Case management
Care coordinators · Case managers
Assigned caseloads, plans, visits, contact notes, supervisor review, and follow-up in one care-coordination workflow.
Explore Case Management softwarePrograms and tools
Explore the workflows and audiences served by One Care Portal.
Explore Case ManagementFour focused products
Choose the workflow your team needs
Start with Case Management for care coordinators and caseload-based teams. Compliance Review, the 835 ERA Dashboard, and Billing / RCM can work alongside the systems your agency already uses.
Compliance Review
Keep your existing source system
Review individual PDFs against criteria configured for your agency; people verify the evidence-linked review flags and make the decisions.
Explore AI-assisted PDF review835 ERA Dashboard
Payment and denial visibility
Open standard X12 835 remittance files to review billed and paid amounts, claims, denials, and available rendering-provider details.
Explore the standalone ERA DashboardBilling / RCM
Standalone or connected claims workflow
Import billing data, prepare and track claims, work denials, and reconcile payments through supported payer workflows.
Explore multi-payer billing softwareWho 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 boundariesChoose what your agency needs
Use the products separately or together
Case Management, Compliance Review, the 835 ERA Dashboard, and Billing / RCM each address a different job. Explore Adult Day Health Care (ADHC) as an additional Care Module for adult-day operations. Billing / RCM is 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.
Case management
Care Module
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
ADHC
Care Module
Attendance, daily notes, meals, incident reports, authorizations, supervisor review, and billing readiness for adult day health care.
- Attendance and daily notes
- Meals and incident reports
- Care plans and authorizations
- Staff and billing readiness
Informed by hands-on adult day operations experience.
Billing / RCM · 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.
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
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 / RCM is a separate product that can work with your existing system.
Waiver & case management agencies
Keep assigned caseloads, contact notes, plans, visits, supervisor review, and follow-up together. Medicaid and HCBS experience informs the workflow, with a custom contact note for your program.
- 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
ADHC & day programs
Daily workflows for attendance, meals, daily notes, incident reports, authorizations, and billing handoff.
- Real-time attendance and sign-in/out tracking
- Meals, daily notes, incidents, and supervisor review in one place
- E-signatures, incident reporting, and daily records for staff review
IDD providers
IDD teams can evaluate ISP goals, service documentation, supervisor review, authorization visibility, and billing-readiness handoff. Program and payer requirements govern billing.
- ISP goal tracking tied to service documentation
- Staff credential tracking with expiration alerts
- Review authorizations and documentation before a supported billing handoff
Case Management
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
Choose care, billing, or a connected workflow
Case Management and ADHC include the care-operation tools their teams need. Billing / RCM is a separate product that can connect to either Care Module or work standalone.
Billing / RCM
Claim validation, status tracking, ERA posting, and denial management.
Service Authorization
Period, unit, and rate tracking with alerts before units run out or authorizations expire.
Document Management
Participant and staff documents with expiration tracking and audit-ready reporting.
AI Note Generator
Draft service and contact notes faster while keeping human review in the workflow.
Looking for something specific?
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.
Agencies in KY, GA, LA and WI
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.
Operator-built software for Medicaid waiver, HCBS, IDD, ADHC, case management, supported and supportive housing, and related provider agencies. Connect documentation, billing workflows, compliance records, and staff work in one system.
30-minute practical walkthrough
See if One Care Portal fits your agency before you change systems
Bring your real workflow: assigned clients, notes, PDF documentation review, 835 files, or billing. We will walk through the relevant product, then discuss pricing and implementation plainly. Medicaid funding is not required to explore a compatible case-management workflow.
We'll confirm your program, notes and payer workflow on the demo.
Good fit for
Case management and care coordination teams
Assigned caseloads, participant plans, contact notes, follow-up, and supervisor review. Built from Medicaid waiver experience; compatible community programs are welcome.
ADHC and adult day centers
Attendance, meals, daily notes, authorizations, and billing handoff.
Supported & supportive housing teams
Case Management for participant records, housing goals, contact and visit notes, authorizations, supervisor review, and billing readiness.
ERA and provider billing teams
Standalone 835 upload, billed-versus-paid totals, claims by rendering NPI when present, denials, and readable code explanations.
What we will cover
The demo is meant to answer buying questions, not just show screens.
