List of the Best Notehouse Alternatives in 2025
Explore the best alternatives to Notehouse available in 2025. Compare user ratings, reviews, pricing, and features of these alternatives. Top Business Software highlights the best options in the market that provide products comparable to Notehouse. Browse through the alternatives listed below to find the perfect fit for your requirements.
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FAMCare Human Services
Global Vision Technologies
FAMCare streamlines the case management process and enhances client outcomes significantly. By utilizing automated casework through adaptable workflow tools and organized task lists, it ensures that no important details are overlooked. Furthermore, its robust pivot table reporting not only simplifies data analysis but also transforms it into an engaging task, facilitating straightforward quarterly and annual reports. Additionally, FAMCare offers a variety of modules, including those for workflow management, form creation, billing, and client portals, providing a comprehensive solution for all your case management needs. This versatility allows organizations to tailor the system to their unique requirements for maximum efficiency. -
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Ensora Mental Health
Ensora Health
Ensora Health’s Mental Health EHR system (formerly TheraNest) is designed to reduce the time therapists spend on administrative tasks, allowing them to focus on providing quality care. With features such as automated billing, appointment scheduling, and note-taking, Ensora helps mental health practices run more efficiently and cost-effectively. The platform also includes integrated features like telehealth, client engagement tools, and reporting for streamlined operations and better patient outcomes. Ensora is a powerful tool for therapists seeking to optimize their practice management while improving patient care and reducing burnout. -
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CHARMS is a robust online case management platform designed to oversee every element of record maintenance for various services, including foster care, adoptions, residential care for children, supported housing, and recruitment for foster carers. Operating as a non-profit entity, SCN remains under private ownership and is guided by sociocratic principles, ensuring that all staff and clients contribute to the evolution and enhancement of the CHARMS Community. This inclusive approach allows everyone—employees, customers, suppliers, and especially the users of CHARMS—to voice their opinions on the platform's development and functionality. By prioritizing the safeguarding of sensitive information, CHARMS empowers educators, social workers, and other care providers to concentrate on their vital responsibilities without concern. Ultimately, this commitment to privacy and community engagement fosters a supportive environment for all stakeholders involved.
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NewOrg serves as a comprehensive platform designed for non-profit organizations to consolidate information from various aspects of their operations. This integration enhances their ability to efficiently oversee clients, volunteers, services, donors, donations, and outcomes. Moreover, it facilitates the scheduling of activities, sign-ups, communications, surveys, and fundraising efforts. By utilizing NewOrg, organizations can effectively manage their committees, donors, events, and memberships, ultimately leading to smoother operations and improved organizational effectiveness. Additionally, this platform empowers non-profits to streamline processes, fostering a more engaged community and better achieving their missions.
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Reduce the time spent sorting through piles of documents and focus more on assisting your clients. With CharityTracker, you can access client files from any location, offering not just secure storage but also an efficient and integrated approach to enhance your case management process. Implementing CharityTracker is straightforward and budget-friendly, allowing you to experience the rapid setup of its cloud-hosted solution. You’ll soon appreciate the elegantly designed interface that gets you operational in no time. This cloud-based software, compliant with HIPAA regulations, is user-friendly and tailored for nonprofits of all sizes. There are no setup costs, hidden charges, or binding contracts, so you have the freedom to cancel whenever you choose! Our solution is crafted to save time and securely streamline your case management processes, enabling you to record notes, create reports, collaborate effectively, set objectives, evaluate outcomes, make referrals, and demonstrate your impact with comprehensive reports for your funders. We are already making a difference in thousands of communities! Schedule a complimentary demo to see how it works. With pricing beginning at just $20 per month per user, it’s an opportunity you won't want to miss.
