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Top Rated Social Work Case Management Software with Referral management - Page 2

Last updated: September 2026

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38 software options

Community CareLink logo

Case management software - from intake to impact.

Streamline care coordination with Community CareLink. Track outcomes, streamline reporting, and improve efficiency. Book a demo today!

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CaseWorthy logo

Where Technology Meets Compassion to Transform Lives

A scalable case management solution supporting nonprofits manage clients, track services, improve efficiencies & evaluate community impact.

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MyCaseRecords logo

Case management for behavioral health professionals

Web-Based Case Management Software for Substance Abuse Treatment, Mental Health and Behavioral Health facilities. Offers online automated reports and forms including client profiles, assessment, treatment plan, progress notes, group notes and discharge summary.

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PlanStreet logo

Make an Impact with Secure Case Management Software

Create an Impact with PlanStreet's secure Case Management Software. Organize Cases and Programs. Get started with $60/user/month!

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Casebook logo

Configurable Human & Social Services Software

Casebook, the comprehensive human services software designed to empower social workers, case managers, and other professionals to improve the lives of those they serve. With Casebook, you can streamline your workflows, collaborate with your team, and deliver better outcomes for your clients.

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Bonterra Penelope logo

Cloud-based case management software for human services.

Penelope by Athena Software is cloud-based case management software for human services and nonprofits. Ours is a secure and configurable client management system for social services with flexible reporting, smart forms, and a mobile client portal designed to improve the customer experience.

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Bonterra Apricot logo

Case management software for nonprofits of any size

Bonterra Case Management is a solution for nonprofit organizations of any size that supports a secure case management database, along with a best practice library with forms and reports, a drag-and-drop form designer, volunteer and donor management tools, plus client tracking, and more.

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QUALO logo
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Software for Quality Life Outcomes

QUALO is a cloud-based software solution designed to collect and report on critical data for those in the health and human services field. With QUALO, users gain access to workflows, tool library, and alerts. Dashboards and reports provide easy to interpret insights for enhanced decision making.

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iSTEDY-LMS logo
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LINC Courses, Information, Orientation, Employment Session,

iSTEDY-ISP is the ultimate software as a service solution. Developed based on the knowledge and expertise of numerous organizations, iSTEDY-ISP streamlines data management processes, centralizes data, and seamlessly manages business operations. Features include employee shift scheduling, training and document tracking, funding and inventory management, and more.

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ShareVision logo
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Case management solution for social service providers

ShareVision is a case management solution that assists social service organizations with tracking clients, managing services and staff, and reporting.

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SmarterSoft logo
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Cloud-based social work case and client data management tool

SmarterSoft is a highly-flexible case and client data management solution for nonprofits (NFPs) and government institutions. It is tailored to fit users' exact needs.

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SocialNote logo
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Platform for school mental health documentation

SocialNote is a platform for school-based mental health teams, integrating referrals, cases, services, crises, progress tracking, and reporting in one secure workflow. It aids school social workers, counselors, psychologists, and student support teams with features like referral tracking, service documentation aligned to MTSS/ASCA standards, structured crisis records, and SMART goal monitoring across academic, behavioral, and attendance domains.

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GridSocial logo
(0)

Closed Loop Referral System

GridSocial by SocialRoots.ai is community referral management software for healthcare and community organizations to track and coordinate referrals across service areas. It features centralized intake management, automated request categorization, case tracking with unique IDs, and an AI-powered directory of verified providers. GridSocial integrates with EHR systems and includes dashboards for monitoring referral outcomes and trends.

Read more about GridSocial

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