PlanStreet

Case Management
Place to store and track all client data, including notes, activities and programs

Programs and Activities
This section helps you create and edit programs and activities

Online Forms
Create and manage online forms and share them with your clients

Client Portal
Clients can review their case and schedule meetings with case workers

Worker Management
This section helps you manage workers in your organization

Case Financials
Manage your case financial, helps with tracking your revenues and expenses

My Schedule
Manage all meetings, appointments and events with "My Schedule"

Time Tracking
This helps you record work hours for billing, payroll and other operations

Project Management
This guides project managers to manage Traditional (Gantt chart) and Agile projects

Integrations
This helps you to integrate PlanStreet with Quickbooks, Microsoft Teams and Outlook

Video Library
It provides you with video links for all the activities you can perform with PlanStreet

Attendance
This section helps instructors to manage attendance of students