Struggling to coordinate patient care?
You’re trying to connect departments, but communication gaps and fragmented systems make effective patient handoffs a constant challenge for your team.
This often means longer treatment times for patients and a higher risk of readmissions, which directly impacts your facility’s performance metrics.
In fact, Precedence Research shows that 67% of healthcare providers face these care coordination inefficiencies. These gaps directly affect patient outcomes and strain your valuable resources.
The right software can finally fix this, helping you streamline your care coordination and unify communication across all your teams.
In this article, I’ll guide you through the best patient case management software. We’ll find a solution that addresses your unique clinical and administrative needs.
You’ll learn how to choose a system that reduces staff workload, improves patient engagement, and enhances overall care quality.
Let’s get started.
Quick Summary:
| # | Software | Rating | Best For |
|---|---|---|---|
| 1 | athenahealth → | Medium to large healthcare practices | |
| 2 | Carepatron → | Small to medium healthcare teams | |
| 3 | Smartsheet → | Large enterprises & hospital systems | |
| 4 | TherapyNotes → | Mental health & therapy practices | |
| 5 | PlanStreet → | Health & patient service organizations |
1. athenahealth
Tired of disjointed patient care and administrative overhead?
athenahealth offers athenaOne, an AI-powered, all-in-one solution designed to tackle the complexities of patient case management. This means you can improve clinical effectiveness and boost financial performance.
The solution helps alleviate staff burnout by streamlining daily inefficiencies and simplifying claim processes, freeing your team to prioritize patient care.
Here’s how athenahealth delivers.
athenaOne transforms your practice with an integrated solution encompassing Electronic Health Records (EHR), practice management, and patient engagement tools. You get a connected, tailorable EHR that empowers clinicians with specialty-specific workflows and more complete patient charts. Additionally, the platform improves communication and care tools to strengthen patient relationships beyond the encounter.
The medical billing and practice management software boosts efficiency and collections, enabling you to collect what you’re owed faster and with less work. The platform also offers advisory services, providing expert consulting and support to improve your performance and ROI, along with a Marketplace Program to tailor your experience with industry-leading partners. This comprehensive approach ensures seamless care coordination and automated compliance reporting.
Experience simpler, more effective patient care.
Key features:
- AI-powered athenaOne solution improves clinical effectiveness, patient experience, and financial performance by unifying EHR, practice management, and patient engagement.
- Connected, tailorable EHR with specialty-specific workflows and complete patient charts helps reduce documentation work through generative AI technology.
- Robust medical billing and practice management capabilities boost efficiency and collections, reducing overhead costs by up to 6% for practices that switch.
athenahealth features, pricing, & alternatives →
Verdict: If you are a healthcare administrator or IT director seeking the best patient case management software, athenahealth offers an AI-powered, all-in-one solution that enhances clinical effectiveness, patient engagement, and financial performance. Its integrated EHR, practice management, and patient engagement tools streamline operations, helping practices see a 2-6% increase in collections and reduced staff burnout.
2. Carepatron
Is care coordination a challenge for your team?
Carepatron offers an all-in-one practice management software solution to streamline workflows and deliver better patient care.
This means you can say goodbye to clunky interfaces and sluggish systems, helping your team focus on what they do best: patient care.
Here’s how to simplify your daily operations.
Carepatron is an integrated solution, bringing together scheduling, documentation, and patient portals in one place. This cohesive approach helps your team access everything you need for an optimized practice.
You can automate tasks and generate clinical notes with CarepatronAI, saving precious time for your staff. Additionally, its robust billing and payment features, including insurance billing, ensure smooth financial operations. This holistic system enhances provider communication and reduces administrative overhead.
The platform includes secure health records, compliance features, and telehealth capabilities to support client success through improved communication and frictionless interaction. Plus, it offers reminders and electronic signing for a complete end-to-end process.
Give clients the best experience.
While we’re discussing comprehensive patient care, understanding specialized tools like dermatology software solutions is equally important.
Key features:
- Practice Management: Offers centralized scheduling, medical billing, and documentation, allowing your team to streamline operations and ensure efficient patient flow.
- CarepatronAI: Leverages AI to automate tasks, generate clinical notes, draft responses, and automate scheduling, significantly reducing manual effort and saving hours daily.
- Patient Engagement Tools: Provides a patient portal, online forms, telehealth, and reminders to foster better patient-provider communication and ensure seamless care coordination.
Carepatron features, pricing, & alternatives →
Verdict: Carepatron stands out as a best patient case management software solution by combining comprehensive practice management with AI-powered automation and robust patient engagement tools, enabling your team to reduce administrative overhead and enhance care delivery.
3. Smartsheet
Struggling with fragmented patient data and slow coordination?
