Casebook vs. PlanStreet Comparison


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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. 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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 No matter the size of your organization, our software has everything you need to manage and accelerate your performance. Our secure and scalable case management software has the flexibility to support your client’s needs and empower your agency. HIPAA and HITRUST security standard compliance ensure that your sensitive data and files are secure with PlanStreet. It is time to abandon manual forms and processes. Switch to PlanStreet and automate your client engagement, cases, forms, and files. We’re positive PlanStreet will help you and your team(s) plan, execute, and track work. We are confident that our case management software is the tool your health and human services team needs to get to the next level. Please contact us to schedule a free demo and to learn more about our unique approach to case management.
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 Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Human & Social Services organizations	Audience Nonprofits, human services, case managers, health workers, social workers, mental health workers, workforce development professional
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 $100/user/month Custom Pricing Plans That Are Tailored To Fit Your Budget 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 5.0 / 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 Easy to use the support team is very cooperative. they never hesitate to guide you. i signed up for the webinar and the detailed walkthrough of the system helped me finalize my decision. Amazing features and user-friendly software. It is easy to navigate. Support service is always available. Cons New features require practice to manage. It is somehow different from other tools. any new user will take time to understand the menu, features and navigation. Not till now. I had some problems in understanding the new software but their team was supportive.
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 PlanStreet Founded: 2017 United States www.planstreet.com
Alternatives FAMCare Human Services Global Vision Technologies	Alternatives NewOrg NewOrg Management System
NewOrg NewOrg Management System	CharityTracker Simon Solutions
CharityTracker Simon Solutions	Foothold Foothold Technology
KaleidaCare	InfoFlo InfoFlo Solutions Inc
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 Affordable Housing Supported Donation Management Supported Foster Care Supported Grant Management Supported Healthcare Supported Medical Billing Supported Mental Health Supported Patient Case Management Supported Social Work Case 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 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 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 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 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	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 Supported Treatment 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 Donation Management Features Campaign Management Supported Donation Tracking Not Supported Donor Database Not Supported Event Management Not Supported Gift Management Not Supported Grant Management Supported In-Kind Donations Not Supported Matching Donations Not Supported Mobile Donations Not Supported Online Donations Not Supported Pledge Management Not Supported Receipts / Statements Supported Recurring Donations Not Supported Volunteer Management Supported Grant Management Features Compliance Management Supported Contract Management Supported Grant Application Management Supported Grant Award Tracking Supported Grant Opportunity Search Supported Self-Registration Supported Medical Billing Features Claims Processing Supported Claims Scrubbing Supported Code & Charge Entry Supported Compliance Tracking Supported Customizable Dashboard Supported Dunning Management Supported Invoice History Supported Patient Eligibility Checks Supported Practice Management Supported Quotes/Estimates Supported Remittance Advice 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 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
Integrations Google Calendar Supported QuickBooks Online Supported Elation Health Not Supported Gmail Supported Google Drive Not Supported Jotform Supported Microsoft Outlook Not Supported Microsoft Power BI Not Supported Microsoft Teams Not Supported OpenText Content Management (Extended ECM) Not Supported PayPal Not Supported Stripe Not Supported Zapier Supported Show More Integrations View All 5 Integrations	Integrations Google Calendar Supported QuickBooks Online Supported Elation Health Supported Gmail Not Supported Google Drive Supported Jotform Not Supported Microsoft Outlook Supported Microsoft Power BI Supported Microsoft Teams Supported OpenText Content Management (Extended ECM) Supported PayPal Supported Stripe Supported Zapier Not Supported Show More Integrations View All 10 Integrations
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