PlanStreet
Case Management Software - Create an Impact with Secure Case Management Solutions | Organize Cases and Programs Request Live Demo Today!
Case Management Software - Create an Impact with Secure Case Management Solutions | Organize Cases and Programs Request Live Demo Today!
This page is designed to help you find out whether PlanStreet is good and if it is the right choice for you.
PlanStreet is cloud-based case management and community care software for health and human services organizations, including nonprofits, government agencies, and community-based providers. It brings client information, service coordination, documentation, and reporting into one connected platform so teams can spend less time on administrative work and more time supporting people.
Connected tools for daily work
Care, billing, and AI
PlanStreet connects case management with care management, electronic medication administration records (eMAR), and ePrescribing. StreetRCM supports revenue cycle management, including Medicaid and Medicare billing, claims, and reimbursement workflows. Miles AI helps teams create documentation, summarize cases, extract document information, validate claims, and understand reporting.
Who we serve
PlanStreet supports housing and homelessness programs, street outreach teams, behavioral health and substance use treatment providers, child and family services, foster care, veterans services, workforce development, reentry programs, disaster recovery organizations, and food banks.
With web and mobile access and configurable workflows, PlanStreet helps organizations coordinate care, manage multiple programs, and keep each person's information connected across services.
Listed in
Case Management
Manage intake, assessments, case plans, services, and progress in one place.
Client Management
Keep client profiles, service history, and case information together.
Client Intake Automation
Capture intake information through digital forms and reduce manual data entry.
Needs Assessments
Assess client needs, document findings, and guide service planning.
Case & Care Planning
Create individualized plans with goals, services, and follow-up activities.
Case Notes
Document client interactions, services delivered, progress, and next steps.
Goals & Outcome Tracking
Set client goals and track progress and service outcomes over time.
Program & Service Management
Organize programs, enroll participants, and track services across cases.
Care Management
Coordinate care plans, documentation, services, and follow-ups around each person.
Closed-Loop Referrals
Send referrals, monitor progress, and confirm when services are received.
Workflow Automation
Configure workflows, approvals, and alerts to reduce repetitive administrative work.
Online Forms & Form Builder
Create digital forms with drag-and-drop fields, conditional logic, and file uploads.
Website Form Publishing
Publish forms on your website to collect intake and other information online.
Electronic Signatures
Capture signatures within digital forms and documentation workflows.
Document Management
Store and organize client forms, documents, and supporting files within case records.
Client & Patient Portal
Let clients update information, access forms and documents, and manage appointments.
Appointment Scheduling
Schedule appointments and coordinate client and staff calendars.
Reminders & Alerts
Notify users about appointments, deadlines, and required follow-up actions.
Attendance Tracking
Record participant attendance across programs, services, and activities.
Power BI Reporting & Analytics
Monitor program performance and outcomes through embedded dashboards and reports.
HMIS Reporting
Generate HMIS reports for housing and homelessness program reporting.
Grants Management
Track grant funding, related activities, and reporting information.
Budget & Expense Management
Track budgets, costs, income, and expenses associated with client services.
Invoicing & Client Billing
Create invoices and track client charges, balances, and payments.
Online Payments
Accept online payments through supported credit card and PayPal options.
Medicaid & Medicare Billing
Manage billing, claims submission, and reimbursement tracking for covered services.
Revenue Cycle Management (RCM)
Connect service documentation, authorizations, claims, payments, and denial management.
eMAR
Document medication administration, scheduled doses, missed doses, and medication history.
Medication Management
Keep medication information connected with treatment plans and broader care records.
ePrescribing
Create, renew, and send prescriptions electronically within PlanStreet.
Miles AI
Support documentation, case summaries, document extraction, claims validation, and reporting.
Volunteer Management
Coordinate volunteer records, assignments, schedules, and participation.
Inventory Management
Track stock, donated goods, and distributions linked to individual clients.
Mobile Apps
Access client information and manage casework through iOS and Android apps.
API & Data Integration
Connect systems through APIs and automated data transfers.
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What makes PlanStreet unique is its ability to adapt to the way organizations actually deliver services. Instead of forcing teams into rigid, predefined workflows, PlanStreet provides a highly configurable platform that brings case management, program management, intake, referrals, grants, billing, reporting, and client engagement together in one secure system.
Built specifically for human services, healthcare, nonprofits, and government agencies, PlanStreet helps organizations reduce administrative work, connect programs and data, meet compliance requirements, and give staff more time to focus on the people and communities they serve.
PlanStreet stands out because it can be shaped around how an organization already works, instead of forcing teams into a fixed setup. It brings case management, referrals, billing, reporting, and other day-to-day work into one place, helping teams cut down on manual work and manage programs more efficiently.
PlanStreet is built for organizations delivering community-based care and human services. Its primary audience includes healthcare providers, human services agencies, nonprofits, government organizations, and the case managers, care teams, program staff, and administrators who support people across different programs and services.
PlanStreet is built primarily on Microsoft technologies, including .NET and C#, Microsoft Azure, and SQL Server. We also use Microsoft Power BI and other Azure services for analytics, security, integrations, and cloud infrastructure.
PlanStreet was founded in 2017 with a simple goal: make it easier for organizations to manage their work, data, and services in one place. Over time, the platform has grown to support community-based care, human services, healthcare, nonprofits, and government organizations with tools for case management, workflows, reporting, billing, referrals, and more.
PlanStreet works with a range of nonprofits, government agencies, and community-based organizations. Some of our customers include the - YMCA of Central Maryland - Dane County Sheriff’s Office - Bermuda Housing Corporation - New Jersey Children’s Alliance - WHEDco.
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Is PlanStreet good? This is an informative page that will help you find out. Moreover, you can review and discuss PlanStreet here. The primary details have been verified within the last quarter. So they could be considered up to date. If you think we are missing something, please use the means on this page to comment or suggest changes. All reviews and comments are highly encouranged and appreciated as they help everyone in the community to make an informed choice. Please always be kind and objective when evaluating a product and sharing your opinion.
