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Top Rated Patient Case Management Software with Small business

Last updated: May 2026

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66 software options

CharityTracker logo

CharityTracker

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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SimplePractice logo

SimplePractice

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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InfoFlo logo

InfoFlo

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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FAMCare logo

FAMCare

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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NewOrg logo

NewOrg

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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Nookal logo

Nookal

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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StoriiCare logo

StoriiCare

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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Dentrix Ascend logo

Dentrix Ascend

Cloud-based dental practice management software

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Dentrix Ascend is a web-based dental practice management software offering users front office, clinical, and business tools to assist with the running of their practice. Multi-site support allows users to set up unlimited physical practice locations, with separate schedules and reporting, and the ability to share patient records. User roles can be assigned both by location and by user, and a role-based practice overview is shown to each user on login.

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FieldWorker logo

FieldWorker

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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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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BestoSys logo

Practice management and growth software for Medical & dental

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Bestosys is a complete practice management software for doctors & dentists with features for record keeping, patient relationship management, lead management and systematic growth

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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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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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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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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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My Best Practice logo

Software for managing healthcare operations and records

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My Best Practice, the EHR for evidence-based clinicians, simplifies creating and maintaining client accounts, scheduling appointments, managing client information, billing, 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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RT Connect logo

Streamline Your Medical Imaging Workflow with RT Connect

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RT Connect is a solution that combines EHR, RIS, PACS, and OIS tools with a secondary check of monitor units in radiotherapy. It features interoperability with other medical systems. RT Connect helps healthcare providers improve patient care and streamline their medical imaging workflow.

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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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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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GVET logo

Veterinary Management System

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GVET is a cloud-based veterinary management system that allows users to access all vet management functionalities from any device.

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MYLE logo

The MYLE Integrated Care Platform is built for better care

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The MYLE Integrated Care Platform streamlines processes encountered daily by a busy primary care clinic. By uniting care teams, physicians and patients on one platform with a user-friendly interface, all aspects of patient care are managed efficiently to save time and offer a higher quality of care.

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Doctoralia for Specialists logo

Solutions to manage doctor-patient communication.

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Doctoralia Pro provides solutions to manage communication between health centers and patients. It is designed for any type of clinic: therapeutic, pediatric, ophthalmology, dental, fertility, or respiratory. It helps to optimize time and increase revenue.

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inBehandlung logo

Streamline Vet Care: Simplify, Manage, Thrive!

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Discover the future of veterinary practice with inBehandlung! The web-based software supports veterinary practices, veterinary clinics, and veterinary practitioners in the digitalization of their practice and thus enables efficient processes and smart practice organization.

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