Contact Info
1534 N. Moorpark Rd, Ste 336
Thousand Oaks, CA
info@unacasepro.com
(844) 356-2424

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Platform Features

Every feature built for how public health actually works

From audit-guided documentation to tuberculosis tracking, UnaCasePro covers the full scope of public health and social services case management — without the workarounds generic software requires.

All-in-one
Client lifecycle
field to office
Clients & Cases

Care Management

The full client lifecycle, field to office.

From first contact to final outcome measure, every piece of a client's case is connected in one place — accessible whether your team is at a desk or out in the community.

  • Contacts & clients — Complete profiles with demographics, case history, and contact records.
  • Care plans & goals — Individualized plans linked to identified needs and referral outcomes.
  • Vitals & medications — Captured during contacts with custom trend reporting.
  • Referrals & programs — Full outcome tracking linked directly to client care plans.
  • Outcome measures — Recorded and reported at the care plan level, ready for audit review.
$0
Audit chargebacks
for our clients
Core Feature Our #1 Differentiator

Audit Compliance

Workflows that keep your funding safe.

UnaCasePro was built from the ground up around public health audit requirements. Every step in the case management cycle is connected, prompted, and tracked — so there are no gaps when auditors come looking.

  • Needs-to-care-plan linking — Identified needs carry through automatically to care plan goals and referrals.
  • Automatic reminders — Care plan reviews, outcome measures, and follow-ups prompted before deadlines pass.
  • Encounter audit tool — Prevents duplicate billing and flags incomplete encounter data before submission.
  • ICD-10 & CPT codes — Record billing codes per contact to generate superbills.
  • Instant audit response — Pull complete, compliant documentation in minutes, not days.
4-in-1
Portal · Video · Calendar
SMS & Email — built in
Client Portal Video Calendar

Communication

Stay connected, wherever your clients are.

Modern communication tools built directly into the platform — no third-party logins or extra subscriptions required.

  • Client portal — Secure web portal for messaging, appointment management, and health record access.
  • Video conferencing — Zoom and doxy.me built in. Automatic email and SMS reminders to clients.
  • Calendar & appointments — Individual appointments, org-wide events, and automated reminders.
  • SMS & email alerts — Twilio-powered SMS and SendGrid keep clients informed automatically.
20+
Pre-built reports +
unlimited custom reports
Custom Reports Dynamic Forms

Reporting & Analytics

The data you need, the way you need it.

Dozens of pre-built reports for public health programs out of the box — plus a custom builder for anything else. Replace paper forms with electronic versions that automatically generate reportable data.

  • Pre-built program reports — TCM, MCAH, CCS, CHDP, AFLP, TB, referrals, time — ready on day one.
  • Custom report builder — Point-and-click editor. No SQL required.
  • Dynamic form builder — Electronic forms with client signatures captured in the field.
  • Time survey — Full submit/approve/reject workflow by activity code and program.
  • Workload management — View caseloads and adjust assignments by availability.
TB
TST · LTBI
No separate system needed
EMR Integration TB Module

Integrations & Specialized Modules

Connect your ecosystem. Replace costly standalone systems.

UnaCasePro's secure API connects to the EMRs and billing systems you already use. For programs like tuberculosis management that typically require separate expensive software, it's built right in.

  • EMR integration — OAuth 2.0 secured JSON/HL7 API. Cerner, Allscripts, EPIC, and more.
  • Billing clearinghouse — API integrations for reimbursement optimization.
  • Tuberculosis tracking — TST/FU results, LTBI, DOT video uploads, contacts. No separate system needed.
  • Azure Government Cloud — HIPAA and SOC-2 Type II compliant from day one.

More Capabilities

Everything else in one platform.

UnaCasePro replaces the patchwork of separate tools many agencies rely on — standalone TB software, paper forms, spreadsheet time tracking, separate calendar systems — with one integrated, HIPAA-compliant platform.

TB
TST · LTBI · DOT · Contacts
Tuberculosis
Tuberculosis Tracking

TST and follow-up results, LTBI management, DOT video uploads, and contact investigations — no separate TB system needed.

Closed-loop
Referral outcome tracking
Referrals
Referrals & Programs

Send referrals, track outcomes, and link results back to the client's care plan — closing the loop for audit documentation.

Secure
Client-facing web portal
Client Portal
Client Self-Service Portal

Clients log in to message their care team, view appointments, and access their health records — reducing inbound calls.

Caseload
Visibility across your team
Workload
Workload Management

View caseloads across your team, spot capacity gaps, and reassign clients without losing case history or documentation.

100%
Field-ready on any device
Mobile
Mobile-First Design

Document contacts, capture vitals, and complete forms in real time at the point of care — not hours later at the office.

SOC-2
Azure Gov Cloud certified
Security
HIPAA & SOC-2 Type II

Hosted on Microsoft Azure Government (GCC). The security posture required for county and government clients — certified, not just claimed.

Ready to see how UnaCasePro protects your funding and empowers your team?

Schedule a Demo