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10 Best Behavioral Health Case Management Software in 2025

Author: Adesuwa Olajire, Clinical Psychologist

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Behavioral health case management software is a system that aids therapists in mental health practices. Although similar to EHRs and PMS, it is more focused on improving client care planning and coordination. Most case management software has features that help to track clients' behavioral health progress. These software provides a structured way to effectively manage your treatment plans and documentation processes.

There are several behavioral health case management software you can choose from to assist you in your practice. This article highlights the 10 best behavioral health case management software in 2025. We also examine their pros and cons, so you can select the one that is most suitable for your practice.

Best Behavioral Health Case Management Software in 2025

1. Mentalyc

Mentalyc is an easy-to-use behavioral health case management software that simplifies note-taking for mental healthcare providers. It uses advanced AI technology to transform session recordings into psychotherapy notes. This transcription takes a few minutes, saving you time and effort.

As a HIPAA-Compliant case management software, Mentalyc prioritizes the safety of your client data. This eliminates the risk of unauthorized persons having access to client information. It assists mental health practitioners in accurately documenting client’s progress and treatment plans. Its automated note-taking process enables therapists to fully focus on providing excellent client care.

Pros

  1. It streamlines workflow of mental health therapists
  2. It automates the note-taking process.
  3. It has an intuitive user interface.
  4. It is HIPAA-compliant.
  5. It saves time, effort and enhances productivity.

Cons

  1. It relies on internet connectivity to function.
  2. The lower-priced models do not have the full-functionalities of the pro and super plans.

2. TheraNest

TheraNest is a leading practice management system that simplifies the operations of mental health practitioners. It has a wide array of tools that enhance client engagement and enhance productivity. One key feature of TheraNest is its inbuilt calendar. This calendar supports scheduling, client reminders, and recurring appointments. It also sends automated texts and email reminders to clients so they do not miss appointments.

Managing your practice with TheraNest guarantees seamless financial transactions for you and your clients. It features invoice generation and insurance claims processing. You can also track your outstanding balances with one click.  The platform also supports Telehealth, which enhances flexibility for your practice.

Pros

1.     It is a cloud-based app, so you can access client data from anywhere.

2.     TheraNest is scalable to suit the needs of solo practitioners and group practices.

3.     It offers robust customer support via mail, chat, and a rich knowledge base.

Cons

1.     TheraNest has limited customization options for its templates.

2.     It has a steep learning curve for its advanced features.

3.     Poor internet connectivity affects the app's user experience.

3. SimplePractice

SimplePractice is a powerful behavioral health case management software for therapists seeking effectiveness. It has several tools that help simplify scheduling, billing, and documentation. The platform is HIPAA-compliant, so you are guaranteed data privacy when you use the platform.

A unique aspect of SimplePractice is its simplified interface. Despite its robust feature set, this case management software eases navigation on the platform. SimplePractice also ensures to prioritize the well-being of your clients. The platform provides an intuitive client portal where they can fill out forms, schedule appointments, and communicate with you.

Pros

1.     It is an all-inclusive software that eliminates the need for multiple software solutions.

2.     SimplePractice has an easy-to-use user interface.

3.     The platform has an intuitive client portal that enhances client engagement.

Cons

1.     The mobile app of the platform is limited compared to the desktop application.

2.     The pricing is not favorable for practices with a limited budget.

4. ICANotes

ICANotes is an EHR and case management software that handles the practice of mental health practitioners. It is often appraised for its robust note templates and organized documentation system. The system's templates cover different ranges of health practices, including therapy and social works. Hence, making it easy for healthcare providers to take accurate notes.

As a HIPAA-complaint software, you can use its telehealth and e-prescribe features without data breaches. Along with these helpful features is its billing and claims management system. This system automates claims submission. It also assists you in generating invoices and tracking payments.

Pros

1.     It is tailored to suit the needs of mental health care providers.

2.     Its documentation saves time for practitioners.

3.     Its integrated telehealth aids remote therapy sessions.

Cons

1.  ICANotes has a dated interface compared to modern behavioral health case management systems.

2.  It is quite pricey compared to competitor platforms.

3.  Its notes have limited customization options.

5. TherapyNotes

TherapyNotes is a proficient practice case management system that enhances your administrative success. It is a cloud-based software with scheduling and billing features. TherapyNotes also integrates documentation and claims management on its platform. Even though the claims management is on integrated clearing houses, transactions are smooth and seamless.

The platform has an intuitive client portal that enhances the client experience. Your clients have the chance to complete intake forms and update their information. They can also schedule appointments with ease. As a therapist, you can maximize the telehealth feature for your therapy sessions.

Pros

1.     TherapyNotes is fully  focused on the needs of behavioral health practices.

2.     It is a HIPAA-compliant platform.

3.     It has a mobile app that can be used for on-the-go practice.

Cons

1.     It has a steep learning curve for beginners.

2.     The mobile app does not have the full functionality of the web version.

3.     It has limited integration with third-party apps.

6. CareCloud

Several therapists commend CareCloud for its unique fusion of a modern design with robust case management features. The software merges billing, client engagement tools, calendar scheduling, and EHR. This eliminates the need for multiple platforms to manage your practice.

