Casebook vs. Foothold Comparison


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FAMCare is for agencies who need to stop wasting time. 👉 Request a demo today and see FAMCare in action. 25 Ratings Visit Website InfoFlo Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price. 196 Ratings Visit Website CHARMS CHARMS is a secure, online case management system used to manage all aspects of record keeping for foster care, adoption, children residential, supported accommodation, residential family centres, foster carer recruitment hubs, adult shared lives (adult foster care), supported employment and other care services. SCN is a not-for-profit organisation, and always will be privately owned. 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About At Casebook, we deliver highly configurable human services software that adapts to your organization's unique challenges. Our cloud-based platform streamlines processes from intake to reporting, saving time and improving efficiency. Unlike generic software, Casebook is designed specifically for human services professionals. With automated workflows, customizable reporting, and tailored solutions built in collaboration with industry experts, we reduce manual efforts, ensure accuracy, and simplify service delivery. By improving workflows, resource allocation, and performance tracking, Casebook helps organizations reduce administrative burdens and make data-driven decisions. Our purpose-built platform empowers teams to focus on what matters most—serving their communities. Contact us today to schedule a personalized demo and see how Casebook can transform your operations.	About Our human services software offers full functionality for case management, client tracking, electronic health record (EHR), and homeless information management (HMIS) all under one roof. We work with agencies across the spectrum of human services: including developmental disabilities, mental health, substance use disorder, homelessness, supportive housing, HCBS, and much more. Foothold is HIPAA-compliant mental health software, federally certified as an EHR, and offers full interoperability as you navigate the new landscape of care coordination and value-based care. Transform the way you provide care with nimble software and a partnership guided by experience.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Human & Social Services organizations	Audience Human Services Providers - Behavioral Health, Developmental Disabilities, Homeless & Housing
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $29 per user per month Book a demo and get a custom quote. Free Version Free Trial	Pricing On Request Free Version Free Trial
Reviews/Ratings Overall 3.7 / 5 ease 4.2 / 5 features 3.7 / 5 design 3.7 / 5 support 4.5 / 5 Read all reviews	Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 4.0 / 5 support 5.0 / 5 Read all reviews
Pros & Cons from Real Users Pros Reporting is our favorite feature of Casebook. With the support of their team, we have been able to create a report to pull any information we need that has been put into the data database. We can look at data in multiple different views, combine datasets and easily look at both duplicated and unduplicated data. There is one report that is more clunky to run which I will detail in the cons. Overall, for our program, outreach and family shelter side of services, Casebook works great. We can track and report on class attendance, number of bed nights, days of sobriety, and incorporate information that aids us with HMIS (Homeless Management Information System) data entry. We are easily able to add our own fields that our mission tracks specifically. Case notes and group notes are very quick and easy to complete, which is great for case management and reporting. We have a mobile outreach team that has been using service notes to track interaction with clients living in the streets and it has been a seamless transition to implement and makes reporting on these interactions nearly effortless. Our staff in these 3 departments have shared positive remarks about Casebook. The Casebook team itself has worked diligently to help us solve problems, has been response to issues with the software and has been a joy to work with. It is easy to recommend Casebook for the purpose of tracking outreach interactions or clients with a more consistent pattern of staying overnight in a recovery program or family shelter. The Pros for me are the ease of set up, deciding how to structure for our Agency needs, entering and deleting client information, and making case notes accessible to other disciplinary departments. They can view and/or add to client's file. Casebook sends you emails about support and products. They listen when I make suggestions to improve their product to make my and my coworker's lives easier. The reporting system is built in and easy to navigate as well. They worked with us every step of the way until we were truly comfortable working on our own. But if something comes up I know I can send and email and get help quickly. Customer service was a plus. Friendly and generally responsive. They are making new additions to the platform. Casebook is user friendly and simple to use for every level of our team. The ease of use combined with our team's customization makes client