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Top Rated Patient Case Management Software with Case notes

Last updated: July 2026

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47 software options

SimplePractice logo

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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CharityTracker logo

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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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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BestoSys logo

Practice management and growth software for Medical & dental

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Bestosys is a complete practice management software for doctors & dentists with features for record keeping, patient relationship management, lead management and systematic growth

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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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NewOrg logo

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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StoriiCare logo

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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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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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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Medicai logo

AI-Powered Medical Imaging Infrastructure & Healthcare APIs

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Organize imaging, reports, documents, and communication into shared patient case timelines. Simplifies collaboration between radiologists, specialists, and treating physicians.

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Toothclick logo

Software for managing dental laboratory operations

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Toothclick is a cloud-based solution that allows dental laboratories to manage their clients and case flow with ease. The platform lets lab owners simplify billing and admin management.

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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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Foothold logo

Human services software for behavioral health and I/DD.

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Electronic documentation software for I/DD and behavioral health service providers. We offer case management, client tracking, and an EHR all under one roof. Our software is HIPAA-compliant, federally certified, and offers full interoperability for care coordination and value-based care.

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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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Owl Practice logo

Practice Management Software for Mental Health Practitioners

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Owl Practice is a comprehensive EHR and practice management solution that helps mental health practitioners automate their busywork and admin tasks with secure and compliant features.

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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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FieldWorker logo

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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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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Ezovion HMS logo

Leading hospital management software for the Indian market

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Ezovion is a versatile solution that caters to the needs of various healthcare practices, ranging from small provider practices to large medical group practices.

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Infermedica logo

Powered by AI. Built by clinicians. Trusted by patients.

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Infermedica specializes in AI-driven solutions for early symptoms assessment, digital triage and care navigation. 

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Exym logo

Giving our customers the freedom to focus on care.

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Exym is an intuitive, user-friend EHR software solution that tracks everything your behavioral health agency needs. Easily manage your patient data, progress notes, clinician activities and billing.

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