Case Management
Optimize community outreach programs with AI
Simplify documentation for field-based providers and case managers who are constantly on the go without regular access to their desktops.
Meet providers wherever they are.
Delight field-based staff with a modern, mobile-first application that works the way they do. With Eleos Documentation, providers have the flexibility to draft their notes from any internet-connected device—with top-level security features built right into the app.
Document anywhere, anytime.
Case managers often work in places where signals get spotty. With Eleos, staff can open their mobile browser, enter a text summary offline, and keep moving. Content is encrypted and stored locally, then syncs to their desktop once they’re back online—so nothing gets lost.
Compatible with over 150 languages.
Providers can deliver services in the language that’s most comfortable for their clients. Eleos will capture the live session, analyze the conversation, and return clear, structured documentation in English—so teams stay focused on care rather than administrative burdens.
Documentation That Fits the Flow of Field Work
Built for Field-Based Providers
Equip mobile providers with the only AI platform designed just for them. Eleos seamlessly connects with your web-based EHR from virtually any device, and easy onboarding and implementation processes enable users to get up and running quickly.
Faster Notes, Happier Clinicians
Reduce staff burnout and prevent paperwork from piling up. With Eleos, providers reduce documentation time by more than 70% and submit 90% of notes within 24 hours—all while enjoying better work-life balance and a more streamlined daily workflow.
Automatic Reviews, Confident Submissions
Reduce revenue lost to undocumented billable activities by helping field-based providers capture session content quickly, accurately, and with service-focused, professional language—no matter how short or informal the session was.
"Our team often speaks with case manager candidates who are excellent at what they do and can quickly identify subtle things with patients in a way that you just can't train for. But, they might not have the writing skills to be able to articulate the services they provide in a professional, clinical format. AI helps solve for this. Eleos serves as a training tool—they can learn how they should be phrasing things and what types of clinical terms to use. It gives them a kickstart to the note, and that helps even the best note-takers, because they’re not having to start from a blank page."
Haley Gadzik
Field Clinical Trainer, Trilogy
"I am really enjoying Eleos. I’m finding I’m no longer behind on my notes. Writing just a bullet point reduces the time and energy it takes to formulate the note. As someone new to clinical work, I find it validating to see the AI accurately represent my work. The AI seems to articulate what happens in a very sound way."
Katie Michelson
Child Therapeutic Case Manager, Rutland Mental Health Services
"There is absolutely no after-hours note-writing anymore…I'm able to focus on self-care, and I'm able to go back to school full-time as well. So, this has really changed my life tremendously. I love it, and I can’t say enough about it."
Darren Dunham
Outreach Team Leader, Trilogy
"Last night, while working from home, I tried Eleos for the first time on a routine case management note. I was amazed to see that it not only completed the section I was working on but also finished the entire note. All I had to do was make a few edits. My reaction was so intense that my spouse witnessed me with tears of relief, realizing the potential this tool has."
Sara Mendez, MS, MMT, LPC-Associate
Gulf Coast Center
Offers flexible options for your team.
Case managers document a wide range of activities—home visits, phone check-ins, resource coordination, and so much more. With Eleos, you can capture the live session, enter a few bullet points, or record a quick voice summary—whatever works best in the moment. Eleos turns the conversation or key points into structured, clinically relevant suggestions aligned to the selected activity or note type—all while providers remain in control.
Works with any tech stack, anywhere.
Case managers can open Eleos in their browser on desktop or mobile devices. On desktop, a lightweight extension sits alongside your web-based EHR; on mobile, just use the device’s web browser—no app to install. Capture a live session or enter a text summary wherever work happens, then review and finalize the note in the EHR your team already knows. Minimal IT lift, fast adoption, and no disruption to client care. Bonus: It works offline, too!
Drives timely & consistent submissions.
Case managers no longer have to wait until they’re back at their desk to start their notes at the end of the day. Whether connected to the internet—or not—field-based providers can complete their note while in the community, creating more accurate documentation before memory fatigue sets in. Back in the office, Eleos securely transmits all completed notes to the EHR in real time, where providers can quickly review and submit.