Case managers, supervisors, directors and IT all want something different from case management software. So do your clients. Pick yours.
minutes saved per case worker every week on documentation
The whole case lives in one place, from first contact to the last outcome measure. Pull it up on a phone in the client's home or at your desk.
Log contacts, vitals and forms on a phone or tablet while you're with the client.
Covering for a colleague who's out sick? Open the case and get caught up in one click. Every point quotes its note, with the date and a link, so you can check it.
Care plans tie back to the needs you found and the referrals you made. Vitals and medications trend over time.
Send an approved text in English, Spanish, French or Italian. UnaCasePro fills in the details.
Swap paper for electronic forms and get client signatures right there in the field.
TST, LTBI, DOT and contact investigations, right in the client's record.
Referral outcomes link back to the client's care plan.
Your whole team's caseloads, reviews, referrals and time in one place. Reminders show up before the deadline does.
Care plan reviews, outcome measures and follow-ups get flagged before they're due.
One nurse has 52 cases and another has 29? You'll see it. Reassign clients and their case history goes with them.
Send a referral, track what happened and link the result back to the care plan.
Catch duplicate billing and incomplete data before you submit.
Staff log time by activity code and program. You approve it.
Edit, lock and retire the approved texts your team can send.
in audit chargebacks for our clients
We built UnaCasePro around what public health auditors look for. Your program reports are ready on day one.
Needs carry through to goals and referrals on their own. Nobody re-enters anything.
The auditor wants every MCAH care plan review from last fiscal year. That's a few minutes of work instead of a week of pulling charts.
TCM, MCAH, CCS, CHDP, AFLP, TB, referrals and time. 20+ reports, ready on day one.
Need a report we don't have? Build it with point and click. You don't need SQL.
ICD-10 and CPT go in with each contact. Superbills come from what's already entered.
They're recorded at the care plan level, so they're ready when an audit comes.
/fhir/r4/Patient?identifier=…200/api/v1/cases?program=MCAH200/api/v1/forms201/api/v1/careplans/…403plus a REST API, secured with OAuth 2.0
UnaCasePro runs in Azure Government under a BAA, and it talks to your other systems through standard APIs. Every call gets logged.
Hosted on Microsoft Azure Government, a FedRAMP High authorized cloud.
We sign a Business Associate Agreement with every customer and complete a HIPAA Security Risk Assessment every year.
AI summaries run on our own server, locked down with zero outbound traffic. Case notes never go to ChatGPT or any other AI company.
AI is off until your agency turns it on. You can exclude programs like TB, HIV and substance use, and we strip Social Security and record numbers before the AI sees anything.
Pull clients, cases, care plans and forms as JSON, or use standard FHIR R4 resources. If your other systems already speak FHIR, most of the work is done.
OAuth 2.0 with scoped access, and every call is logged. Feed Power BI or your data warehouse.
Every screen in English and Spanish, with your agency's logo, colors and help line.
Clients sign in from a phone or computer. Your staff keep working in UnaCasePro, and nobody re-enters anything.
Upcoming and past visits in your agency's local time. Video visits come with a join link.
Clients message their case manager, and staff reply from UnaCasePro. The email alert never includes health details.
Clients upload a photo of an ID or a letter from their phone. Staff share files back. Nobody has to drive in to drop off a copy of their ID. Every file gets checked and stored encrypted.
Send a form or consent from UnaCasePro. The client signs on any device, and you get the signed PDF with a certificate page. They can also decline with a reason or revoke a consent later.
Clients see their current medications and recent vitals. Handy when the pharmacist asks what they're taking.
Multi-factor sign-in, a 15-minute time-out, encrypted files and an audit trail for every view and every signature.
We'll walk you through it using the programs your agency runs.