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IN THE FIELD GUIDE

Onecareportal

onecareportal.com

One Care Portal offers case management software designed for care coordinators and community-based agencies to organize caseloads, visits, contact notes, plans, follow-up, and supervisor review. It supports workflows for community-based agencies including Medicaid waiver and HCBS programs, with modules for case management, documentation compliance, ERA dashboard, and revenue cycle management.

THE PRODUCT, BEYOND THE PITCH

Automatically researched · Not editorially reviewed · Sources checked Oct 10, 2026

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A good fit for

  • Care coordinators, case managers, caseworkers, support and service coordinators, and supports planners in community-based agencies.

Know the limitations

  • Documentation review, 835 remittance visibility, and claims management are separate products and workflows that can work alongside existing agency systems.
  • Revenue Cycle Management (RCM) is a separate product that can be used standalone or connected and is not required for care management workflows.

What you can do

  • Community-based agencies with assigned clients needing ongoing visits, plans, notes, follow-up, and supervisor review, including HCBS, IDD, housing, youth and family services, community health, outreach, diversion, or reentry programs.
  • Supported and supportive housing case management as part of the Case Management use case, not a separate module.

Features

  • Organize assigned caseloads, plans, visits, contact notes, supervisor review, and follow-up in one care-coordination workflow.
  • Configurable reminders and reporting handoffs around program workflow.
  • Supervisor review and feedback on contact notes and documentation submissions.
  • HIPAA-compliant platform with BAA available.
  • Documentation Compliance Checker reviews individual PDFs against configured criteria with human verification and decision-making.

Integrations

Not confirmed yet.

Platforms & data export

  • Web-based platform with HIPAA-compliant document storage and audit-ready reporting.

THE COST FOR YOUR TEAM

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