UnaCasePro takes the paperwork pain out of case tracking and care plan documentation, so your team can do the work they actually signed up for.
Trusted by Collier County, Florida and public health and social services agencies
We kept it simple on purpose. Fancy software nobody opens doesn't help anyone.
Identify a need once. It carries into the care plan goal and the referral, and the follow-up gets tracked. When the auditor shows up, it's already linked.
wrong statements in 120 test runs.
Notes go in once, in the client's home. Nobody retypes them back at the office.
Pick an approved message and UnaCasePro sends it in the client's preferred language. Client names stay out of it.
Program reports for TCM, MCAH, CCS, CHDP and more are ready on day one. Need something else? Build it yourself. You don't need SQL.
We built the workflows around what auditors look for. Care plan reviews and outcome measures come up before they're due.
That's over three hours a week with clients instead of a keyboard.
UnaCasePro runs in the cloud, so there's no server to set up and nothing for IT to maintain. If you have records in another system, we'll plan the move with you. Every agency's data is different, so that part is a custom job.
Talk to us about setupA colleague's case. A client who's back after four months. A home visit in an hour. One click and you're caught up on what matters in the whole record.
Every point links back to the note it came from, so you can check anything that looks off. Summaries are read-only and labeled as AI-generated, and they never get saved into the record.
It runs on our own server in Azure Government. Your case notes don't go to ChatGPT or anyone else.
The UnaCasePro Client Portal lets the people you serve check appointments, message their case manager, send documents and sign forms from their phone. In English or Spanish.
How many calls a week start with "when's my next appointment?" Now clients can look it up themselves.
Need a release of information signed? Send it from UnaCasePro. The client signs on their phone, and the signed PDF goes right back into the record. Nobody has to come into the office for a signature.
Your staff don't change a thing. They keep working in UnaCasePro, and clients see the results with your agency's logo, colors and help line on every screen.
See the Client Portal →Yes. We built it for protected health information from day one, and it's hosted in Microsoft Azure Government Cloud. We sign a Business Associate Agreement with every customer.
No. Summaries run on our own AI server inside Azure Government. That server is locked down with zero outbound traffic, so your data never leaves our environment. Case notes don't go to ChatGPT or any other AI company.
The first time, with an access code from your agency. After that, with a code we send by text or email. The portal signs them out after 15 minutes of no activity, and every time someone views clinical information or signs a form, we log it.
TB tracking, TCM, MCAH, CCS, CHDP and more. There are 20+ report templates built in, and a point-and-click builder for anything else.
Not to run it. It's in the cloud, so there's nothing to install or maintain. If you're moving records over from another system, that's a custom migration, and we'll work out with you what we need from your side.
We'll walk you through it using the programs your agency runs.