Automate Your Case Management Workflow — Deliver Better Outcomes, Faster

Every screen in DataCare is designed around the way nurse case managers and supervisors actually work.

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    Used For

    • Workers’ compensation case management

    • Auto / motorcycle accident case management

    • Managed care & payer medical management
    • Occupational health / employer programs
    • Hospital case management & care coordination
    • Hospice / interdisciplinary care coordination

    • Disability & leave management support

    • Case management vendors — small & enterprise

    Why Case Management Teams Struggle

    • Case status and progress notes scattered across spreadsheets and emails.

    • Supervisors can’t see workloads and deadlines in real time.

    • Compliance and reporting become afterthoughts.

    • Repetitive documentation drains hours you don’t have.

    Proof: Our clients report saving 1-2 hours per NCM per day; some departments doubling throughput.*

    *Time savings are self-reported by customers based on typical case volumes and workflows; results vary.

    Unified, Intelligent Case Management

    • Automation — fewer clicks, faster case movement
      Cut routine work with rules-driven workflows (automatic letters, reminders, due-date logic, smart templates, billing rules).

    • Visibility — see caseloads and risks in real time
      Manager and NCM dashboards surface overdue tasks, caseload balance, and TAT at a glance — so you can rebalance before deadlines
      slip.

    • AI Document Assistant — tame records in seconds, not hours
      Auto-index and label documents, draft clinical summaries, and create billing entries; pull key facts to speed up documentation.
      Clients report significant reductions in indexing time (often ~50%) and faster review prep; results vary.

    • Compliance & Security — audit-ready by default
      SOC 2 + HIPAA controls, built to support accreditation and audits, role-based access, and full audit trails keep PHI protected while documenting every action automatically.

    • Configurability & Scale — built to fit every medical CM program
      Client-specific letter templates, forms, and integrations (referrals, nurse notes, documents, billing feeds) let you standardize the platform while honoring each customer’s rules.

    Built for Real Case Managers

    Everything you need, one login.

    Core Features and Benefits

    Configurable Workflow Management

    • Dashboards
    • Routing
    • Due-date logic
    • Notifications

    Prevents missed deadlines, balanced caseloads, and on-time compliance.

    Automated Report Workflows

    • Auto-generates standardized status and progress reports based on client and jurisdictional rules.

    Saves time and ensures accuracy.

    AI Document Assistant

    • Indexes and summarizes large document batches and medical record sets.

    Reduces indexing time by 50 percent and saves hours per referral.

    Outcomes & Milestone Tracking

    • Return-to-work/work status
    • Discharge readiness
    • Functional progress
    • Visit utilization
    • Disability duration
    • Cost savings (medical + indemnity)

    Helps teams show measurable outcomes and program impact.

    Auto-Assignment & Load Balancing

    Assigns new cases by

    • Distance to patient
    • Credentials/accreditation
    • Specialties
    • Program/referral rules
    • Current caseload

    Faster initial patient contact, fair workloads. Supervisors can override.

    Integrations

    Direct data feeds with

    • Claims systems
    • Accounting/Finance
    • Bill Review platforms
    • UR & Peer Review partners
    • Provider network systems
    • Enterprise platforms

    Eliminates manual entry, reduces errors, and accelerates workflows.

    Proven to Save Time and Improve Performance

    “DataCare gave us everything we needed for medical case management. Their service after the sale and ongoing support has been fantastic. We have seen better coordination between adjusters and case management and a reduction in our cost to manage cases. I would absolutely recommend them.”
    Tim Thackaberry, Director of IT, New Mexico Mutual

    “The reporting offered through DataCare, along with the evidence-based data that ODG provides, allows us to paint a clear picture to our clients on how our nurses are positively impacting return-to-work results. The information captured in DataCare allows us to analyze various data elements that can be useful to not just our clients, but our nurses and management.”
    Thomas Kokkines, Vice President of Optimal Case Management

    “DataCare really understands the case management and utilization review ecosystem. Their platform is robust and stable, a must-have in a systems provider. Our focus at Ascential Partners is to promote the right treatment so our patients get back to their lives using the most expedient, cost-effective, and solution-minded way. DataCare is an important partner, helping us with our mission.”
    Michele Settel, President of Ascential Care Partners

    “Thank you, DataCare! We could not be more pleased with our recent review with URAC for accreditation renewal! It was a breeze with our DataCare platform. After becoming an accredited case management company, we worked with DataCare to add tabs to each case to help collect the necessary data for accreditation renewal and data tracking for our nurses. This year during renewal, we were complimented on the ease of use by the reviewer and file reviews took no time at all!”
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