CharityTracker

CharityTracker

Simon Solutions
ClientTrack

ClientTrack

Eccovia Solutions
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About

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

About

The ClientTrack Care Coordination platform connects community-based systems of care with streamlined data collection, access to real-time information, and reporting tools to track outcomes and outputs. As your programs expand and change, ClientTrack grows with you. ClientTrack is an advanced care coordination platform that is designed to break down barriers so that providers can put patients at the center of their own care. When you buy a solution that your organization will rely on for years to come, you want to be sure that it will be able to change and grow as your organization changes and grows. The future is unpredictable, and your organization’s needs five years down the line might not be identical to your needs today, but because the ClientTrack Care Coordination Platform is purpose-built for customization and adaptability, you can rest assured it will be as reliable and helpful in the future as it is today.

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 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

Social Service Agencies, United Way, Churches, Non-profits, Government Agencies, Health Care, Food Banks, Food Pantries, St. Vincent de Paul, Salvation Army, Homeless Shelters, Community Action, 2-1-1

Audience

Businesses searching for a case management software

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$20.00/month/user
starts at $20 per user per month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.9 / 5
ease 4.8 / 5
features 4.5 / 5
design 4.5 / 5
support 4.8 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Pros from Real Users

Pros

  • CharityTracker is PERFECT for keeping up with client information and the financial assistance that is provided to our clients when we help them with emergency utility and rental assistance for our impoverished or low income individuals in our community. The features and design of CharityTracker are very easy to navigate through and provide simple instruction when performing the data entry. The support team for CharityTracker is readily available and always quick to help with any CharityTracker need for support.
  • CharityTracker is easy to navigate and so customizable to the needs of the organization in tracking, collaborating and documenting.
  • Very User friendly, great group pricing, best customer service. Customer service responds quickly. We don't have to worry about the backup. Avoids duplication within agencies/churches. I would highly recommend!
  • CharityTracker is a fantastic tool to help communities work together to help the most people fairly without duplicating efforts and stopping people who are just working the system.
  • Our charity requires in-home visitations before helping. CharityTracker offers insight into client needs and circumstances (ie: abusive behavior, anger issues, dogs, etc.)
  • There are several pros to using this system. Easy to navigate. Labeled correctly. Easy to track inputted information.
  • When using the charity tracker it is a great tool for our 501(3)(c) to be able to keep all our client records at our fingertips. Navigating the database is very easy our volunteers to use.
  • The ease of accessing our clients information is reliable and we are able to view not only our data but also data from other organizations.
  • CharityTracker allows us to keep all data and documents about clients in one place. CharityTracker is easy to learn and user friendly. Information is clearly organized in the system. The ability to easily maintain relationships between the head of household and the other members of the household is another big plus as is the ability to have a separate bar code for each individual. CharityTracker is a big improvement over our previous system.
  • The charity which I co-direct has used Charity Tracker for eight years. Of course it is so helpful in spreading limited resources to know how a client has been helped by partner agencies. We have also been able to eliminate all paper trails while improving the sharing of information among our agents. We not only use the reports function for year-end numbers; we can customize a report to answer random questions.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Simon Solutions
Founded: 2006
United States
www.charitytracker.com

Company Information

Eccovia Solutions
Founded: 1983
United States
eccovia.com/clienttrack/

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Categories

Church Management Supported
Healthcare Supported
Human Services Supported
Nonprofit Supported

Categories

Care Coordination Supported
Human Services Supported
Mental Health Supported
Therapy Supported

Human Services Features

Case Management Supported
Certification & Licensing Not Supported
Child Welfare Management Supported
Document Management Supported
Reporting & Statistics Supported
Scheduling Supported
Time Tracking Supported
Training Management Not Supported

Church Management Features

Accounting Integration Not Supported
Attendance Tracking Supported
Child Check-In Not Supported
Email / SMS Supported
Event Management Supported
Member Directory Supported
Member Portal Supported
Multi-Site Management Supported
Online Giving Not Supported
Pledge Management Not Supported
Small Group Management Supported
Volunteer Management Not Supported

Nonprofit Features

Accounting Not Supported
Committee Management Not Supported
Donor Management Not 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 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

Human Services Features

Case Management Supported
Certification & Licensing Not Supported
Child Welfare Management Supported
Document Management Supported
Reporting & Statistics Supported
Scheduling Not Supported
Time Tracking Supported
Training Management Supported

Mental Health Features

Appointment Reminders Not Supported
Appointment Scheduling Supported
Assessment & Treatment Plans Supported
Billing & Invoicing Supported
Claims Management Supported
E-Prescribing Not Supported
EDI Not Supported
EMR / EHR Supported
HIPAA Compliant Supported
Inpatient / Residential Supported
Multi-Provider Practice Supported
Patient Portal Supported
Personnel Management Not 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

Integrations

No info available.

Integrations

No info available.
Claim ClientTrack and update features and information
Claim ClientTrack and update features and information