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What is PlanStreet?

Regardless of the size of your business, our software is designed to enhance and streamline your performance. Our adaptable case management solution is secure and scalable, catering specifically to your clients' requirements to empower your agency effectively. With PlanStreet, you can trust that your sensitive information and documents are safeguarded, as we adhere to HIPAA and HITRUST security standards. It's time to move away from outdated manual processes. Transition to PlanStreet for automating client interactions, cases, forms, and files. We're certain that PlanStreet will assist you and your team in organizing, executing, tracking, and overseeing your work efficiently, leading to improved productivity and outcomes. Take the leap toward modernization today!

What is Bonterra Case Management?

Revolutionize your case management strategy with Bonterra Case Management, the leading software solution crafted specifically for nonprofit organizations. This dynamic platform significantly streamlines the oversight of donations, volunteers, and events, drastically minimizing the time allocated for data entry, thus enabling organizations to devote more energy to service delivery. Not only is Bonterra Case Management secure and intuitive, but it also equips nonprofits with the tools to enhance data collection and reporting, fostering a greater emphasis on client management and improving social service results. The platform's key features include customizable dashboards, personalized data collection forms, strong security protocols, distinct workflows, attendance monitoring, electronic signatures, in-depth management reports, and safe document storage. By leveraging Bonterra, nonprofits can boost their operational productivity and realize more impactful outcomes for the communities they support, ultimately leading to a more effective mission fulfillment. With its comprehensive capabilities, Bonterra Case Management stands out as an indispensable asset for any nonprofit striving for excellence.

Media

Media

Integrations Supported

PayPal
Bonterra Fundraising and Engagement
Elation Health
Google Calendar
Google Drive
Microsoft Outlook
Microsoft Power BI
Microsoft Teams
OpenText Content Management (Extended ECM)
QuickBooks Online
Stripe

Integrations Supported

PayPal
Bonterra Fundraising and Engagement
Elation Health
Google Calendar
Google Drive
Microsoft Outlook
Microsoft Power BI
Microsoft Teams
OpenText Content Management (Extended ECM)
QuickBooks Online
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

$75/user/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PlanStreet

Date Founded

2017

Company Location

United States

Company Website

www.planstreetinc.com

Company Facts

Organization Name

Bonterra

Date Founded

2021

Company Location

United States

Company Website

www.bonterratech.com/product/case-management-software

Categories and Features

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Foster Care

Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Foster to Adopt
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Respite Credits Tracking
Treatment Management

Grant Management

Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration

Medical Billing

Claims Processing
Claims Scrubbing
Code & Charge Entry
Compliance Tracking
Customizable Dashboard
Dunning Management
Invoice History
Patient Eligibility Checks
Practice Management
Quotes/Estimates
Remittance Advice

Mental Health

Appointment Reminders
Appointment Scheduling
Assessment & Treatment Plans
Billing & Invoicing
Claims Management
E-Prescribing
EDI
EMR / EHR
HIPAA Compliant
Inpatient / Residential
Multi-Provider Practice
Patient Portal
Personnel Management
Progress Notes
Single Provider Practice

Patient Case Management

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Categories and Features

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

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