Case Management
Service and care plans
Structured plans linking a client's needs and goals to planned services and responsibilities.
Product support
Documented support
- Bonterra ETO by Bonterra
Case management and service planning: client data, enrollments, cases, service planning and delivery (What is ETO).
vendor reported
- Casebook by Casebook PBC
Service Plan and Service Enrollment functionality is documented.
vendor reported
- Clarity Human Services by Bitfocus
Custom housing and treatment plans with goal management and progress tracking (case management page).
vendor reported
- ClientTrack by CaseWorthy by CaseWorthy
Service plans planned and coordinated from client goals and needs (product page).
vendor reported
- Exponent Case Management by Exponent Partners
Service plans with individualized goals, e.g. the workforce development service plan (workforce page).
vendor reported
- QG Case by QuesGen Systems, Inc.
Care Plans are explicitly listed.
vendor reported
- Salesforce Nonprofit Cloud by Salesforce
CarePlan and CarePlanTemplate objects with template benefits and goals; case plans from reusable templates (Developer Guide).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Care Plans with flexible templates tracking benefits, services, goals, and progress; CarePlan/CarePlanTemplate objects (pricing page, developer docs).
vendor reported
Partial / qualified support
- Bonterra Apricot by Bonterra
Configurable case-management records can support plans; no universal service-plan object is established.
vendor reported
2 researched products have not yet been verified for this capability — that is a research gap, not an assessment.
Commercial availability
Where plan-level research exists, availability by plan or add-on. Examples reflect only the products researched so far.
- Included QGCase Essentials plan of QG Case