Foothold

Foothold

Foothold Technology
Sumac

Sumac

Societ
+
+

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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

Sumac is powerful, customizable case management software built for nonprofits. It helps you streamline client intake, track services, and manage programs with ease. Whether you're supporting families, running a shelter, or delivering health or community services, Sumac adapts to your unique workflows. With extensions for donations, volunteers, grants, and memberships, Sumac can become a complete nonprofit CRM. Features include web-based intake forms, e-signatures, built-in email marketing, and robust reporting—all in a secure, HIPAA & PIPEDA-compliant system. Your team can manage clients on the go using Sumac’s mobile-friendly Case Portal, and automate follow-ups with custom workflows and reminders. Plus, free live customer support is always included, so help is never far away. Trusted by thousands of nonprofits, Sumac gives you everything you need to manage services, engage supporters, and grow your impact—all from one place.

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

Audience

Nonprofits & Charities

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

Screenshots and Videos

Pricing

On Request
Free Version
Free Trial

Pricing

$109 per month
Free Version
Free Trial

Reviews/Ratings

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

Reviews/Ratings

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

This software hasn't been reviewed yet. Be the first to provide a review:

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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

Foothold Technology
Founded: 2000
United States
footholdtechnology.com

Company Information

Societ
Founded: 1995
Canada
www.societ.com/solutions/case-management/sumac/

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Categories

Categories

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

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

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

CRM Features

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

Donation Management Features

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer 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

Membership Management Features

Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Integrations

Amazon Web Services (AWS)
CaraSolva
Change Healthcare Data & Analytics
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Snowflake
Stripe
iATS Payments
iPrescribe

Integrations

Amazon Web Services (AWS)
CaraSolva
Change Healthcare Data & Analytics
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Snowflake
Stripe
iATS Payments
iPrescribe
Claim Foothold and update features and information
Claim Foothold and update features and information
Claim Sumac and update features and information
Claim Sumac and update features and information