PlanStreet
13 Reviews 4.5/5 ★ ★ ★ ★ ★A cloud based case management software with intake forms, workflows, approvals, alerts, service delivery reporting and more.
Product Overview
PlanStreet’s case management software is tailored to suit the needs of social, health, and human services agencies and nonprofit organizations with social programs. It optimizes client engagement and service delivery and attracts more funding. The software tracks and manages case activities and time spent and automates processes.Pros
- Customizable and flexible forms and templates
- Responsive customer support
- HIPAA Compliant
Cons
- Occasional performance issues and delays
- Limited integrations
- 10 user minimum
Target Market
Small to mid-sized nonprofits, social, health care, and human services organizations, government agencies, public sector programs, and social care programs. Particularly those with 10-500 employees.Video Overview
PlanStreet Features
- Client Intake & Engagement
- Program Needs Assessment
- Service Delivery Tracking
- Monitoring and Evaluation
- Power BI embedded Dashboards
- Advanced Form Builder
- Homeless Management
- ReEntry Case Management
- Food Pantry Management
- Transitional Housing Management
- Donor & Grants Management
- Patient/Client Portal
- Medical Billing
- HIPAA & HITRUST Compliant
Job Categories
- Case managers
- Social workers
- Health professionals
- Casework professionals
- Social work professionals
- Social care professionals
- Corrections manager
- Foster care professionals
- Case management directors
- Social work directors
- Mental health professionals
PlanStreet Pricing
PlanStreet currently offers custom pricing plans, as businesses will have to contact them directly for a quote.
Product Overview
Developer Overview
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User Reviews of PlanStreet
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Cost effective and easy to work with
Plan Street has been really easy to work with so far. We really liked the way they broke down user permissions compared to the other programs we looked at. We are currently about 2 weeks into implementation and have no negatives so far!
Pros
Cost effective Built in texting
Cons
still implementing so no negatives thus far.
- Internet Software & Services
- 11-50 employees
- Annual revenue $1M-$10M
PlanStreet Review
Overall Experience is good
Pros
I like the Intake form functionality the most.
Cons
Performance Issues on multiple screens
Customizable!
We were searching for a case managenent software to centralize our data but needed to assure it was customizable. We reviewed a few options prior to PlanStreet but found them ridgid and not flexible with their templates. PlanStreet allowed us to upload our forms and customized their templates to meet our organization’s specific needs.
PlanStreet's support team is very quick in responding
Transitioning to a new phone or to a new system is always crucial. However, PlanStreet’s support team is very quick in responding and they make sure every single issue is resolved.
Pros
The best is about having dynamic forms. this has reduced the paperwork and increased efficiency
Cons
Since we are not much familiar with power bi dashboards, our team took some time to learn using it. Although PlanStreet support is helping us alot
Frustrating
Pros
PlanStreet is fairly easy to use. Staff are usually quick to answer our questions and make the changes we need.
Cons
I'm not familiar with other case management systems, but I've used data systems in other settings. I don't know the industry terms, so the best way I can describe it is that PlanStreet isn't dynamic. The fact that forms become PDFs instead of operating like the intake/case detail section is frustrating for us.
- Family Services
- 1-10 employees
- Annual revenue $1M-$10M
Overall, great experience
Overall, great experience. The team is very quick to help/come up with a solution. The system functions well overall. We are excited to use the newer features.
Pros
The support from the team to help us get the system to where we need it and keep it that way; how easy it is to keep client data organized and maintain it
Cons
Calendar
- Professional Services
- 51-250 employees
- Annual revenue $10M-$50M
More support is needed on the dashboard and PowerBI
I don’t have anything to add here.
Pros
Once it is up and running, the day to day parts are easy to understand and execute.
Cons
More support is needed on the dashboard and how to use PowerBI, especially for people not familiar with it. Tutorials, videos, etc.
- Family Services
- 1-10 employees
- Annual revenue $0-$1M
Ability to access on our mobile devices
I feel like we were an early adopter. We’ve gone through some bumpy times, but it does serve our needs well now, and we are grateful for that.
Pros
Ability to access on our mobile devices.
Cons
I really, really wish we could pull up a document without having to download it to our phone first. I also really wish the case details would come up as the first screen when we pull up a case instead of the case board.
Overall it's a really good experience
Overall it’s a really good experience. It’s very easy to use, customizable as per needs and the best part is customer support.
Pros
PlanStreet software is very customizable and secure. We can lay out the templates and forms to meet the needs of our specific programs.
Cons
So far it's going smoothly but as it is said there is always space to improve, whenever there is an issue the support staff is always there to find a solution.
- Internet Software & Services
- 1-10 employees
- Annual revenue $0-$1M
PlanStreet Review
smooth transition, their team is very helpful
Pros
user friendly dashboard
Cons
it is sometimes difficult to switch to a new platform but i am learning
PlanStreet Review
user friendly and one platform to connect clients and my team.
Pros
easy navigation, drag and drop functionality of creating client intake forms
Cons
without training it takes time to absorb the information
PlanStreet's main areas of concentration include Homeless Management
Along with industry-standard reports and connectors, Planstreet’s main areas of concentration include Homeless Management (HMIS), Patient case management, Reentry program management, and Child & Family case management.
Pros
The web-based case management software from PlanStreet is created specifically to meet the requirements of nonprofit organizations providing health and human services. Also, it can customizable according to the needs. It manages time spent, tracks case activity, and automates procedures. It evaluates how well you're doing at completing your responsibilities. PlanStreet is available to assist you as you go through the continuous support process.
Cons
I don't think there is anything to mention.
Planstreet is customisable according to the needs and requirements
PlanStreet supports Public Sector Programs and Non profit organisations.
Pros
Planstreet is customisable according to the needs and requirement of organisation. The staff has been very kind and supportive throughout.
Cons
Nothing
