Foothold

Foothold

Foothold Technology
Sumac

Sumac

Societ
+
+

Related Products

  • FAMCare Human Services
    32 Ratings
    Visit Website
  • RXNT
    552 Ratings
    Visit Website
  • NewOrg
    125 Ratings
    Visit Website
  • AdvancedMD
    2 Ratings
    Visit Website
  • InfoFlo
    196 Ratings
    Visit Website
  • CHARMS
    24 Ratings
    Visit Website
  • CharityTracker
    1,429 Ratings
    Visit Website
  • Service Center
    123 Ratings
    Visit Website
  • MedRight
    22 Ratings
    Visit Website
  • Elation Health
    90 Ratings
    Visit Website

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 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 Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Nonprofits & Charities

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 Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

On Request
Free Version Not Supported
Free Trial Not Supported

Pricing

$109 per month
Free Version Not Supported
Free Trial Not 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

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:

Review this Software

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 Not Supported

Company Information

Foothold Technology
Founded: 2000
United States
footholdtechnology.com

Company Information

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

Alternatives

NewOrg

NewOrg

NewOrg Management System

Alternatives

NewOrg

NewOrg

NewOrg Management System
QUALO

QUALO

Advanced Metrics
QUALO

QUALO

Advanced Metrics
iCare

iCare

iCare.com
GiveLife365

GiveLife365

Alphavima Technologies Inc
FAMCare Human Services

FAMCare Human Services

Global Vision Technologies
InfoFlo

InfoFlo

InfoFlo Solutions Inc

Categories

Categories

CRM Supported
Fundraising Supported
Human Services Supported
Nonprofit 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

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 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

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

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

Donation Management Features

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

Membership Management Features

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

Nonprofit Features

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

Integrations

Amazon Web Services (AWS) Not Supported
CaraSolva Supported
Change Healthcare Data & Analytics Supported
Constant Contact Not Supported
Gmail Not Supported
Google Calendar Not Supported
Mailchimp Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Snowflake Supported
Stripe Not Supported
iATS Payments Not Supported
iPrescribe Supported

Integrations

Amazon Web Services (AWS) Supported
CaraSolva Not Supported
Change Healthcare Data & Analytics Not Supported
Constant Contact Supported
Gmail Supported
Google Calendar Supported
Mailchimp Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Snowflake Not Supported
Stripe Supported
iATS Payments Supported
iPrescribe Not Supported
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