Smartsheet streamlines patient case management through automation and real-time collaboration, helping you align clinical and operational teams effectively. This means you can optimize healthcare operations for better patient experiences.
The result is a unified platform that connects your entire care network.
Here’s how Smartsheet helps you achieve seamless care coordination. Its robust features allow you to manage projects, automate workflows, and build solutions at scale, adapting to your specific needs. Additionally, intelligent formulas and data insights help you move faster, scale smarter, and lead every project with precision. Plus, its industry-leading security measures ensure your sensitive patient data remains safe, which is critical for HIPAA compliance.
This ultimately reduces administrative burdens and enhances patient engagement.
While we’re discussing optimizing patient care, you might also be interested in my guide on social work case management software for specific client needs.
Key features:
- Workflow automation to simplify processes, reduce errors, and save time by automating repetitive tasks, allowing your team to focus on patient care.
- Real-time collaboration so your team can work together, share updates, and keep everyone in the loop, whether in the office or remote.
- Secure request management to maintain oversight over key programs and portfolios, ensuring sensitive patient information is handled securely and efficiently.
Smartsheet features, pricing, & alternatives →
Verdict: Smartsheet stands out as a strong contender for the best patient case management software due to its powerful automation, real-time collaboration, and enterprise-grade security. Its proven ability to optimize healthcare operations and track mission-critical projects makes it ideal for reducing administrative overhead by 30-50% and improving patient engagement.
4. TherapyNotes
Struggling with complex patient care coordination?
TherapyNotes directly addresses your need for streamlined workflows and efficient management. This means you can focus on providing exceptional care, not administrative burdens.
You want to improve patient outcomes and boost staff productivity, and this platform offers comprehensive features to achieve that.
So, how can TherapyNotes help you?
TherapyNotes offers robust solutions designed to simplify your practice management, from scheduling to billing. This means you gain real-time visibility into patient statuses and seamless coordination across your departments.
You can reduce administrative overhead significantly while enhancing provider communication. This platform automates compliance reporting, ensuring you meet HIPAA standards effortlessly and maintain data security even with cloud-based deployments.
Additionally, TherapyNotes helps you minimize training burdens and improve patient engagement through mobile accessibility. The result is a system that scales with your growing patient populations and ensures interoperability for comprehensive care.
You can achieve seamless care coordination.
Key features:
- Intuitive Scheduling & Calendar: Manage appointments efficiently with a user-friendly calendar that integrates seamlessly with your practice’s workflow, ensuring no missed appointments or scheduling conflicts.
- Integrated Billing & Payments: Streamline your financial operations with robust billing features, allowing for easy claims submission, payment processing, and comprehensive financial reporting.
- Secure Patient Records & Notes: Maintain accurate and confidential patient data with secure electronic health records and customizable note-taking templates that support detailed and compliant documentation.
TherapyNotes features, pricing, & alternatives →
Verdict: TherapyNotes stands out as a strong contender for best Patient Case Management Software, providing comprehensive tools that directly alleviate administrative burdens. Its focus on integrated scheduling, secure record-keeping, and automated billing makes it ideal for healthcare administrators seeking to enhance operational efficiency and ensure HIPAA compliance, helping your team reduce administrative overhead.
5. PlanStreet
Struggling with fragmented patient care and data silos?
PlanStreet offers comprehensive case management, enabling you to optimize workflows, programs, and client referrals effortlessly. This means you can centralize patient information and services.
This platform helps you register clients, assess risks, and track service delivery, ensuring a cohesive approach to patient care. The result is a streamlined system.
Here’s how PlanStreet elevates your patient case management.
It helps organize programs and develops reporting tools in a single software solution, making it user-friendly on both web and mobile apps. You can automate tasks and streamline processes, allowing your team to spend more time directly with clients.
Additionally, PlanStreet features standardized assessments and powerful Power BI Reporting for data-driven insights. This allows for impact analysis to monitor interventions at every delivery cycle step. Plus, its highly customizable interfaces and easy integration with existing software mean it flexes to your specific needs, supporting client intake, skills training, and external referrals from within the platform.
PlanStreet ensures enhanced impact and client focus.
While we’re discussing software, understanding font management software can be crucial for ensuring brand consistency.
Key features:
- Workflow automation & client referrals: Streamline patient care journeys, automate tasks, and easily refer clients to third-party services directly within the platform.
- Data security & analytics reporting: Ensure encrypted data security while leveraging robust analytics and Power BI reporting for data-driven success and impact analysis.
- Customizable forms & client portal: Simplify client intake with customizable forms and offer a dedicated client portal for enhanced engagement and secure communication.
