What Case Manager does

Case Manager, operated by Chameleon Software Pty Ltd (ACN 066 345 480, New South Wales, Australia), is a vertical SaaS application founded in 1994 that delivers an integrated client database, case management, and billing system specifically for the health industry — primarily workplace rehabilitation providers, insurance claims administrators, and allied healthcare case-management firms. The product is delivered as a unified suite spanning web (the primary, web-first platform), Windows desktop, and a mobile application for iOS and Android, with the current major release being Version 7.0 shipped in February 2026. Technical architecture is centered on a single shared database across platforms, a REST API (Case Manager Data Service, CMDS) for automated case creation from external systems, multi-level role-based security, comprehensive audit history, and digital-signature/document-management workflows introduced in Version 7.0.

The system is tightly coupled to adjacent operational systems through native integrations with Xero and MYOB for accounting, WorkCover Queensland, WorkCover South Australia, and CGU Insurance for state workers' compensation invoice processing, Microsoft Azure AD for SSO with multi-factor authentication, and medEbridge for inbound healthcare referrals. Revenue mechanics are quote-based annual subscriptions offered on both cloud-hosted and self-hosted deployments, with pricing scaled from sole consultants to large enterprises. Go-to-market is sales-led and demo-driven, supported by phone/email sales channels, an Atlassian Service Desk-based demo portal, a comprehensive learning site, a customer-facing Ideas Portal for roadmap input, quarterly newsletters, and industry event sponsorship (including the ARPA Vic Awards).

The company is privately held with no disclosed external funding or institutional investors, operates with 1-10 employees, and serves customers across Australia, the United States, and the United Kingdom. Leadership information is limited to a single named Director (Steve Hoy); broader management and ultimate ownership (including a documented operational nexus with Jonas Software AUS Pty Ltd) are not clearly disclosed in available materials, representing a data gap. Product development cadence has been steady, with major or point releases in 2023 (Web 6.0 redesign), 2024 (V6.4.0 CMDS launch), 2025 (V6.4.1 and ARPA Vic sponsorship), and 2026 (V7.0 with digital signatures), consistent with a mature, capital-light vertical software business.

Name

Case Manager

Legal name

Chameleon Software Pty Ltd

Website

https://casemanager.biz

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Short description

Case Manager is a vertical SaaS application delivering integrated client database, case management, and billing for the health industry — primarily workplace rehabilitation and insurance claims administration — serving customers across Australia, the US, and the UK since 1994.

Ownership category

akta.pro rank

Product category

Case Management Software

NAICS

Custom Computer Programming Services (541511)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Enterprise Case Management & Request Fulfillment Platforms (HDAEALAJ)

akta.pro secondary industry

Home Health Clinical Care Coordination & Case Management (HSABACAO)

Keywords

• Case management software
• Healthcare billing system
• Rehabilitation software
• Insurance claims management
• Client database system

Headquarters

HQ city

Coffs Harbour

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software Subscription Services: Case Manager operates on a subscription/license model with flexible pricing options ranging from sole consultant to large business. Services are provided on cloud-based or self-hosted infrastructure options. The subscription includes access to Web, Windows, and Mobile versions.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Case Manager is a client database, case management and billing system specifically designed for the health industry. It is delivered across Web, Windows desktop, and Mobile App platforms under a unified database, with integrated document management, cost tracking, customizable reporting, and native integrations to Xero, MYOB, WorkCover Queensland/South Australia, CGU Insurance, and Microsoft Azure AD SSO.

Product overview

Case Manager is a unified case management system (not modular/platform-plus-modules architecture) combining client database, case management, document management, billing/invoicing, and reporting into a single product. It is offered across three deployment platforms: Web (primary platform with web-first development), Windows desktop application, and Mobile App for iOS/Android. The system includes integrated accounting with Xero and MYOB, customizable document templates via the Office Add-in, cost estimation and tracking, and the Case Manager Data Service (REST API) for external integrations. The product is specifically designed for the health/rehabilitation industry with features for case handling, document management, billing, and compliance. Support is provided through the Learning Site (comprehensive documentation), Ideas Portal (customer feedback), and direct support services.

