed client information, while guided workflows ensure consistent care delivery from intake to follow-up. Secure records and real-time documentation simplify case management and service coordination. Real-time reporting and analytics provide insights into client progress, enabling timely and informed interventions. Automated reminders ensure that appointments and follow-ups are never missed. With mobile accessibility, QUALO supports fieldwork by allowing data entry and access on the go. The platform also enhances collaboration among multidisciplinary teams, improving communication and care coordination. These features empower providers to deliver high-quality, personalized services, improve client outcomes, and reduce administrative burdens, making QUALO an essential tool for human services and community health care providers.
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    FAMCare Human Services Reviews

    FAMCare Human Services

    Global Vision Technologies

    $20/mo/user plus platform
    22 Ratings
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    FAMCare makes case management easier and helps improve the outcomes for your clients. FAMCare automates casework with flexible workflow tools and queued to-do lists, so nobody falls through the cracks. For reporting and data analysis, powerful pivot table data reporting makes looking at data easy and fun and makes quarterly and annual reporting simple. Includes modules for workflow, new form creation, billing, portals and much more.
  • 3
    NewOrg Reviews
    Top Pick

    NewOrg

    NewOrg Management System

    $350/month for 5 users
    57 Ratings
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    NewOrg is a robust platform that allows non-profit organizations to integrate information from all areas of their operations. This allows them to better manage clients, volunteers, services, donors, donations and outcome. It also provides the ability to schedule activities, sign-ups, communications, surveys and fundraising activities. NewOrg is a powerful platform that can help you manage your committees, donors, events, and memberships to ensure that your organization runs smoothly.
  • 4
    InfoFlo Reviews

    InfoFlo

    InfoFlo Solutions Inc

    $199.00/month
    188 Ratings
    Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.
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    PlanStreet Reviews

    PlanStreet

    PlanStreet

    $75/user/month
    2 Ratings
    No matter how big or small your company is, our software can help you manage and accelerate your performance. Our secure and scalable case management software can be adapted to meet your clients' needs and empower your agency. PlanStreet's compliance with HIPAA/HITRUST security standards ensures that sensitive data and files are protected. It is time to stop using manual forms and processes. Switch to PlanStreet to automate client engagements, cases, forms, and files. We are confident that PlanStreet can help you and your team plan, execute, track, and monitor work.
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    Foothold Reviews

    Foothold

    Foothold Technology

    On Request
    2 Ratings
    Over 25 years ago, one of our founders was working as the IT Director of a large behavioural health and residential services agency in New York. Sensing a need for a better way to track and report on their services, he developed a case management system for his agency. Over time, two other agencies joined in and helped expand the software so that it could serve the needs of virtually any human services agency in the country. Today, Foothold’s team and our software support hundreds of agencies across the nation, in Guam, and in Puerto Rico. With our technology expertise and roots in human services, we continue to empower agencies to focus on their missions.
  • 7
    Practice-Web Dental Reviews
    Practice-Web is a desktop software for dental offices of all sizes. The solution allows users to view progress notes, plan treatments, and make appointments. It also provides billing, imaging, charting, billing, patient scheduling, practice management modules, and billing and imaging. Practice-Web provides a variety of features, including automated reminders, mobile forms to patient registration and consent, COVID19 bilingual screening form, customizable prescriptions and lab slips, text messaging for patients, multi-page scanning, and referral slips.
  • 8
    iinsight Reviews

