--- title: "Best Patient Case Management Software for Small Businesses 2026 | Capterra" description: "Find and compare the 2026 best Patient Case Management software for small businesses, using our interactive tool to quickly narrow your choices based on businesses like yours." source_url: "https://www.capterra.com/patient-case-management-software/s/small-businesses/" page_type: "subcategory" language: "en" --- # Best Patient Case Management Software for small business ## Top 10 ranked by small-business reviewer ratings ### Ranked small business Patient Case Management products | Rank | Product | Overall rating | Category rating | Key attribute | Starting price | Key features | | --- | --- | --- | --- | --- | --- | --- | | 1 | [EHRYourWay](https://www.capterra.com/p/118789/EHR-YOUR-WAY/) | 4.9 out of 5 (529 reviews) | 5.0 out of 5 (43 category reviews) | Highly rated for Value for Money | Contact vendor | Included: Appointment Management, Billing & Invoicing, Calendar Management, Charting, Document Management, HIPAA Compliant, Patient Records Management, Progress Reports; Not included: Treatment Planning | | 2 | [Exym](https://www.capterra.com/p/41014/Activity-Tracking-System/) | 4.5 out of 5 (55 reviews) | 5.0 out of 5 (11 category reviews) | Highly rated for Functionality | $1500.00 Flat Rate, Per Month | Included: Appointment Management, Billing & Invoicing, Calendar Management, Charting, Document Management, HIPAA Compliant, Patient Records Management, Progress Reports, Treatment Planning | | 3 | [My Junna](https://www.capterra.com/p/178861/Junna-Care/) | 4.8 out of 5 (39 reviews) | 4.9 out of 5 (15 category reviews) | Highly rated for Quality of Support | $99.00 Per User, Per Month | Included: Appointment Management, Billing & Invoicing, Calendar Management, Charting, Document Management, HIPAA Compliant, Patient Records Management, Progress Reports, Treatment Planning | | 4 | [ClinicSense](https://www.capterra.com/p/178722/ClinicSense/) | 4.8 out of 5 (678 reviews) | 4.8 out of 5 (35 category reviews) | Highly rated for Quality of Support | $39.00 Flat Rate, Per Month | Included: Appointment Management, Billing & Invoicing, Calendar Management, Charting, Document Management, HIPAA Compliant, Patient Records Management, Progress Reports, Treatment Planning | | 5 | [StoriiCare](https://www.capterra.com/p/163319/StoriiCare/) | 4.8 out of 5 (50 reviews) | 4.9 out of 5 (16 category reviews) | Highly rated for Quality of Support | Contact vendor | Included: Appointment Management, Billing & Invoicing, Calendar Management, Charting, Document Management, HIPAA Compliant, Patient Records Management, Progress Reports; Not included: Treatment Planning | | 6 | [PointClickCare EHR for Skilled Nursing Facilities](https://www.capterra.com/p/209866/Skilled-Nursing-Core-Platform/) | 4.6 out of 5 (157 reviews) | 4.9 out of 5 (11 category reviews) | Highly rated for Ease of Use | Contact vendor | Included: Billing & Invoicing, Charting, Document Management, HIPAA Compliant, Patient Records Management, Treatment Planning; Not included: Appointment Management, Calendar Management, Progress Reports | | 7 | [BestoSys](https://www.capterra.com/p/144398/Bestosys/) | 4.8 out of 5 (293 reviews) | 4.8 out of 5 (13 category reviews) | Highly rated for Functionality | $40.00 Per Feature, Per Month | Included: Appointment Management, Billing & Invoicing, Calendar Management, Charting, Document Management, Patient Records Management, Treatment Planning; Not included: HIPAA Compliant, Progress Reports | | 8 | [ShiftCare](https://www.capterra.com/p/233684/ShiftCare/) | 4.6 out of 5 (161 reviews) | 4.8 out of 5 (53 category reviews) | Highly rated for Ease of Use | $8.00 Per User, Per Month | Included: Appointment Management, Billing & Invoicing, Calendar Management, Charting, Document Management, HIPAA Compliant, Patient Records Management, Progress Reports; Not included: Treatment Planning | | 9 | [Pabau](https://www.capterra.com/p/140062/Pabau-CRM/) | 4.7 out of 5 (663 reviews) | 4.6 out of 5 (11 category reviews) | Highly rated for Functionality | $59.00 Flat Rate, Per Month | Included: Appointment Management, Billing & Invoicing, Calendar Management, Charting, Document Management, HIPAA Compliant, Patient Records Management, Progress Reports; Not included: Treatment Planning | | 10 | [BestNotes](https://www.capterra.com/p/73807/BestNotes/) | 4.6 out of 5 (221 reviews) | 4.6 out of 5 (18 category reviews) | Highly rated for Quality of Support | $59.00 Per User, Per Month | Included: Appointment