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PlanStreet is a versatile file repository and project management software that has been positively received by users for its range of use …
Overview
What is PlanStreet?
PlanStreet offers a scalable case management software for clients and agencies, designed to meet HIPAA and HITRUST security standard compliance ensure that sensitive data and files are secure with PlanStreet. To encourage users to abandon manual forms and processes, PlanStreet…
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What is PlanStreet?
PlanStreet offers a scalable case management software for clients and agencies, designed to meet HIPAA and HITRUST security standard compliance ensure that sensitive data and files are secure with PlanStreet. To encourage users to abandon manual forms and processes, PlanStreet automates client…
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.planstreetinc.com/pricing
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
Children and Family Case Management Services (Demo) by Planstreet
YouTube
Medical Billing Software by PlanStreet (Demo)
YouTube
Product Details
- About
- Integrations
- Competitors
- Tech Details
What is PlanStreet?
PlanStreet offers a scalable case management software for clients and agencies, designed to meet HIPAA and HITRUST security standard compliance ensure that sensitive data and files are secure with PlanStreet. To encourage users to abandon manual forms and processes, PlanStreet automates client engagement, cases, forms, and files. PlanStreet's goal is to help users and their teams to better plan, execute and track work.
PlanStreet Features
- Supported: Intake Process
- Supported: Case Notes
- Supported: Client Management
- Supported: Document Management
- Supported: iOS & Android Apps
- Supported: Online Form Management
- Supported: Drag & Drop Form Builder
- Supported: Publish Forms on websites
- Supported: Client Intake Automation
- Supported: Affordable Housing Management
- Supported: Attendance Tracking
- Supported: Budget Management
- Supported: Client Billing
- Supported: Online Payments
- Supported: Worker Profiles
- Supported: Appointment Scheduling
- Supported: Timesheets
- Supported: Client Details Update
- Supported: Case Forms & Documents
- Supported: Donor Data Management
- Supported: Fundraising
- Supported: Medical Billing
- Supported: Donation Management
- Supported: Donor Engagement Management
PlanStreet Videos
PlanStreet Integrations
PlanStreet Competitors
PlanStreet Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Linux, Mac |
| Mobile Application | Apple iOS, Android, Mobile Web |
| Supported Countries | Global |
| Supported Languages | English |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
PlanStreet is a versatile file repository and project management software that has been positively received by users for its range of use cases and user-friendly interface. Users have found great value in the ability to store and access data easily, allowing teams to organize their projects and improve overall workflow and efficiency. The inclusion of a Gantt chart has been particularly beneficial, as it automatically calculates task dates and dependencies, facilitating collaboration and keeping teams focused on objectives.
Stakeholders of each project have appreciated the relevant information provided by PlanStreet, which enhances communication and decision-making. Users have also praised the company's support and training, although there have been some negative experiences with certain sales representatives. Nonetheless, the software itself is easy to learn and suitable for both newbies and experts.
In addition to project management, PlanStreet's case management software has been highly beneficial for organizations tracking donations, child cases, reports, financials, forms, and tasks. The software's agile project management features have also improved resource efficiency and capacity management for users. Furthermore, the technical support and development teams are responsive and helpful.
The versatility of PlanStreet is commendable, as it can integrate with other apps and services, making it a valuable tool for various needs. Users appreciate the ability to create and assign projects to teams, especially when working with remote teams. The portfolio and list view screens make it easier to manage multiple projects and track task status and resource allocation. Some users have requested demos or utilized the free trial version before deciding to purchase a monthly subscription.
Overall, PlanStreet caters to a wide range of use cases including project management, team collaboration, resource demand management, and case management. Its user-friendly interface combined with its diverse functionalities have garnered positive feedback from users across different industries.
Easy and Flexible to Use: Many users have found the platform and its functionality to be easy and flexible, stating that understanding the platform is relatively straightforward compared to similar tools. They appreciate the intuitive design and accessibility of the software, making it effortless to navigate and comprehend.
Centralized Database Management: Several reviewers have praised the ability to manage all their databases and portfolios in one place using the software. This feature has made it easier for them to generate reports, perform analysis, and track projects of team members from any location. The task assigning option is also available, enhancing collaboration within teams.
Cross-Device Compatibility: Users have highlighted the software's compatibility across multiple devices and web pages, including Android devices, Windows, Mac, and web applications. They find the web application smooth and helpful for accessing their databases from anywhere. This flexibility allows them to work seamlessly across different platforms without any constraints.
Importing Data: Time-Consuming and Lagging Some users have found importing data from other platforms to be time-consuming and lagging due to heavy data processing. This issue has been mentioned by multiple reviewers who suggest that the developers address it as soon as possible. Limited Integrations A reviewer expressed dissatisfaction with the software's limited integrations and recommended expanding the available options. While it is unclear how many users shared this sentiment, it indicates a desire for more integration possibilities. Confusing Features and Lack of Documentation Several users mentioned finding certain features confusing and expressed a desire for more comprehensive documentation or step-by-step guides to aid in understanding the software. Although the exact number of users facing these difficulties is unspecified, their feedback highlights a need for clearer instructions and explanations.