PlanStreet features, pricing, & alternatives →
Verdict: PlanStreet offers robust, cloud-based case management capabilities ideal for health and patient services. Its features like workflow automation, analytics, and easy integration with existing systems make it a strong contender for the best patient case management software, especially for organizations seeking improved outcomes and reduced administrative overhead.
6. Meddbase
Is finding the right patient management software overwhelming?
Meddbase offers a fully integrated platform connecting functions into one system. This means you can centralize clinical management, scheduling, and billing.
You will streamline patient care and optimize efficiency, helping your team focus on what truly matters: delivering better patient care with insightful data.
Let’s explore your seamless solution.
Meddbase empowers healthcare professionals to automate routine administrative, clinical, and financial tasks. This allows you to improve operations backed by data-driven insights.
Your team gets secure, anytime access to patient information, enhancing flexibility and enabling better care from any location. This comprehensive suite handles consultations, scheduling, and patient analysis. Additionally, you’ll find robust document management, electronic referrals, pathology, and reporting features.
Plus, you can expect continuous innovation, ensuring you’re always equipped to deliver high-quality care, with a smooth setup process and ongoing post-go-live support. The result? Reduced administrative overhead and improved patient engagement.
Before diving deeper into features, you might find my analysis of best mobile content management systems helpful for handling diverse patient data.
Key features:
- Platform consolidation: Fully integrated platform centralizes clinical management, scheduling, billing, and administrative tools in one system.
- Data-driven insights: Tools for reporting and analytics help improve operations and inform decision-making, backed by comprehensive data.
- Interoperability and Security: Facilitates frictionless data exchange for enhanced collaboration while safeguarding patient data with industry-leading security.
Meddbase features, pricing, & alternatives →
Verdict: Meddbase stands out as a strong contender for the best patient case management software by offering a comprehensive, integrated platform. Its focus on administrative automation, data-driven insights, and secure interoperability directly addresses your challenges in achieving seamless care coordination and optimizing practice efficiency.
7. Pabau
Struggling with complex patient workflows and administrative burdens?
Pabau helps you streamline operations with powerful automation and online booking features, reducing time spent on daily tasks.
This means you can simplify appointment management and focus on patient care.
Here’s your solution.
Pabau simplifies patient management with its all-in-one system designed for healthcare. Its digital patient records and online forms mean you can go paperless.
You can also store all patient information, including treatment plans and before/after images, securely in one centralized location, accessible from any device, making documentation easy and efficient. The platform further supports your practice with integrated billing, invoicing, and payment processing, automating financial tasks to improve cash flow.
Additionally, Pabau offers a full suite of marketing tools to help you attract and retain patients, leveraging all your data for targeted campaigns. Plus, robust reporting and analytics provide valuable insights to optimize your operations and identify areas for improvement.
Speaking of optimizing your operations and reaching customers effectively, you might find my guide on Best Multi Channel Ecommerce Software helpful for expanding your reach.
It’s about making your life easier.
Key features:
- Automated Patient Journey: Simplify scheduling with online booking, automated appointment reminders, and efficient patient management to free up staff time.
- Digital Patient Records: Go paperless with customisable online forms and secure, centralized storage for all patient data, including treatment plans and images.
- Integrated Financial & Marketing Tools: Streamline billing, invoicing, and payment processing while leveraging comprehensive marketing features to fill your calendar.
Pabau features, pricing, & alternatives →
Verdict: Pabau excels as a top Patient Case Management Software, offering an all-in-one solution that integrates client records, appointment management, and marketing tools. Its focus on automation and going paperless makes it ideal for reducing administrative overhead by automating processes and providing valuable financial and operational insights for your organization.
## Conclusion
Choosing software shouldn't feel so complex.
Selecting the right system is daunting. You're balancing clinical needs with operational efficiency, making the choice feel overwhelming for your entire health system.
Precedence Research shows AI software [reduces administrative tasks by 40-50%](https://www.precedenceresearch.com/case-management-software-market). This critical automation is key to **enabling faster care transitions** and giving your clinicians more time for personalized treatment plans.
Here is my top recommendation.
From everything I've reviewed, athenahealth truly excels. Its integrated, AI-powered platform unifies clinical and financial operations, directly fixing those persistent care coordination gaps.
I love how athenaOne boosts collections and reduces staff burnout by streamlining daily work. Choosing the best patient case management software like this transforms your practice.
For a deeper dive into other specialized healthcare solutions, my article on [radiology software evaluation and compliance](https://nerdisa.com/best-radiology-software/) is highly recommended.
I highly recommend you [book a free demo of athenahealth](https://www.athenahealth.com/resources/schedule-meeting) to see how its AI tools can directly support your teams.
You'll improve care and financial performance.
