Ready-to-go case management for organizations that support clients.

Built for care teams and community-based organizations (CBOs), Essentials delivers the core workflow you need in a packaged, off-the-shelf solution. It runs on the same HIPAA-capable platform as QGCase Pro.

Try Case Essentials Explore Essentials

Essentials in action

Example caseload and follow-up activity dashboard mockup

What you can run in Essentials

The core workflow—without extra setup.

Essentials delivers the operational tools most teams need on day one, with minimal onboarding.

Caseloads

Organized client lists with clear ownership.

Care Plans

Structured plans and goals tied to activity.

Tasks & Follow-ups

Due dates, ownership, and overdue visibility.

Activity timeline

Notes + tasks in one stream.

Case closure & outcomes

Close cases with clear outcomes.

Reporting

Operational signals + outcomes support.

Ideal when...

You need follow-up discipline without heavy implementation.

Teams are using emails, spreadsheets, or shared docs
You need consistent follow-up discipline
You want visibility and accountability across the team

Built on the same core as QGCase Pro

HIPAA-capable by design, packaged as an off-the-shelf solution.

Secure by default Ready to launch Outcomes-ready

How it works

A five-step flow teams can follow every day.

Intake → Plan/Care Plan → Events (notes + tasks) → Referrals → Reports/Outcomes

Intake Plan/Care Plan Events (notes + tasks) Referrals Reports/Outcomes

Get started quickly

Get started quickly — try it with no obligation.

We’ll help you stand up the essentials workflow in your program context.

Try Case Essentials