Case Management Software

Coordinate complex medical cases and demonstrate measurable program value with claim-centered case management software that supports your teams today, and tomorrow.

Speed. Control. Results.

SpearCase Management

A modern case management software solution built for property and casualty claims organizations that need to coordinate medical activity, manage utilization review, support return-to-work, track referrals, and quantify program savings.

Built as an integrated component of SpearSuite™ and connected directly to SpearClaims™, Spear Case Management runs on the Microsoft Power Platform, giving your teams a configurable, model-driven workspace with role-based security, structured data, and the enterprise foundation your IT organization already understands, administers, and governs.

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Spear Case Management
Spear Case Management

Case management & oversight

Bring clinical, operational, and documentation activity into a single claim-centered case workspace so your case managers and adjusters can work side by side.

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Intake & Initial Assessment

Standardize clinical and operational intake with structured fields for referral context, pain screening, medical history, psychosocial review, prior surgeries, pre-existing conditions, medications, barriers, and recommendations.

Activities, Notes & Tasks

Manage case-related activities, follow-up tasks, and categorized notepads (general, disability review, medical review, litigation/legal, reserve-related) directly from the case context.

Multi-Role Assignment

Assign case manager, supervisor, field case manager, UR nurse, return-to-work coordinator, and assistant case manager on every case to support collaborative ownership across disciplines.

Case Inventory & Reporting Views

Structured data across case status, assignments, referrals, appointments, open utilization reviews, lost time, savings, and documentation supports operational dashboards and management reporting.

Reduce Lost Time

Track employment status, wage rate, projected versus actual lost-time days, restricted duty days, and light-duty recommendations to monitor and improve return-to-work outcomes.

Lower Medical Spend

Combine treatment plan cost, RFA outcomes, and utilization review determinations to evaluate medical management decisions across clinical, operational, and financial dimensions. resulting in improved loss ratios.

Demonstrate Program Savings

Capture requested versus authorized units and amounts on every intervention, with savings codes and descriptions that connect financial impact directly to case activity.

Improve Recovery Outcomes

Surface recovery barriers earlier with structured psychosocial review, red flag indicators, medical history, and pain screening that inform proactive case management.

Spear Case Management

Improved case metrics

Move beyond narrative success stories. Capture the structured data needed to quantify the financial and operational impact of every case.

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Spear Case Management

Medical management & utilization review

Bring treatment planning, authorization, and utilization review into the same case record your nurse case managers and adjusters already work from, eliminating the disconnected spreadsheets, standalone notes, and separate UR systems that fragment medical management today.

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Treatment Plan Management

Track treatment components with CPT code, description, cost, summary, and date performed, linked to the case and the related appointment.

Utilization Review Workflows

Dedicated UR records for initial review, telephone conference, appeal, advanced physician evaluation, and inpatient stay review with clinical summaries, determinations, peer reviewer information, and nurse completion tracking..

Request for Authorization (RFA)

Capture authorization requests in a structured format with requesting physician, specialty, diagnosis, ICD and CPT/HCPCS codes, frequency, quantity, and approval status from provider request through approval outcome.

Inpatient Stay Review

Structured support for inpatient authorization, extension requests, surgery certification, projected discharge, principal diagnosis, admitting doctor, and concurrent review.

Document Management

Centralize case-related documents with title, type, category, sub-category, date, status, file size, extension, version, and created date associated with case activity, referrals, medical records, correspondence, and more.

Audit Trail & Lifecycle Tracking

Case status and lifecycle dates, owner fields, approval and denial information, document versions, timesheet export dates, and report inclusion indicators support supervisory review and audit defense.

Categorized Note History

Maintain chronological case documentation through categorized notepads: general notes, disability review, medical review, litigation/legal, and reserve-change notes — each with entry date, author, subject, body, attachments, and related document.

Role-Based Security

Built on Microsoft Power Platform and Dataverse, security can be configured for case manager, supervisor, adjuster, UR nurse, billing, document, and executive read-only access using familiar enterprise concepts of users, teams, business units, and security roles.

Spear Case Management

Documentation, audit & oversight

Owner fields, lifecycle dates, status indicators, approval and denial data, document versioning, and categorized note history are built into every record — creating the structured audit trail your supervisors, auditors, and management reports rely on.

Discover why our clients call Spear Case Management a game-changer.

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Spear Case Management

Going Beyond Core

Extend your case management workspace to the vendors, providers, and financial systems that surround every claim.

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Field Case Management & Ancillary Referrals

Manage FCM and ancillary referrals (diagnostics, therapy, durable medical equipment, transportation, and more) with structured vendor, nurse, authorization, completion, contact, and document fields from referral through closure.

Time Tracking & Billing Export

Capture case-related time entries with task, date, user, hours, hourly rate, total amount, approval and denial data, comments, and export date to support billable time tracking and downstream billing.

Return-to-Work Coordination

A dedicated Return to Work area captures employment data, job class, wage rate, projected and actual RTW dates, lost-time and restricted-duty days, light-duty recommendations, and RTW savings.

Microsoft Power Platform Foundation

Built on a model-driven Power Platform architecture with Dataverse, configurable forms and views, role-based security, business rules, and integration patterns IT organizations already trust.

Spear Technologies

Spear Case Management is the ultimate case management software solution for your business

  • Designed for Claims Organizations
  • Integrated with SpearClaims™
  • Built on Microsoft Power Platform
Spear Case Management
Spear Case Management 2

Ready to supercharge your business?

With more than 15 years delivering innovative P&C insurance solutions, you won't be left behind when you partner with Spear!

Request Pricing

Fill out and submit the form below and we'll follow-up with you.

Click on the Edit Content button to edit/add the content.

Book a Demo

Fill out and submit the form below and we'll follow-up with you to book a demonstration of our innovative insurance software solutions!

Click on the Edit Content button to edit/add the content.
SpearClaims

Next-Generation Case Management Software for your

Carrier Third Party Administrator Risk Pool Public Entity Self-Insured Group Self-Insured Employer