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