Best Patient Case Management Software - Page 8

How Many Patient Case Management Software Products Does G2 Track?

Total Products under this Category: 151

Category Stats (Nov 2026)

  • Average Rating: 4.41/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: StoriiCare (+0.49%) - Among all products in this category, StoriiCare recorded the largest rating increase compared to last month

Last updated: November 02, 2026

How Does G2 Rank Patient Case Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 2,100+ Authentic Reviews
  • 151+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Patient Case Management Software

G2 Grid® for Patient Case Management Software plotting products by satisfaction and market presence

Highlighted products: Carepatron, Pabau Practice Management, athenaOne, StoriiCare, Solutionreach, Foothold, CharityTracker, and ExpertBox.

Underlying data: [Grid® JSON](https://www.g2.com/categories/patient-case-management/grids.json?focus%5B%5D=carepatron&focus%5B%5D=pabau-practice-management&focus%5B%5D=athenaone&focus%5B%5D=storiicare&focus%5B%5D=solutionreach&focus%5B%5D=radicle-health-foothold&focus%5B%5D=charitytracker&focus%5B%5D=expertbox)

MOSAIQ

Who Is the Company Behind MOSAIQ?

  • Seller: Elekta
  • Year Founded: 1972
  • HQ Location: Stockholm, SE
  • LinkedIn® Page: www.linkedin.com
    4,666 employees on LinkedIn®
  • Ownership: STO: EKTA-B

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myInsight

Who Is the Company Behind myInsight?

  • Seller: Netsmart
  • Year Founded: 1968
  • HQ Location: Overland Park, KS
  • LinkedIn® Page: www.linkedin.com
    2,725 employees on LinkedIn®

MyKlinic

MyKlinic is a clinic management software.

Who Is the Company Behind MyKlinic?

NewOrg

NewOrg is a cloud-based case management and data management platform that helps small to mid-sized nonprofits, human services organizations, and government programs manage services, people, reporting, and workflows across one or multiple programs. The platform includes CRM-style tools for tracking donors, volunteers, clients, partners, communications, and engagement history, while also supporting case notes, service delivery, documents, portals, grants, outcomes, and configurable reporting. Many organizations rely on separate tools to manage programs, people, documentation, and reporting. NewOrg brings these functions together in a single system, helping teams centralize data, reduce manual processes, and improve visibility into service delivery and outcomes. NewOrg is designed to support a range of service models, including housing assistance, behavioral health, youth and family services, emergency assistance, volunteer management, grant-funded programs, and community outreach. Its configurable structure allows organizations to adapt forms, workflows, permissions, dashboards, and reports to match different program requirements. Key capabilities include: Case management and client tracking, including service history, case notes, documents, and outcomes Grant and program management with reporting aligned to funder requirements Volunteer, donor, and relationship tracking connected to program activity Workflow automation to support documentation, approvals, reminders, and service delivery Reporting and dashboards for audits, compliance, funder reporting, and internal decision-making The platform supports configurable workflows and data structures, allowing organizations to adapt the system as programs, reporting needs, and service models evolve over time. NewOrg is used by nonprofit and government organizations across the U.S. and Canada to support program operations and data management. As a certified B Corporation, NewOrg is committed to social and environmental responsibility, aligning with the values of the organizations we serve.

Average Rating: 4.7/5.0

Total Reviews: 25

How Do G2 Users Rate NewOrg?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.3/10)
  • Ease of Use: 9.0/10 (Category avg: 8.7/10)
  • Quality of Support: 9.7/10 (Category avg: 8.6/10)
  • Ease of Admin: 9.1/10 (Category avg: 8.8/10)

Who Is the Company Behind NewOrg?

  • Seller: New Org
  • Company Website:
  • Year Founded: 2005
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management
  • Company Size: 64% Small, 28% Medium

What Do G2 Reviewers Say About NewOrg?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the timely and innovative customer support from NewOrg, enhancing their experience and satisfaction significantly.
  • Users value the customizable report generation features of NewOrg, enhancing efficiency and program management effortlessly.
  • Users highlight the robust reporting capabilities of NewOrg, enabling effective management and showcasing of their impact.
  • Users find NewOrg's platform to be intuitive and easy to use, enhancing efficiency and organization in daily operations.
  • Users value rapid response times from NewOrg's support team, ensuring efficient issue resolution and effective collaboration.
Cons
  • Users find the dated interface of NewOrg cumbersome, leading to many open tabs and a less enjoyable experience.
  • Users desire more customization options in NewOrg, especially for reports and dashboards to enhance usability.
  • Users find the clunky design of NewOrg frustrating, as it feels outdated and leads to numerous open tabs.
  • Users find the clunky interface frustrating, leading to an overwhelming number of open tabs during use.
  • Users find the difficult reporting in NewOrg limits their ability to create professional-looking printed copies effectively.

What Are Recent G2 Reviews of NewOrg?

What Are G2 Users Discussing About NewOrg?

