Built for community-based agency workflows

Case management and care coordination
for community-based agencies.

Keep client records, caseloads, visits, notes, plans, and supervisor review together—so care coordinators and office and field teams know what needs attention.

Move from assigned caseload to a direct contact note and supervisor review
Configure reminders and reporting handoffs around your program workflow
Keep client plans, visits, and follow-up connected across office and field teams
Explore Case Management
HIPAA-compliant platform
BAA available
30-minute demo
No commitment

Case Management uses a $299/month platform fee plus $7.99 per active participant. See what the walkthrough covers. State, program, payer, workflow, onboarding, and reporting fit is confirmed during a 30-minute demo.

OCP Case Management workflow

See assigned work, complete contact notes, and move records to supervisor review

See how One Care Portal organizes a caseload-based workflow, then confirm your program, forms, permissions, reporting, and billing fit in a focused demo.

  1. 1

    Assigned caseload

    See the participants assigned to you and what needs attention.

    My Caseload

    3contacts due
    2notes to review
  2. 2

    Complete contact note

    Document the contact and check required fields.

    Contact note Draft
    Contact typeFace-to-face
    Required fieldsComplete
  3. 3

    Supervisor review

    Review submissions and return needed follow-up.

    Review queue

    8ready
    2follow-up
See what the walkthrough covers

Four focused products

Choose the workflow your team needs

Start with Case Management for care coordinators and caseload-based teams. Documentation review, 835 remittance visibility, and claims management are separate paths that can work alongside the systems your agency already uses.

Care coordinators · Case managers

Case Management

Assigned caseloads, plans, visits, contact notes, supervisor review, and follow-up in one care-coordination workflow.

Explore Case Management software

Keep your existing source system

Documentation Intelligence

Review individual PDFs against criteria configured for your agency; people verify the evidence-linked possible findings and make the decisions.

Explore AI-assisted PDF review

Payment and denial visibility

835 ERA Dashboard

Open standard X12 835 remittance files to review billed and paid amounts, claims, denials, and available rendering-provider details.

Explore the standalone ERA Dashboard

Standalone or connected claims workflow

Billing Hub / RCM

Import billing data, prepare and track claims, work denials, and reconcile payments through supported payer workflows. Confirm your specific payer route during the demo.

Explore multi-payer billing software

Start with the workflow you need now

See the Case Management workflow

These de-identified previews use synthetic records and show workflow shape only. Your state, program, payer, file, and reporting fit is confirmed during a 30-minute demo.

For community-based case management and care coordination

Case Management for caseload-based teams

See assigned participants move through plans, authorizations, documentation, supervisor review, follow-up, and reporting.

Synthetic workflow preview — no PHI or customer data

  1. 1 · CaseloadOpen role-scoped assigned participants.
  2. 2 · Direct contact noteStart documentation from the caseload.
  3. 3 · Supervisor reviewApprove or return with feedback.
  4. 4 · Configurable reminder and reporting handoffSurface follow-up and reporting work.
See what the walkthrough covers

Supported and supportive housing is a Case Management use case, not a separate module.

Who it fits

Community-based agencies with assigned clients, ongoing visits, plans, notes, follow-up, and supervisor review. Case managers and caseworkers, care coordinators, support and service coordinators, and supports planners share these needs across HCBS, IDD, housing, and other community programs.

Working in youth and family services, community health, outreach, diversion, or reentry? Explore how the caseload, documentation, and review workflow matches your team’s needs. Our Medicaid waiver experience is a foundation, not a funding requirement.

Check your team's workflow fit and boundaries

Review documentation · Keep your source system

Documentation Intelligence

Already required to use another system? Review exported service documentation against your program's selected criteria without replacing the source system. AI may surface evidence-linked possible findings; authorized human reviewers make the decisions.

Explore Documentation Intelligence

For readable 835 remittance visibility

Standalone 835 ERA Visibility for Billing Teams

Upload a standard remittance file and review payment detail without buying a Care Module or the Billing Module.

Synthetic workflow preview — no PHI or customer data

  1. 1 · Standard X12 835Parse a payer-provided ERA file.
  2. 2 · Billed and paid totalsSee remittance-level totals.
  3. 3 · Provider and claim viewsDrill into available claim detail.
  4. 4 · Denials and ExportsReview denial detail and export dashboard results.
See the ERA walkthrough

$99/month + $0.10 for each claim contained in an ERA file One Care Portal parses.

Kentucky care agencies using One Care Portal

Choose what your agency needs

Use the products separately or together

Case Management, Documentation Intelligence, the ERA Dashboard, and Billing Hub each address a different job. Explore ADHC as an additional Care Module for adult-day operations. Billing remains a separate standalone-or-connected product for Medicaid, Medicaid MCO, Medicare, and commercial claims, and can work with your current documentation system.

Care Modules

Run the work your team does every day

Select the workflow designed for your agency. Both Care Modules organize documentation, staff activity, oversight, and billing readiness.

Care Module

Case Management

Calendars, scheduled visits, notes, caseloads, supervisor feedback, and administrator visibility into completed work and hours.

  • Calendars and visit schedules
  • Visit and contact notes
  • Supervisor review and feedback
  • Caseload, work, and hours visibility

Customer proof: QKB Case Management

Care Module

ADHC

Attendance, daily notes, care documentation, meals, transportation, authorizations, and staff oversight for adult day health care.

  • Attendance and daily notes
  • Meals and transportation
  • Care plans and authorizations
  • Staff and billing readiness

Informed by hands-on adult day operations experience.

