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Patient Case Management Software with Referral Tracking (2026)

Last updated: February 2026

Key features of Patient Case Management Software

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

HIPAA Compliant: Users value strong data security, ensuring client privacy and meeting legal requirements for sensitive health information. 99% of reviewers rated this feature as important or highly important.
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.