CareCloud is a scalable software solution with multiple payment cadres. This ensures that solo practices can restrict subscriptions to features they need. As a practice increase in size, they can expand their subscription base to accommodate more advanced features.

Pros

1.    CareCloud has a user-friendly interface.

2.    It boosts productivity and enhances workflow.

3.    CareCloud has customizable features that enhance flexibility.

4.   It provides an excellent client experience.

5.  It is intuitive and easy to use.

6.   It is great for large practices.

Cons

1.     It requires technical proficiency to set up.

2.     The advanced features require some training to master.

3.     It is quite pricey for solo practices.

7. eClinicalWorks

eClinicalWorks is a comprehensive behavioral health case management system. It enhances therapists efficiency by supporting telehealth, billing, and client management. eClinicalWorks has several templates for clinical documentation and note-taking. You can customize these templates to suit your needs at any time.

One unique feature of eClinicalWorks is its positioning as an all-in-one solution. Your clients can get a glimpse of the software's benefits from their client portals. With a few clicks, they can schedule appointments and prepare for telehealth sessions.

Pros

1.     It has several customizable templates.

2.     Its telehealth feature saves money and time while enhancing flexibility.

3.     eClinicalWorks has a client portal that enhances client engagement.

Cons

1.     Poor internet connectivity could affect its optimal functionality.

2.     New users might find its robust features overwhelming.

3.     Its customer service response rate needs some improvement.

8. AdvancedMD

AdvancedMD is a powerful cloud-based case management solution for mental healthcare practitioners. It is suitable for small, medium and large-scale practices. The software features EHR, telehealth, and an intuitive client portal. It also supports billing and claims submission. This makes it an all-in-one practice management software for practices.

This software has a responsive mobile app you can maximize on the go. You can schedule appointments and manage client details from the app. The mobile app also makes it easy for you to hold telehealth sessions with your clients.

Pros

1.     It has a user-friendly interface.

2.     The software is scalable to suit the needs of practices as they grow.

3.     It has an inbuilt telehealth for remote practice.

4.    It ensures confidentiality and security of client’s data.

5.    This software helps to streamline work operations.

6.    It provides better client engagement.

Cons

1.     The setup is time and technical intensive.

2.     It has limited integration with third-party apps.

3.     It has a steep learning curve for advanced features.

9. Jane

Jane is a simple cloud-based practice management software. It simplifies administrative tasks while enabling you to handle other vital tasks like client management. It has an intuitive client portal that enhances your rapport with clients. From the portal clients can schedule appointments. They can also make payments on the portal easily.

Jane allows you to customize some of its features to suit your practice needs. For example, you can use your personalized brand colors and logos to remodel its outlook. The platform also has automated reminders that ensure clients don’t miss their appointments. This helps increase your productivity by reducing no-shows.

Pros

1.     It is easy to use.

2.     It helps to manage the complete work schedule of your practice.

3.     It has several customizable templates.

Cons

1.     Limited integration with third-party apps.

2.   Customizations are restricted.

3.   Lacks advanced reporting capabilities.

10. Welligent

The software is renowned for its efficient service to mental health practitioners. It has built-in features for billing, documentation, and reporting. The software couples this with a HIPAA-compliant telehealth feature. This enhances your relationship with clients who live far away by bridging the distance barrier.

One key feature for Welligent is its support for group collaboration. It has a care coordination feature for different practitioners to collaborate and share information. This is particularly useful if a client needs to be transferred to another therapist.

Pros

1.     It has a mobile app that enhances flexibility in practice.

2.     It has a comprehensive reporting structure.

3.     It is a scalable solution for large practices and small practices alike.

Cons

1.     It could be quite complex for new users

2.     The customer support is irresponsive outside stipulated work hours.

3.     Poor internet connectivity restricts its optimal function.

Conclusion

As a therapist, you need smarter tools for faster and more efficient work processes. Hence, behavioral health case management software is an effective solution for your practice. They assist in managing client information, scheduling, assessment, treatment plans and documentation. From the list of best case management software above, you can choose the best behavioral health case management for your practice. The software will help improve client care coordination by automating administrative tasks.

FAQs

1. What features should my behavioral health case management software have?

When choosing a behavioral health case management software, there are certain features to check out. Some of these features include billings and claims management, and compliance with regulations like HIPAA. It should also feature telehealth support, customizable documentation templates, client portal and appointment scheduling.

2. How does behavioral health case management software improve client care?

This software improves client care by automating routine administrative tasks and enabling therapists to give clients full attention. The platforms also give you instant access to client data. This ensures that your decisions are data-driven.

3. How can I know if the case management software stores client data securely?

One of the first things is to check if the software is HIPAA compliant and follows regulatory standards. Also, look out for features like data encryption.

4. Do case management software integrate with a practice’s existing software?

Yes. Most behavioral health case management systems integrate with EHRs, billing, and telehealth platforms.

5. How much does it cost to use a behavioral health case management software?

There is no universal price list for behavioral health case management systems. The cost depends on your chosen software, its features, model, and scalability.

Disclaimer

All examples of mental health documentation are fictional and for informational purposes only.

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