Management, Billing & Invoicing, Calendar Management, Charting, Document Management, HIPAA Compliant, Patient Records Management, Treatment Planning; Not included: Progress Reports | Category rating: Rating from reviewers who used each product as Patient Case Management software, with the number of those reviews. Products are ranked by this rating, adjusted for how many reviews support it. For the complete directory, see [the full product list](#full-product-list). --- ## See top 10 product details ### 1. [EHRYourWay](https://www.capterra.com/p/118789/EHR-YOUR-WAY/) Overall rating: 4.9 out of 5 (529 reviews) Category rating: 5.0 out of 5 (43 category reviews) Key attribute: Highly rated for Value for Money Starting price: Contact vendor Free trial: Not available Free version: Not available #### Features reviewers most value - Appointment Management: Included - Billing & Invoicing: Included - Calendar Management: Included - Charting: Included - Document Management: Included - HIPAA Compliant: Included - Patient Records Management: Included - Progress Reports: Included - Treatment Planning: Not included #### Pros based on reviews - Intuitive and accessible platform - Responsive and adaptable support staff #### Cons based on reviews - Intermittent glitches and usability problems --- ### 2. [Exym](https://www.capterra.com/p/41014/Activity-Tracking-System/) Overall rating: 4.5 out of 5 (55 reviews) Category rating: 5.0 out of 5 (11 category reviews) Key attribute: Highly rated for Functionality Starting price: $1500.00 Flat Rate, Per Month Free trial: Not available Free version: Not available #### Features reviewers most value - Appointment Management: Included - Billing & Invoicing: Included - Calendar Management: Included - Charting: Included - Document Management: Included - HIPAA Compliant: Included - Patient Records Management: Included - Progress Reports: Included - Treatment Planning: Included --- ### 3. [My Junna](https://www.capterra.com/p/178861/Junna-Care/) Overall rating: 4.8 out of 5 (39 reviews) Category rating: 4.9 out of 5 (15 category reviews) Key attribute: Highly rated for Quality of Support Starting price: $99.00 Per User, Per Month Free trial: Available Free version: Not available #### Features reviewers most value - Appointment Management: Included - Billing & Invoicing: Included - Calendar Management: Included - Charting: Included - Document Management: Included - HIPAA Compliant: Included - Patient Records Management: Included - Progress Reports: Included - Treatment Planning: Included --- ### 4. [ClinicSense](https://www.capterra.com/p/178722/ClinicSense/) Overall rating: 4.8 out of 5 (678 reviews) Category rating: 4.8 out of 5 (35 category reviews) Key attribute: Highly rated for Quality of Support Starting price: $39.00 Flat Rate, Per Month Free trial: Available Free version: Not available #### Features reviewers most value - Appointment Management: Included - Billing & Invoicing: Included - Calendar Management: Included - Charting: Included - Document Management: Included - HIPAA Compliant: Included - Patient Records Management: Included - Progress Reports: Included - Treatment Planning: Included #### Pros based on reviews - Streamlined business management experience - Ongoing feature enhancements #### Cons based on reviews - Payment and billing limitations - Limited mobile functionality --- ### 5. [StoriiCare](https://www.capterra.com/p/163319/StoriiCare/) Overall rating: 4.8 out of 5 (50 reviews) Category rating: 4.9 out of 5 (16 category reviews) Key attribute: Highly rated for Quality of Support Starting price: Contact vendor Free trial: Not available Free version: Not available #### Features reviewers most value - Appointment Management: Included - Billing & Invoicing: Included - Calendar Management: Included - Charting: Included - Document Management: Included - HIPAA Compliant: Included - Patient Records Management: Included - Progress Reports: Included - Treatment Planning: Not included --- ### 6. [PointClickCare EHR for Skilled Nursing Facilities](https://www.capterra.com/p/209866/Skilled-Nursing-Core-Platform/) Overall rating: 4.6 out of 5 (157 reviews) Category rating: 4.9 out of 5 (11 category reviews) Key attribute: Highly rated for Ease of Use Starting price: Contact vendor Free trial: Not available Free version: Not available #### Features reviewers most value - Appointment Management: Not included - Billing & Invoicing: Included - Calendar Management: Not included - Charting: Included - Document Management: Included - HIPAA Compliant: