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 AI
Consent-based capture of home visits, phone calls, and team meetings with instant transcription.
One platform. Every workflow.
Every capability below ships in every plan — no add-ons, no surprise upgrades. Built on proven, production-grade infrastructure.
Case & Monitoring Notes
Monitoring notes, contact notes, and billable activity notes drafted in under 60 seconds.
Learn more →Person-Centered Plans
PCP and ISP sections drafted from provider data, assessments, and real conversations. You edit and finalize.
Learn more →AI Document Intake
Pull data out of provider paperwork, assessments, and scanned forms automatically.
Learn more →State Bridge
Assemble and validate everything you need for state portal entry. Nothing is auto-submitted.
Learn more →Visit Verification (EVV)
Check in from the field with time and location capture, tied to the billable contact note and the monitoring schedule.
Learn more →Goals & Outcomes Drafting
Draft measurable goals and outcomes, then see which have supporting documentation and which do not.
Learn more →My Day & Follow-Ups
Prioritized daily queue with AI-extracted follow-ups and overdue items surfaced before they become findings.
Learn more →Service & Referral Coordination
Referrals, authorizations, and provider relationships managed in one place.
Learn more →Supervisor Review & Approval
Dedicated review queues, line-item comments, and sign-off before anything goes out.
Learn more →Caseload & Compliance Reporting
Caseload dashboards, compliance status by individual, and audit-ready reports.
Learn more →Secure Messaging
HIPAA-compliant messaging tied to the individual's case, not a separate inbox.
Learn more →Built for the Field
Works on any phone or tablet, in the car or at the kitchen table. No app store install required.
Learn more →A Complete Case Management System for Human Services
The full platform: ambient AI, case notes, person-centered plans, State Bridge, EVV, field workflows, and more for human services teams.
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.