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What is Sumac?

Sumac is powerful, flexible case management software purpose-built for nonprofits. It helps organizations streamline client services, improve program efficiency, and manage data securely—all within one intuitive platform. Designed specifically for the needs of nonprofit organizations, Sumac supports a wide range of sectors including child and family services, shelters, food banks, community and health services, and hospices. Whether you're tracking service delivery, coordinating volunteers, or managing fundraising, Sumac adapts to your mission. Key features include: - Web-based client intake forms that eliminate manual data entry - Digital forms with e-signature capabilities - Case notes, reminders, and workflows to automate follow-ups and improve client care - A mobile-friendly Case Portal for on-the-go access to client data - Built-in email marketing tools—no need for external software - Customizable reporting for funders, boards, and internal analysis With optional CRM extensions, Sumac can scale into an all-in-one solution for your entire nonprofit. Add modules for Donations, Volunteers, Memberships, Grant Management, and even Custom tools designed around your unique programs. Security is a priority. Sumac is HIPAA & PIPEDA compliant, with encrypted data storage, role-based access controls, and secure hosting to protect sensitive client information. Free, top-rated support is always included. Your team gets access to real human experts who understand nonprofit challenges and are committed to your success. Whether you're a small grassroots organization or a large, multi-service agency, Sumac gives you the tools to simplify operations, improve impact, and grow your mission—all from one centralized platform.

What is QUALO?

QUALO is a versatile cloud-based software solution aimed at addressing significant challenges related to data output and visualization within behavioral health, community health, and healthcare sectors. Its main objective is to provide meaningful insights while ensuring that clients, staff, administrators, and funders are not inundated with excessive information. The platform merges data collection capabilities with tailored evidence-based practice supports, allowing for the accurate gathering of relevant data precisely when needed. Furthermore, it features specialized care coordination tools specifically designed to meet the unique needs of human service providers. A major advantage of QUALO is its ability to integrate smoothly with various systems, particularly electronic health records (EHRs). By serving as a centralized data entry hub, it aims to mitigate the common shortcomings found in the data output and visualization of EHRs. In addition, QUALO's mobile-optimized interface facilitates access from a variety of devices, thus improving the overall efficiency of the data collection workflow. This adaptability ensures that users can engage with the platform whenever and wherever they need to make informed decisions.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments

Integrations Supported

Amazon Web Services (AWS)
Constant Contact
Gmail
Google Calendar
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Stripe
iATS Payments

API Availability

Has API

API Availability

Has API

Pricing Information

$109 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Societ

Date Founded

1995

Company Location

Canada

Company Website

www.societ.com/solutions/case-management/sumac/

Company Facts

Organization Name

Advanced Metrics

Date Founded

2012

Company Location

United States

Company Website

advancedmetrics.net/what-is-qualo/

Categories and Features

CRM

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

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

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
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

Human Services

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Membership Management

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

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

Social Work Case Management

Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management

Categories and Features

Data Collection

QUALO's case management solution stands out in data gathering thanks to its robust set of tools and structured workflows. These functionalities enhance the efficiency of collecting, analyzing, and leveraging essential client information. With customizable forms and templates, service providers can tailor data collection to their specific requirements. The structured workflows promote consistency and thoroughness in data gathering, minimizing mistakes and enhancing the overall quality of the data. The platform features dynamic dashboards that deliver real-time analytics and insights, empowering providers to make swift, informed decisions. Automated notifications and reminders help keep the team organized with assessments, follow-ups, and documentation, ensuring that vital information is never overlooked. Furthermore, QUALO's mobile-friendly design facilitates data entry and access from anywhere, providing convenience for field operatives and remote teams alike.

Home Health Care

QUALO revolutionizes home health care by offering tailored tools and structured workflows. Its customizable forms are designed to gather intricate patient data, resulting in thorough care plans. The guided workflows facilitate uniform care throughout the entire process, from initial assessment to follow-up, thereby supporting best practices. The platform provides real-time analytics and reporting, giving caregivers valuable insights into patient progress for timely interventions. Automated reminders assist in organizing visits and ensuring follow-ups, thereby minimizing missed appointments. With mobile access, caregivers can conveniently input and access information while on the move, enhancing both efficiency and data accuracy. QUALO promotes effective communication and coordination among care teams, ensuring that care is both cohesive and collaborative. These functionalities empower providers to deliver exceptional, individualized home health care, enhance patient outcomes, and lessen administrative workloads, making QUALO an indispensable resource for home health care professionals.

Billing & Invoicing
Charting
Electronic Signature
Employee Tracking
Medication Database
Patient Intake
Scheduling
Time / Task Reporting

Human Services

QUALO revolutionizes human services and community health care by offering customized tools and workflows designed to meet specific needs. Its adaptable forms efficiently collect detailed client information, while its structured workflows guarantee a consistent approach to care from the initial intake through to follow-up stages. With secure record-keeping and instantaneous documentation, case management and service coordination become more efficient. The platform's real-time reporting and analytics deliver valuable insights into client progress, facilitating prompt interventions when necessary. Automated reminders help ensure that essential tasks, such as appointments and follow-ups, are not overlooked. QUALO's mobile-friendly design enhances fieldwork by enabling data entry and retrieval on the move. Additionally, it promotes collaboration among diverse teams, enhancing communication and care coordination. These capabilities empower providers to deliver high-quality, individualized services, boost client outcomes, and lessen administrative workloads, establishing QUALO as an essential tool for human services and community health care professionals.

Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training Management

Mental Health

QUALO boosts the productivity of mental health professionals by providing customized tools and workflows. Its adaptable assessment forms enable the collection of thorough client histories, symptom tracking, and treatment documentation. The guided workflows promote best practices from the initial intake to ongoing treatment and follow-ups, ensuring a consistent approach to care delivery. Secure client records and notes facilitate detailed session documentation, including progress and medication oversight in real-time. With real-time analytics and reporting, clinicians gain valuable insights into client advancements, allowing for timely adjustments to interventions. Automated reminders streamline scheduling for sessions and follow-ups, promoting prompt care. QUALO fosters collaboration among multidisciplinary teams, enhancing communication and coordination. These functionalities enhance care quality and client outcomes while alleviating administrative tasks, making QUALO an essential tool for mental health practitioners.

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

QUALO is a user-friendly case management system specifically crafted to optimize the processes for health and human services as well as behavioral health professionals. This platform combines cutting-edge data analysis with a straightforward interface to improve case tracking, client evaluations, and service management. Key features of QUALO include tailor-made dashboards, instantaneous reporting, safeguarded client information, and automated notifications, all aimed at enabling providers to offer prompt and customized care. By equipping collaborative care teams with organized and easily accessible information, QUALO significantly improves client results, alleviates administrative tasks, and endorses evidence-based methodologies. Its comprehensive security protocols guarantee data confidentiality and adherence to industry regulations, establishing it as a vital asset for contemporary case management.

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

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