    iinsight

    Be Software International

    1 Rating
    iinsight®, an international cloud-based practice management and case management reporting system, is an end to end global cloud-based solution. It is designed for Allied Health service providers as well as their customers. Many disciplines are covered by Allied Health, such as: Vocational Rehabilitation Consultants. Speech Pathologists, Occupational Therapists. Physiotherapists. NDIS service providers. Support Workers. The beauty of iinsight®, is that it allows users spend more time with people than entering and re-entering data. The software is simple to use and reduces the chance of error. You can store your work securely in cloud storage, so it is always with you. Clients have immediate access to financial and business information, setting the standard for productivity. This licensing model is ideal for all organizations, as it eliminates the upfront costs associated with other solutions. To securely access iinsight®, all you need is a web connected device.
  • 9
    Salesforce Health Cloud Reviews
    Connect care teams seamlessly to a 360-degree view every patient on one HIPAA-compliant platform. Transform your call center, connect patients to care quickly, and take action on social determinants to improve outcomes. A streamlined engagement platform connects people, data and processes to help patients acquire, support, engage, and engage them throughout their journey to health. Transform virtual sales, provider relationships, patient engagement, and other activities to increase value and drive results. Connecting sales, service, and marketing with critical data will help you achieve commercial excellence. Meet your constituents right where they are. Staff can make the best decisions with insight-driven processes that give them a 360-degree overview of the families and individuals they serve. Your team can quickly respond to any healthcare emergency by providing manual contact tracing, patient monitoring and automated follow-ups.
  • 10
    Weave Reviews
    Why use 8 systems when one package could do the job? Weave allows patient, client, and customer communication to be easier and more efficient while working in and out of your office. This is especially helpful during COVID. Weave makes it easy to communicate with clients and patients.
  • 11
    KaleidaCare Reviews
    KaleidaCare, a web-based software for foster care and social service management and tracking, is available online. KaleidaCare Solutions was specifically designed to provide the best long-term and short term value for mental health and social services agencies. It allows them to seamlessly track client admissions, manage client treatment, and administer programs and services. KaleidaCare is affordable and easy to use. It allows social service agencies to create reports, manage billing, receive notifications, store and sign documents electronically in the office and at home using any Internet-based device.
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    CLARIFIRE HEALTH Reviews
    Clarifire Health is a highly developed rounding solution that includes a robust workflow engine, specifically designed to assist healthcare organizations in ensuring patient satisfaction. Clarifire, a Florida-based WBENC company, developed Clarifire. Clarifire Health uses workflow technology to improve communications. Clarifire Health is a SaaS solution that captures patient stories via quick swipes and taps on the mobile app. This improves service delivery and enhances leader rounding to improve patient satisfaction.
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    ShiftCare Reviews

    ShiftCare

    ShiftCare

    $9 per user per month
    ShiftCare's Care Management features make it easier to provide highly personalized support to clients, their families, and their families. Our care management features make it easy to organize shifts, rosters, and teams, allowing you to deliver a more efficient and effective service. ShiftCare seamlessly integrates timesheets, expenses, and invoices to make accurate accounting easy. This will reduce your workload and help you grow. We connect you and all your teams with everything you need to coordinate shifts, coordinate clients, and provide quality care wherever they are. We make it easy for new clients to be welcomed, understand their needs and manage their goals. We also help them establish good relationships with their family and friends. Your teams will support clients in reaching their goals. We make it easy to track their progress and share it with the right people.
  • 14
    IntakeQ Reviews

    IntakeQ

    IntakeQ

    $49.90/month
    IntakeQ is a web-based online intake management software for health professionals that eliminates paperwork. IntakeQ is HIPAA compliant and allows health professionals to share online case forms with patients. This improves client onboarding. The platform includes e-signature support and questionnaire analytics, client notes, profile, automated appointment reminders, secure messaging portal, and client notes.
  • 15
    SimplePractice Reviews

    SimplePractice

    SimplePractice

    $35.00/month/user
    SimplePractice is the best practice management software for private solo and group practices. HIPAA-compliant platform allows practitioners to streamline their entire business. The features include integrated telehealth, insurance claims filing, a robust portal, online scheduling and billing, credit-card processing as well as free appointment reminders and calendar sync.
  • 16
    TheraNest Reviews

    TheraNest

    Therapy Brands

    $39 per month
    TheraNest, a web-based HIPAA compliant mental health solution, is used by large health providers, private practitioners, and non-profit organizations. The intuitive platform offers Billing features such as PQRS, claims & ERB, superbills and credit card service. Batch invoice/claims are also available. Sync with Google/iCal. Voice, text, email reminders. Also, reports for Payroll, Staff Billing, and others. Unlimited document storage, unlimited support
  • 17
    EHR YOUR WAY Reviews

    EHR YOUR WAY

    EHR YOUR WAY

    $25 per month
    Every patient who walks through your doors can have a different patient intake process. Your patient intake process will be more efficient. Our EHR technology includes a flexible CRM module that allows for standardization of your workflow while allowing you to customize it for each patient. You can manage phone calls, tasks and prospective patients more quickly and accurately. Every clinic has its own set procedures and steps for scheduling patient appointments and checking in patients. EHR YOUR WAY's digital medical records system is unique in that we seamlessly integrate with the steps your team is familiar with. Our Appointments module will help you set up your workflows so that you can concentrate on the task at hand.
  • 18
    splose Reviews

    splose

    splose

    20/practitioner/month
    splose is AI-powered practice management software that exists to put time back into the hands of some of the most valuable members of our community, allied health professionals.
  • 19
    PatientPop Reviews

