Case Management Software Solutions

Stop juggling systems. Start Helping 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.

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, the people you serve.

Whether you work in public health, social services, or healthcare, our flexible case management tools help streamline documentation, simplify reporting, and reduce administrative burden.

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Why Persimmony case management software stands out

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

Benefits for healthcare and public health teams

Empower your care teams with case management software for healthcare that’s built to handle the complexity of real-world programs. From hospitals to community health organizations, Persimmony helps healthcare and public health organizations spend less time managing data and more time making a difference

Save time with streamlined workflows

Simplify data collection, referrals, and documentation across departments. Our software for case management connects your team, ensuring client information, progress notes, and assessments stay in sync and accessible— anytime, anywhere.

Reduce errors
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Stop juggling spreadsheets and disconnected systems. Our intelligent forms and validation rules catch errors before they happen, helping you maintain clean, reliable data for every client and patient record.

Better coordination across teams

Reduce duplication and communication gaps. Persimmony’s public health case management software enables nurses, caseworkers, and program managers to collaborate in real time, improving continuity of care and team efficiency.

Improved outcomes through data insights

Track key health metrics, outcomes, and engagement data with dynamic dashboards and reporting tools. Use actionable analytics to measure impact, identify trends, and continuously improve care delivery.

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.

Can we integrate with our existing systems?

Yes, Persimmony offers robust API integration capabilities to connect with your EHR, scheduling, and other critical systems.

Let’s talk

Like you, we’re here to help. Whether you need a quick question answered or a detailed conversation, reach out to our team.

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One system, zero compromises

Stop juggling systems. Start Helping more people.