Practice management for South African practices

The casework instrument, not just the admin around it.

CaseThread runs the whole case, assessments, care plans, genograms, statutory deadlines and POPIA-clean records, so practitioners spend less time on paperwork and more on people.

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POPIA-compliant EU-hosted, encrypted Built around registered practice

Most tools track clients. CaseThread carries cases.

Compliance and records matter, but a case is a family, a history, a plan and a risk, moving over time. CaseThread was built around that, so it reads like a practitioner's instrument, not a database with a casework skin.

Assess & plan

Structure the clinical work, not just the calendar.

Run scored assessment instruments, then turn them into care plans with goals, owners and review dates, and watch wellbeing outcomes trend over time.

Versioned assessment templates with scoring
Care plans with goals, progress and reviews
Wellbeing outcome trends for funder reporting

Safeguarding risk assessment

Risk of harm to childrenHigh
Caregiver capacityModerate
Protective factorsSome
See the whole system

Genograms, ecomaps and households, built in.

Map families and the systems around a client visually. Link siblings into one case, so safeguarding never lives in five disconnected files.

Data-driven genograms & ecomaps
Households and sibling-linked cases
Agencies, referrals and a full contact log
SiphoNomvula
Work safely in the field

For the home visit, not just the desk.

Capture notes offline with no signal, dictate by voice, and stay protected with lone-worker check-in and SOS that alerts your supervisor with your location.

Offline capture that syncs when you reconnect
Voice dictation in the composer
Lone-worker check-in, auto-alert and SOS
Working offline, changes will sync
Visit check-in active · auto-alert +30 min
Send SOS
Everything a practice runs on

The admin spine, handled.

POPIA, by design

Immutable signed notes, a full access trail on every record, consent tracking and data-subject requests, compliance that happens without thinking about it.

Scheduling & booking

Day, week and month calendar, shareable booking links, reminders by SMS and email, and busy-by-default privacy across workers.

Invoicing in ZAR

Per-session invoices, branded PDFs emailed in a click, banking pulled from your settings, paid, due and overdue at a glance.

Caseload & supervision

Weighted caseloads that reflect complexity, statutory deadline tracking, and a supervision queue for flagged high-risk cases.

Handover & cover

Reassign a case or set leave-cover and the full history moves with it, assignment tracked over time, never lost.

Your brand

White-label the workspace and client-facing documents with your practice colour and logo, in light or dark.

Security & compliance

Built for the most sensitive records you hold.

POPIA-compliant hostingManaged EU infrastructure under a data-processing agreement.
Encrypted in transit & at restRow-level access control on every case record.
Immutable signed notesMedico-legal records lock on sign-off; only addenda after.
Full POPIA access trailEvery view and change of a case file is logged.
Data-subject requestsAccess and erasure handled to a retention schedule.
Backups & recoveryRoutine backups with a documented recovery process.
Pricing

Simple plans, in rands.

Indicative pricing, every plan includes POPIA compliance, unlimited cases and the full clinical toolkit.

Solo
R395/mo
For an independent practitioner.
Start trial
  • 1 practitioner
  • Full clinical toolkit
  • Booking, invoicing, reminders
  • POPIA spine & audit trail
Most popular
Practice
R325/seat/mo
For a small team with oversight.
Start trial
  • Up to 8 team members
  • Owner oversight
  • Supervision & caseload weighting
  • White-label branding
Multi-team
from R4 500/mo
For larger or multi-site organisations.
Talk to us
  • Unlimited team members
  • Custom roles & permissions
  • Priority support & onboarding
  • DPA & security review
Compare plansSoloPracticeMulti-team
Team members1Up to 8Unlimited
Clinical toolkit, cases, notes, assessments, care plans
Booking + intake links & recurring sessions
Invoicing, payments & appointment reminders
POPIA, consent, immutable notes, audit trail, DSAR
Supervision & caseload weighting,
Statutory deadlines & handover cover,
Team roles & white-label branding,
Custom roles & permissions, ,
Funder reporting & exports, ,
Single sign-on (SSO), ,
Priority support, DPA & onboarding, ,
Add-ons: SMS reminders, voice notes, court report packs, e-signature, accounting sync & more, billed monthly or per use.
Questions

Good to know.

Records are hosted on managed EU cloud infrastructure under a POPIA-compliant data-processing agreement (a lawful cross-border transfer under POPIA §72), with encryption in transit and at rest and row-level access control on every case record.
Compliance is built into the data model, immutable signed notes, a complete access trail, consent tracking, and tooling for data-subject access and erasure requests against a retention schedule.
Yes. Onboarding walks you through practice setup, and you can create cases as you go or import existing client lists. Most practices are running within a day.
Notes can be captured offline and sync when you reconnect, with voice dictation and lone-worker safety check-in for field work.
Subscriptions are billed monthly or annually in ZAR through a South African payment provider. Your client invoicing inside CaseThread is entirely separate and also in rands.
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