PlanStreet

Founded 2017

Manage social service cases, client intake, programs, and community referrals in one place

Pricing model

Demo

You can use PlanStreet to track social service cases, manage client intakes, and organize community programs. It allows case managers to record client notes, schedule appointments, handle closed-loop referrals, and monitor attendance for training or housing services. The system includes customizable intake forms, budget tracking, billing for Medicaid and Medicare, and volunteer management. Organizations can analyze program impact using Power BI reporting tools and export compliance data. You can also run client portals to share documents, collect payments, and manage care plans securely.

What PlanStreet does

Build custom intake formsRecord client case notes and goalsRefer clients to partner organizationsGenerate state compliance reportsLog client attendance for community sessionsSubmit Medicaid and Medicare claimsSchedule client appointments and remindersDrag-and-drop custom intake form builderClosed-loop referral tracking with external partnersIntegrated Medicaid and Medicare billing toolsHIPAA and HITRUST compliant record storageCaseworker and client self-service portalsClient attendance and appointment schedulingPre-built Power BI analytics and compliance reports