Case Nest
The CRM and EHR layer for peer support work.
Case Nest manages referrals, participants, caseloads, documentation, supervision, engagement, follow-up, and safe AI-assisted workflows in one compliant record.
Core jobs
What Case Nest handles.
Daily operations, organized around the participant record.
Referral intake
Every referral lands in one queue with a clear owner, status, and next step.
Participant records
One record per participant: history, goals, consents, and every interaction.
Caseload management
Who each peer is supporting, who needs outreach, and where the day should go.
Peer documentation
Structured notes and service logs built for peer work, written in minutes.
Supervisor review
Notes route to supervisors for review and sign-off without leaving the record.
Engagement timeline
Calls, messages, sessions, and resources in one chronological thread.
Follow-up tracking
Commitments become follow-ups with due dates, so nobody falls through.
AI-assisted note drafting
Drafts start from the activity itself. Peers edit, supervisors approve.
Works with the rest of the platform
One record for every relationship.
See how Case Nest runs intake, caseloads, documentation, and supervision in one place.