Nookal

Nookal is a cloud-based EMR/EHR and practice management platform designed for US allied health clinics. Built to support multi-disciplinary teams—from physical therapy, occupational therapy, and chiropractic to psychology, podiatry, speech therapy, and wellness centers—Nookal unifies scheduling, clinical notes, patient records, billing, and claims processing in a single, secure system. The solution offers end-to-end workflows across front desk, clinical, and admin roles, with seamless integrations to telehealth, accounting, payment gateways, and patient portals. With a focus on usability and scale, it works for both single-site clinics and multi-location networks, delivering a consistent experience across teams and sites. Key capabilities include appointment scheduling, comprehensive patient charts, treatment plans, customizable templates, and automated claims management. CPT/ICD mapping, payer-rule validation, and real-time claim status updates help reduce denials and accelerate reimbursements. Billing and invoicing are streamlined through automated generation, templates, online payments, and reminders, while the patient portal enhances engagement with secure messaging and self-service billing. The platform’s cloud-based architecture supports access from anywhere, on desktop or mobile devices, enabling clinicians and administrators to stay productive from any location. Robust security and compliance features—data encryption, access controls, and regular backups—help meet HIPAA requirements and protect sensitive health information. Nookal drives tangible outcomes: liberated administrative time through automation, faster revenue cycles, and improved cash flow, along with higher patient satisfaction from streamlined scheduling and communications. Customizable dashboards and reporting deliver visibility into key metrics like utilization, billing performance, denials, and patient engagement, empowering clinics to optimize operations and demonstrate value to stakeholders. The platform also supports growth through scalable multi-location management, centralized pricing and reporting, and ongoing onboarding and support. Ideal for US-based allied health practices seeking a cohesive, easy-to-use system that replaces multiple tools with a single source of truth, Nookal combines intuitive design with powerful billing, scheduling, and clinical workflows to boost efficiency, accuracy, and revenue recovery.

Average Rating: 4.0/5.0

Total Reviews: 3

How Do G2 Users Rate Nookal?

  • Ease of Use: 9.4/10 (Category avg: 8.7/10)
  • Quality of Support: 7.2/10 (Category avg: 8.6/10)

Who Is the Company Behind Nookal?

  • Seller: Nookal
  • Year Founded: 2012
  • HQ Location: Oxenford, AU
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Nookal?

OneGlance OPD Software

An online medical records software for clinics and hospitals across India for easy accessibility of patient information.

Who Is the Company Behind OneGlance OPD Software?

  • Seller: Oneglance
  • Year Founded: 2011
  • HQ Location: Chennai, IN
  • LinkedIn® Page: in.linkedin.com
    28 employees on LinkedIn®

Orion Health Virtuoso

Virtuoso is a digital front door and patient engagement platform that brings together a patient portal, service navigation, secure messaging and patient-mediated consent, helping people access their health information, find services and complete healthcare tasks online while taking a more active role in their care.

Who Is the Company Behind Orion Health Virtuoso?

  • Seller: Orion Health
  • Year Founded: 1993
  • HQ Location: Grafton, NZ
  • LinkedIn® Page: www.linkedin.com
    646 employees on LinkedIn®
  • Ownership: ASX: OHE

OrthoCatapult

Software as a Service case presentation platform for dentists & orthodontists. Platform covers entire patient education and sales process for practice users.

Who Is the Company Behind OrthoCatapult?

Palash IVF Connect

PALASH IVF is a comprehensive IVF software designed to provide complete tracking and recording of IVF clinical procedures and processes.

Who Is the Company Behind Palash IVF Connect?

Patient Journey 365

Patient Journey 365 (PJ365) is a connected hospital workflow management platform built on Microsoft Dynamics 365 and Power Platform. Designed for private and multi-specialty hospitals, it connects departments, streamlines daily operations, and helps staff manage the complete patient journey from registration to follow-up. At its core, Case 360 provides a unified view of consultations, laboratory and imaging orders, procedures, medications, admissions, discharge, payments, clinical results, and patient communications. PJ365 helps hospitals: • 𝗜𝗺𝗽𝗿𝗼𝘃𝗲 𝗣𝗮𝘁𝗶𝗲𝗻𝘁 𝗙𝗹𝗼𝘄: Coordinate activities across reception, doctors, diagnostic departments, pharmacy, and wards. • 𝗥𝗲𝗱𝘂𝗰𝗲 𝗔𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝘃𝗲 𝗪𝗼𝗿𝗸: Minimize repetitive data entry through structured forms, reusable catalogues, and automated workflows. • 𝗦𝗶𝗺𝗽𝗹𝗶𝗳𝘆 𝗖𝗹𝗶𝗻𝗶𝗰𝗮𝗹 𝗥𝗲𝘀𝘂𝗹𝘁𝘀: Support structured result entry, AI-assisted lab result extraction, and clinical summaries for doctors. • 𝗜𝗺𝗽𝗿𝗼𝘃𝗲 𝗣𝗮𝘁𝗶𝗲𝗻𝘁 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻: Deliver configurable WhatsApp notifications for appointments, investigation results, discharge, and follow-ups. • 𝗜𝗻𝗰𝗿𝗲𝗮𝘀𝗲 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗩𝗶𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆: Provide dashboards for patient activity, departmental performance, payments, and hospital operations. PJ365 is designed to complement existing hospital systems rather than replace a complete HIS, ERP, laboratory information system, or pharmacy inventory solution. Patient Journey 365 — The Connected Hospital. One Patient. One Journey.

Who Is the Company Behind Patient Journey 365?

  • Seller: YesDynamics
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®
  • Ownership: 73ba59040aee40e33f88a49d3f031b56.jpg

PatientStudio

The Ultimate Practice Growth Platform. PatientStudio provides therapists with an easy-to-use solution for managing the front desk, clinical notes, and billing needs. Our mission is to help therapists provide better patient outcomes, maximize billing revenue and grow their practice. From booking appointments to getting paid, PatientStudio provides everything a modern practice needs to grow and scale.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate PatientStudio?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.3/10)
  • Ease of Use: 10.0/10 (Category avg: 8.7/10)
  • Quality of Support: 10.0/10 (Category avg: 8.6/10)
  • Ease of Admin: 8.3/10 (Category avg: 8.8/10)

Who Is the Company Behind PatientStudio?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of PatientStudio?

Emma Stein
ES
Researched and written by Emma Stein
Updated October 3, 2024