AI FOR CASE MANAGERS AND SERVICE COORDINATORS
Built for case managers across every human services setting — wherever people coordinate support for other people.
Across IDD, behavioral health, child and family services, aging and disability, housing, veterans services, foster care, and recovery, documentation can consume 35–40% of a case manager's workday. CaseManagement.ai uses ambient AI to capture sessions, generate structured notes, and surface what matters — so teams can focus on people, not paperwork.
Hours of notes after every session. Every visit. Every phone call. CaseManagement.ai generates structured, compliant progress notes automatically — before you leave the room.
Hundreds of data points, no clear picture of who needs attention today. Our AI surfaces what matters, when it matters — across your entire caseload, in real time.
You became a case manager to help people, not to fight your software. When documentation takes over your day, the work that matters most gets squeezed out. We fix that.
Referrals in email. Authorizations in fax. Service plans in a binder. CaseManagement.ai centralizes every referral, authorization, and coordination touchpoint — and keeps it current automatically.
Have your session as you normally would. With consent, ambient AI listens securely in the background — you stay fully present.
In under 60 seconds, AI drafts a structured progress note, action items, flagged risks, and follow-up tasks — formatted to your program's standards.
Approve, sign, and submit from your phone or laptop. Documentation is complete before you leave the room.
AI synthesizes every note, upload, meeting, and goal into a complete, person-centered plan — ready for your review, e-signature, and audit trail.
Purpose-built for IDD, behavioral health, child and family, aging and disability, housing, veterans, foster care, and recovery case management teams.
Consent-based capture of visits, calls, and meetings with instant transcription.
PCP and ISP sections drafted from provider data, assessments, and conversations.
Monitoring, contact, and billable activity notes drafted in under 60 seconds.
Draft measurable goals and see which have supporting documentation.
Referrals, authorizations, and provider relationships in one place.
Caseload dashboards, individual compliance status, and audit-ready reports.
Two features that quietly eliminate the busywork nobody talks about — the copy-paste into state systems, and the mountain of paper documents from providers.
State record systems rarely integrate with anything. State Bridge maps your notes, plans, and required fields to the format your state portal expects — so the transfer takes seconds, not hours.
Case managers receive thousands of pages from providers, clinics, and schools. Drop them in — AI extracts diagnoses, medications, assessments, goals, and risks, then folds them into the Person-Centered Plan so nothing is overlooked.
Case managers, supervisors, intake teams, and program directors all work in the same system — no per-seat fees, no role left behind. Everyone sees the same source of truth, and the AI adapts to what each role actually needs.
See ambient listening, automated notes, and outcome tracking in a 30-minute live demo — built around your program and the people you serve.
CaseManagement.ai is an AI-powered case management companion for IDD case managers and support coordinators; behavioral health care coordinators; child and family case managers; aging and disability care coordinators; housing and homeless services case managers; veterans services case managers; foster care and permanency case workers; and substance use and recovery case managers. It combines ambient listening, automated progress notes, goal tracking, referral coordination, and compliance documentation in one HIPAA-compliant system.
Generic EHR systems are designed for clinical healthcare — physician workflows, diagnosis coding, inpatient documentation — and are then adapted for human services. CaseManagement.ai is built from the ground up for case management workflows: person-centered planning, waiver documentation, caseload management, and coordination across community-based services. The AI features are designed for how case managers work, not how physicians work.
Yes. CaseManagement.ai is fully HIPAA-compliant. All data is encrypted in transit and at rest. A Business Associate Agreement (BAA) is executed with every provider organization.
Most organizations go live within 3–5 months of contract signing (with current, documented workflows). A dedicated implementation specialist is assigned to every organization. The process includes five phases: Discovery, Configuration, Training, Go-Live, and Ongoing Support.
CaseManagement.ai is priced per user — one straightforward plan that averages $50–$60 per user per month with every feature included. No tiers, no add-on modules, no per-module fees, and no mandatory annual contract. Volume and nonprofit discounts are available.
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