    PatientPop

    PatientPop, a Tebra Company

    PatientPop is an all-in-one platform that helps healthcare providers grow their practice by automating their front office and providing a better patient experience. PatientPop empowers private physicians to compete digitally and offers a robust platform that includes tools for patient acquisition and reputation management, retention marketing, and business insights. It integrates seamlessly with EMR and EHR systems to provide a more seamless experience.
  • 20
    Ahshay Reviews

    Ahshay

    DataCare

    $150.00/month/user
    Ahshay Platform by DataCare offers a variety of software solutions for medical management. It includes a medical process manager, nurse management software, utilization review, auto case management software, and many other software solutions. The platform can be used to meet the needs of insurance providers, self-insured group, managed care, and individual nurses case managers.
  • 21
    Bridge  Reviews

    Bridge

    Bridge Patient Portal

    $500.00/month
    Bridge is an award-winning enterprise solution for patient engagement in healthcare organizations. The platform allows companies replace their existing EHR's Patient Portal, connect multiple IT systems, consolidate patient engagement tools, launch a digital frontdoor, and connect multiple health IT system. The solution is easy to deploy and scaleable. It is ONC 2015 Edition Certified. It can be downloaded as a web application for clients and a mobile app for Android or iOS. Bridge automates the entire care process, simplifying the patient experience. With customizable electronic communications and access to financial, health, and appointment information on multiple platforms, patients are kept informed and engaged. You can schedule your own appointments, access to health information, secure patient-provider messaging and mobile intake. Bill pay is also available. Healthcare organizations can create their own interfaces and add-on features using a fully-documented API. They can also run advanced reports with the API.
  • 22
    Dr. Pad Reviews
    Mobile app that is easy to use and elegantly designed for tablet and phone. Logins to social networks and adaptive authentication Manage patients' appointments, visit history, clinical notes, and create and manage patient appointments. Manage billing for patients. You can cancel, reschedule or cancel an appointment. Find patients and make appointments. Notify your patient via SMS or email to remind them of an appointment You can save appointments to your device calendar. Once saved, auto complete medication Send a profile photo to your patients and clinics. Attach any two documents (audio, video and image) to a patient's appointment. HIPAA compliant
  • 23
    CareManager Reviews

    CareManager

    Netsmart Technologies

    CareManager, an electronic health record (EHR), is a platform for population health management that is agnostic and provides care coordination, interoperability, outcomes, risk stratification, and analytics. The solution uses cloud-based technology to reduce readmissions without compromising quality. Participants can follow a shared plan, transfer consumer information, track clinical quality measures, and manage authorizations, claims, and other details across their network. CareManager aggregates data to identify trends, and presents treatment outcomes and health information for analytics-driven decision-making. CareManager provides a complete view of an individual's medical history and gives them immediate access to the most current data. This gives you a greater understanding and visibility into the activities occurring across the care continuum.
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    PracticePal Reviews

    PracticePal

    PracticePal

    $37.90 per month
    PracticePal offers a wide range of core functions. However, we also integrate with other popular systems. This allows you to link your PracticePal account with a variety of professional services like Google Drive/Docs and Mailchimp. The appointment diary is easy to use and modeled after the Google Calendar. It supports single-day, multiday, monthly, Agenda, multiple practitioner views, and multiple clinic locations. Your patients can register, cancel, fill out forms, and even pay deposits or the entire amount without you having to interact. They never see your actual diary, and you have full control over who can book. Practice Pal allows users to easily log simple SOAP text notes and insert and annotate charts.
  • 25
    extendedReach Reviews

    extendedReach

    extendedReach

    $50.00/month
    extendedReach is a web-based case management software that assists Child and Family Social Service Agencies to deliver consistent, efficient, and effective services. ExtendedReach allows you to type information once and will automatically fill documents and web forms. It can also generate billing, send emails, create charts and more. You can access extendedReach via any web browser or extendedReach mobile application, from anywhere with an Internet connection. extendedReach automatically calculates due dates and assists with appointment scheduling. It also integrates with your personal calendar. Signatures are an inevitable part of life but can be difficult to collect. extendedReach seamlessly integrates the signature process into your agency's workflow. It is likely that you want to "paperless", but what do you do with all that paper? The Scanner Inbox is the answer. It's loved by our customers! After all the meetings, documents written, signatures collected you want to know if all that hard work is paying off.
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Patient Case Management Software Overview

