Casebook vs. Foothold Comparison


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		Related Products FAMCare Human Services FAMCare – Turning Human Services Data Into Funder-Ready Results FAMCare by Global Vision Technologies helps human service agencies prove impact and secure funding with powerful, real-time reporting. Trusted nationwide, FAMCare is HIPAA-compliant, SOC 2 Type II, and TX-RAMP Level 2 certified, ensuring your data stays secure and compliant. Built on the Visions 2.0 Low-Code Engine, FAMCare adapts to your unique programs—no coding, no costly redevelopment. From intake to outcomes, agencies in child welfare, aging, housing, victim services, and behavioral health use FAMCare to track performance, automate reporting, and deliver insights funders demand. With integrated Power BI analytics and dynamic dashboards, you’ll transform raw data into stories of measurable success. Know your data. Prove your results. Fund your mission. FAMCare is for agencies who need to stop wasting time. 👉 Request a demo today and see FAMCare in action. 32 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. It follows the principles of sociocracy so that all staff and customers are part of the CHARMS community and its development and progress. It means that everyone - employees, customers, suppliers and, most importantly, users of CHARMS - have a say in what CHARMS does and what it needs to do. We strive to ensure that care staff, educators, social workers, support staff and others who deliver care and education, can get on with the job knowing that CHARMS looks after their important, sensitive information. 24 Ratings Visit Website CharityTracker A case management CRM that focuses on your clients, to measure real-world impact, not just data. Your Day Just Got Shorter - We know you’re busy and don’t have time for complicated software – We’ve changed that! Even your staff will enjoy using the system – No more headaches and missing data from reports so you can use your valuable time to serve more people. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in 2,200 communities! Book a free demo. Pricing starts at just $20/mo. user 1,429 Ratings Visit Website NewOrg NewOrg's Complete Data Management platform for non profits is designed for organizations with multiple or complex programs. From Case Management to transportation, emergency services, housing, mental health, treatment, and more. NewOrg provides new service delivery options and reduces your costs by managing all your stakeholder relationships in one solution, including Client data and encounters with HIPAA secured Video Conferencing and internal messaging, Donor/Development management, Volunteers, customized event calendars, online registration/scheduling, payment processing, e-signatures, e-mail, SMS, robust custom reporting and more. 125 Ratings Visit Website GiveLife365 𝗚𝗶𝘃𝗲𝗟𝗶𝗳𝗲𝟯𝟲𝟱: 𝗣𝗼𝘄𝗲𝗿𝗶𝗻𝗴 𝗡𝗼𝗻𝗽𝗿𝗼𝗳𝗶𝘁𝘀 𝘄𝗶𝘁𝗵 𝗦𝗺𝗮𝗿𝘁 𝗖𝗥𝗠. Managing constituents - donors, volunteers, events and cases shouldn’t slow down your mission. GiveLife365 is a cloud-based CRM built for nonprofits, helping you streamline operations, boost engagement, and measure real impact - all in one place. ✨ 𝗪𝗵𝗮𝘁 𝗠𝗮𝗸𝗲𝘀 𝗚𝗶𝘃𝗲𝗟𝗶𝗳𝗲𝟯𝟲𝟱 𝗦𝘁𝗮𝗻𝗱 𝗢𝘂𝘁? ✓ 𝗗𝗼𝗻𝗼𝗿 𝗠𝗮𝗴𝗶𝗰 – Track interactions, automate receipts, and manage fundraising seamlessly. ✓ 𝗩𝗼𝗹𝘂𝗻𝘁𝗲𝗲𝗿 𝗣𝗼𝘄𝗲𝗿 – Recruit, schedule, and recognize volunteers with ease. ✓ 𝗘𝗳𝗳𝗼𝗿𝘁𝗹𝗲𝘀𝘀 𝗘𝘃𝗲𝗻𝘁𝘀 – Publish events, handle registrations, and track attendance. ✓ 𝗠𝗲𝗺𝗯𝗲𝗿𝘀𝗵𝗶𝗽 𝗠𝗮𝗱𝗲 𝗘𝗮𝘀𝘆 – Automate renewals, integrate marketing tools, and simplify payments. ✓ 𝗜𝗺𝗽𝗮𝗰𝘁 𝗬𝗼𝘂 𝗖𝗮𝗻 𝗦𝗲𝗲 – Real-time reports & dashboards to measure outcomes. 🌍 Transform the way your nonprofit works! Schedule a demo today and see how GiveLife365 drive 11 Ratings Visit Website Eventgroove Eventgroove is a self-service platform that allows event aggregators and national and international nonprofits to organize, promote, and sell tickets online for your virtual, hybrid, and in-person events and fundraisers. 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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 Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Human & Social Services organizations	Audience Human Services Providers - Behavioral Health, Developmental Disabilities, Homeless & Housing
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Supported	API Offers API Not Supported
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 Not Supported Free Trial Not Supported	Pricing On Request Free Version Not Supported Free Trial Not Supported
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 Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
