Who We Serve
Community-Based Behavioral Health
State & County Health Agencies
Federally Qualified Health Centers
Products
Longitudinal Care Management
Closed Loop Referrals
Crisis Dispatch & Response
Bed Board
Resource Navigator
Case & Client Management
Products
Company
About
Careers
Resources
Customer Stories
Blog
Publications
Contact sales
Let's Talk
case & client management
Unify operations, track every client, close every gap
One flexible platform to manage cases, clients, and data—strengthening coordination and simplifying operations across your entire system.
A foundational layer that empowers care coordination
Unify client data, streamline workflows, and surface actionable insights.
Capture the whole picture
Unified case and client data across all programs and partners.
Designed for frontline staff
Flexible and intuitive tools that adapt to how your teams work.
Actionable, real-time data
Real-time insights surface care gaps—without manual work.
Our Solutions
A launchpad for all care touchpoints
Collect, share, and act on information without jumping between systems.
track
Comprehensive client records
Centralized client history with demographics, eligibility, and activity logs.
Family linking with household connections.
Digital assessments, screeners, and electronic consent.
streamline
Unified case management
Tasks, appointments, and care plan tracking across programs.
Medication and diagnosis tracking.
Role-based access for staff, supervisors, and call centers.
engage
Patient engagement
Automated and 2-way text and SMS reminders.
Patient portal for access to forms, records, and care plans.
Self-service intake assessments and eligibility forms.
connect
Seamless referral coordination
Streamlined referrals across programs, partners, and services.
Real-time status tracking from request to completion.
Automated notifications and follow-ups.
configure it your way
Pair our products to complete your care coordination system
Case & Client Management
Longitudinal Care Management
Unify crisis, residential, and outpatient care with complete client tracking.
Learn more
Closed Loop Referrals
Connect internal and external partners with referrals that close every loop.
Learn more
Crisis Dispatch & Response
Coordinate mobile dispatch, bed management, and ensure seamless handoffs.
Learn more
Case & Client Management
Longitudinal Care Management
Unify crisis, residential, and outpatient care with complete client tracking.
Learn more
Closed Loop Referrals
Connect internal and external partners with referrals that close every loop.
Learn more
Crisis Dispatch & Response
Coordinate mobile dispatch, bed management, and ensure seamless handoffs.
Learn more
CUSTOMER SPOTLIGHT
“
We save 10 minutes every login and 5 minutes per document upload. That adds up fast when you're managing a full caseload.
Case Management Supervisor
National Healthcare & Housing Advisors
Our PLATFORM
Designed for the people delivering care
Frontline-first
Built for the daily realities of staff, to maximize operational efficiencies.
Flexible templates
Launch faster with templates grounded in practice and built to adapt to your setting, staff, and population.
One platform
Track referrals, services, care milestones, and beds all in one HIPAA-compliant, secure place.
Ready to transform your workflows with flexible Case & Client Management?
