Case Management

One system, zero compromises

Finally, case management software that works the way you do

Stop juggling systems. Help more people.

When did paperwork take center stage? Filling out forms shouldn’t be your main focus. You shouldn’t have to jump between six different systems just to document one client interaction.
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Persimmony Case Management brings everything together in one intelligent platform that adapts to your workflow. Documentation that works for you, freeing you to focus on what matters.

What makes us different:

One source of truth

No more double entry between scheduling, medical records, and financial systems

Intelligent workflows

Adaptive forms that match your exact program, making sure you track everything that’s important without distractions

Complete client view

See the whole story: appointments, vitals, medications, encounters, assessments, and family connections in one place

Built for compliance

Stay within guidelines without thinking about it

Feature

Features that put care first

Smart client management

Customizable client lists with limitless options that allow you to rapidly find what you need

Easily toggle between linked clients to document comprehensive family relationships and copy shared information between profiles

Secure, in-app messaging with team members, and direct client communication via text and email

Client portal for self-service assessments

Team collaboration & oversight

Real-time case sharing, collaboration, and updates

Supervisor review and approval workflows

Granular permission controls

Team scheduling and coordination

Customizable alerts and reminders

Compliance & reporting

Version control, detailed change logs, and audit trails

Program-specific logic (NFP, TCM)

Automated error checks

Direct provider uploads

Custom reporting

Common questions

How long does implementation typically take?

Be up and running immediately. Data migration can take a few weeks.

Can we customize assessments and workflows?

Yes. Persimmony comes with comprehensive out-of-the-box functionality that can be fully customized to your specific programs and requirements. We power hundreds of different programs today of every type.

How do you ensure data security and compliance?

We maintain the highest levels of security certification and compliance with HIPAA, HITECH, and other relevant standards. Learn more about our security measures.