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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 It's time to move away from outdated manual processes.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 CaseXellence?

Enhance the case management process and applicant experience through a unified platform. • Streamline the integration of knowledge, communication, workflows, and resources to effectively oversee caseloads. • Offers robust security features and can be implemented on a FedRAMP certified cloud with adherence to PCI, NIST, and ADA standards. • Incorporates integrated fraud prevention measures and identity verification systems. • Adapt quickly to meet the increasing expectations of citizens. Accelerate: Resolve cases more efficiently with immediate access to data and collaborative tools. • Streamline workflows to boost overall productivity. • Cut down on operating expenses. • Automate processes for heightened efficiency and reduced costs. • Leverage data analytics for informed decision-making to maximize return on investment. Connect: • Gather customer information while gaining insights through comprehensive analytics and reporting capabilities. • Utilize AI and machine learning for enhanced document processing and customer support. • Foster improved communication and engagement with citizens. • Deliver superior services to the community, ensuring their needs are met effectively.

Media

Media

Integrations Supported

Elation Health
Google Calendar
Google Drive
Matter Center for Office 365
Microsoft Outlook
Microsoft Power BI
Microsoft Teams
OpenText Content Management (Extended ECM)
Oracle PeopleSoft
PayPal
QuickBooks Online
Salesforce
Stripe

Integrations Supported

Elation Health
Google Calendar
Google Drive
Matter Center for Office 365
Microsoft Outlook
Microsoft Power BI
Microsoft Teams
OpenText Content Management (Extended ECM)
Oracle PeopleSoft
PayPal
QuickBooks Online
Salesforce
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

$100/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.planstreet.com

Company Facts

Organization Name

Speridian Technologies

Date Founded

2003

Company Location

United States

Company Website

casexellence.speridian.com

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

Social Work Case Management

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

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