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Patient Case Management Software with HIPAA Compliant (2026)

Last updated: April 2026

Why is HIPAA compliant important for patient case management software users?

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

HIPAA compliance ensures patient data protection, maintaining privacy and confidentiality. It safeguards sensitive information, builds patient trust, and meets legal requirements, crucial for handling medical records and client interactions securely. Of the 97 reviewers who rated HIPAA compliant, 99% rated this feature as important or highly important.

Key features of patient case management software based on insights from 326 verified reviews

  • Document Management: Reviewers appreciate the ease of uploading, organizing, and accessing documents for efficient record-keeping and compliance. 98% of reviewers rated this feature as important or highly important.
  • Charting: Users highlight intuitive note creation, customizable templates, and ease of tracking patient information. 97% of reviewers rated this feature as important or highly important.
  • Patient Records Management: Reviewers find it beneficial for centralized, secure, and easily accessible patient data, aiding accurate record-keeping. 96% of reviewers rated this feature as important or highly important.
  • Calendar Management: Users like customizable, color-coded scheduling for managing appointments, staff, and resources efficiently. 95% of reviewers rated this feature as important or highly important.
  • Appointment Management: Reviewers appreciate the ease of booking, tracking, and managing appointments, with features like reminders and confirmations. 91% of reviewers rated this feature as important or highly important.
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80 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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EHR YOUR WAY 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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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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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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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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athenaOne logo

AI healthcare software for medical practices

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AthenaOne is a fully-integrated healthcare solution combining electronic health records, medical billing, practice management, and patient engagement. The AI-native platform streamlines clinical documentation, automates data exchange, and simplifies administrative tasks for providers. With features like customizable workflows, automated wellness outreach, and telehealth, the system helps medical practices enhance clinical outcomes and operational efficiency.

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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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Skilled Nursing Core Platform logo

Patient management software for hospitals and ACOs

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Skilled Nursing Core Platform by PointClickCare helps healthcare organizations manage care plans, track trends and regulations, and maintain patients' health records. Users can streamline operations related to care delivery, financial management, data coordination, business intelligence, and more.

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Practice Mate logo

Practice management software for healthcare organizations

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Practice Mate by Office Ally is a HIPAA-compliant practice management solution that seamlessly integrates with EHR 24/7 to provide patient case management. Get started today.

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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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ClearDent logo

Cloud-based practice management software for dentists

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ClearDent is a Canadian-built all-in-one dental software that helps practices attract, treat, and retain patients. For 20+ years, it has driven innovation with cloud and on-premise tools to streamline workflows, enhance patient engagement, boost productivity, and grow revenue.

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Nookal logo

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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Healthie logo

HIPAA compliant health records for providers

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Healthie is a HIPAA-compliant electronic health record platform for health and wellness providers, including private practices, group practices, and digital health startups. It offers cloud-based charting, scheduling, billing, telehealth, patient engagement tools, and workflow automation. Features include an AI scribe, multi-provider support, insurance management, and integrations with third-party apps like wearable devices and business intelligence tools.

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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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