management a breeze. Cons Using Casebook effectively with our Adult Shelter has been the most challenging. We have a few options to track bed nights, but each solution comes with it’s own challenges. Adult Shelter is very dynamic with who will be staying each night and therefore takes a lot more data entry and auditing than Outreach, Family Shelter, and Program. One of the largest challenges we have is being able to view how many bed nights we had in a given month with the number of individuals served on a given night or month. The Casebook team helped to develop a formula to track this, but to adjust the date range we need to see, it requires admin level editing access to reports, which we can’t give to every individual who needs this information because of how much technical knowledge of reporting is required and how easy it is to break a report in editing mode. A possible trade off would be tracking this information using daily “notes” rather than service enrollments over time, but we lose the functionality of viewing a “reason for ending service” regarding the bed night. In either case, we are losing the ability to easily track bed nights in a readily viewable way, or the vital need to know why a client isn’t currently staying with us in the Adult Shelter from a data perspective. Casebook is currently working with us on this, but it is hard to recommend the software for night-by-night shelter until there is a solution the more readily meets our needs for night-by-night shelter. The challenges in this section of the review are what brings down the score I gave to ease and features. As of this time I see know issues with Casebook. If any should arise I will contact customer service via email or phone. All of these cons are for right now. I know when I make suggestions they listen and actively work to make them happen. They need to add a way to follow up on a case if it is active but has not been updated in a specific time frame. Cannot add old employees that had been on cases from before using the product because of user limits even though they are not users. We pursued this product because we were looking for a platform with easy client upload and the ability to organize client files. This did not happen. We actually felt like we duplicated our workload- by having to organize documents in a manner worse than simple google doc approach. We wasted thousands on a product we don't use. For their monthly fee, (after their setup) you can easily sign up with a larger more competent program such as CLIO or other legal or social work options. While there are a few sections in casebook that make it a little more difficult to use for our purposes, they are relatively small in the grand scheme of client management software. A few things that would be helpful adjustments are - an easily visible notes section on a person and case notes that allow for service tracking	Pros & Cons from Real Users Pros - Ease of use. - Very fast tech support turnaround. - Ease and ability to customize. - Works well with state contracted programs. - Frequent new features and updates. - Numerous reporting features which support individual staff and support management. AWARDS is an easy to use, comprehensive tool designed for human services organizations. We spent years researching options and carefully considering the move from paper to digital, and finally selected AWARDS. In addition to the program having a wide array of important features (including outcomes reporting), it is affordable, can be easily customized and the customer service and support of the Foothold team is superb! Cons At this point we have no issues with this software. Not the fault of the software, but as we are located in Massachusetts we have specific document requirements that were preset in AWARDS. Our required paperwork limited us slightly in making full use of the AWARDS platform.
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Casebook Founded: 2007 United States www.casebook.net	Company Information Foothold Technology Founded: 2000 United States footholdtechnology.com
Alternatives FAMCare Human Services Global Vision Technologies	Alternatives NewOrg NewOrg Management System
NewOrg NewOrg Management System	QUALO Advanced Metrics
CharityTracker Simon Solutions	Exym
KaleidaCare	iCare iCare.com
CaseFlow View All	FAMCare Human Services Global Vision Technologies View All
Categories Adoption Agency Church Management Foster Care Fundraising Human Services Nonprofit Social Work Case Management	Categories Applied Behavior Analysis (ABA) Behavioral Health Care Coordination Clinical Communication and Collaboration Clinical Documentation e-Prescribing Electronic Medical Records (EMR) Healthcare Claims Management HIPAA Compliance Human Services Long Term Care Medical Billing Medical Scheduling Mental Health Patient Case Management Patient Portal Patient Relationship Management (PRM) Population Health Management (PHM) Revenue Cycle Management Social Work Case Management Telemedicine Therapy Value-Based Care
