Case Management

Persimmony’s Case Management platform is designed as an all‑in‑one system that replaces the patchwork of forms, spreadsheets, and siloed databases that many public‑health and social‑services teams struggle with. At its core is a single “source of truth” where every client interaction, assessment, vital, medication, and family linkage lives in one record, eliminating double‑entry across scheduling, EHR, and finance tools. Adaptive, program‑specific forms ensure staff capture only the data that matters, while built‑in version control, audit trails, and HIPAA/HITECH controls keep programs compliant by default.

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Beyond documentation, the solution layers in real‑time collaboration and oversight: supervisors can review notes, approve work, and monitor caseloads; teams share cases, message securely in‑app, and coordinate schedules; and configurable alerts keep everyone on track. Tight integration with Persimmony’s Grant & Performance Tracking, Time Study, Reporting, Team Management, and Community Connection modules means agencies can link service delivery to funding and outcomes without leaving the platform. Robust APIs also let IT teams connect the system to existing EHRs or other data sources.

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For agencies, the result is faster onboarding (data migration in “a few weeks”), customizable assessments that mirror local workflows, and reporting that converts raw client data into insights for executives, finance teams, and external auditors alike. By bringing documentation, compliance, performance monitoring, and funding management under one roof, Persimmony aims to “put care first” so case managers spend less time juggling systems and more time serving clients.