Best Patient Case Management Software for Small Businesses (Free & Paid)

Running a small business comes with unique challenges, including tight budgets and limited resources. That’s why choosing the right patient case management software can significantly improve your workflow and help you compete more effectively. Here, we feature the top patient case management software solutions designed for small businesses—offering affordable pricing, user-friendly interfaces, and scalable features that grow alongside your company.

Last Updated: October 01, 2025

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209 Software

Popular Picks in Patient Case Management Software

Carepatron

Carepatron

$7 Per month

athenaOne

athenaOne

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Bonterra Case Management

Bonterra Case Management

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Owl Practice

Owl Practice

$12.50 Per month

List of Top Best Patient Case Management Software for Small Businesses

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Employee Giving Platform & CSR Management Software

SmartSimple Cloud is an adaptable and comprehensive software solution designed to streamline complex business processes, particularly in grantmaking and corporate social responsibility programs. It offers a range of tools for managing grants, scholarships, and funding programs, making it easier for organizations to track applications, review submissions, and distribute funds. The software also inc... Read more about SmartSimple Cloud

Free Trial

NA

Pricing Type

$80 Per month

Location

Canada

HIPAA Compliant EHR and Engagement Software

Healthie is an innovative software solution designed for healthcare and wellness professionals. It offers a comprehensive platform that combines telehealth, client engagement, and practice management tools. Key features include easy-to-use video conferencing for telehealth sessions, enhancing client-provider interactions. The platform streamlines client onboarding with customizable intake forms an... Read more about Healthie

Free Trial

14 Days

Pricing Type

$49 Per month

Location

United States

Intergy is a robust patient management software designed to optimize healthcare practices’ operations and enhance patient care. This platform provides a comprehensive suite of tools for managing patient records, appointments, billing, and reporting. With its intuitive interface, healthcare providers can easily access and update patient information, ensuring accurate and timely care. Intergy incl... Read more about Intergy

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

Protenus is a cutting-edge compliance software solution tailored for healthcare organizations, focused on protecting patient data and ensuring regulatory adherence. With its sophisticated analytics and monitoring capabilities, Protenus continuously scans user activity and access patterns to identify potential compliance risks. The software provides actionable insights that help organizations mitig... Read more about Protenus

Free Trial

NA

Pricing Type

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Location

United States

Infermedica is a cuttingedge artificial intelligence software solution designed to enhance healthcare decisionmaking and patient engagement. This innovative platform uses advanced algorithms and machine learning to provide symptom assessment, triage, and personalized recommendations to patients. With Infermedica, healthcare providers can easily integrate AIdriven tools into their existing systems,... Read more about Infermedica

Free Trial

Available

Pricing Type

Contact Vendor

Location

Poland

CareManager is a comprehensive home health care software solution designed to simplify and enhance the management of patient care in home health settings. With a focus on improving patient outcomes and operational efficiency, CareManager streamlines scheduling, documentation, and compliance tracking for home health agencies. The software provides a centralized platform where care providers can acc... Read more about CareManager

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

TeleTracking is an innovative patient management software specifically designed to enhance patient flow and operational efficiency in healthcare settings. The platform provides comprehensive tools for real-time tracking of patient status, bed availability, and resource allocation, enabling healthcare organizations to optimize their operations. With its intuitive interface, staff can quickly assess... Read more about TeleTracking

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

Patient360 is a patient case management software designed to help healthcare providers manage patient information and streamline care coordination. The platform provides a centralized system for tracking patient history, treatment plans, and appointment schedules, enhancing communication between care teams. Patient360’s intuitive interface allows healthcare professionals to document and access c... Read more about Patient360

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Specimen Gate PatientCare is a patient case management software designed to streamline patient information tracking, treatment documentation, and care coordination. The platform allows healthcare providers to manage patient records, schedule appointments, and document treatment progress, ensuring continuity of care. Specimen Gate PatientCare includes tools for tracking lab results, diagnoses, and ... Read more about Specimen Gate PatientCare

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Intelligent Medical Software is an advanced e-prescribing platform that simplifies and streamlines the medication prescribing process for healthcare providers. By digitizing the entire prescribing workflow, it eliminates the need for paper prescriptions, reducing the risk of errors due to illegible handwriting and increasing overall efficiency. The software integrates with Electronic Health Record... Read more about Intelligent Medical Software

Free Trial

NA

Pricing Type

$199 Per user

Location

United States

Everything you need to run your health & wellness business.

