Buyer decision matrix
Score each product against the same agency-specific evidence. A “yes” should mean the vendor showed the workflow using your roles, forms, review steps, reports, and payer path—not that a similar feature appears on a slide.
| Evaluation criterion | What to ask the vendor to demonstrate | Evidence to record |
|---|---|---|
| Direct contact notes | Start a contact note from the participant record without requiring a scheduled appointment first. | Required fields, signatures, amendments, and audit history. |
| Role-scoped caseloads | Show what a case manager, supervisor, and administrator can see and do. | Assignment rules, permissions, and supervisor visibility. |
| Supervisor review | Submit, approve, return with feedback, correct, and finalize a note. | Statuses, notifications, timestamps, and reviewer history. |
| Configurable reminders | Configure a visit, plan, document, or follow-up cadence based on an agency rule. | Who receives reminders and how overdue work is shown. |
| Authorizations | Track effective dates, approved units or limits, utilization, and renewal follow-up. | Program-specific fields and exception handling. |
| Reporting and exports | Produce the exact operational, audit, or payer output your team uses. | Fields, filters, file format, date range, and access controls. |
| Optional separate RCM module | Show the reviewed-documentation handoff into a separate billing workflow, if needed. | Human review points, claim validation, enrollment, and payer fit. |
| Implementation | Map configuration, data migration, training, testing, and go-live responsibilities. | Named owner, prerequisites, timeline assumptions, and out-of-scope work. |
Implementation questions
- Which state, program, payer, and form requirements are standard today?
- Which items require configuration, custom work, or a separate system?
- Who validates migrated data, roles, templates, reminders, and reports before go-live?
- How are staff trained, and what support is available after launch?
- Can the agency export its records and audit history in a usable format?
Current Case Management pricing
$299/month + $7.99 per active participant
This is the recurring price for the Case Management Care Module. Guided organization setup and one hands-on training are included. Billing is optional and separate; do not assume it is included in the Case Management price.
Confirm participant definition, implementation scope, required configurations, payer enrollment, and any custom work before purchase.
Review complete pricingHow One Care Portal should be evaluated
Ask for the real workflow
Use one participant scenario to test caseload access, a direct contact note, supervisor review, reminders, authorizations, and a required export.
Treat billing as a separate decision
Case Management can stand alone. If needed, evaluate the optional separate RCM module handoff and exact payer, enrollment, transaction, and claim-type fit.
Bring source requirements
Bring current forms, reports, review rules, authorization fields, and payer instructions. One Care Portal should classify each as standard, configurable, custom, or unavailable.
Do not assume universal fit
One Care Portal does not claim every state, program, payer, and form works without validation. Fit must be confirmed during discovery and implementation planning.
Test your case management checklist
Bring one real workflow and the state, program, payer, and form requirements that matter. We will show what is standard, configurable, custom, or unavailable.
Book a Case Management Fit DemoComparing software options?
See how One Care Portal compares to other case management platforms.
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