Included - Patient Records Management: Included - Progress Reports: Not included - Treatment Planning: Included --- ### 7. [BestoSys](https://www.capterra.com/p/144398/Bestosys/) Overall rating: 4.8 out of 5 (293 reviews) Category rating: 4.8 out of 5 (13 category reviews) Key attribute: Highly rated for Functionality Starting price: $40.00 Per Feature, Per Month Free trial: Available Free version: Available #### Features reviewers most value - Appointment Management: Included - Billing & Invoicing: Included - Calendar Management: Included - Charting: Included - Document Management: Included - HIPAA Compliant: Not included - Patient Records Management: Included - Progress Reports: Not included - Treatment Planning: Included --- ### 8. [ShiftCare](https://www.capterra.com/p/233684/ShiftCare/) Overall rating: 4.6 out of 5 (161 reviews) Category rating: 4.8 out of 5 (53 category reviews) Key attribute: Highly rated for Ease of Use Starting price: $8.00 Per User, Per Month Free trial: Available Free version: Not available #### Features reviewers most value - Appointment Management: Included - Billing & Invoicing: Included - Calendar Management: Included - Charting: Included - Document Management: Included - HIPAA Compliant: Included - Patient Records Management: Included - Progress Reports: Included - Treatment Planning: Not included --- ### 9. [Pabau](https://www.capterra.com/p/140062/Pabau-CRM/) Overall rating: 4.7 out of 5 (663 reviews) Category rating: 4.6 out of 5 (11 category reviews) Key attribute: Highly rated for Functionality Starting price: $59.00 Flat Rate, Per Month Free trial: Not available Free version: Not available #### Features reviewers most value - Appointment Management: Included - Billing & Invoicing: Included - Calendar Management: Included - Charting: Included - Document Management: Included - HIPAA Compliant: Included - Patient Records Management: Included - Progress Reports: Included - Treatment Planning: Not included #### Pros based on reviews - Intuitive and streamlined user experience - Supportive staff and onboarding experience #### Cons based on reviews - Frequent bugs disrupt operations - Additional fees and unclear costs --- ### 10. [BestNotes](https://www.capterra.com/p/73807/BestNotes/) Overall rating: 4.6 out of 5 (221 reviews) Category rating: 4.6 out of 5 (18 category reviews) Key attribute: Highly rated for Quality of Support Starting price: $59.00 Per User, Per Month Free trial: Not available Free version: Not available #### Features reviewers most value - Appointment Management: Included - Billing & Invoicing: Included - Calendar Management: Included - Charting: Included - Document Management: Included - HIPAA Compliant: Included - Patient Records Management: Included - Progress Reports: Not included - Treatment Planning: Included --- ## All patient case management software for small businesses 0.0 (0) ChronicCareIQ helps practices optimize reimbursement and improve patient outcomes by automating CCM and RPM. [Learn more about ChronicCareIQ](https://www.capterra.com/p/9603/ChronicCareIQ/) Patient Case Management features reviewers most value Appointment Management Billing & Invoicing Calendar Management Charting Document Management HIPAA Compliant Patient Records Management Progress Reports Treatment Planning [4.5 (1063)](https://www.capterra.com/p/132388/CharityTracker/reviews/) Track patient support & outcomes with affordable (starts $20/mo), secure, HIPAA-compliant software for healthcare & community orgs. [Learn more about CharityTracker](https://www.capterra.com/p/132388/CharityTracker/) Patient Case Management features reviewers most value Appointment Management Billing & Invoicing Calendar Management Charting Document Management HIPAA Compliant Patient Records Management Progress Reports Treatment Planning 86% recommend this product [4.8 (76)](https://www.capterra.com/p/124958/NewOrg-Management-System/reviews/) A customizable platform for non profit organizations with complex program and reporting requirements. Built-in full service support. [Learn more about NewOrg](https://www.capterra.com/p/124958/NewOrg-Management-System/) Patient Case Management features reviewers most value Appointment Management Billing & Invoicing Calendar Management Charting Document Management HIPAA Compliant Patient Records Management Progress Reports Treatment Planning [4.5 (101)](https://www.capterra.com/p/96628/InfoFlo/reviews/) HIPAA compliant Case Management software made simple so you can focus on your running your organization all at an affordable