ClinicSense is a streamlined software solution specifically designed for small wellness clinics and independent practitioners. It focuses on simplifying practice management with features like easy appointment scheduling, client management, and automated reminders, thus reducing no-shows. ClinicSense's intuitive interface facilitates efficient patient intake and SOAP note documentation tailored to ... Read more about ClinicSense

Free Trial

14 Days

Pricing Type

$39 Per month

Location

United States

My Clients Plus is a specialized mental health software designed to streamline practice management for therapists and mental health professionals. It provides a comprehensive platform for scheduling appointments, managing client records, and billing services. With its user-friendly interface, My Clients Plus simplifies the administrative tasks involved in running a mental health practice, allowing... Read more about My Clients Plus

Free Trial

Available

Pricing Type

$29 Per month

Location

United States

Sharenote is an innovative mental health software designed to enhance care coordination and streamline administrative tasks for mental health professionals. The platform allows practitioners to securely manage client records, schedule appointments, and generate billing information. Sharenote is equipped with advanced features such as telehealth integration, electronic health record (EHR) managemen... Read more about Sharenote

Free Trial

NA

Pricing Type

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Location

United States

MedCompass is a robust patient case management software designed to streamline healthcare services and improve patient outcomes. This platform provides healthcare professionals with essential tools for tracking patient progress, managing treatment plans, and coordinating care across multiple providers. MedCompass enhances communication among healthcare teams, ensuring that everyone involved in a p... Read more about MedCompass

Free Trial

Available

Pricing Type

$50000 Per feautre

Location

United States

FOTO Analytics is a specialized patient case management software designed to enhance the quality of care in healthcare settings. This platform provides tools for tracking patient outcomes, managing treatment plans, and analyzing data to improve clinical decision-making. With features such as customizable assessments, real-time reporting, and patient engagement tools, FOTO Analytics enables healthc... Read more about FOTO Analytics

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Net Health Therapy for Clinics is a comprehensive physical therapy software designed to streamline clinic operations and enhance patient care. This platform provides tools for managing patient records, scheduling appointments, and tracking treatment plans efficiently. With features such as customizable documentation templates, billing integration, and telehealth capabilities, Net Health Therapy su... Read more about Net Health Therapy for Clinics

Free Trial

NA

Pricing Type

$4 Per day

Location

United States

TheraNest is an advanced electronic health records (EHR) software specifically designed for mental health professionals. This platform provides tools for managing patient records, scheduling appointments, and billing, ensuring efficient practice management. With its user-friendly interface, TheraNest allows users to easily document sessions, manage treatment plans, and track patient progress. The ... Read more about TheraNest

Free Trial

15 Days

Pricing Type

$39 Per month

Location

United States

Practice Management Software for an easy life and happy clients

Pabau is a comprehensive clinic management software primarily designed for the healthcare and wellness industries. It specializes in streamlining clinic operations with features like advanced appointment scheduling, client record management, and customizable medical forms. A key feature of Pabau is its robust CRM (Customer Relationship Management) system, which enhances patient engagement and rete... Read more about Pabau

Free Trial

NA

Pricing Type

$28 Per month

Location

United Kingdom

Aerial is an innovative patient case management software solution designed to enhance care coordination and improve outcomes for healthcare providers. This platform provides users with the tools needed to manage patient information, track care plans, and facilitate communication among healthcare teams. With Aerial, organizations can easily create and monitor individualized care plans, ensuring tha... Read more about Aerial

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

NewOrg is a comprehensive nonprofit software solution designed to help organizations streamline their operations and enhance fundraising efforts. The platform offers a suite of tools for donor management, grant tracking, and program management, enabling nonprofits to efficiently manage their resources and maximize their impact. With user-friendly features like customizable dashboards and reporting... Read more about NewOrg

Free Trial

Available

Pricing Type

$350 Per month

Location

United States

Miya Precision is a patient case management software that enhances healthcare delivery through streamlined patient data management and real-time insights. This platform enables healthcare providers to efficiently track patient cases, monitor treatment plans, and improve outcomes. Miya Precision integrates seamlessly with electronic health record (EHR) systems, allowing for centralized access to pa... Read more about Miya Precision

Free Trial

NA

Pricing Type

Contact Vendor

Location

Australia

Practice Mate is a comprehensive medical practice management software designed to streamline operations for healthcare providers. The platform offers a suite of tools for managing patient records, scheduling appointments, billing, and insurance claims, ensuring that healthcare professionals can focus on providing quality care. With its user-friendly interface, Practice Mate allows medical staff to... Read more about Practice Mate

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

PerfectServe is an advanced hospital management software designed to streamline operations and enhance patient care within healthcare organizations. This platform offers comprehensive tools for patient scheduling, communication, and care coordination, enabling healthcare professionals to improve their workflows effectively. With features like real-time patient tracking, automated appointment remin... Read more about PerfectServe

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

Xolomon is a comprehensive electronic medical records (EMR) software solution designed to streamline the management and accessibility of patient health information. This software simplifies the documentation process, making it easier for healthcare providers to store, access, and update patient records in real time. Xolomon integrates seamlessly with other healthcare systems such as hospital infor... Read more about Xolomon

Free Trial

NA

Pricing Type

$5000 Per feautre

Location

Spain

Smart Care Routing is an innovative chatbot software designed to enhance customer service and support operations for businesses of all sizes. It offers a comprehensive suite of tools for creating, deploying, and managing intelligent chatbots that can handle customer inquiries, provide information, and resolve issues in real-time, ensuring a seamless and efficient customer experience. Smart Care Ro... Read more about Smart Care Routing

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

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