Foothold
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.
Learn more
Vertex Case Records Manager
Vertex Case Manager is a cloud-based electronic case management software solution. Vertex Case Manager was created specifically designed for agencies like yours that serve people with disabilities in the community, employment, and residential settings. The Vertex Case Manager gathers information from every step of your client’s tenure from enrollment thru discharge. Through our social work case management software, information is gathered as clients attend and advance through your programs. Users can enter service time and progress records throughout the day. Missing or incomplete documents trigger a reminder to service providers to help maintain compliance. Our case management system allows for your user experience to be stress-free and keeps your agency organized and documentation compliant. From the dashboard, users see notifications, mark arrival times, and edit records all in one location.
Learn more
Collaborate
Collaborate is customizable case management software for non-profits and social services agencies with teams of 5+ staff.
It's built to easily track intakes, services, goals, outcomes, and funder reports.
Collaborate includes intelligent core features like case history, medical exams, clinical assessments, test results, custom reports, & more.
Manage documents and electronic signatures, collect data from external forms, and handle referrals to and from outside organizations. Also supports integrations with external systems.
Onboarding includes expert configuration and staff training. After Go-Live, benefit from monthly reports consultations with your account manager, complete online help, and exceptional customer support.
To help protect your clients' data, Collaborate is HIPAA and SOC 2 Type 2 compliant.
Learn more
Casebook
At Casebook, we deliver highly configurable human services software that adapts to your organization's unique challenges. Our cloud-based platform streamlines processes from intake to reporting, saving time and improving efficiency.
Unlike generic software, Casebook is designed specifically for human services professionals. With automated workflows, customizable reporting, and tailored solutions built in collaboration with industry experts, we reduce manual efforts, ensure accuracy, and simplify service delivery.
By improving workflows, resource allocation, and performance tracking, Casebook helps organizations reduce administrative burdens and make data-driven decisions. Our purpose-built platform empowers teams to focus on what matters most—serving their communities.
Contact us today to schedule a personalized demo and see how Casebook can transform your operations.
Learn more