Care Coordination Notes That Track Services, Referrals, and Client Progress in One Place
You're coordinating between psychiatrists, social workers, housing agencies, and family members. Document every contact, referral, and follow-up without letting anything fall through the cracks.
7-day free trial · Secure & private
2 min
Average note time
15+
Note formats
Secure
Private by design
7-day
Free trial
Sound Familiar?
These are the documentation frustrations we hear most from Case Managers.
Documenting every phone call, coordination meeting, referral, and client contact across a caseload of 30-50+ clients
Tracking progress toward functional goals (housing, transportation, benefits access) that don't fit clinical note formats
Meeting strict Targeted Case Management (TCM) documentation standards for Medicaid billing — with monthly progress summaries, service activity logs, and payer-specific requirements
Spending more time documenting services than actually delivering them to clients who need support
How WellNotes Works for Case Managers
Three steps. Under 2 minutes. Done before your next client.
Log the Contact or Service
After a client meeting, phone call, or coordination contact, dictate what happened — services discussed, referrals made, client participation, and barriers identified.
Get a Structured Coordination Note
WellNotes organizes your documentation into a clear note that captures the service provided, client response, progress toward goals, and next steps for follow-up.
Stay Audit-Ready
Export notes with timestamps, service types, and goal references. Whether it's a Medicaid audit or a program review, your documentation tells the complete story of care coordination.
Note Templates Built for Case Managers
Every format is structured, clinically accurate, and ready for insurance review or your EHR.
I make 15-20 contacts a day between clients, providers, and agencies. Before WellNotes, half of them went undocumented because I just couldn't keep up. Now I dictate after every contact and nothing slips through.
Priya S.
CCM — Behavioral Health Case Management
Everything You Need, Nothing You Don't
Notes in Under 2 Minutes
Type or dictate a quick session summary. Get a fully structured, formatted clinical note immediately.
Private & Secure
Fully secure and private. Your data is encrypted in transit and at rest. PHI never stored on external servers.
15+ Clinical Formats
SOAP, DAP, BIRP, GIRP, treatment plans, intake assessments, and more — covering every clinical setting.
Simple, Predictable Pricing
$38/mo
Unlimited clinical notes
- All 15+ note formats
- Secure & private
- PDF & CSV export
- Voice-to-note dictation
- No per-note limits
- 7-day free trial
Cancel anytime during trial
Spend Less Time Documenting. More Time on Care.
Join clinicians who document smarter with WellNotes. Your first 7 days are completely free.
7-day free trial · Cancel anytime · Secure & private
Frequently Asked Questions
Is WellNotes secure & private for Case Managers?
Yes. WellNotes is fully secure and private. PHI is sanitized before processing and is never stored on external servers or used to train AI models.
What note formats does WellNotes support for Case Managers?
WellNotes supports PIE Notes, SIRP Notes, DAP Notes, SOAP Notes, Treatment Plan — and more. Every format is structured, clinically accurate, and formatted for EHR entry or PDF export.
How long does it take to generate a note?
Most clinicians generate a complete clinical note in under 2 minutes. Dictate or type a brief session summary, choose your note format, and get a fully structured note immediately.
Can I export notes to my EHR?
Yes. WellNotes generates notes you can copy directly into any EHR system or export as a PDF or CSV. No proprietary lock-in.