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InfoFlo
InfoFlo Solutions Inc
Simplifying case management software enables you to concentrate on your non-profit organization effectively. With an all-encompassing view of your cases available from a single dashboard, you can eliminate the need for spreadsheets and access your information from any device, no matter where you are. InfoFlo offers a tailored system designed to cater to your specific requirements while remaining budget-friendly. This way, you can enhance your operational efficiency without breaking the bank. -
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Casebook
Casebook
Transforming human services with tailored, efficient software solutions.Casebook offers customizable software solutions designed specifically for organizations in the human services sector, including social services agencies and community service nonprofits. We recognize that each organization has distinct needs and requirements, which is why our cloud-based solution is crafted to enhance efficiency throughout every stage, from intake to comprehensive reporting. What differentiates Casebook from standard information management software is our commitment to a personalized approach that directly addresses the needs of professionals in human services. By engaging with industry experts, we have ensured that our platform meets the essential demands for effective data management and regular reporting that practitioners depend on. When you select Casebook as your software partner, you gain access to a powerful platform that not only elevates service delivery and reporting but also streamlines your organization's overall operations for greater efficiency. We invite you to connect with us today to discover how Casebook can transform your human services processes for the better. Reach out to us to explore our specialized platform and learn about our flexible pricing options based on user needs that can scale with your organization. -
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Foothold
Foothold Technology
Empowering agencies with innovative solutions for human services.More than 25 years ago, one of our founders, serving as the IT Director for a prominent behavioral health and residential services organization in New York, recognized the urgent need for improved tracking and reporting of their services, leading him to create a case management system tailored for his agency. As time passed, two additional agencies collaborated in enhancing the software, allowing it to cater to the diverse needs of almost any human services organization across the nation. Currently, Foothold’s dedicated team and innovative software support hundreds of agencies not only throughout the United States but also in Guam and Puerto Rico. By leveraging our technology expertise combined with a deep understanding of human services, we remain committed to empowering agencies to concentrate on their core missions while providing them with the tools they need to succeed. Moreover, we strive to continually innovate and adapt our solutions to meet the ever-changing landscape of human services. -
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Collaborate
Network Ninja
Streamline case management with tailored solutions and expert support.Collaborate was created in conjunction with non-profit organizations to effectively meet their case management needs. It streamlines a wide range of tasks, from Intakes and Services to Outcomes and Reporting, all while providing expert assistance throughout the process. This platform automates tedious manual tasks and transitions all paper documentation into a digital format. Organizations can customize Client Intakes and other components to fit their specific requirements. Collaborate efficiently organizes all your documents and can automatically extract pertinent Case information into them. It also enables the collection of Electronic Signatures from both clients and service providers, including those needed for telehealth services. Users can delegate Tasks to others and set deadlines for completion. Monitoring these deadlines is easy with a personal Calendar that offers SMS or email notifications for specific Tasks. Additionally, upcoming services can be viewed directly on your Calendar, ensuring that all appointments and deadlines are efficiently managed. This comprehensive approach enhances productivity and ensures that no critical element is overlooked in the case management process. -
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Sumac
Societ
The #1 Nonprofit Case Management SoftwareSumac 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. -
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countbubble
CountBubble
Streamline case management for nonprofits with ease and efficiency.Countbubble is a comprehensive case management platform tailored for nonprofit organizations in the human services sector, offering essential tools to monitor and report their activities effectively. The Form Builder feature enables swift creation of data collection forms, while the Notes Feed ensures that your case notes remain organized and easily retrievable. With the Plans tool, users can design and oversee personalized case plans, and the Participant Manager screen facilitates interaction with clients, or participants. Additionally, data can be exported at any time, or users can take advantage of built-in reports to generate summaries of services, outcomes, or demographic information. Countbubble is a user-friendly program aimed at simplifying data management for nonprofits, allowing for a quick start without extensive training requirements. It is particularly well-suited for organizations that deliver a variety of services and need to handle substantial amounts of data for tracking and reporting purposes. Furthermore, it serves as an excellent solution for case management programs focused on long-term objectives and essential support services. This versatility makes Countbubble a valuable asset for any nonprofit striving to enhance its operational efficiency. -
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Neon CCM
Neon One
Empowering organizations with secure, tailored, and efficient data management.Neon CCM offers secure, cloud-based services specifically designed for the management of client information, outcome reporting, and a variety of additional functions. By utilizing our advanced data analysis capabilities and strong security measures, you can spend more time focusing on your clients rather than getting bogged down with data management tasks. Our committed team works alongside you to develop a tailored system that reflects your organization’s specific mission and needs, allowing you to concentrate on providing exceptional service. You have the capability to create, export, and handle an unlimited variety of customized reports, all supported by our knowledgeable project management team. Whatever metrics you need to track, you can do so efficiently and effectively. Protect sensitive data by limiting access exclusively to authorized individuals, utilizing customizable user groups without restrictions. As your organization grows, you can seamlessly add new users and contacts at no additional cost. We also offer optional HIPAA compliance for organizations dealing with sensitive medical information, ensuring adherence to all necessary regulations. With our comprehensive solutions, you can pursue your mission with confidence, fully aware that your data management requirements are expertly managed and secure. Furthermore, our commitment to innovation means we continually refine our services to better serve your evolving needs. -
