The Person-Centered Plan,
written for you.
The capstone of the workflow. Every note, upload, meeting, goal, and assessment is synthesized into a complete, person-centered plan — drafted by AI, reviewed by your team, and ready for e-signature and audit.
Ambient Listening & AI Transcription
With consent, ambient AI captures sessions in real time and turns them into a structured progress note in under 60 seconds. Audio is processed and immediately deleted.
One platform. 18 superpowers.
Every capability below ships in every plan — no add-ons, no surprise upgrades. Built on infrastructure proven in 30+ states since 2011.
AI-Generated Person-Centered Plan (PCP)
The capstone. AI assembles a complete person-centered plan from your notes, goals, assessments, and uploaded documents — vision, outcomes, services, and risks — ready for your review and e-signature.
State Bridge
Push documentation into state systems without manual copy-paste. Fields are mapped, validated, and staged for one-click transfer to state portals and payer platforms — so nothing gets retyped or lost in translation.
Learn more →AI Document Intake & Scan
Upload paper records, assessments, and prior plans. AI reads every page, extracts diagnoses, medications, goals, and risks, and indexes them into the individual's record so nothing is missed when the next plan is generated.
Learn more →Electronic Visit Verification (EVV)
Capture the six required EVV data points with GPS check-in/out from the mobile PWA. Visits are validated in real time and formatted for state aggregators and MCO billing.
Learn more →Automated Progress Notes
Generate compliance-ready notes from every session, formatted to your program's standards. Review, edit, and submit in one workflow.
Learn more →Smart Case Summaries
Open any record and see active goals, recent highlights, open action items, and flagged risks — assembled by AI from all documentation.
Learn more →Goal Tracking & Outcomes
Track person-centered goals against ISPs in real time. Visualize trends, flag stalled goals, and generate outcome reports.
Learn more →Service & Referral Coordination
Manage referrals, authorizations, and provider relationships in one place. Track status and document outcomes across complex caseloads.
Learn more →Appointments & Tasks
AI-generated follow-ups attach to records and surface on your dashboard. Missed appointments and overdue tasks rise automatically.
Learn more →Compliance-Ready Documentation
Built-in support for HIPAA, 42 CFR Part 2, and state-specific requirements. Audit trails are maintained automatically.
Learn more →Multi-Program & Multi-State
Configure programs, service lines, and sites across every state you serve under one platform with role-based access and centralized reporting.
Learn more →Supervisor Review & Approval
Dedicated supervisor queues, line-item comments, and approval tracking — all logged with timestamps for audit readiness.
Learn more →Reporting & Analytics
Real-time dashboards for caseload health, productivity, outcomes, and compliance — exportable for state and funder reporting.
Learn more →Secure Messaging
HIPAA-compliant messaging linked directly to the individual's record so context is never lost and communication stays audit-ready.
Learn more →Mobile-First PWA
A Progressive Web App that runs on any phone or tablet — no app store install required. Add to your home screen and document in the home, at program sites, or in the community.
Learn more →Help Me Write
AI drafting on any text field. Turn a few bullet points into a full narrative, or tighten rough text — you review and edit before saving.
Learn more →Multi-Language Translation
Real-time translation across up to 140 languages, both directions, so you can talk with individuals and families without waiting on an interpreter.
Learn more →A Complete Case Management System for Human Services
CaseManagement.ai is an AI-powered case management platform built for IDD, behavioral health, and human services providers. It combines ambient listening technology, automated progress note generation, person-centered goal tracking, referral and service coordination, supervisor review workflows, and compliance documentation into one unified, HIPAA-compliant system. Built by a team with 15+ years of case management and human services experience, supporting 30,000+ individuals across 30+ U.S. states.
See it in action with your own caseload.
Questions About CaseManagement.ai Features
Does CaseManagement.ai work on mobile devices?
Yes. CaseManagement.ai is a mobile-first Progressive Web App (PWA) that runs in the browser on any modern smartphone or tablet — iPhone, iPad, or Android — and can be added to the home screen for an app-like experience. Case managers can document, review notes, manage tasks, and use ambient listening from the field with no app store install required.
Can supervisors review and approve documentation in CaseManagement.ai?
Yes. CaseManagement.ai includes built-in supervisor review and approval workflows. Supervisors have dedicated review queues, can leave line-item comments on specific notes, mark documentation for revision, and track approval status across their team. All review activity is logged with timestamps for compliance purposes.
Does CaseManagement.ai support IDD waiver documentation?
Yes. CaseManagement.ai is built specifically for IDD waiver service documentation, including Individual Support Plans (ISPs), person-centered planning, goal tracking aligned to waiver requirements, and EVV-compatible visit records. The platform is configured to match state-specific waiver program requirements during implementation.
Can CaseManagement.ai integrate with existing systems?
Yes. CaseManagement.ai supports API-based integrations with state payer platforms, billing clearinghouses, payroll systems, and other third-party tools. Standard integrations are included in Professional and Enterprise plans. Custom integration development is available as a premium service.