Case Management

Social, Human, and Healthcare Services


Automate Processes &
Enroll & Track
Improve Client Engagement with Client Portal
Power BI analytics

Client Testimonials


Key Components of PlanStreet’s
Case Management Software For Human and Social Services



This is the initial step in building strong case management. It involves a meeting between a client and a case manager where the latter gathers maximum information possible by discussing it with the client, identifies their needs, and documents it in PlanStreet's intake form and case management software.

Needs Assessment

This step involves the details gathered during the Intake stage using PlanStreet. The manager's responsibility during this stage includes making an understanding with the client to have an in-depth knowledge of upcoming challenges and to know more about their goals to provide efficient services.

Service Planning

The case manager, considering every resource and information gathered by the client in previous steps, takes action and supports the client's requirements. The manager must plan each step and set targets and goals for the team using PlanStreet.

Monitoring and Evaluation

Every service delivered to a client must be properly evaluated and monitored with time using PlanStreet's robust case tracking tools. By doing this, the case worker can ensure the level of satisfaction and feedback of a client. Evaluation is essential to know how your service has made an impact on your client.


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


Advanced form builder that allows you to easily drag & drop your form components to create online Forms

JSON Powered Form Builder

Automatic API







Key Features

Case Management &
Service Delivery

Managing case data, program management, and service delivery in one place. Track the full lifecycle of case management and service delivery success with PlanStreet. Nonprofit organizations can build programs that provide useful and sustainable social services for existing and future members.

Forms, Workflows,
Approvals & Alerts

Our case management software configures forms as needed comprising of time-saving data validation and conditionality features. It simplifies processes through intuitive workflow, alerting, and digital signature features. Easily share data and integrate among systems with our open API and automated file transfers.

Power BI Configurable

Power BI analytics embedded in PlanStreet amplifies your insights and the value of your data. Power BI allows case workers end-to-end views through configurable dashboards. PlanStreet dashboards help social case workers plan services and programs with intuitive user experience and guide plans on the right course by making people specific recommendations.

Compliant, Best Practice

PlanStreet helps your nonprofit accelerate its impact by evaluating and managing outcomes. It also helps in aligning the mission with the desired results at an organizational level. PlanStreet's human services software leads to an outcome where every participant receives the services he/she needs to reach its goals.

Power BI analytics embedded in PlanStreet

Power BI analytics embedded in PlanStreet amplifies your insights and the value of your data.

You get expert information and answers to address your needs, no matter how you use PlanStreet.

Power BI is a collection of software services, apps, and connectors embedded in PlanStreet case management software to turn your unrelated sources of data into coherent, visually immersive, and interactive insights. Visualize and discover what's important, and share that with anyone or everyone you want.


Transform lives & streamline everyday processes with PlanStreet’s Intuitive Case Management Software for Nonprofits

Driven by our passion to create complex yet intuitive case management solutions, we at PlanStreet give you the tools to make a difference. Our firm resolve to make your life easy as a social worker, healthcare professional, or human services provider enables us to develop innovative software that seeks to automate your routine manual tasks while giving you access to vital information.

Save Valuable Time

PlanStreet’s cloud based case management software automates tasks and streamlines processes so that your team can spend more time with the clients.

Make It ‘Yours’

Highly customizable user interfaces, custom reports, case notes, and a full-scale offering of services allow for PlanStreet to optimize any part of your organization when you need it.

Attract More Funding

PlanStreet’s robust social services software enables you to identify your strengths and weaknesses, gives you clarity of vision and thus better stakeholder engagement.

Manage Easily & Securely

HIPAA and FedRAMP security standard compliances ensure that you work in a highly reliable and secure digital environment. A regular internal security evaluation makes our solutions even securer.


Why PlanStreet’s Case Management Software?


PlanStreet supports Public Sector
Programs and Organizations

  • Maternal Infant Early Childhood Home Visiting (MIECHV)
  • Substance Abuse Prevention and Treatment Block Grant (SABG)
  • Foundation funding
  • Promise Neighborhoods
  • Healthy Families America
  • NAPIS Reporting
  • Medicaid Waiver Program
  • Reentry Program
  • Choice Neighborhoods Program
  • Continuum of Care (CoC) Program
  • Department of Education (ED) Promise Neighborhoods Program
  • The Corporation of National and Community
  • HUD Data Quality Report, APR, and ESG Caper Reports
  • VOCA Report
  • Workforce Innovation and Opportunity Act (WIOA)
  • In-Home Support Services (IHSS)
  • Victim Services

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.

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 Human Services Case Management ensures that you manage each case diligently

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