The Best Social Work Case Management Software
We researched the most popular social work case management software and reviewed our favorites. Explore our our buyers guide on software key features, benefits, and upcoming trends for nonprofits, government agencies, social workers, and ABA service providers.
- Accessible from any device
- Customizable workflows for all organizations
- Hundreds of customizable reports
- Advanced integration with EHRs and financial systems
- Top-notch user experience
- Highly customizable to accomodate growing organizations
- Customizable forms and reports
- Secure data environment for confidentiality and data protection
- Built for both nonprofits and organizations in the public sector
Social work case management software helps organize data, better manage clients, and comply with regulations. We selected the top options for all types of social workers based on our advanced review methodology.
- Community CareLink: Best for Government Agencies
- CaseWorthy: Best for Public Sector Agencies
- Bonterra: Best for Nonprofits
- PlanStreet: Best Customization Options
- Carepatron: Best for Solo Practice Management
- CharityTracker: Best for Healthcare Social Workers
- TheraNest: Best for Mental Health Practices
- Noteable: Best for ABA Service Providers
Community CareLink - Best for Government Agencies
Community CareLink is best for public health departments needing specialized tools for complex government work. The software has been around since 2003, with a strong foothold in the social services and healthcare tech landscape. It’s evolved since to meet the regulatory requirements that agencies face, such as SAMHSA, HUD, and HIPAA.
For agencies tasked with detailed reporting and compliance, one of Community CareLink’s biggest strengths is its custom reporting tool. Start with a library of pre-built report templates, then tailor them to fit your agency’s unique needs. You can report on multiple levels, from community-wide outcomes down to individual client progress. Overall, the platform makes it easier to capture program results for additional funding and ensure compliance.
One caveat, though — as the volume of data increases, especially in large-scale reporting, some users have reported occasional performance lags. Accessing large datasets or extensive reports during peak times can lead to slower loading screens. Fortunately, the developer team is generally quick to address and resolve any speed issues, minimizing potential disruptions to your operations.
CaseWorthy - Best for Public Sector Agencies
CaseWorthy is a great fit for public sector agencies due to its ability to support multiple community programs and manage complex data requirements. The system features a highly configurable form builder for creating custom intake forms, assessments, and other documentation exactly the way your organization operates.
It also includes customizable dashboards that allow you to visualize key performance indicators, such as tracking client goals, monitoring daily intake volumes, or evaluating program-wide metrics. This allows your organization to make data-backed decisions on how to improve workflows or programs.
Finally, the client portal streamlines community engagement by allowing individuals to complete intake forms, sign documents, and communicate directly with assigned caseworkers. This is particularly helpful for agencies managing high caseloads that need to maintain a consistent and personalized client experience every time.
Bonterra - Best for Nonprofits
Bonterra is best suited for nonprofit organizations, offering tools that help social workers manage multiple cases simultaneously. It includes key features such as automated task assignment and workflow automation to reduce the amount of mundane tasks. Bontarra can manage nonprofits that run multiple service programs by syncing and organizing case and client data into a single platform.
It supports standardized report generation and ensures compliance with HIPAA and PIPEDA regulations—an essential requirement for the handling of protected health information. Additionally, Bonterra has an integrated scheduling system with direct appointment booking capabilities, allowing caseworkers to spend more time on cases and fewer scheduling appointments.
One drawback of Bonterra is that it doesn’t list its pricing publicly and requires you to request a quote.
PlanStreet - Best Customization Options
PlanStreet is best for nonprofits that need full control over how their case management workflows are structured. The platform emphasizes flexibility, allowing organizations to build or adapt workflows to match their service delivery models—from intake and assessment to planning, service coordination, and case closure.
You can start with pre-built templates or build workflows from scratch using a drag-and-drop interface. Each workflow can include custom forms, auto-assigned tasks, conditional logic, and progress tracking tied to specific service goals. Alerts and notifications help staff stay on top of urgent needs, follow-ups, and time-sensitive actions. Whether you’re running a housing assistance program, workforce development initiative, or behavioral health support services, PlanStreet can be configured to reflect your exact process.