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 Supported Church Management Supported Foster Care Supported Fundraising Supported Human Services Supported Nonprofit Supported Social Work Case Management Supported	Categories Applied Behavior Analysis (ABA) Supported Behavioral Health Supported Care Coordination Supported Clinical Communication and Collaboration Supported Clinical Documentation Supported e-Prescribing Supported Electronic Medical Records (EMR) Supported Healthcare Claims Management Supported HIPAA Compliance Supported Human Services Supported Long Term Care Supported Medical Billing Supported Medical Scheduling Supported Mental Health Supported Patient Case Management Supported Patient Portal Supported Patient Relationship Management (PRM) Supported Population Health Management (PHM) Supported Revenue Cycle Management Supported Social Work Case Management Supported Telemedicine Supported Therapy Supported Value-Based Care Supported
Human Services Features Case Management Supported Certification & Licensing Supported Child Welfare Management Supported Document Management Supported Reporting & Statistics Supported Scheduling Supported Time Tracking Supported Training Management Not Supported Social Work Case Management Features Case Notes Supported Client Management Supported Document Management Supported Forms Management Supported Goal Setting / Tracking Supported Program Management Supported Referral Management Supported Reporting & Statistics Supported Scheduling Supported Volunteer Management Supported Show More Features Adoption Agency Features Accreditation / Compliance Management Supported Automated Notifications Supported Case Management Supported Communications Management Supported Family Portal Supported Fundraising / Donations Management Not Supported Home Studies Management Supported Mobile Access Supported Online Checklists Supported Volunteer Management Supported Church Management Features Accounting Integration Not Supported Attendance Tracking Supported Child Check-In Not Supported Email / SMS Supported Event Management Not Supported Member Directory Not Supported Member Portal Not Supported Multi-Site Management Supported Online Giving Not Supported Pledge Management Not Supported Small Group Management Supported Volunteer Management Supported Foster Care Features Adoption Management Supported Automated Reminders Supported Available Families Database Supported Case Management Supported Checklists Supported Child Intake Supported Education Requirements Tracking Supported Family Portal Supported Foster to Adopt Supported Online Applications Supported Online Licensing Forms Supported Payments Tracking Supported Placement Management Supported Reporting Supported Respite Credits Tracking Not Supported Treatment Management Supported Fundraising Features Alumni Management Not Supported Auction Management Not Supported Campaign Management Not Supported Contribution Tracking Supported CRM Not Supported Donor Management Not Supported Event Management Supported Gift Matching Management Not Supported Grant Management Supported Membership Management Not Supported Mobile Giving Not Supported Payment Processing Not Supported Pledge Management Not Supported Prospect Management Supported Raffles / Lotteries Not Supported Recurring Giving Not Supported Volunteer Management Supported Nonprofit Features Accounting Not Supported Committee Management Not Supported Donor Management Supported Dues Management Not Supported Event Management Not Supported Fundraising Management Not Supported Member Database Supported Membership Management Supported Social Media Management Not Supported Volunteer Management Supported	Human Services Features Case Management Supported Certification & Licensing Supported Child Welfare Management Supported Document Management Supported Reporting & Statistics Supported Scheduling Supported Time Tracking Supported Training Management Supported Social Work Case Management Features Case Notes Supported Client Management Supported Document Management Supported Forms Management Supported Goal Setting / Tracking Supported Program Management Supported Referral Management Supported Reporting & Statistics Supported Scheduling Supported Volunteer Management Supported Show More Features Electronic Medical Records (EMR) Features Appointment Management Supported Charting Supported Compliance Tracking Supported E-Prescribing Supported E/M Coding Not Supported Handwriting Recognition Not Supported HIPAA Compliant Supported Integrated Telehealth Not Supported Meaningful Use Certified Supported MIPS Certified Not Supported ONC-ATCB Certified Not Supported Patient Portal Not Supported Self Service Portal Not Supported Voice Recognition Not Supported HIPAA Compliance Features Access Control / Permissions Supported Audit Management Supported Compliance Reporting Supported Data Security Supported Documentation