Case Management Software That Works As Hard As You Do
Manage your entire caseload — intake, case notes, service authorizations, compliance documentation, and billing — from one unified platform built for case managers, not generic healthcare administrators.
Case Management the Way It Should Be
Brebo was built from the ground up for case managers — not adapted from generic EHR software that wasn't designed for your workflow.
Manage More Cases Without More Headcount
Brebo automates the repetitive work that consumes case managers' days — intake paperwork, follow-up reminders, document tracking, and billing — freeing your team to focus on clients, not computers.
Spend Less Time on Documentation
AI-assisted case notes, pre-built compliance templates, and smart auto-population from intake data cut documentation time by more than half, so case managers end the day with energy left.
Never Miss a Compliance Deadline Again
Automated alerts for expiring authorizations, overdue reviews, and upcoming regulatory deadlines mean your agency stays compliant without supervisors manually tracking spreadsheets.
Everything a Case Manager Needs in One Place
From intake and case planning to compliance tracking and billing, Brebo eliminates the tool-switching and manual work that slows case managers down.
Client Intake & Enrollment
Digitize your entire intake process with customizable intake forms, digital consent signatures, and automated document collection. Get new clients enrolled and services started faster.
- Custom intake forms for each program type
- Electronic consent and release of information
- Automated eligibility and insurance verification
- Document checklist with completion tracking
Case Notes & Contact Logs
Document every client interaction — calls, visits, emails, and meetings — with structured, compliance-ready templates. AI-assisted drafting helps case managers complete notes in minutes, not hours.
- Program-specific note templates
- AI-assisted documentation drafting
- Time-stamped activity logs
- Supervisor review and co-signature workflow
Case Plan Management
Build and maintain client-centered case plans with measurable goals, action steps, and assigned responsibilities. Track progress over time and update plans collaboratively with clients and providers.
- Goal-based case plan builder
- Action step assignments and due dates
- Progress tracking and outcome measurement
- Plan review alerts and version history
Authorization & Deadline Tracking
Never miss a service authorization expiration or regulatory deadline. Brebo tracks all critical dates and sends automated reminders to case managers and supervisors well in advance.
- Authorization expiration alerts at 30/60/90 days
- Regulatory deadline tracking by program
- Overdue item escalation to supervisors
- Caseload-wide deadline calendar view
Eligibility Verification
Verify Medicaid and insurance eligibility in real time before documenting services. Reduce claim denials and ensure your agency is always billing for covered services.
- Real-time Medicaid eligibility checks
- Coverage history and benefit details
- Automated re-verification scheduling
- Denial prevention alerts
Billing & Revenue Cycle
Services documented by case managers automatically flow into billing. Generate clean claims, submit batch EDI files, and track payments — with no duplicate data entry between your clinical and billing teams.
- Documentation-to-claim automation
- EDI batch file generation
- Real-time claim status tracking
- Denial management and resubmission tools
Supervisor Dashboards & Reporting
Give supervisors complete visibility into team performance, caseload capacity, compliance status, and outcomes. Identify gaps, redistribute work, and generate reports for funders and auditors on demand.
- Real-time caseload and activity dashboards
- Team productivity and performance metrics
- Compliance posture at a glance
- Custom report builder for funders
Secure Document Management
Maintain a complete, HIPAA-compliant document record for every client. Organize assessments, consents, authorizations, and correspondence with smart categorization and instant retrieval.
- HIPAA-compliant encrypted storage
- Smart document tagging and search
- Expiration tracking for key documents
- Audit-ready document trail
One Platform, Every Stage of the Case
Brebo connects intake, case planning, service delivery, and billing into a single continuous workflow — so nothing falls through the cracks and nothing gets entered twice.
Intake & Eligibility
Receive a referral, complete digital intake with the client, verify Medicaid or insurance eligibility, collect consents, and open the case — all without a single paper form.
Assessment & Case Planning
Conduct a structured assessment, identify needs, and build a goal-oriented case plan with the client. Assign services, set timelines, and link authorizations to the plan automatically.
Active Case Management
Log every contact, track service delivery, document progress toward goals, and receive automated reminders for upcoming reviews, expiring authorizations, and compliance deadlines.
Billing & Closure
Services documented throughout the month flow directly into billing. Submit clean claims, track payments, and generate funder reports — then close the case with a complete, audit-ready record.