One of its most powerful features is conditional logic, which automatically adapts workflows based on client data. For example, if a client’s intake form identifies them as eligible for a long-term housing program, PlanStreet can instantly assign a caseworker and generate a task list for housing applications, mental health referrals, and employment services—without any manual steps.
Unfortunately, PlanStreet doesn’t publish pricing publicly and requires a custom quote. However, with a minimum requirement of 10 users, it’s best suited for mid-sized teams or growing organizations that need scalable, customizable workflows to manage complex programs efficiently.
Carepatron - Best for Solo Practice Management
Carepatron is a practice management platform designed for healthcare professionals, with features that support solo practitioners and independent social workers. Its billing module includes customizable invoice templates, payment scheduling, and secure payment processing. The system is accessible via desktop and mobile, allowing users to manage documentation and client notes remotely.
Carepatron offers a free Starter plan, ideal for solo social workers just starting out. This plan includes many core features, such as a client portal, appointment reminders, clinical notes, and integrated online payments. However, the downside of being free is that it only includes 1GB of storage, so users needing to store more client data will have to upgrade to the Essential plan starting at $14/month.
CharityTracker - Best for Healthcare Social Workers
CharityTracker offers a case management solution tailored to healthcare providers of all sizes. Its partner network enables seamless collaboration between agencies, making it easier to refer clients to the appropriate programs and services. This helps streamline the coordination of proper care and ensures patients receive timely support.
The platform also includes strong reporting tools, allowing healthcare and social workers to track outcomes such as health improvements, cost savings, and patient satisfaction. These insights can then be shared with grantmakers, donors, and other funding sources to demonstrate your program’s impact. CharityTracker is also HIPAA-compliant and built with strong data security to protect sensitive patient information.
The Basic plan starts at $20 per user/month and includes general case management and reporting features. Unfortunately, outcome tracking is only available on the Plus plan, which costs $40 per user/month.
TheraNest - Best for Mental Health Practices
TheraNest is a case management and practice management software designed with mental health professionals in mind. It includes tools that help streamline daily tasks like session prep, appointment scheduling, and customer billing. TheraNest’s simple note-taking allows you to create progress notes, initial assessments, and treatment plans to track client stages effectively. It’s also DSM 5 ready, so you can easily diagnose clients using pre-selected codes to ensure accuracy.
Its client communication features are especially useful for solo practitioners. The client portal includes customizable intake templates, HIPAA-compliant messaging, and calendar integration for simplified scheduling. Clients can also update their own insurance and personal information directly through the portal, helping keep records up to date without any added admin work.
Pricing for TheraNest starts at $42/month for 30 clients, which includes all essential features regardless of which plan you select. This structure makes it a practical choice for small to midsized practices dedicated to mental health.
Noteable - Best for ABA Service Providers
Noteable is best for ABA (Applied Behavior Analysis) service providers due to its specialized ABA data suite, which includes advanced graphing tools, behavioral analysis, and a mobile app for data collection. Therapists can record session data on their phones and review behavioral metrics such as engagement and event lines to identify trends. The ABA suite is included as a free add-on, which helps keep the software affordable for agencies of all sizes.
Noteable also includes organizational tools to support case management, making it easier to track client details such as medications, insurance information, and funding authorizations. It’s best suited for agencies and community organizations rather than individual providers, as pricing starts at $500 per month for up to 10 users, pricing out smaller practices.
What is Social Work Case Management Software?
Social work case management software is a tool that allows social workers, from freelancers to large teams in organizations, to manage their client cases more efficiently and effectively. It includes features such as report creation, data organization, scheduling, and client notes.
Case management systems are designed for social workers and help those in the public sector, healthcare, behavioral health, and nonprofit organizations. Due to the large amount of sensitive information being processed and stored, the software must be secure from data breaches and compliant with all laws and regulations, such as HIPAA.
