Contact Info
1534 N. Moorpark Rd, Ste 336
Thousand Oaks, CA
info@unacasepro.com
(844) 356-2424

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Platform Features

Every feature built for how public health actually works

Audit-guided documentation. Tuberculosis tracking. The full scope of public health and social services case management, without the workarounds generic software always seems to require.

Care Management Audit Compliance Communication Reporting Integrations & TB More Features
All-in-one
Client lifecycle
field to office
Clients & Cases

Care Management

The whole client lifecycle, in one place.

First contact to final outcome measure, everything about a case stays connected. Your team can see it from a desk or from a phone in the field.

  • Contacts and clients. Demographics, case history, and contact records, all in one profile.
  • Care plans and goals. Plans tied to identified needs and referral outcomes.
  • Vitals and medications. Captured during contacts, with trend reporting you can customize.
  • Referrals and programs. Outcomes track back to the care plan.
  • Outcome measures. Recorded at the care plan level, ready when an audit comes.
$0
Audit chargebacks
for our clients
Core Feature Our #1 Differentiator

Audit Compliance

Workflows that keep your funding safe.

We built UnaCasePro around public health audit requirements from the start. Every step of the case management cycle is connected and tracked, so there's nothing for an auditor to find that shouldn't be there.

  • Needs-to-care-plan linking. Identified needs carry through to goals and referrals automatically.
  • Automatic reminders. Care plan reviews, outcome measures, and follow-ups prompt you before the deadline.
  • Encounter audit tool. Catches duplicate billing and incomplete data before you submit.
  • ICD-10 and CPT codes. Recorded per contact. Superbills generate from what's already there.
  • Instant audit response. Pull complete, compliant documentation in minutes.
4-in-1
Portal · Video · Calendar
SMS & Email — built in
Client Portal Video Calendar

Communication

Stay in touch, wherever your clients are.

Communication tools built into the platform. No third-party logins, no extra subscriptions to chase.

  • Client portal. Secure web portal for messages, appointments, and health record access.
  • Video conferencing. Zoom and doxy.me built in. Email and SMS reminders go out automatically.
  • Calendar and appointments. Individual appointments, org-wide events, automated reminders.
  • SMS and email alerts. Twilio for SMS, SendGrid for email. Clients stay in the loop without your team having to do it manually.
20+
Pre-built reports +
unlimited custom reports
Custom Reports Dynamic Forms

Reporting & Analytics

The data you need, in whatever shape you need it.

Dozens of pre-built reports for public health programs come out of the box. Need something the box doesn't have? Build it. Paper forms get replaced with electronic versions that quietly turn into reportable data.

  • Pre-built program reports. TCM, MCAH, CCS, CHDP, AFLP, TB, referrals, time. Ready on day one.
  • Custom report builder. Point-and-click. No SQL.
  • Dynamic form builder. Electronic forms with client signatures, captured in the field.
  • Time survey. Submit, approve, reject. By activity code and program.
  • Workload management. See caseloads. Reassign by who actually has capacity.
TB
TST · LTBI
No separate system needed
EMR Integration TB Module

Integrations & Specialized Modules

Plug into what you already use. Drop the standalone software you don't need anymore.

UnaCasePro's secure API talks to the EMRs and billing systems your team is already on. And if you run a TB program, the module that usually costs you a separate license? It's already in here.

  • EMR integration. OAuth 2.0 secured JSON/HL7 API. Cerner, Allscripts, EPIC, and others.
  • Billing clearinghouse. API integrations to keep reimbursements moving.
  • Tuberculosis tracking. TST and follow-up results, LTBI, DOT video uploads, contact investigations. No separate TB system.
  • Azure Government Cloud. HIPAA and SOC-2 Type II from day one.

More Capabilities

Everything else, in the same platform.

A lot of agencies run a patchwork: standalone TB software, paper forms, a spreadsheet for time tracking, a separate calendar app. UnaCasePro replaces all of it, on one HIPAA-compliant platform.

TB
TST · LTBI · DOT · Contacts
Tuberculosis
Tuberculosis Tracking

TST and follow-up results, LTBI management, DOT video uploads, and contact investigations. No separate TB system needed.

Closed-loop
Referral outcome tracking
Referrals
Referrals & Programs

Send referrals, track outcomes, link results back to the client's care plan. Audit loop closed.

Secure
Client-facing web portal
Client Portal
Client Self-Service Portal

Clients log in to message their care team, view appointments, and access their records. Fewer inbound calls for your front desk.

Caseload
Visibility across your team
Workload
Workload Management

See caseloads across the team. Spot the gaps. Reassign clients without losing case history.

100%
Field-ready on any device
Mobile
Mobile-First Design

Document contacts, capture vitals, and fill out forms in real time at the point of care.

SOC-2
Azure Gov Cloud certified
Security
HIPAA & SOC-2 Type II

Hosted on Microsoft Azure Government (GCC). The security posture county and government clients require. Certified, not just claimed.

Want to see UnaCasePro in action?

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