--- title: "PlanStreet Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PlanStreet Software - reviews, pricing plans, popular comparisons to other Patient Case Management products and more." source_url: "https://www.capterra.com/p/223060/PlanStreet/" page_type: "product" language: "en" publication_date: "2026-11-09" --- # PlanStreet Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 9, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) PlanStreet ## What is PlanStreet? PlanStreet simplifies patient case management with a HIPAA-compliant, cloud-based platform designed specifically for healthcare providers and human services organizations. From intake to discharge, PlanStreet streamlines every step of the patient journey with automated workflows, real-time case tracking, secure document management, and insightful reporting dashboards. Caseworkers, medical professionals, and support staff can collaborate efficiently using web and mobile apps to access patient information anytime, anywhere. Whether you're managing chronic care, mental health services, or rehabilitation programs, PlanStreet empowers your team to deliver personalized care with speed and accuracy. ## What is PlanStreet used for? [Nonprofit](https://www.capterra.com/nonprofit-software/)[Social Work Case Management](https://www.capterra.com/social-work-case-management-software/)[Human Services](https://www.capterra.com/human-services-software/) Overall rating Based on 47 user reviews Reviews sentiment Positive 91% Neutral 0% Negative 9% Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## PlanStreet alternatives Highest Rated [4.8 (76)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.7 (99)](https://www.capterra.com/p/203725/Noteable/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.2 (86)](https://www.capterra.com/p/200357/Casebook-Platform/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars [4.5 (1,063)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/223060/PlanStreet/alternatives/) ## FAQs about PlanStreet Overview ### Which roles and teams benefit most from PlanStreet? PlanStreet is most used by program directors, program managers, and case managers who coordinate client services, track program activities, and manage reporting requirements. Project managers and coordinators use it to organize tasks and timelines, while owners, executives, and operations leaders monitor delivery, grants, and team progress across programs. Answer based on 47 reviews Overview ### What company size and industries is PlanStreet built for? PlanStreet is built for small social, human services, and healthcare agencies, with 91% of reviewers from small businesses and Non-Profit Organization Management leading at 30%. It also serves midsize organizations (6%) and enterprises (2%), with reviewer representation in Information Technology and Services (11%) and Architecture & Planning (6%). Answer based on 47 reviews Features and Usability ### What are the key features of PlanStreet? PlanStreet includes project management features such as task management, Gantt/timeline views, project planning, and resource allocation. It also offers workflow management, role-based permissions, reporting and analytics, document storage, scheduling, billing and invoicing, and integrations through API and third-party integrations. Integrations ### Which third-party tools and platforms does PlanStreet integrate with? PlanStreet integrates with Gmail, Google Calendar, Google Drive, Microsoft 365, Microsoft Outlook, Microsoft Teams, OneDrive, QuickBooks Online, PayPal, Stripe, and Square Payments. It also connects with Elation, MRI Property Management, and Spillman Records Management for scheduling, document handling, accounting, and payment workflows. Answer based on 5 reviews Getting Started and Support ### What training and onboarding options does PlanStreet offer? PlanStreet provides in-person training, live online sessions, webinars, documentation, and videos to help teams get started. In-person and live online formats support guided setup, webinars cover group learning sessions, documentation offers written reference material, and videos provide visual walkthroughs for self-paced review. Answer based on 2 reviews Getting Started and Support ### What customer support options does PlanStreet offer? PlanStreet offers Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. Reviewers often describe support as timely and responsive, with staff willing to join virtual calls and resolve issues quickly, though one user reported serious frustration with unresolved service problems and poor customer service. Answer based on 7 reviews ## Features AI summary Based on 481 Patient Case Management reviews Capterra data shows that buyers of patient case management software rank the following features as their top priorities: - **Document Management** (**61%** of reviewers rated this feature as critical) - **HIPAA Compliant** (**78%**) - **Patient Records Management** (**60%**) PlanStreet supports all three of the features reviewers value most: **Document Management**, **HIPAA Compliant**, and **Patient Records Management**. Together, these capabilities help organizations keep case files organized, protect sensitive health information, and maintain accurate patient histories, allowing teams to manage care more efficiently and stay aligned with compliance requirements. Document Management 4.0 (8) 100.00% of 8 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location HIPAA Compliant 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Compliant with HIPAA, which sets standards for sensitive patient data protection Client Management 4.4 (12) 83.33% of 12 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Collaboration Tools 4.3 (12) 58.33% of 12 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Task Management 3.9 (11) 36.36% of 11 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Billing & Invoicing 3.9 (10) 10.00% of 10 