Explore ADHC

Billing Module · Standalone or connected · Medicaid · MCO · Medicare · Commercial

Turn services into claims—and claims into reconciled payments

Generate or import billing data, validate and submit claims through clearinghouse-supported payer workflows, work denials, post 835 ERAs, and reconcile payments. Any agency that submits claims can use it — Medicaid and MCO, Medicare and Medicare Advantage, and commercial payers — with no HCBS program required. Keep your current care system or connect Case Management or ADHC.

Explore Billing

1 · Prepare

Generate or import billing data

2 · Submit

Validate and send claims

3 · Resolve

Track status and denials

4 · Reconcile

Post 835 ERAs and match payments

Need only remittance visibility? See the standalone 835 ERA Dashboard.

Care only

Care + Billing

Billing only

Why Agencies Trust Us

Built by People Who Ran These Agencies

One Care Portal comes from hands-on Medicaid waiver and HCBS operations experience. Its core workflows, templates, and review controls are informed by real ADHC and provider-agency operations and audit preparation.

Operator-Built

Built by a team with hands-on Medicaid waiver and HCBS operations experience. We know what auditors look for because we've been through those audits ourselves.

One-Week Go-Live Target

Guided organization setup, role configuration, and one hands-on training are included. One Care Portal targets a one-week go-live; timing depends on workflow scope and team availability. Email and phone support are included.

Local recognition and health-tech press

Who we serve

Case management and care workflows for community-based agencies

From waiver case management and IDD services to adult-day and housing teams, see workflows for caseloads, visits, notes, review, and daily operations. Billing Hub is a separate product that can work with your existing system. We'll confirm program and payer fit in the demo.

Waiver & Case Management Agencies

Keep assigned caseloads, contact notes, plans, visits, supervisor review, and follow-up together. Medicaid and HCBS experience informs the workflow; confirm your program's requirements during the demo.

  • See assigned work and upcoming visits across the caseload
  • Document contacts and plans for staff and supervisor review
  • Track follow-up and check documentation before a billing handoff where applicable
Waiver case management software

ADHC & Day Programs

Daily program workflows for attendance, meals, activities, transportation, and billing-ready documentation where applicable.

  • Real-time attendance and sign-in/out tracking
  • Meals, activities, transportation, and nurse notes in one place
  • E-signatures, incident reporting, and daily records for staff review
Adult day care software

IDD Providers

IDD teams can evaluate ISP goals, service documentation, supervisor review, authorization visibility, and billing-readiness handoff. Confirm state, program, and payer fit for your agency.

  • ISP goal tracking tied to service documentation
  • Staff credential tracking with expiration alerts
  • Review authorizations and documentation before a supported billing handoff
IDD provider software

Case Management Care Module

Supported & Supportive Housing

A case management workflow for supported housing, supportive housing, PSH, housing stabilization, and housing support services teams.

  • Participant records, plans, housing goals, and authorizations
  • Contact notes, visit notes, progress, and follow-up
  • Supervisor review and billing-ready documentation
Housing case management software

Choose care, billing, or a connected workflow

Case Management and ADHC include the care-operation tools their teams need. Billing remains a separate module that can connect to either Care Module or work standalone.

Security & Reliability

Your Participants' Data Is Protected

Agencies handling sensitive records need practical safeguards. Here are the controls One Care Portal uses to support your team's work.

Encryption Everywhere

Data is encrypted in transit with TLS 1.2 or higher and at rest with AES-256 encryption.

BAA Available

Business Associate Agreement support is available during onboarding for covered workflows involving protected health information.

Role-Based Access

Staff see only what their role requires, with access controls managed by your administrators.

Audit History

Review recorded activity and changes with user and time details where available for your workflow.

Encrypted Backups

Your documents and records are backed up in encrypted form on reliable cloud infrastructure.

Built for Sensitive Records

Encrypted storage and role-based access support healthcare and community-agency recordkeeping. Discuss your program's security and audit requirements during the demo.

Resources & Guides

Practical guides for case managers, billing specialists, and agency administrators.

Comparing Software Options?

See how One Care Portal compares to other case management platforms.

Customer Stories

Real agency experience, in their own words

Hear from a Kentucky case manager using One Care Portal for client files and contact notes, and an adult day professional using One Care Portal to organize employee and client records.

Case Management

A case manager's perspective on moving beyond paper

“I don't ever want to go back to paper.” — Amy

See Amy's story

ADHC Care Module · Customer Story

From paper files to one organized digital system

Healthy Adult Day Healthcare uses One Care Portal's ADHC Care Module.

“Everything is all in one place.” — Glenn, Healthy Adult Day Healthcare

Watch Glenn's story Explore the ADHC Care Module

Transparent, Usage-Based Pricing

No enterprise contracts, no per-seat licenses, no long sales cycle. You pay for what you actually use.

$299

platform fee / month

+ $7.99 per active participant for a Care Module

$1.50

per submitted claim

Billing module

See Full Pricing

Common Questions Before You Switch

We hear these from nearly every agency we talk to. Here are straight answers.

Guided organization setup, role configuration, and one hands-on training are included. One Care Portal targets a one-week go-live, although timing depends on workflow scope and team availability. Email and phone support are included.

No. Agencies can start with the modules and usage they need, then coordinate more staff roles, supervisor review, caseloads, documentation, billing, and reporting as they grow. Pricing remains usage-based and month to month, with no long-term contract.

Built by Medicaid waiver operators with hands-on agency experience. The core workflows, templates, and review controls are informed by real HCBS and ADHC operations and audit preparation.

Pick the next best step

Not ready to book yet? Compare cost, see the case-management workflow, or review billing fit before scheduling a walkthrough.

Ready to Reduce Documentation Rework and Billing Friction?

ADHC centers, case management teams, IDD providers, and housing agencies use One Care Portal to keep documentation clean, claims moving, and audits uneventful. See it with your own workflows in a 30-minute demo.

View Pricing