Best Patient Case Management Software for Salesforce

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.

Salesforce Agentforce Health is a comprehensive healthcare CRM designed to unify patient, provider, and operational data in one secure platform. Built on Salesforce’s deeply integrated architecture, it includes healthcare-specific workflows, compliance controls, and interoperability capabilities. The solution combines clinical and non-clinical data to deliver a 360-degree view of patients and members. AI-powered agents assist teams by summarizing records, automating document processing, and recommending next steps. Contact center teams gain real-time access to EHR data, eligibility details, and claims information to improve service speed and personalization. Care management tools enable coordinated, whole-person care with configurable care plans. Intelligent document automation reduces manual intake and accelerates case creation. Data 360 for Health enhances contextual insights across every touchpoint. Integration with MuleSoft, Slack, Marketing Cloud, and Service Cloud extends collaboration and engagement capabilities. Agentforce Health enables healthcare organizations to modernize operations, improve outcomes, and scale patient-centric care efficiently.

Noble Human offers comprehensive community mental health case management, guiding clients from their first interaction all the way through to the conclusion of services. The platform is meticulously crafted by caseworkers specifically for caseworkers, ensuring it meets the practical needs of its users. Built on the Salesforce Government Cloud, it represents the pinnacle of security and advancement in application technology. This solution is universally applicable for any human services agency worldwide, featuring a highly configurable, user-friendly interface that works seamlessly on both desktop and mobile devices. Users can effortlessly search, manage, and report on various cases and clients, while also having the capability to create and monitor individualized service plans. Additionally, the application allows for the generation and dispatch of both paper and digital forms. With customizable real-time reporting and dynamic dashboards, the platform enhances efficiency. To further streamline operations, automated processes, workflows, tasks, and communications enable smooth case management for providers in community mental health. Users can benefit from the automatic generation and assignment of tasks based on service plans and ongoing case activities. Moreover, access can be tailored to users according to their specific roles and security levels, ensuring that sensitive information is protected while promoting effective collaboration. The versatility and robust functionality of Noble Human make it an essential tool for modern mental health service management.