Case Management Software

Social, Human and Patient Services

    Scalable and Secure for Meeting Complex Needs

    PlanStreet’s case management software is tailor-made for social, healthcare and human services organizations. It eliminates manual processes and paperwork providing caseworkers a safe and secure platform.

    PlanStreet provides an unprecedented level of performance, security, and scalability by using the best hosting platform, Microsoft Azure cloud. The case management software is comprehensive enough to include robust security and HIPAA compliance needs.

    Our case management software automates manual processes and forms. Access it from the office, your home or the field, wherever you are. Caseworkers, service providers and other stakeholders can easily use the software and access the important data related to them.

    Key components of PlanStreet’s Case Management


    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. By doing this, one 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.

    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 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.

    Configurable Dashboards

    PlanStreet allows customers end-to-end views through configurable dashboards. Our useful reporting dashboards help planning services and programs with intutive user experience and guide plans on the right course by making people specific recommendations.

    Compliant, Best Practice Configurations

    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 Case Management software leads to an outcome where every participant receives the services he/she needs to reach its goals.

    PlanStreet supports Public Sector Programs and Organizations

    • Maternal Infant Early Childhood Home Visiting (MIECHV)
    • Substance Abuse Prevention and Treatment Block Grants (SABG)
    • Foundation funding
    • Promise Neighborhoods
    • Healthy Families America
    • MIECHV
    • US Department of Housing and Urban Development (HUD)
    • 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

    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.

    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.