Your current workflow
How work moves from intake to documentation, scheduling, review, billing, and reporting today.
Documentation fit
Forms, notes, authorizations, staff signatures, attachments, supervisor review, and audit retrieval.
Billing path
How completed services become claims, how validation works, and where denials or missing data get caught.
Staff adoption
What field staff, billing staff, supervisors, and administrators each need to do in the system.
Pricing and scope
Your participant volume, claim volume, module fit, and whether to start with care management, billing, or both.
Implementation next steps
A realistic path for setup, data import, training, and going live without disrupting operations.
Before the call
Book with what you know now
You do not need a formal requirements document. A few practical details help us keep the walkthrough focused, but the demo can start with rough numbers and your biggest workflow problem.
Good 30-minute outcome
Leave with a clearer answer on module fit, pricing range, rollout scope, and whether One Care Portal is worth a deeper implementation conversation.
Agency type
ADHC, HCBS, case management, IDD, supportive housing, billing-only, or mixed services.
Approximate volume
Active participants, caseload size, monthly claim count, or locations.
Current pain point
Documentation backlog, audit prep, claim issues, authorizations, reporting, or staff adoption.
Current tools
Spreadsheets, paper, generic EHR, billing clearinghouse, or another case management system.
Choose the right walkthrough
Tell us what kind of workflow you want to see
The fastest demos are focused. If one of these sounds like your agency, we will spend more time on that path instead of giving a generic product tour.
Case management
Start here for assigned caseloads & care coordination
Caseloads, participant records and plans, authorizations, contacts, follow-up, supervisor review, and reporting across state-varying programs.
Supported and supportive housing is included under Case Management, not offered as a separate module.
Review case management workflowCompliance Review
Independent PDF review product
Keep your existing system. Review individually uploaded PDFs against agency-configured criteria; authorized people verify evidence-linked review flags and decide what follows.
Review the documentation workflowStandalone 835 ERA Dashboard
For readable 835 remittance visibility
Open payer-provided X12 835 files and review all claims, billed and paid totals, rendering-provider NPIs when present, denials, and readable code explanations.
Review the ERA DashboardADHC / adult day center
Attendance, meals, daily notes, incidents, authorizations, supervisor review, and billing handoff.
Review ADHC workflowSupport coordination
Participant contacts, provider coordination, plan updates, follow-ups, documents, and caseload visibility.
Review support coordination workflowIDD provider operations
ISP tracking, staff documentation, service records, secure files, billing readiness, and compliance review.
Review IDD workflowHealthcare and Medicaid billing teams
Separate standalone-or-connected product
Clearinghouse-supported claims, validation, 835 ERA posting, denials, collections visibility, and documentation-to-claim readiness.
Review billing workflowReady to focus the call?
Book the demo around the workflow you already care about
Choose a focused walkthrough so we can prepare the right workflows and start the call with the screens that matter to your team.
Demo questions
What happens during the One Care Portal demo?
We review your agency type, current workflow, participant or caseload volume, pain points, pricing fit, and the parts of One Care Portal that matter most for your team.
Who should attend?
Usually an owner, administrator, program director, billing lead, or operations person who understands documentation and billing flow.
Is this only for adult day care?
No. We also support HCBS and waiver providers, case management, support coordination, supported and supportive housing, IDD provider operations, and billing workflows.
Will we talk about pricing?
Yes. We can use your participant count, claim volume, and module needs to estimate what the system would cost for your agency.
Can we focus the demo on our specific program type?
Yes. The walkthrough can focus on ADHC, HCBS and waiver case management, IDD provider operations, support coordination, supported and supportive housing, billing, the standalone 835 ERA Dashboard, or a mixed workflow.
Can the demo focus only on the standalone 835 ERA Dashboard?
Yes. We can focus on which payer provides your standard X12 835 ERA, total billed and paid amounts, all-claim detail, rendering-provider NPI views when present, paid and denied claims, readable denial-code explanations, pricing, and onboarding.
Should we use the pricing calculator before booking?
It can help, but it is not required. If you know approximate participant, caseload, or claim volume, we can use that to sanity-check module fit and rollout scope.
Ready for a practical walkthrough?
Pick a time and bring your real operational questions. We will keep it focused.