Management Supported For Healthcare Supported Incident Management Supported Policy Training Not Supported Remediation Management Supported Risk Management Supported Vendor Management Supported Long Term Care Features Claims Management Supported Clinical Care Supported EHR Supported Electronic Health Record Supported For Home Care Providers Supported For Nursing Homes Supported Geriatric Care Supported MDS Review Not Supported Patient Records Supported Staff Scheduling Supported Medical Billing Features Claims Processing Supported Claims Scrubbing Supported Code & Charge Entry Supported Compliance Tracking Not Supported Customizable Dashboard Not Supported Dunning Management Not Supported Invoice History Supported Patient Eligibility Checks Supported Practice Management Supported Quotes/Estimates Not Supported Remittance Advice Supported Medical Scheduling Features Appointment Management Supported Billing & Invoicing Supported Drag & Drop Supported Facility Scheduling Supported Multi-Location Supported No-Show Tracking Supported On Call Scheduling Not Supported Patient Records Not Supported Patient Scheduling Supported Physician Management Supported Recurring Appointments Supported Self Service Portal Not Supported Staff Scheduling Supported Mental Health Features Appointment Reminders Supported Appointment Scheduling Supported Assessment & Treatment Plans Supported Billing & Invoicing Supported Claims Management Supported E-Prescribing Supported EDI Supported EMR / EHR Supported HIPAA Compliant Supported Inpatient / Residential Supported Multi-Provider Practice Supported Patient Portal Supported Personnel Management Supported Progress Notes Supported Single Provider Practice Not Supported Patient Case Management Features Activity Tracking Supported Assessment Notes Supported Billing & Invoicing Supported Calendar Management Supported Candidate Identification Supported Case List Management Supported Eligibility Verification Supported HIPAA Compliant Supported Medical History Records Supported Patient Records Supported Referral Management Supported Treatment Planning Supported Patient Portal Features Appointment Confirmations Supported Appointment Scheduling Supported Bill Payment Not Supported Care Plans Not Supported Care Summaries Not Supported EHR-Agnostic Not Supported Health Record Access Supported Intake Forms Supported Lab Results Supported Prescription Renewals Not Supported Secure Messaging Supported Video Consultations Not Supported Population Health Management (PHM) Features Analytics Supported Cost-of-Care Analysis Not Supported Data Storage Supported EMR/EHR Integration Supported Patient Engagement Not Supported Patient Identification Not Supported Patient Risk Stratification Not Supported Patient-Reported Outcomes Supported Payment Bundling Supported Predictive Alerts Supported Test & Treatment Reminders Not Supported Utilization Tracking Supported Revenue Cycle Management Features Accounts Receivable Supported Claims Management Supported Collections Management Supported EHR/EMR Integration Not Supported For Healthcare Supported ICD-10 Compliance Supported Insurance Verification Supported Medical Billing Supported Patient Portal Supported Patient Registration Not Supported Patient Scheduling Supported Payment Processing Not Supported Telemedicine Features Appointment Reminders Supported Appointment Scheduling Supported Chat / Messaging Supported E-Prescribing Not Supported For Medical Purposes Not Supported HIPAA Compliant Supported Multi-Provider Practice Not Supported Online Forms Not Supported Patient Queue Management Not Supported Practice Management Not Supported Remote Treatment Plans Not Supported Teleradiology Not Supported Video Conferencing Supported e-Prescribing Features Clinical Alerts Supported Drug Reference Database Supported Electronic Prior Authorization Supported EPCS Supported Formulary Management Supported Medication History Supported Prescription Cancellation Supported Prescription Renewals Supported Refill Management Supported
Integrations CaraSolva Not Supported Change Healthcare Data & Analytics Not Supported Gmail Supported Google Calendar Supported Jotform Supported QuickBooks Online Supported Snowflake Not Supported Zapier Supported iPrescribe Not Supported View All 5 Integrations	Integrations CaraSolva Supported Change Healthcare Data & Analytics Supported Gmail Not Supported Google Calendar Not Supported Jotform Not Supported QuickBooks Online Not Supported Snowflake Supported Zapier Not Supported iPrescribe Supported View All 4 Integrations
Claim Casebook and update features and information Claim Casebook and update features and information	Claim Foothold and update features and information Claim Foothold and update features and information