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Patient Case Management Software with Referral Management (2026)

Last updated: April 2026

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46 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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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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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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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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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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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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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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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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Oracle Health Ambulatory Suite logo

AI-powered solutions transforming outpatient care

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Integrated, AI-powered cloud suite helping to streamline outpatient workflows, EHR, patient engagement, analytics, and revenue management.

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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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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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ContinuLink logo

Web-based home healthcare solution for enterprises

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ContinuLink is a web-based solution for medical home care agencies that handle staffing, scheduling, clinical documentation, revenue cycle, and billing

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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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Simple Interact logo

Highly-customizable patient engagement platform

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Simple Interact is a deeply-integrated, highly-customizable patient engagement platform designed for physician groups, health centers, and hospitals. The platform helps these healthcare facilities run more efficiently and profitably by reducing the burden on staff while also improving patient experience.

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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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AZZLY Rize logo

EHR & RCM software for mental health and addiction programs

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AZZLY Rize is highlighted as the leading clinical and business platform for residential and outpatient substance use disorder (SUD) and mental health programs looking to replace outgrown technology or paper processes. A Patient Engagement Portal for secure messaging between provider and patient.

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AgileEMR logo

Customizable practice management software for therapists

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AgileEMR is an Electronic Medical Records (EMRs) software specifically designed to meet the needs of physical, occupational, and speech therapy practices. Key features of the software include documentation, task management, scheduling, reporting, and customizable templates.

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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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