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Patient Case Management Software with Referral Tracking (2026) - Page 2

Last updated: February 2026

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35 software options

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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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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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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Exponent Case Management logo

Information systems for social change.

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Exponent Case Management is a cloud-based platform that's ideal for mid-to-large human services organizations. Drive efficiency, reduce reporting times and improve data clarity. Includes intake, assessment, service tracking, case records, outcomes + compliance reporting, referral tracking and more.

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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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AtlasOne logo

Healthcare organisations, Trade, Professional Services

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Unlock self-service bookings, provider and customer lead surveys and forms, data-driven insights and lots more.

The software provides customizable online booking, staff scheduling, client management, customer surveys and assessments, electronic health records, data reporting, document uploads, and

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ShareVision logo
(0)

Case management solution for social service providers

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ShareVision is a case management solution that assists social service organizations with tracking clients, managing services and staff, and reporting.

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Arize EHR logo
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Comprehensive and easy-to-use EHR solution

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Arize EHR is a comprehensive and easy-to-use EHR solution focused on the needs of the health and human services industry.

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HealthViewX logo
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One platform to manage inbound & outbound patient referrals

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HealthViewX patient referral management software helps health systems to simplify end-to-end referral cycles and manage referrals seamlessly. Its comprehensive feature set contributes to improved operational efficiency and reduced overhead cost.

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QUALO logo
(0)

Software for Quality Life Outcomes

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QUALO is a cloud-based software solution designed to collect and report on critical data for those in the health and human services field. With QUALO, users gain access to workflows, tool library, and alerts. Dashboards and reports provide easy to interpret insights for enhanced decision making.

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