Key Features
- Document Organization: Store all documents in one database for easy access and retrieval. This includes intake forms, progress reports, and insurance documentation.
- Case Notes: Add notes on every client throughout all stages of the case. Write updates, diagnoses, and overall progress of the client for reference and thoroughness.
- Scheduling: Manage all appointments and client meetings on a synced calendar. Assign daily tasks to keep track of workflows with multiple clients.
- Reporting and Analytics: Generate reports on key metrics like client satisfaction, demographics, and program outcomes.
- Invoicing and Billing: Send custom electronic invoices to clients. Ensure prompt payment with email or text alerts.
- Compliance: Stay compliant with laws and regulations such as HIPAA and PIPEDA. Retrieve past client notes and diagnoses for audits.
- Client Portal: Allow clients to inspect and sign forms, intake assessments, and surveys. Clients can communicate directly with their social worker.
Primary Benefits
Enhanced Client Management
Case management software allows social workers to better care for their clients. All client information is stored in a centralized, easily accessible database. This is especially useful for social workers handling many complex clients at once. Users can take notes while meeting patients on desktop or mobile devices for detailed tracking and reference. Overall, these systems help social workers diagnose and assess their clients, leading to a better experience for both parties.
Improved Efficiency
Social work case management systems help organizations and agencies become more efficient with tedious workflows. Processes like invoicing, billing, task checklists, and scheduling are automated and streamlined so care providers can give more time to their clients. Client portals are synced with calendars for easy appointment scheduling and follow-up reminders.
Visualize Performance
Social workers can use customizable reporting to visualize analytics like program outcomes and patient demographics. This allows them to identify trends within each case, client satisfaction, and cost-effectiveness. Metrics and trends show users their areas of strength and potential improvement, allowing them to tweak their methods and further improve.
2025 Trends
AI and Predictive Analytics:
- Case management software is increasingly leveraging artificial intelligence (AI) and machine learning to predict clients’ needs, optimize your case managers’ time, and proactively identify high-risk cases. For example, Bonterra Impact Management offers Predictive Risk Scoring, which flags high-risk clients based on past historical data and engagement patterns. This allows your caseworkers to prioritize interventions.
Mobile and Remote Capabilities:
- To support remote work and case workers that are in the field, software providers, such as [PlanStreet](/reviews/planstreet-case management/), are increasingly adding mobile and remote capabilities to the platforms. Caseworkers can manage caseloads, document services, and intake or update client records from any location and any device connected to the internet.
Improved Security and Compliance:
- As data privacy regulations become increasingly stringent, software providers have strengthened their security measures, including end-to-end encryption, 2-factor authentication, and user permission roles. Some case management systems such as PlanStreet and NewOrg Management System even include HIPAA compliance to ensure case managers are handling protected health information correctly.
Pricing
Like any software, social work case management systems vary in price depending on features provided, organization size, user count, and whether the system is cloud-based or on-premise. Most social work case management systems offer subscription based pricing, billed monthly or annually per user.
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Entry-Level Plan: Ideal for smaller non-profits needing essential case management tools, basic reporting, and limited customization. These plans start at $15 to $30/user/month. For example, Charity Tracker starts at $20/user/month for its most basic plan.
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Mid-Tier Plan: Best suited for growing organizations requiring advanced analytics, customizable workflows, role-based permissions, and HIPAA compliance. These plans typically range from $30 to $60/user/month.
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Enterprise Plan: Designed for large non-profits with complex needs, offering full system customization, integrations with existing software, unlimited storage, and premium support. These plans often exceed $60 to $100/user/month. For example, the NewOrg Management System starts at $350/month for 5 users.
Many vendors offer tiered pricing models and discounts for annual billing or high user volumes. Additional fees may apply for setup, training, or implementation. Some platforms also offer freemium or discounted options for organizations just getting started.
