FootholdFoothold Technology
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SumacSociet
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Human Services Providers - Behavioral Health, Developmental Disabilities, Homeless & Housing
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Audience
Nonprofits & Charities
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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PricingOn Request
Free Version
Free Trial
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Pricing
$109 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFoothold Technology
Founded: 2000
United States
footholdtechnology.com
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Company InformationSociet
Founded: 1995
Canada
www.societ.com/solutions/case-management/sumac/
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Categories |
Categories |
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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
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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
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Integrations
Amazon Web Services (AWS)
CaraSolva
Change Healthcare Data & Analytics
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Snowflake
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Integrations
Amazon Web Services (AWS)
CaraSolva
Change Healthcare Data & Analytics
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Snowflake
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