Patient case management software is a powerful tool designed to help healthcare professionals provide better care and achieve better outcomes. It enables healthcare teams to manage and coordinate patient care more efficiently by streamlining the process, automating tasks and providing real-time access to patient information. With this type of software, healthcare professionals can easily review a patient’s history, track their progress over time, assign tasks to other staff members for collaboration, and create automated reminders for follow-ups.

Case management software helps reduce paperwork and administrative burden for healthcare providers by centralizing all necessary patient data in one digital location. This allows them to quickly access task lists, referrals, diagnoses codes, prescriptions, test results, and more in just a few clicks.

The best case management software usually includes features like appointment scheduling, secure messaging tools (for communicating with other providers), automated notifications when tasks are due or completed, interactive dashboards and reporting capabilities. Professional versions often include additional features such as EHR integration (electronic health records) that allow users to share medical data across multiple systems; telemedicine capabilities (allowing patients to connect with providers via video chat); workflow automation; decision support; analytics for tracking patient outcomes and risk levels; complete audit trails for compliance; customer relationship management tools (CRM); population health management capabilities; remote monitoring functions via wearable tech or connected devices; and secure cloud storage so that all stakeholders have access from any device at any time.

The ultimate goal of case management software is to improve the quality of care provided by healthcare teams by enabling them to work smarter, not harder; while ensuring that each individual receives the most appropriate treatment based on their unique needs. Ultimately this means better outcomes for patients as well as greater efficiency for providers over time.

What Are Some Reasons To Use Patient Case Management Software?

  1. Streamline Communication: Patient case management software helps streamline communication between providers and patients, as well as among members of the healthcare team. This ensures that everyone is on the same page about patient care plans and updates are quickly transmitted to all parties involved.
  2. Improved Documentation: The software also provides a comprehensive record-keeping system which presents the patient’s entire medical history in an easy-to-read format. This allows healthcare staff to easily access pertinent information when needed, leaving more time available for providing quality care.
  3. Enhanced Care Planning: Patient case management software helps improve a healthcare team’s ability to plan individualized care plans tailored to each patient's specific needs and preferences while staying within budgetary restrictions set by insurance companies or government regulations. It consolidates data into actionable steps that can be taken during a patient visit, allowing physicians to spend more time with their patients rather than having to decipher records manually in order to determine best course of treatments and interventions.
  4. Increased Efficiency: Automated scheduling solutions help reduce paperwork and free up administrative staff from manual tasks so they can focus on providing value elsewhere throughout the practice; this could include assisting with phone calls and follow ups, helping get prescriptions ready, or delivering lab results faster in addition to other behind-the-scenes duties that make running a practice smoother day by day. In addition, improved analytics allow administrators greater insight into their practice’s financial performance so they can adjust resources accordingly and identify areas requiring improvement or attention; all without sacrificing efficiency or accuracy in patient documentation or communication with referring physicians.
  5. Enhanced Patient Satisfaction: By removing the need for manual coordination between providers and patients, patient case management software eliminates many of the headaches associated with traditional delivery models. This allows healthcare staff to focus on delivering quality care in a timely manner which enhances the patient experience, increasing overall satisfaction levels among a practice's client base.

The Importance of Patient Case Management Software

Patient case management software is incredibly important for healthcare organizations and providers who are looking to maximize their productivity, efficiency, and patient care. By utilizing a comprehensive case management system, healthcare organizations can manage patient admission records, transfer and discharge orders, insurance documentation requirements, legal forms, communication between caregivers and ancillary staff, laboratory results tracking and follow-up documentations.

The case management software provides the ability for providers to quickly access vital information about their patients in order to provide the best possible medical care. It allows them to keep track of all files related to a particular patient's health history so that they can make more informed decisions when it comes to diagnosis and treatment plans. Health professionals can also use the software to map out a plan of action that ensures continuity of care across multiple departments or locations within the organization. This way everyone involved in providing care is aware of what needs to be done for each specific patient.

