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Top Rated Patient Case Management Software with Group notes

Last updated: July 2026

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30 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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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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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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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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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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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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Ahshay logo

Claims processing and patient case management software

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Ahshay is a cloud-based healthcare intelligence platform that delivers both preventive and predictive analytics to help providers gather real-time patient treatment data from multiple sources including clinical and EMR systems.

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Acuity Advanced Care Management logo

Web-based case management software for health & social care

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ACUITYnxt is a web-based case management solution for healthcare, which is designed to support the full case management process with flexible workflows. The platform allows case managers to create case records and alerts, customize forms, complete scheduled tasks, track activity history, and more.

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Adaptive Care logo

Patient case management software for care givers

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Adaptive Care is a patient case management software designed to help care providers create treatment plans and track progress charts. The platform enables managers to schedule clients based on locations and manage calendars.

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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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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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FAMCare logo

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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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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splose logo

AI Practice Management Software for Allied Health

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splose is the most powerful AI practice management software, hands down. It harnesses the power of automation and AI to put time back into the hands of healthcare professionals around the globe so they can focus on what they do best – caring for people.

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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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MyCaseRecords logo

Case management for behavioral health professionals

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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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Alleva logo

We're the friendliest EMR platform around. Book a Demo!

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Our state-of-the-art platform will take your center into the 21st century and streamline the entire process of EMR. Our platform provides more efficient workflows, reducing burn-out, and improving the quality of care. Insights offers real-time data for better business decisions and easier reporting.

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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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