What is PlanStreet?

PlanStreet's case management software is tailor-made for social, healthcare and human services organizations. It eliminates manual processes and paperwork providing caseworkers a safe and secure platform.
Our case management software automates manual processes and forms. Access it from the office, home or the field, wherever you are. Caseworkers, service providers and other stakeholders can easily use the software and access the important data related to them.

Who Uses PlanStreet?

PlanStreet's case management software with online form building capability focuses on nonprofits, social, human and community services organizations.

Where can PlanStreet be deployed?

Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)

About the vendor

  • PlanStreet
  • Located in Lexington, US
  • Founded in 2017
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Canada, United States

Languages

English

About the vendor

  • PlanStreet
  • Located in Lexington, US
  • Founded in 2017
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Canada, United States

Languages

English

PlanStreet videos and images

PlanStreet Software - PlanStreet Agile Case Management
PlanStreet Software - PlanStreet Case Management with Form Building capability
PlanStreet Software - Case Management for Social and Community Services
PlanStreet Software - Medical Administration Sheet (MAR)
PlanStreet Software - Case Details - Easy Input
View 6 more
PlanStreet video
PlanStreet Software - PlanStreet Agile Case Management
PlanStreet Software - PlanStreet Case Management with Form Building capability
PlanStreet Software - Case Management for Social and Community Services
PlanStreet Software - Medical Administration Sheet (MAR)
PlanStreet Software - Case Details - Easy Input

Compare PlanStreet pricing with similar products

PlanStreet

US$35.00/month
Free Version
Free Trial
US$22.00/month
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US$159.99/one-time
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N/A
Free Version
Free Trial

Features of PlanStreet

  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Workflow
  • Assessment Management
  • Backlog Management
  • Bar Chart
  • Billing & Invoicing
  • Budget Management
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Capacity Management
  • Case Management
  • Case Notes
  • Change Management
  • Claims Management
  • Claims Scrubbing
  • Client Management
  • Client Portal
  • Code & Charge Entry
  • Collaboration Tools
  • Color Codes/Icons
  • Compliance Tracking
  • Confirmation/Reminders
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Customisable Dashboard
  • Customisable Templates
  • Dashboard
  • Dependency Tracking
  • Document Management
  • Drag & Drop
  • EMR/EHR
  • Email-to-Task Conversion
  • Expense Tracking
  • Faculty/Staff Management
  • File Sharing
  • Financial Reporting
  • For Mental/Behavioral Health Practices
  • Forecasting
  • Forms Management
  • Gantt/Timeline View
  • Goal Setting / Tracking
  • Idea Management
  • Import Tasks
  • Initial Assessments
  • Insurance Eligibility Verification
  • Invoice History
  • KPI Monitoring
  • Kanban Board
  • Lease Tracking
  • Maintenance Management
  • Medical Billing
  • Medical History Records
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Online Payments
  • Patient Management
  • Payroll Management
  • Percent-Complete Tracking
  • Practice Management
  • Prioritisation
  • Program Management
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Scheduling
  • Project Tracking
  • Recurring Tasks
  • Referral Management
  • Release Planning
  • Remittance Advice
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Allocation & Planning
  • Resource Scheduling
  • Roadmapping
  • Scheduling
  • Self Service Portal
  • Skills Tracking
  • Sprint Planning
  • Status Tracking
  • Task Editing/Updating
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Templates
  • Tenant Tracking
  • Time & Expense Tracking
  • Time Tracking
  • Transaction Monitoring
  • Treatment Planning
  • Utilisation Reporting
  • Vacancy Management
  • Visual Workflow Management

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Reviews of PlanStreet

Average score

Overall
4.4
Ease of Use
4.4
Customer Service
4.7
Features
4.3
Value for Money
4.4

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
64%
4
29%
1
7%
Verda S.
Verda S.
Social media consultant in Canada
Verified LinkedIn User
Design, 11-50 Employees
Used the Software for: 6-12 months
Reviewer Source

Very effective and efficient software

5 last year

Pros:

The design if the software is easy to use. Does not require a lot of time to learn. Helps with managing our files and allows us to make them accessible to who ever we want from our team. Also, the PlanStreet team is very helpful and is always there to answer any questions.

Cons:

I wasn’t able to connect my google account however, the team helped me and went through step by step to show me how it can be done.

PlanStreet Response

last year

We are glad that you are having a good experience with PlanStreet.

Outi C.
Owner in US
Information Technology & Services, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

Robust but Easy Project Management tool

5 2 years ago

Pros:

Easy to learn! Supports both Waterfall and Agile project management giving us an option to choose the appropriate PM approach for each project and keep our projects all in one tool. The application does a lot of heavy lifting without making me feel it - I would describe the product as light-weight option for other project management heavies. Not light-weight in capabilities but in how little it makes you to do while providing you with a full portfolio view of all projects in your organization.

Cons:

At first I was confused on how the content for the selection lists was created but after receiving the admin rights, I was happy!

PlanStreet Response

2 years ago

hi Outi, Thank you for valuable feedback. As per your statement "The application does a lot of heavy lifting without making me feel it ." this was actually our main point of focus and we are continuously working on it to make user experience even better.

Brookley T.
Clinical Manager in US
Nonprofit Organization Management, 11-50 Employees
Used the Software for: 1-5 months
Reviewer Source

STAY AWAY

1 last year

Comments: Do not use this service, save your money and spend it on a service that will actually work!

Pros:

We never received a software that worked for us therefore I didn’t like anything about this software!

Cons:

This software was not useful at all. It was not the product that we were sold whatsoever. [SENSITIVE CONTENT HIDDEN] has horrible customer service, blamed us for his program not working the way that it needs to. We never received a functional service and were never refunded. The company continued to string us along with promises for a software that would work for us and never delivered.

PlanStreet Response

last year

We are sorry to hear your feedback. Software implementation requires time commitment from both sides. Unfortunately, you were not involved in the implementation process. Our team interacted with a very junior resource from your team who didn't have the decision making authority. Hence, the go-live was delayed and you never experienced the full capability of PlanStreet. I wish you best of luck. PlanStreet team is always available to work with you.

Taylor W.
Project Coordinator - SUD in US
Health, Wellness & Fitness, 201-500 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Erie County Health

4 8 months ago

Comments: Good, we have just begun using PlanStreet with our team and they have adapted well.

Pros:

This is much more user friendly than previous system, so far. Hoping it will allow for better reporting.

Cons:

Reports feature seems a touch more difficult than needs to be, however we have not spend much time within the reporting feature. Will reach out if needed. A plan street FAQ or user guide specific to the software would also be helpful

Anita L.
Assistant Director in US
Mental Health Care, 11-50 Employees
Used the Software for: 1-5 months
Reviewer Source

New Beginnings PlanStreet Collaboration

5 last year

Comments: The staff have been super helpful and informative!

Pros:

This system is very customizable. We can layout the templates and forms to meet the needs of our specific programs.

Cons:

Some features are not yet available. Yet this is not a deal breaker!

PlanStreet Response

11 months ago

We are glad to hear about your experience with PlanStreet. We have added several new features and functionalities which would really benefit the case management industry.