Furthermore, having all information about each patient stored in one central place makes it easier for hospitals or other healthcare facilities to meet government regulations regarding data privacy and security standards such as HIPAA compliance requirements. This is particularly beneficial as most medical centers now have multiple computer systems which need to interact with each other without sacrificing patient confidentiality or safety protocols. The unified nature of case management software facilitates this by providing secure digital access points through which both internal staff members as well as outside partners can collaborate on shared documents while adhering stringent security measures at all times.

In addition, using a unified system shows progress over time because any changes made are automatically tracked and recorded making it easy for administrators or auditors review changes at any given time without needing manual labor intensive audits every few months or so if needed. And since most modern versions also come with mobile applications allowing users remote access from anywhere; real-time monitoring along with quick response times become available plus an additional layer of convenient customer service capabilities can be added into the mix–enabling healthcare providers quick actionable steps towards preventative measures instead just reacting after something has gone wrong due higher quality proactive analytics built into many leading cases today.

All in all having centralized case management software plays an integral role in achieving greater organizational objectives such improved staff morale from better advocacy tools & collaboration plus reduction cost thanks streamlined processes versus piecemeal applications—allowing more money those services which actually provide direct benefit those whom they serve, namely their clients / patients.

Features Provided by Patient Case Management Software

  1. Electronic Medical Records (EMR): Patient case management software provides medical practitioners with a comprehensive, secure electronic medical record system that enables them to store patient data and information in one place. This can include demographic information, as well as detailed clinical notes, laboratory results and imaging studies related to an individual patient.
  2. Scheduling: This type of software also offers features for scheduling appointments, making it easier for both staff members and patients to keep track of upcoming visits and manage their schedules accordingly. Additionally, some systems even offer automated reminders to help remind patients about upcoming appointments or treatments they need to receive.
  3. Billing Management: Comprehensive patient case management software will usually feature modules dedicated to billing functionality, making it possible for healthcare providers to accurately calculate charges for services rendered, collect payments from insurance companies as well as other third-parties, and generate invoices for any remaining balances owed by the patient after insurance has paid out its portion.
  4. Claims Submission: Many modern systems are built to communicate directly with health plans so that providers can submit claims electronically without needing manual input from an employee each time a claim needs submitted or processed through the system.
  5. Reporting & Analytics: Patient case management software often contains robust reporting capabilities which enable users to create customized report templates where they can organize all kinds of data related emails such phone numbers or addresses, diagnoses or procedure codes into useful categories that can quickly be analyzed in order gain insights into trends identified in the practice overall performance over time.
  6. Secure Messaging: In an effort to ensure regulatory compliance while also providing patients with a convenient form of communication, some systems offer secure messaging functionality that enables healthcare providers and their staff members to communicate safely with individuals via the Web or through a mobile app.
  7. Patient Self-Service Portal: An additional feature often offered by patient case management software involves providing patients with a digital portal or mobile application where they can easily access their health information and make changes to their accounts without needing assistance from an employee at the practice. This could include updating contact information, scheduling appointments or making payments online.

Types of Users That Can Benefit From Patient Case Management Software

  • Clinicians and Other Care Providers: Patient case management software can enable medical professionals to track patient progress more effectively and share important documents securely.
  • Patients: Patients can benefit from using case management software by gaining better insight into their health status, tracking their treatment plans and medications, staying in contact with doctors, accessing health records, and managing bills.
  • Administrators: Patient case management software is helpful for healthcare administrators because they can easily access patient data and generate reports quickly to improve workflow efficiency.
  • Payors: Insurance companies can use case management software to monitor the costs of care programs, control utilization of services, evaluate outcomes of treatments, ensure quality care delivery standards are met, and support providers in plan designs that are cost-effective.
  • Government Agencies or Programs: By leveraging patient case management systems, government organizations such as Medicare or Medicaid programs can manage large numbers of people under their system; view real-time updates on how services are being utilized; produce detailed reports on program performance; analyze provider compliance with regulations; and identify gaps for improved program operation.
  • Managed Care Organizations: By using case management software, managed care organizations can develop efficient plans for patient treatment from providers and facilities that are in their network; track utilization of services; store patient data securely; ensure quality of care delivery standards are met; and minimize the costs associated with treatments.
  • Social Workers: Patient case management software gives social workers the ability to assess patient needs more quickly, provide evidence-based interventions, coordinate healthcare resources more effectively for patients, and track outcomes of treatment plans over time.
  • Home Care Providers: Personnel in home care settings can use case management systems to collect patient data accurately and efficiently, improve communication with team members and providers, keep up-to-date records on patient care plans, manage tasks related to medications and therapies, and track service utilization.
  • Care Coordinators: Patient case management software allows care coordinators to coordinate services across multiple health organizations; organize resources from different agencies; monitor progress of patients at individual levels; assign tasks for individuals or teams of providers; create reminders for follow-up appointments or lab tests; and analyze data to suggest improvements in treatment protocols.

