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Patient Case Management Software with Customizable Fields (2026)

Last updated: April 2026

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34 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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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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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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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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TheraNest logo

Mental health practice management solution

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You became a therapist to help people, not to drown in admin tasks. TheraNest simplifies documentation, scheduling, and billing, so your practice runs smoothly and you can focus on helping your clients.

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Carepatron logo

The healthcare workspace for small teams and their clients.

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All your healthcare work in one place: Notes, Clients records, Appointments, Billing, Payments, Transcription, Communication & more.

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IntakeQ logo

Web-based intake forms management software

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IntakeQ is an online intake form solution that enables healthcare professionals to securely exchange electronic forms with their patients prior to appointments

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vcita logo

Appointment scheduling and reminder solution

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vcita is an all-in-one business management app designed with small businesses in mind, helping teams manage clients, schedule, billing and administration. The platform includes a CRM to manage client records, online scheduling to book appointments and manage team calendars, billing and invoicing tools, and a client portal for customers to book, pay, and communicate with the business.

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ShiftCare logo

Home care software for agencies and care teams

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A cloud-based management platform that helps care and support providers increase efficiency and save time on admin.

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Bonterra Apricot logo

Case management software for nonprofits of any size

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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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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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InfoFlo logo

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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Cority logo

Cloud-based EHS management software

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Cority's Patient Case Management software optimizes healthcare workflows from intake to recovery. Our platform facilitates efficient scheduling, documentation, and communication to enhance patient outcomes and comply with regulations.

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Zentake logo

Patient intake management platform for healthcare providers

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Zentake is a HIPAA compliant, digital intake and consent platform specially designed for patients and healthcare professionals, including counselors, therapists, and clinical support staff. It supports e-signatures, photo and file capture, and pre-fill and post-fill forms.

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Intergy logo

Enterprise EHR & practice management with mobile app support

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Greenway’s electronic health record (EHR) and practice management platform Intergy offers a user-friendly, specialty-focused solution for ambulatory healthcare practices. It provides tools to manage chronic conditions, capture payer incentives, and thrive in the world of value-based healthcare.

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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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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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Bonterra Penelope logo

Cloud-based case management software for human services.

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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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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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Private Practice Software logo

Healthcare practice and patient management tool

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Private Practice Software (PPS) is a practice management software for private healthcare organizations of all sizes, including solo practitioners, large clinics, and hospitals. The patient management software creates treatment notes, manages appointments, generates marketing reports and more.

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CaseWorthy logo

A Scalable Case Management Solution For Human Services

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

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PlanStreet logo

Make an Impact with Secure Case Management Software

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

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Community CareLink logo

Case management software - from intake to impact.

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

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SureImpact logo

Case management, impact management, and reporting

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SureImpact is a case management, impact management, and reporting solution that is specifically designed for social-good providers. SureImpact provides the data collection and impact reporting infrastructure that connects nonprofits, government organizations, funders, and other collaborators.

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Health Cloud logo

Patient relationship management software in the cloud

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Salesforce Health Cloud is a collaborative, all-round healthcare CRM and patient management software for healthcare providers, payers, and patients

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