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Top Rated Patient Case Management Software with Assessment management

Last updated: May 2026

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55 software options

CharityTracker logo

CharityTracker

Affordable, Cloud-Based, Easy Case Management Software

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Easy-to-use & HIPAA-compliant patient case management/social services software. Designed for health care agencies & nonprofits to record and report interactions with patients, case notes, set goals & measure outcomes, perform assessments, make referrals & more! Helping you positively transform lives

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FAMCare logo

FAMCare

Case management software for non-profits & government bodies

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FAMCare is a web-based patient case management software designed for healthcare providers, nonprofit organizations, and government agencies to coordinate care, track outcomes, and manage client services securely and efficiently.

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FieldWorker logo

FieldWorker

Everything to deliver great care in one place

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With FieldWorker, patient case management becomes simple and organized. The platform centralizes client data, visit logs, progress notes, and reports — enabling teams to deliver personalized care, track outcomes, and stay compliant with regulations.

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SimplePractice logo

SimplePractice

Appointment scheduling and reminder solution

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SimplePractice is an all-in-one practice management solution that helps businesses simplify administrative tasks, such as scheduling, billing, and documentation, allowing health and wellness professionals to focus on providing excellent client care. The platform offers a robust set of features designed to help practitioners thrive.

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InfoFlo logo

InfoFlo

HIPAA compaliant case management software

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HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price!

Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools.

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NewOrg logo

NewOrg

Online data management solutions for nonprofit organizations

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NewOrg provides cloud-based information management solutions for non-profit organizations, supporting volunteer scheduling, fundraising, donation management and more.

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Nookal logo

Nookal

Health and Therapy Practice Management

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Nookal is a comprehensive practice management solution designed to streamline clinic operations, improve client experiences, and boost efficiency.

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StoriiCare logo

StoriiCare

Software for adult day care and assisted living providers

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StoriiCare helps nursing homes, adult day care centers, and assisted living providers manage patient admissions, staff scheduling, communication, reporting, and more. Users can create custom care plans, track progress, and upload documents in a centralized repository for future reference.

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CareManager logo

CareManager

Software for managing patient data and care plans

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CareManager is a cloud-based software designed to help healthcare organizations streamline care coordination operations and identify gaps or issues during patient care, behavioral health, post-acute care, and addiction treatment. The platform enables care providers to implement custom care plans, share patient data with doctors and other concerned parties, and monitor quality measures across hospice, home health, and long-term care programs.

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EHRYourWay logo

Streamlined care for mental health professionals.

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EHR YOUR WAY is a fully integrated behavioral health and clinical care EHR software. It is configurable for mental health and clinical health specific needs and is an ONC certified cloud-based EHR. EHR YOUR WAY is trusted by mental health professionals nationwide and is suitable for behavioral health agencies with 15 or more users.

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ClinicSense logo

All-in-one clinic management tool for wellness centers

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ClinicSense is a clinic management software designed for health and wellness professionals, including massage therapists, physical therapists, chiropractors, and holistic medicine practitioners. The platform features online booking with appointment reminders, customizable SOAP notes, digital intake and consent forms, invoicing and payment processing, and client communication tools such as email newsletters and wellness check-ins.

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Pabau logo

Practice management system for healthcare

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Pabau is an all-in-one practice management software designed for healthcare businesses. The system offers digital patient records, online booking capabilities, calendar management, and integrated payment processing to streamline administrative workflows. Pabau also includes marketing tools, inventory management, and reporting features that help medical practices operate efficiently while maintaining secure patient data.

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My Junna logo

Client management software

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My Junna is a HIPAA compliant care management software to track clients, track tasks, organize community resources, share calendars and more.

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My Best Practice logo

Software for managing healthcare operations and records

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My Best Practice, the EHR for evidence-based clinicians, simplifies creating and maintaining client accounts, scheduling appointments, managing client information, billing, and more.

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Legwork logo

Cloud-based Dental Patient Engagement Suite of Applications

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Legwork is your one-stop shop for attracting, retaining, and delighting patients. Integrate your patient engagement software, dental marketing, websites, and office phones with Legwork innovative solutions.

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RT Connect logo

Streamline Your Medical Imaging Workflow with RT Connect

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RT Connect is a solution that combines EHR, RIS, PACS, and OIS tools with a secondary check of monitor units in radiotherapy. It features interoperability with other medical systems. RT Connect helps healthcare providers improve patient care and streamline their medical imaging workflow.

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BestNotes logo

Cloud based electronic health records solution for clinics

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BestNotes is a cloud based electronic health record management solution for the behavioral health and substance abuse industry. Features include: scheduling, patient portal, audit-compliant documentation, medication administration, outcome tracking, e prescribing, lab tracking, and reporting

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Exponent Case Management logo

Information systems for social change.

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Exponent Case Management is a cloud-based platform that's ideal for mid-to-large human services organizations. Drive efficiency, reduce reporting times and improve data clarity. Includes intake, assessment, service tracking, case records, outcomes + compliance reporting, referral tracking and more.

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Fixus logo

Case management platform for health or social care programs

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Fixus is a cloud-based case management platform designed to help health care and socially focused care organisations streamline data collection, automate processes, enhance workflows, and report against program requirements.

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iStaffRota logo

Home care management software for caregivers and hospitals

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For client management, iStaffRota provides the only user-friendly care management software you will ever need for your domiciliary home care business. We know how hard it is to keep track of your carers and scheduling them accordingly and not to mention all the paperwork that goes with it.

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Trac9 Informatics logo

Mental Health EHR software

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Leading the way in rehab success with predictive analysis and personalized care. Our software transforms clinics, providing comprehensive assessments and individualized plans for sustained sobriety. Join us in shaping a brighter future for recovery.

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GipoNext logo

The all-in-one software solution for clinics

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GipoNext is a 100% cloud-native clinic management software to digitize the whole patient journey.

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TaskMaster Pro logo

A simple-to-use IDD software that delivers dynamic results.

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Discover TMP: IDD software by providers, for providers. Simplifies documentation, mitigates risks, improves communication. Intuitive workflows ensure superior service. Flexible reporting, automated billing. Step into the future of IDD management with TMP. Contact us today!

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TurnPoint logo

Community care software for homecare service providers

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TurnPoint Care is a community care logistics solution which helps home & health care services manage invoicing, staff scheduling, payroll, & clinical records

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eMedirex logo

Empowering healthcare providers with AI-driven solutions.

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eMedirex is Amarac’s AI-powered healthcare solution that helps hospitals, clinics, and providers improve patient care, increase efficiency, and reduce costs. It securely captures real-time patient data and supports digital transformation across healthcare organizations.

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