How Much Does Patient Case Management Software Cost?

The cost of patient case management software depends on a variety of factors, including the features needed, the size of your practice or organization and the number of users. Generally speaking, basic software solutions for smaller practices can range from $50 to $200 per month, while enterprise-level systems with more advanced features often fall between $300 and $1,000 per month for every user. Those costs may also include additional fees such as setup and training. For example, one vendor may charge an additional fee to set up the system or to provide an initial training program while another may offer those services free of charge.

It's important to assess your needs carefully before investing in any type of patient case management software so that you purchase the right solutions at an affordable price point. There are free trials available so that you can test out different options before committing to a final product; this is always a good idea when considering any kind of investment in tech infrastructure for your practice or organization. With careful research and comparison shopping, you should be able to find the best solution at an optimal price point for your business needs.

Risks Associated With Patient Case Management Software

The risks associated with patient case management software include:

  • Loss of data and information due to a system malfunction or corruption.
  • Security breaches, as patient data is particularly sensitive and vulnerable to unauthorized access.
  • Unusual behavior caused by malicious code, such as ransomware or malware which can disrupt the system.
  • Compliance failures, due to lack of adherence to regulatory standards.
  • Lack of compatibility between different systems, resulting in incompatibility issues which could lead to delays in responding to patients’ needs.
  • Notifications being delayed or lost due to unreliable delivery systems, potentially leading to missed deadlines for important actions such as billing and scheduling of appointments.
  • Unforeseen expenses due to the need for additional hardware or software, or extra support staff.
  • Poor user experience caused by bugs, system outages, and limited features.

What Software Does Patient Case Management Software Integrate With?

Patient case management software is designed to streamline workflows and keep medical staff informed of patient information. It can integrate with multiple types of software that support the management of patient care. These include electronic health record (EHR) systems, which store comprehensive patient information; telehealth platforms, which facilitate secure communication between doctors and patients remotely; revenue cycle management (RCM) systems, which track billing data from claims; laboratory information systems (LIS), which store lab test results and help manage specimen processing; practice management software for automating administrative functions such as scheduling appointments; document sharing applications for securely exchanging documents with other healthcare professionals; and population health analytics solutions, which provide data-driven insights for improving outcomes. Additionally, many patient case management solutions are offered as part of an integrated suite with additional modules that support clinical decision-making.

What Are Some Questions To Ask When Considering Patient Case Management Software?

When considering patient case management software, it is important to ask the following questions:

  1. What features does the software offer? Some features may include appointment scheduling, automated notifications, document and form storage, or data analytics.
  2. How easy is it for patients to access their own account information? Look for a secure system with user-friendly design and intuitive navigation.
  3. Does the software integrate with existing electronic health record (EHR) systems? Make sure that any new system works well with existing systems within your organization to ensure seamless operations across departments.
  4. Does the platform offer training and support resources? Ask if there are onsite trainings available or if remote assistance is provided in case of technical issues.
  5. Can patient data be easily exported from the system if needed? Inquire into what measures they take to protect patient data and make sure you can transfer data as needed in accordance with HIPAA requirements.
  6. Is the software customizable to fit your organizational needs? Be sure to ask about customization options such as creating custom fields or branding elements or adding additional modules/apps when needed.
  7. What type of pricing structure do they offer? Many vendors have different pricing models so make sure you find one that best fits your budget and requirements for functionality and scalability over time if necessary.
  8. How secure is the software? Check to see if they provide tools such as multi-factor authentication or encryption for extra security measures.