Secure and Configurable

Case Management

Organize Programs, Cases and Referrals
Power BI embedded dashboards

Non Profits!

Transform lives and streamline day-to-day processes

No matter the size of your organization, our software has everything you need to manage and accelerate your performance.

Public Sector Organizations!

Let’s partner up to create a bright future

Our secure and scalable case management software has the flexibility to support your clients’ needs and empower your agency.

Case Management Software

Our Case Management Software
with robust Form Building capability

Create online forms through drag and drop

Configure dashboards for reportable data

Email notifications for all responses

Embed custom forms on your website

Email clients, applicants & volunteers
Setup referral & Intake forms

Embed your company branding

Automate workflows & processes

Collect fees and donations online

HIPAA and HITRUST security standard compliance ensure that your sensitive data and files are secure with PlanStreet. It is time to abandon manual forms and processes. Switch to PlanStreet and automate your client engagement, cases, forms, and files.

PlanStreet supports Public Sector
Programs and Organizations


Client Testimonials

  • Ricardo Perry
    The most advantageous features are the ability to embed the intake forms into our website to have information go directly to the system. Another benefit is being able to place all of our participants into the system and track them in that system. I chose PlanStreet mainly because it was not complicated to navigate through. I like things staying simple. My overall experience was great. I fell in love with the system when I saw a demo of how it works.    
    Ricardo Perry
    Real Champions Inc.
  • Roger Condie

    I like that I have the space to design my vision. I am able to create programs and documents. I appreciate that clients can help manage their accounts. We have switched from BestNotes, TherapyNotes because of PlanStreet’s cost, and ability to design the product.

    Roger Condie
    Elijah Family Homes
  • Anita Lakes

    PlanStreet’s system is very customizable. We can layout the templates and forms to meet the needs of our specific programs. The ability to customize to our needs and programs.

    We have switched from TherapyNotes to PlanStreet because we needed a product that better-suited case management as opposed to therapy services.

    The staff has been super helpful and informative!

    Anita Lakes
    New Beginnings, Bluegrass

Learn how our Case Management Software can help you

We’re positive PlanStreet will help you and your team(s) plan, execute, and track work.