Casebook
Casebook is a purpose-built human services platform that provides non-profits and government agencies with centralized tools for intake, case management, and outcome tracking to improve service delivery.
PlanStreet
PlanStreet is a comprehensive case management software designed to help health and human services organizations automate intake, track participant progress, and manage complex social service workflows efficiently.
Quick Comparison
| Feature | Casebook | PlanStreet |
|---|---|---|
| Website | casebook.net | planstreet.com |
| Pricing Model | Subscription | Custom |
| Starting Price | $60/month | Custom Pricing |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2017 | 2016 |
| Headquarters | New York, USA | Richmond, USA |
Overview
Casebook
Casebook is a cloud-based platform designed specifically for the human services sector. You can move away from fragmented spreadsheets and paper files by centralizing your data in a secure, HIPAA-compliant environment. Whether you are managing child welfare cases, victim services, or community health programs, the software helps you track every interaction from initial intake to final discharge.
You can streamline your daily operations with automated workflows and configurable forms that match your specific program requirements. The platform focuses on helping you prove your impact through real-time reporting and data visualization. By reducing the administrative burden on your staff, you can spend more time providing direct support to the individuals and families in your community.
PlanStreet
PlanStreet provides a centralized platform to manage your health and human services operations from intake to reporting. You can move away from scattered spreadsheets and paper files by digitizing your entire case management process. The software allows you to create custom intake forms, track individual participant goals, and monitor program outcomes in real-time.
You can also manage your team's schedules, track billable hours, and generate compliance reports with a few clicks. Whether you are running a reentry program, a homeless shelter, or a mental health clinic, the platform adapts to your specific workflow requirements. It focuses on reducing administrative burdens so your staff can spend more time providing direct care to the community.
Overview
Casebook Features
- Centralized Intake Capture essential client information quickly with digital intake forms that automatically create new records in your system.
- Dynamic Case Records Track notes, documents, and milestones in one unified timeline so you always have the full context of a client's journey.
- Configurable Workflows Design custom processes that guide your team through specific program requirements and ensure no critical steps are missed.
- Provider Management Maintain a directory of external partners and track referrals to ensure your clients receive the specialized care they need.
- Reporting & Analytics Generate visual reports on program outcomes and staff performance to satisfy grant requirements and improve service delivery.
- Secure Document Storage Upload and organize sensitive files directly within case records while maintaining strict HIPAA-compliant security standards.
PlanStreet Features
- Automated Intake. Create custom digital forms that allow you to process new participants quickly and eliminate redundant data entry.
- Case Notes Tracking. Record detailed interactions and progress updates in a secure, centralized location that your entire team can access.
- Goal Management. Set specific milestones for your participants and track their journey toward self-sufficiency with visual progress indicators.
- Attendance Tracking. Monitor program participation and group session attendance automatically to ensure your services reach those who need them.
- Reporting & Analytics. Generate detailed impact reports and compliance documentation instantly to satisfy grant requirements and internal stakeholders.
- Scheduling & Calendars. Coordinate staff appointments and facility resources using a shared calendar that prevents double-booking and missed meetings.
Pricing Comparison
Casebook Pricing
- Core case management
- Standard intake forms
- Document storage
- Basic reporting
- HIPAA compliance
- Standard support
- Everything in Essential, plus:
- Advanced custom fields
- Provider management
- Outcome tracking
- Enhanced reporting
- Priority email support
PlanStreet Pricing
Pros & Cons
Casebook
Pros
- Intuitive interface designed specifically for social workers
- Strong HIPAA-compliant security and data encryption
- Highly configurable forms to match unique programs
- Excellent customer support during the onboarding process
- Mobile-friendly design for field-based case workers
Cons
- Initial configuration requires significant time investment
- Reporting tools have a slight learning curve
- Lacks some advanced accounting or billing features
PlanStreet
Pros
- Highly customizable forms adapt to unique program needs
- Centralized data improves team collaboration and communication
- Responsive customer support helps with initial setup
- User-friendly interface reduces staff training time
- Strong reporting capabilities simplify grant compliance
Cons
- Initial configuration requires significant time investment
- Mobile app functionality is limited compared to desktop
- Advanced reporting features have a steeper learning curve