Differentiator

Problem solved

Functional benefit

Products and services

• Case Manager Unified client database, case management and billing system specifically designed for the health industry, delivering case management, document handling, billing and reporting functionality across Web, Windows and Mobile.
• Case Manager Web Browser-based version of Case Manager with responsive design, optimized for Chrome and Firefox; the primary platform of choice going forward with new features developed web-first.
• Case Manager Windows Windows desktop application version of Case Manager that can be hosted by the vendor or run self-hosted (requiring VPN for remote access).
• Case Manager Mobile App iOS and Android application providing mobile access to case details, documents, emails, and photos, with passcode authentication rather than full login.
• Case Manager Data Service (CMDS) REST API service enabling automated case creation using information sourced from external agencies; powers gateway integrations such as medEbridge for importing pending referral data.
• Case Manager Office Add-in Microsoft Office add-in that lets users embed dynamic merge fields into Word document templates so that letters and forms automatically pre-fill from the Case Manager database.
• Chameleon Software Support Services

Quantifiable outcome

• Tailored onboarding ensures efficiencies are gained early and optimal return on investment

Segments1 record

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability2 records

Feature10 records

Partnerships

Six partnerships are on record, tiered core.

• XerocoreTechnology or IntegrationFull integration with Xero accounting software including invoices and payments. Chameleon Software has developed a custom Xero Admin Dashboard (Version 6.3) to assist users in identifying and addressing transaction issues between Case Manager and Xero.
• MYOBcoreTechnology or IntegrationIntegration with MYOB accounting software to maximize billing and accounting efficiency for Case Manager users.
• WorkCover QueenslandcoreTechnology or IntegrationInvoice integration for streamlined claims processing with WorkCover Queensland insurance scheme.
• WorkCover South AustraliacoreTechnology or IntegrationInvoice integration for streamlined claims processing with WorkCover South Australia insurance scheme.
• CGU InsurancecoreTechnology or IntegrationInvoice integration with CGU Insurance for automated claims and billing workflows.
• Microsoft Azure ADcoreTechnology or IntegrationSingle sign-on (SSO) integration with Microsoft Azure Active Directory providing multi-factor authentication (MFA) capability for enhanced security and convenient login to Case Manager.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Net Health: Net Health provides EMR and practice management software for outpatient therapy, rehab, and wound care. Directly comparable because it serves overlapping therapy/rehab provider workflows with case management, documentation, and billing, although at much larger scale across US markets.
• Raintree Systems: Raintree offers EMR, practice management, and billing solutions for therapy, rehabilitation, and home health providers. Closely comparable product scope (case management + billing + documentation) and customer overlap in rehab practices.
• Brightree (MatrixCare): Brightree/MatrixCare delivers case management, billing, and documentation software for home health, hospice, and post-acute providers. Comparable in product architecture and in addressing integrated billing/insurance workflows for health service providers.
• Axxess: Axxess provides home health, hospice, and behavioral health software with integrated billing, documentation, and case management. Comparable in serving small-to-mid health providers with workflow plus billing focus, though focused on US home health rather than Australian rehab.
• TherapyNotes: TherapyNotes is practice management and EHR software for behavioral health and therapy practices, with scheduling, documentation, and billing. Comparable target customer profile (small/mid therapy and rehab providers) and similar subscription model.
• SimplePractice: SimplePractice is a practice management platform for health and wellness professionals, combining client records, documentation, scheduling, and billing. Comparable in serving solo-to-mid health practitioners with integrated case notes and invoicing workflows.
• CareLogic (Qualifacts): CareLogic by Qualifacts is an EHR and case management platform for behavioral health and human services providers. Overlaps in case management, documentation, and billing workflows targeting health and human services organizations.
• Foothold Technology (Netsmart): Foothold, part of Netsmart, provides case management and EHR software for social services, behavioral health, and disability providers. Comparable in case management, documentation, and billing for health and human services organizations.

Broad incumbents

• WellSky: WellSky is a broad post-acute and behavioral health platform (including former Casamba assets) spanning home health, hospice, rehab, and human services. Overlaps with Case Manager in rehab case management but offers a much wider portfolio targeting larger enterprises.

Others

• Jonas Software: Jonas Software is the vertical market software division of Constellation Software that operates dozens of niche SaaS businesses, with a disclosed correspondence relationship to Chameleon Software via Jonas Software AUS Pty Ltd. Relevant as a likely corporate affiliate and a comparable acquirer/operator of vertical software businesses at this scale.

Market position

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/case_manager

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Case Manager