Case management and service documentation software for I/DD services

More time for real support.

Give DSPs and case managers more time to understand the person, deliver services, and respond to changing needs.

Case Amplify helps turn everyday service interactions into reviewable documentation while keeping assessments, plans, case information, follow-ups, and program oversight connected.

Schedule an I/DD DemoSee How It Works

Made For:

I/DD service providers
residential and day programs
supported-employment services
family-support programs

A counselor and a young man with Down syndrome shaking hands.

Document without losing sight of the person

A case worker connecting to a call on her laptop.
Every service matters.

And every service may need to be documented clearly enough to show what happened, why it mattered, and how it connects to the person’s plan.

That creates a heavy administrative burden for staff whose real job is supporting people.

Case Amplify helps turn everyday interactions into clearer documentation and more current case information without taking staff away from the people they serve.

Make the record useful to the people behind it

DSPs and Case Managers

Document the day without reliving it at a keyboard

Record or dictate an interaction, start with a drafted service note, and review structured information pulled from the conversation.

Case Amplify reduces the work after the service while keeping tasks, documents, and follow-up connected to the person.

• Start with a reviewable service note
• Reduce repeated data entry
• Trace extracted information back to its source
• Keep follow-up tied to the person and the service

Program, Quality, and Compliance Teams

See gaps before they become audit problems

A man on a call while updating information on a laptop.
Documentation is easier to defend when required information is captured consistently and can be traced back to the work that produced it.

Case Amplify helps teams review documentation coverage, service activity, case status, and other configured compliance measures.

• See where documentation may be incomplete
• Trace information back to its source
• Review service and case activity
• Prepare for audits with clearer records

Organization Leaders

Support more programs without multiplying the paperwork

Residential, day, employment, and family-support services may operate differently, but they do not have to live in disconnected systems.

Case Amplify can support multiple program lines while keeping relevant case context, documentation, and reporting together.

• Manage multiple programs on one platform
• Support defensible service documentation
• Configure programs, data, workflows, and reports
• Maintain continuity when staff or services change

A woman sitting on a couch looking through data.

Individuals and Families

Keep the person at the center

A man smiling with a laptop
Good support depends on an accurate picture of the person today, not just what was documented at the last annual review.

Case Amplify keeps assessments, service activity, communication, and appropriate family context connected as needs and goals change.

• Answer fewer repeated questions
• Receive reminders and check-ins
• Keep family context connected where appropriate
• Help staff work from more current information

From intake through ongoing support

Keep the person and the plan connected

Reduce administrative work across the service journey while keeping assessments, services, documentation, and changing needs visible.

See This Lifecycle in a Demo

Intake and Assessment

Guide conversations, collect records, complete configured assessments and forms, and capture required information consistently.

Person-Centered Planning

Bring goals, preferences, support needs, services, family context, responsibilities, and next steps together. Cara, Case Amplify’s AI assistant, can summarize recent case activity and help staff see what has changed.

Service Delivery

Record or dictate service interactions and turn them into reviewable notes with structured information and source citations. Keep documentation connected to the service as the work happens.

Ongoing Support

Use tasks, reminders, guided conversations, and communication tools to keep follow-up moving between formal reviews. New needs and changes can become part of the current case record instead of waiting for the next planning cycle.

Review and Reporting

Bring recent service notes, case activity, assessments, and structured information together to support plan reviews, program oversight, and reporting.

Configure Case Amplify around your services

I/DD organizations often support people across multiple services, settings, and funding requirements.

Case Amplify can be configured around how those programs actually operate.

A female manager reading over case information.

Your Documentation

Configure data fields, forms, guided questions, and required information around the services your staff deliver.

Your Programs

Support residential, day, employment, family-support, and other program structures within the same platform.

Your Processes

Use tasks, reminders, workflows, and checks to keep required work moving consistently.

Your Oversight

Use dashboards, reports, queries, and structured exports to understand services, documentation, caseloads, and program activity.

Documentation you can defend

A man smiling with a laptop
Service documentation has to do more than prove that a note exists.

It should reflect the support that was actually delivered and give reviewers confidence in where the information came from.

Source Citations

Extracted information can link back to the conversation or document where it originated.

Data Origin

Structured values can show whether they came from a conversation, document, or manual entry.

Human Review

DSPs and case managers review generated notes and extracted information before they become part of the record.

Audit Visibility

Audit logs and data-access logs provide additional oversight across sensitive case information.

AI built for sensitive casework

Built Into the Case

AI works with relevant conversations, documents, case information, programs, and permissions already inside Case Amplify.

Staff Stay in Control

Generated notes, extracted information, and suggested actions are reviewed before approval.

Protected Information

Role-based access and tenant-level controls help limit sensitive information to the people who should see it.

Private AI Practices

Client data is not used to train public AI models.

AI can reduce routine documentation without replacing professional judgment.

Case Amplify keeps staff in control throughout the workflow.

Documentation, not billing

Case Amplify can help create and maintain defensible documentation for Medicaid-billable services.

It does not process Medicaid claims or replace a billing system.

That distinction is intentional. Case Amplify supports the casework and documentation surrounding service delivery.

A calm female case-worker inputting data.

See Case Amplify in an I/DD workflow

A useful demonstration should look like your programs and documentation requirements, not a generic software tour.

Schedule an I/DD Demo Talk With Our Team

Frequently Asked Questions

Disability and I/DD case management software helps providers manage individual records, assessments, person-centered plans, services, documentation, communication, follow-up, program activity, and reporting.

Case Amplify can turn recorded or dictated interactions into reviewable service-note drafts, extract structured information with source citations, summarize recent case activity, and keep tasks and follow-up connected to the case.

Staff review the work instead of starting each note from a blank page.

Case Amplify helps staff capture what happened during a service interaction, draft the corresponding note, extract relevant structured information, and retain citations back to the source.

Staff review and approve the information before it becomes part of the record.

Case Amplify keeps service notes, assessments, case activity, documents, and other information connected throughout the year.

That gives staff a more current body of information to work from when plans are reviewed or updated.

Yes.

Case Amplify supports multiple programs, configurable case types, program enrollment, data definitions, workflows, roles, and reporting.

Organizations can support different service lines while keeping relevant individual context connected.

No.

Case Amplify supports defensible documentation of services, including Medicaid-billable services, but it does not process claims or replace a billing platform.

Case Amplify supports group cases and communication workflows that can help organizations keep appropriate family or caregiver context connected.

Exact access and communication practices can be configured around organizational policies and roles.

Yes.

Organizations can configure case types, data definitions, forms, guided questions, programs, workflows, reports, roles, and permissions around their requirements.

Yes.

Case Amplify can serve as the primary platform for a program or work alongside systems your organization plans to keep.

The right approach depends on your programs, integrations, reporting requirements, and desired scope.

No.

Staff review and approve AI-generated notes, extracted information, and suggested actions before they become part of the record.

Case Amplify uses role-based access, audit logs, data-access logs, and tenant-level controls.

Client data is not used to train public AI models.