Human Services Features Case Management Certification & Licensing Child Welfare Management Document Management Reporting & Statistics Scheduling Time Tracking Training Management Social Work Case Management Features Case Notes Client Management Document Management Forms Management Goal Setting / Tracking Program Management Referral Management Reporting & Statistics Scheduling Volunteer Management Show More Features Adoption Agency Features Accreditation / Compliance Management Automated Notifications Case Management Communications Management Family Portal Fundraising / Donations Management Home Studies Management Mobile Access Online Checklists Volunteer Management Church Management Features Accounting Integration Attendance Tracking Child Check-In Email / SMS Event Management Member Directory Member Portal Multi-Site Management Online Giving Pledge Management Small Group Management Volunteer Management Foster Care Features Adoption Management Automated Reminders Available Families Database Case Management Checklists Child Intake Education Requirements Tracking Family Portal Foster to Adopt Online Applications Online Licensing Forms Payments Tracking Placement Management Reporting Respite Credits Tracking Treatment Management Fundraising Features Alumni Management Auction Management Campaign Management Contribution Tracking CRM Donor Management Event Management Gift Matching Management Grant Management Membership Management Mobile Giving Payment Processing Pledge Management Prospect Management Raffles / Lotteries Recurring Giving Volunteer Management Nonprofit Features Accounting Committee Management Donor Management Dues Management Event Management Fundraising Management Member Database Membership Management Social Media Management Volunteer Management	Human Services Features Case Management Certification & Licensing Child Welfare Management Document Management Reporting & Statistics Scheduling Time Tracking Training Management Social Work Case Management Features Case Notes Client Management Document Management Forms Management Goal Setting / Tracking Program Management Referral Management Reporting & Statistics Scheduling Volunteer Management Show More Features Electronic Medical Records (EMR) Features Appointment Management Charting Compliance Tracking E-Prescribing E/M Coding Handwriting Recognition HIPAA Compliant Integrated Telehealth Meaningful Use Certified MIPS Certified ONC-ATCB Certified Patient Portal Self Service Portal Voice Recognition HIPAA Compliance Features Access Control / Permissions Audit Management Compliance Reporting Data Security Documentation Management For Healthcare Incident Management Policy Training Remediation Management Risk Management Vendor Management Long Term Care Features Claims Management Clinical Care EHR Electronic Health Record For Home Care Providers For Nursing Homes Geriatric Care MDS Review Patient Records Staff Scheduling Medical Billing Features Claims Processing Claims Scrubbing Code & Charge Entry Compliance Tracking Customizable Dashboard Dunning Management Invoice History Patient Eligibility Checks Practice Management Quotes/Estimates Remittance Advice Medical Scheduling Features Appointment Management Billing & Invoicing Drag & Drop Facility Scheduling Multi-Location No-Show Tracking On Call Scheduling Patient Records Patient Scheduling Physician Management Recurring Appointments Self Service Portal Staff Scheduling Mental Health Features Appointment Reminders Appointment Scheduling Assessment & Treatment Plans Billing & Invoicing Claims Management E-Prescribing EDI EMR / EHR HIPAA Compliant Inpatient / Residential Multi-Provider Practice Patient Portal Personnel Management Progress Notes Single Provider Practice Patient Case Management Features Activity Tracking Assessment Notes Billing & Invoicing Calendar Management Candidate Identification Case List Management Eligibility Verification HIPAA Compliant Medical History Records Patient Records Referral Management Treatment Planning Patient Portal Features Appointment Confirmations Appointment Scheduling Bill Payment Care Plans Care Summaries EHR-Agnostic Health Record Access Intake Forms Lab Results Prescription Renewals Secure Messaging Video Consultations Population Health Management (PHM) Features Analytics Cost-of-Care Analysis Data Storage EMR/EHR Integration Patient Engagement Patient Identification Patient Risk Stratification Patient-Reported Outcomes Payment Bundling Predictive Alerts Test & Treatment Reminders Utilization Tracking Revenue Cycle Management Features Accounts Receivable Claims Management Collections Management EHR/EMR Integration For Healthcare ICD-10 Compliance Insurance Verification Medical Billing Patient Portal Patient Registration Patient Scheduling Payment Processing Telemedicine Features Appointment Reminders Appointment Scheduling Chat / Messaging E-Prescribing For Medical Purposes HIPAA Compliant Multi-Provider Practice Online Forms Patient Queue Management Practice Management Remote Treatment Plans Teleradiology Video Conferencing e-Prescribing Features Clinical Alerts Drug Reference Database Electronic Prior Authorization EPCS Formulary Management Medication History Prescription Cancellation Prescription Renewals Refill Management
Integrations CaraSolva Change Healthcare Data & Analytics Gmail Google Calendar Jotform QuickBooks Online Snowflake Zapier iPrescribe View All 5 Integrations	Integrations CaraSolva Change Healthcare Data & Analytics Gmail Google Calendar Jotform QuickBooks Online Snowflake Zapier iPrescribe View All 4 Integrations
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