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers PlanStreet 154 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Track outstanding invoices and the money owed from clients Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Generate one-off reports that meet information requirements System alerts about the need to escalate an issue or request Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar Creation, administration, and evaluation of assessments or tests Manage attendance for classes, shifts, meetings, or events A record of all activities within the system, including user access, changes made, etc. Software's ability to perform similar action on multiple similar files simultaneously The allocation and provision of beds Track the list of items required to be billed/invoiced to clients Create, manage, and send invoices or bills to customers Create budgets based on historical data and future projections Track and manage schedules and meetings via an integrated calendar Record candidates' information such as role, professional qualifications, experiences, skills or attributes Manage the treatment plan and coordination between care providers and patients with special health care needs Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Access and track notes regarding case activities and updates within case files Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Process of submitting and following up on claims with insurance companies Clean up of claims prior to their submission and validating to determine claims are appropriate and accurate Process of tracking new and submitted claims and the status of submitted claims Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Tools to aid in the collection of information to determine a person's problems and symptoms. Provides a channel for team members to share AI models, media files, communicate, and work together Manage a group of members established for coordinating plans, programs, or other initiatives Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Automated reminders and confirmations for booked appointments and events via text or email Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Accept and process credit card transactions Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Access previous interactions or concerns to maintain customer relationships Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Creation and customization of dashboards Process of gathering, measuring, and analyzing accurate data Import and export data to and from software applications Process of checking different types of data for accuracy to avoid errors or inconsistencies Process of investigating, analyzing, and resolving denied insurance claims Manage and maintain a detailed record of information and updates associated with each court case Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Track and collect membership dues Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems Electronically collect payments for goods or services Digitally sign online documents Identifying if all conditions that entitle a client to certain benefits are met Receive and/or send email notifications for urgent updates, requests, or other information Track delivered, received, and opened emails Track employee schedules, availability, and performance across projects and tasks Create and securely store digital patient records Plan an event's time and location Plan, manage, and track the financial activities of an individual or organization For mental health professionals providing therapy to multiple patients at the same time Software designed for the healthcare industry Software specialized for non-profit organizations For mental health professionals that specialize in substance abuse therapy/programs Form predictions based on past and present data/trends Store, manage and track all forms in a centralized location Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability) Activities related to raising money for a specific cause Ensure compliance with the General Data Protection Regulation protocols Use AI to generate content in the form of text, images, videos, etc. Establish measurable goals and objectives and track their progress over a specific period of time Monitor application statuses, proposals and award funds Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids Compliant with HIPAA, which sets standards for sensitive patient data protection Manage the intricacies of ICD-10 cataloging and ensure clinic compliance Conduct intake assessments to determine patient health status, medical history, conditions, etc. Checking eligibility of patients for different insurance claims Activities related to the initial admission of a charge into the organization's care Captures invoice data and maintains comprehensive records for auditing and reporting purposes Receive lab results electronically Manage billing and payments for a healthcare provider Records of patients' medical history Administer and track medication inventory, schedules, dosage, and side-effects Add, store and access information pertaining to members Database of members to track personal information of individuals and families Access software remotely via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Request two or more credentials to prove user's identity before granting access to systems Manage and support multiple locations Tool to assess patient's current status, provide a score, interpret results & risk categorization of patients Allows medical providers to engage patients in a variety of ways to ensure their health. Patients can register for appointments in advance online Managing and tracking patient health, progress, communication, and treatment plans Online portal where patients can access information such as health records, treatment plants, etc. Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details Book and manage patient appointments and follow-ups Tracking, managing, and initiating the transfer of funds for overdue customer payments Accept, record, and reconcile financial transactions Manage the pre-registration process Process of managing several related projects or business activities to achieve organizational goals Customizable notes that help healthcare professionals document and track patient progress Document and report the progress of ongoing projects Reporting on how each user, task or process has advanced since its initiation Measure time to completion or hours worked for projects Analyze and gain insights into data in real-time Active reporting of data and metrics Ability to record, store, update, and retrieve information Automated process of charging customers at regular intervals for repeated access or use of a product or service Log and store the source of contacts/leads Log and store the source of contacts/leads Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Timed notification for any upcoming task, deadline, appointment, or activity Document insurance payer providing an explanation of benefits (EOB). Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Monitor sales and make necessary adjustment in order to increase demand and revenue An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. Set & manage permission levels based on user roles and restrict access to only authorized individuals Regulations on a company's internal process when dealing with financial reporting Plan availability and assign specific time slots for tasks and resources Search and filter data across systems to locate required information by entering keywords or certain criteria Exchange messages in a secure and encrypted manner Online portal through which end users can access the system, manage tasks, or obtain information Send messages via SMS Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Create and administer polls and surveys Gauge satisfaction and receive information for improvement and success Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Meet with patients remotely Provide online therapy to patients/clients through secure video sessions Create, save, and re-purpose templates for emails, forms, etc. Tools to help therapists document, record, and recall patient encounters Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing Measure and track time including hours worked and paid time off (PTO) Track employee/learner's progression through training programs Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Create treatment plans that document interventions and outcomes to track patient progress Manage bookkeeping for client trust accounts Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Manage volunteer information and direct volunteer resources Record, update and manage waiting lists Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.1 (47) 4.1 Based on 47 reviews ## Pricing Value for money 4.3 (41) [View pricing plan details](https://www.capterra.com/p/223060/PlanStreet/pricing/) Basic Contact Vendor for Pricing It includes: - Case Management - HMIS - Grant Management - Case Financials - Case Worker Portal - Client Portal - Monitoring - Online Forms - Security: HIPPA Compliance. - Support Value for money 4.3 (41) 4.3 Based on 41 reviews ## Integrations [ PayPal Payments](https://www.capterra.com/p/207944/PayPal/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Stripe Payments](https://www.capterra.com/p/123889/Stripe/)[ Square Payments](https://www.capterra.com/p/170278/Square-Payments-Processing/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.6 (44) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (44) 4.6 Based on 44 reviews ## User reviews Overall rating 4.3 Based on 47 reviews Filter by rating Counts reflect reviews available in this feed. 5(26) 4(17) 3(0) 2(2) 1(2) Mentioned topic Recent reviews first, then most helpful RE Reviewer employee Used the software for: I used a free trial ### "Una soluzione pratica per organizzare clienti, attività e informazioni" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 October 7, 2026 Nel complesso la mia esperienza con PlanStreet è stata positiva. Mi ha aiutato a centralizzare le informazioni, seguire meglio le attività e collaborare con il team in modo più semplice Pros Mi piace il fatto che PlanStreet permetta di gestire clienti, attività, documenti, appuntamenti e report in un unico sistema, rendendo il lavoro quotidiano più ordinato Cons All’inizio può essere necessario un po’ di tempo per imparare a usare tutte le funzioni disponibili. Alcuni report potrebbero inoltre essere più personalizzabili Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer SEGRETARIA Used the software for: 1-3 years ### "PlanStreet: ottimo per la gestione dei casi" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 22, 2026 PlanStreet è un alleato prezioso per le realtà del settore sociale ed educativo. Garantisce un tracciamento accurato dei progressi dei beneficiari e facilita la collaborazione tra operatori, compensando le carenze estetiche con una solida funzionalità operativa. Pros L'adattabilità del software per le organizzazioni no-profit e i servizi sociali è eccezionale. Semplifica notevolmente il tracciamento dei casi (case management), la pianificazione dei servizi, il monitoraggio dei partecipanti e la generazione di report per i finanziamenti. Cons L'interfaccia utente appare datata e poco intuitiva in alcuni passaggi. La curva di apprendimento iniziale per gli operatori sul campo è ripida e le opzioni di personalizzazione avanzata dei report richiedono tempo. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Intake Coordinator Used the software for: 1-3 years ### "The right follow-up and organization after charitytraker" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 April 24, 2026 Honestly at first I was not too comfortable organizing services and follow-up of cases, but now I can clearly see the interest in my work. Pros It allows you to properly structure the files and follow the interventions step by step. I also like the fact that we can collaborate with the team and keep a clear record of everything that is done Cons Sometimes the tool ( PlanStreet ) may seem a little heavy or not very intuitive depending on the tasks. