Foothold

Foothold

Foothold Technology
InfoFlo

InfoFlo

InfoFlo Solutions Inc
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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.

About

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.

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

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Human Services Providers - Behavioral Health, Developmental Disabilities, Homeless & Housing

Audience

Small and medium sized businesses

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

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

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

On Request
Free Version Not Supported
Free Trial Not Supported

Pricing

$20/month/user
Pricing depends on users and features
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Reviews/Ratings

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

Foothold Technology
Founded: 2000
United States
footholdtechnology.com

Company Information

InfoFlo Solutions Inc
Founded: 2004
Canada
infoflo.one/non-profit-free-trial/

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Categories

Categories

Construction CRM Supported
Contact Management Supported
CRM Supported
Financial CRM Supported
Foster Care Supported
Fundraising Supported
Grant Management Supported
Healthcare CRM Supported
Human Services Supported
Nonprofit Supported
Real Estate CRM 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

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

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

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 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

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

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 Not Supported
HIPAA Compliant Supported
Medical History Records Not Supported
Patient Records Supported
Referral Management Supported
Treatment Planning 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

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Not Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Donation Management Features

Campaign Management Supported
Donation Tracking Not Supported
Donor Database Supported
Event Management Supported
Gift Management Supported
Grant Management Supported
In-Kind Donations Supported
Matching Donations Supported
Mobile Donations Not Supported
Online Donations Not Supported
Pledge Management Supported
Receipts / Statements Supported
Recurring Donations Supported
Volunteer Management Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Not Supported
Household Tracking Supported
Influence Tracking Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory 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

Fundraising Features

Alumni Management Supported
Auction Management Supported
Campaign Management Supported
Contribution Tracking Supported
CRM Supported
Donor Management Supported
Event Management Supported
Gift Matching Management Supported
Grant Management Supported
Membership Management Supported
Mobile Giving Supported
Payment Processing Supported
Pledge Management Supported
Prospect Management Supported
Raffles / Lotteries Supported
Recurring Giving 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

Healthcare CRM Features

Audience Targeting Supported
Campaign Management Supported
Marketing Automation Supported
Medical History Records Supported
Patient Communications Supported
Patient Management Supported
Physician Management Supported
Predictive Analytics Not Supported

Nonprofit Features

Accounting Not Supported
Committee Management Supported
Donor Management Supported
Dues Management Not Supported
Event Management Supported
Fundraising Management Supported
Member Database Supported
Membership Management Supported
Social Media Management Not Supported
Volunteer Management Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Supported
Referral Tracking Supported
Segmentation Supported

Stakeholder Relationship Management Features

Community Investment Tracking Supported
Stakeholder Assessment Supported
Stakeholder Commitments Management Supported
Stakeholder Complaint Management Supported
Stakeholder Consultation Tracking Supported
Stakeholder Engagement Supported
Stakeholder Grievance Management Supported
Stakeholder Information Management Supported
Stakeholder Issues Management Supported
Stakeholder Mapping Supported

Integrations

CaraSolva Supported
Change Healthcare Data & Analytics Supported
Snowflake Supported
WordPress Not Supported
iPrescribe Supported

Integrations

CaraSolva Not Supported
Change Healthcare Data & Analytics Not Supported
Snowflake Not Supported
WordPress Supported
iPrescribe Not Supported
Claim Foothold and update features and information
Claim Foothold and update features and information