Case Management Software

Social, Human and Patient Services

    Case Management for Medicaid Providers

    PlanStreet is uniquely positioned to help Medicaid waiver provider agencies providing case management services for the Children’s Home and Community Based Services (CHCBS) Medicaid Waiver and In-Home Support Services (IHSS) Benefits and address their complicated billing needs. By streamlining automating laborious paperwork processes, PlanStreet can give your organization back some of its valuable time to spend on the important things: your clients.


    PlanStreet offers tools to assess how staff hours are utilized and how you can make the most of the resources you have.


    Understanding what payments were authorized and what payments are invoiced is critical. PlanStreet helps you keep this data organized.

    PlanStreet is flexible and is compatible with all waiver types including, but not limited to, Level 1, individual options, and self waivers.


    Your staff is your most valuable asset and PlanStreet helps you manage time, schedules, and payroll expenses through automation.

    Keeping track of billable vs non-billable hours is an ongoing responsibility and can efficiently calculate your payroll hours.

    • Intake

      The first level of case management involves the assigned health care social worker gathering as much demographic information, specifics about any immediate needs the client might have, and establishing a relationship with the client and their family.
    • Needs assessment

      Building off of the initial information gathering level, case managers then move to assessing the specific needs of the client. Here they will work with the client to develop a list of key problems, needs, and interests and then establish specific and measurable goals around them. The case manager will also communicate realistic challenges that may be encountered during the process to ensure that everyone is on the same page.
    • Service planning

      This third level is likely the most time intensive portion of the health case management service process. Specific actions are outlined to achieve the client’s goals as well as a realistic timeline for completion. Most importantly, specific metrics are set to assess progress.
    • Monitoring and evaluating

      In the fourth step of case management, case managers will use the agreed up metrics to monitor progress. It is critical that case managers use objective data to assess progress and not anecdotal evidence. This level can be revisited as service plans and needs change over time.

    Automation and efficiency allow your team to buy back highly coveted time to spend with clients. Optimizing your billing, scheduling, and reporting is one of the many reasons why PlanStreet is the right software for your organization.

    Why PlanStreet’s Case Management Software?

    Advantages of PlanStreet’s Case Management

    • The most significant advantage is its flexibility to adapt to new processes, changing requirements, and individualistic needs.
    • It streamlines business processes and enhances organizational efficiency.
    • Being a cloud-based management software, you can access it and work from anywhere, home, or office.
    • Since case management software alerts everyone when tasks are completed, it saves time for staff to perform other duties.
    • PlanStreet helps in the analysis of generated reports, analyze trends, and quickly solve fraud cases and forward compliance reports.
    • It helps organizations understand which actions are result oriented and which actions need to be curtailed or stopped.
    • PlanStreet keeps all files safe and secure by regularly backing up the data automatically every few hours.

    Is it time to switch to PlanStreet for your team?

    • PlanStreet stores key information or data in one location, centralizing all data and making it easily accessible.
    • It streamlines functions, enhancing productivity and boosting customer satisfaction and improving client retention.
    • PlanStreet’s case management software is an easily affordable, more efficient, and profitable proposition.
    • It is perfect for use by any nonprofit that believes in increasing productivity.

    PlanStreet’s Case Management ensures that you manage each case diligently

    Successfully execute your cases with PlanStreet and stay on top of every activity.