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Customer Service Rep Used the software for: I used a free trial ### "My experience with Plan Street" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 23, 2026 my overall experience is very nice and i satisfied and i like i have become organized which make my life efficient. Pros Planstreet is user-friendly and easy to navigate. It helps keep tasks, schedules, and workflows well organized. The platform improves coordination and communication within teams. Cons Some features can feel limited without full access. The system may take time to learn for new users. Occasional technical glitches can slow down work. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Student Governance Coordinator Used the software for: 1-3 years ### "Shocker Support Locker PlanStreet Review" 2.0 Overall Rating 2.0 2.0 Ease of Use 4.0 4.0 Features 2.0 2.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 December 2, 2025 Overall, PlanStreet works as a bare minimum for what I need it to do. I am constantly frustrated with all the outages and bugs that make PlanStreets auxiliary functions unusable. But for tracking student visits, the bare minimum, it works. Pros I like how relatively easy it is to use. The interface is very self-explanatory which makes navigating the applications and features pretty straight forward. The IT Team responds very quickly and tries their best to fix issues. Cons I do not like how features are not easily accessible across web and app versions of the platform. A lot of features that we use are not able to be accessed on the app. There are also quite a few bugs on the platform that make both the web and app versions VERY unreliable. These bugs hinder us from using all aspects and features of PlanStreet which can be very frustrating. When talking with IT Support about all these bugs, they cannot provide us with a timeline for these items to be fixed. This makes it very difficult to use PlanStreet when trying to acquire data or even use it for daily operations. I can tell IT Support is doing their best to fix these issues, but often I am told that there is nothing they can do to fix major bugs that inhibit use of PlanStreet. For how much the program costs, I would hope these issues can be fixed in a more timely manner. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Verified Reviewer President/COO Used the software for: Less than 1 year ### "PMP for GovCon" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 September 15, 2020 Technical support and development are very hands on with addressing enhances and questions. Pros Great usage on milestone and task level displays for proposal response documents need for Project Management Planning. Cons Cloud based refresh rate when editing existing or exiting new plans is a bit slow. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer BHS Supervisor Used the software for: 1-3 years ### "Plans-street " 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 4.0 4.0 Likelihood to Recommend 1/10 June 10, 2024 This program is ok for basic entry level case management data and support to keep information needed for a business. Pros list of client and some needed data to keep all in one place. Cons slow and need more improvement on technology and data accuracy. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer CEO Used the software for: 1-3 years ### "Strong Case Managment System" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 19, 2024 Plan Steet is a valuable case management system. It is very customizable, which is excellent because our grant requires more documentation than a typical case management organization. Pros Plan Street is easy to customize, but the system's foundation is well-organized and logical. It's easy to add new staff and remove old staff, and the help desk is responsive. Cons We can't create and publish our reports & that everyone who ever lived in our program is on the group email list. I need the current residents, and I have to go pick them out individually each time. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Director Used the software for: 3-5 years ### "PlanStreet" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 10, 2024 Overall experience has been great. PlanStreet features collectively contribute to a more efficient, organized, and effective case management process. PlanStreet integrates with other tools and systems you may already be using, providing a cohesive and streamlined workflow. Pros User-Friendly Interface: PlanStreet's intuitive and easy-to-navigate interface makes it simple for users to manage cases without extensive training. Comprehensive Case Management: The software provides robust tools for tracking case progress, managing documentation, and ensuring that all necessary steps are completed efficiently. Cons Nothing to report at this time!!!!!!!!!! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Case manager Used the software for: Less than 1 year ### "Case Management Software " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 17, 2024 I had a positive experience and would recommend this product to others. Everyone wwas professional and responsive to all questions and problems. Pros I really like that we were able to create this software to suit our needs for outcome requirements. I think this was a pretty good price compared to competitors and has excellent customer service! Cons When learning how to use software trainers flew through the process and it was confusing at times but they were always available and answered all questions. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/223060/PlanStreet/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.