price! [Learn more about InfoFlo Impact](https://www.capterra.com/p/96628/InfoFlo/) Patient Case Management features reviewers most value Appointment Management Billing & Invoicing Calendar Management Charting Document Management HIPAA Compliant Patient Records Management Progress Reports Treatment Planning [4.3 (20)](https://www.capterra.com/p/55008/FAMCare-Human-Services/reviews/) Case management platform for human service organizations that need configurable programs, outcome tracking, and funder-ready reporting. [Learn more about FAMCare](https://www.capterra.com/p/55008/FAMCare-Human-Services/) Patient Case Management features reviewers most value Appointment Management Billing & Invoicing Calendar Management Charting Document Management HIPAA Compliant Patient Records Management Progress Reports Treatment Planning [4.1 (235)](https://www.capterra.com/p/177828/Dentrix-Ascend/reviews/) Cloud-based software for the dental industry to scale your business and standardize data across workflows and locations. [Learn more about Dentrix Ascend](https://www.capterra.com/p/177828/Dentrix-Ascend/) Patient Case Management features reviewers most value Appointment Management Billing & Invoicing Calendar Management Charting Document Management HIPAA Compliant Patient Records Management Progress Reports Treatment Planning [4.7 (15)](https://www.capterra.com/p/235904/FieldWorker/#reviews) Streamline care coordination and experience seamless Patient Case Management with FieldWorker. Learn more at fieldworker.ai. [Learn more about FieldWorker.ai](https://www.capterra.com/p/235904/FieldWorker/) Patient Case Management features reviewers most value Appointment Management Billing & Invoicing Calendar Management Charting Document Management HIPAA Compliant Patient Records Management Progress Reports Treatment Planning [4.8 (50)](https://www.capterra.com/p/163319/StoriiCare/reviews/) Modern, cloud-based software for patient case management. Improve your quality of care today! [Learn more about StoriiCare](https://www.capterra.com/p/163319/StoriiCare/) Patient Case Management features reviewers most value Appointment Management Billing & Invoicing Calendar Management Charting Document Management HIPAA Compliant Patient Records Management Progress Reports Treatment Planning 0.0 (0) CareStat uses SHPs comprehensive home health agency data and analytics, with agencies' permission only, to better manage patients. [Learn more about CareStat](https://www.capterra.com/p/192115/SHP-CareStat/) Patient Case Management features reviewers most value Appointment Management Billing & Invoicing Calendar Management Charting Document Management HIPAA Compliant Patient Records Management Progress Reports Treatment Planning [4.3 (47)](https://www.capterra.com/p/223060/PlanStreet/reviews/) PlanStreet streamlines patient case management for mid-to-large healthcare teams with custom pricing and HIPAA-compliant solutions. [Learn more about PlanStreet](https://www.capterra.com/p/223060/PlanStreet/) Patient Case Management features reviewers most value Appointment Management Billing & Invoicing Calendar Management Charting Document Management HIPAA Compliant Patient Records Management Progress Reports Treatment Planning ## 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. Filter (140) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Activity Dashboard AI Copilot Appointment Management Billing & Invoicing Calendar Management Candidate Profiles Case List Management Case Management Charting Document Management Eligibility Verification Generative AI HIPAA Compliant Medical History Records Patient Management Patient Records Management Payment Processing Progress Reports Referral Management Reporting & Statistics Task Management Treatment Planning Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Long Term Care Software](https://www.capterra.com/long-term-care-software/)[Nursing Home Software](https://www.capterra.com/nursing-home-software/)[Occupational Health Software](https://www.capterra.com/occupational-health-software/)[Home Care Software](https://www.capterra.com/home-care-software/)[Human Services Software](https://www.capterra.com/human-services-software/)[Home Health Care Software](https://www.capterra.com/home-health-care-software/)[Assisted Living Software](https://www.capterra.com/assisted-living-software/)[Hospice Software](https://www.capterra.com/hospice-software/) I'm looking for Patient Case Management Software that is: [Free](https://www.capterra.com/patient-case-management-software/s/free/)