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CaseFlow
CaseFlow
Streamline your workflow, enhance service delivery, and stay organized.CaseFlow® meticulously tracks every aspect of your workflow, ensuring that no detail is overlooked. It allows you to monitor critical deadlines and appointments with ease. You will receive timely alerts for follow-ups from essential external organizations. Instantly determine the next steps required for any case you are managing. Whether you are on an iPad or smartphone, adding new case information is a simple process. Don't let being away from your desk impede your documentation—just snap a photo, jot down the key points, and keep moving forward. Caseworkers can retain a high level of control and professionalism, with constant reminders of pending tasks and immediate access to case data. The use of automation tools can greatly minimize the time spent on paperwork, making the entire process more efficient. Your sensitive information is protected through encryption and backup options that ensure easy recovery when needed. Role-specific permissions ensure that team members access only the information pertinent to their responsibilities, reducing unnecessary distractions. With comprehensive reporting capabilities, you can adopt a proactive stance in managing your duties rather than simply responding to issues as they come up. Stay updated on the latest developments and make informed decisions about where to focus your efforts. This system is crafted to enhance case management specifically within health and human services. By utilizing CaseFlow®, you can significantly improve your workflow and elevate the quality of service you provide. In a fast-paced environment, such efficiency not only saves time but also enhances overall service delivery. -
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SAM
InReach Solutions
Streamline foster care management for impactful family connections.SAM is a comprehensive software solution designed for managing casework in the foster care and adoption sectors. Featuring a secure and centralized online database, it equips agencies with robust tools that enhance operational efficiency, ultimately saving valuable time for both the agency and its clients each week. Through tailored reports and digital forms, users can expedite the process of identifying suitable matches and families. The platform allows for easy viewing, filtering, and sorting of all available foster families and awaiting teens from a unified database. Placement options can be refined based on specific preferences, licensing requirements, special needs, and various other criteria. With personalized tools, the software streamlines processes such as matching, conducting home studies, and generating reports. Every record related to families, children, or expectant parents can be managed centrally for easy access and organization. Additionally, creating and sharing match lists with clients or team members can be accomplished in just a few clicks, making the overall workflow more efficient and effective. This level of accessibility and customization empowers agencies to better serve their communities and fulfill their missions. -
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AidHound
I AM - CONSULTORIA
Empower your organization with data-driven insights and productivity.Take control of your data, optimize your workflows, manage your organization with precision, improve your decision-making capabilities, and share your insights. AidHound empowers you to increase your productivity by 20%. This Software as a Service (SaaS) platform is designed to help organizations collect, analyze, and visualize beneficiary and activity data securely and efficiently. Consider your goals and determine the data you need to accurately track your progress. Customize forms and profile sections to gather information about your participants and staff activities effectively. AidHound consolidates all crucial data and transforms it into actionable insights, allowing you to thoroughly assess your successes and the impact of your organization. Regularly evaluate your progress, produce actionable insights and recommendations for your organization, make informed decisions, implement necessary adjustments, and cycle back to the beginning of your process for continuous enhancement. This iterative methodology ensures that your organization remains flexible and responsive to evolving requirements. By fostering a culture of ongoing improvement, you can better serve your mission and adapt to the challenges ahead. -
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AdvocacyPro
AdvocacyPro
Empower your team with seamless, real-time collaboration everywhere.Keep your entire team connected, no matter where they are located. The platform operates entirely online, requiring no software downloads, and it adjusts effortlessly to any device. You have the power to manage user access permissions, which is particularly beneficial for college campuses, facilitating cooperation between victim support services and campus security. Moreover, partner organizations can be granted access as necessary. You can work from any location that suits you, whether you're generating reports, examining client files, or making immediate updates. Everyone stays connected in real-time, whether from the office or while using a smartphone or tablet. There’s no need to install anything on your computer; simply go to the provided website to get started. The interface is designed to adapt to various devices, including computers, laptops, tablets, and smartphones. While the system is tailored primarily for victim services, it also serves the needs of other groups effectively. A specialized version is available for college campuses, ensuring precise tracking of all client case information. Although it is mainly focused on victim assistance, its adaptable nature has made it popular among a variety of users. This comprehensive solution not only enhances communication but also promotes collaboration among all involved parties, ensuring that everyone is on the same page. Ultimately, the platform provides a seamless experience that encourages teamwork and supports diverse organizational needs. -
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Persimmony
Persimmony Software
Transforming community services with innovative, adaptable cloud solutions.Persimmony provides an all-encompassing cloud-based suite of solutions crafted in collaboration with leading industry experts, incorporating features such as Case Management, Time Study, Contract Management, QRIS, Intake/Client Portals, a wide selection of communication tools, and more than 700 customizable forms and reports, all accessible through a convenient single sign-on interface. What distinguishes Persimmony is its early integration of Federal Financial Participation methodologies, allowing government agencies to obtain significant Federal reimbursements for the services they already deliver. By merging professional consulting with user-friendly software, Persimmony enables organizations to improve client outcomes and increase funding opportunities. These innovative offerings are adaptable enough to serve a range of community service organizations effectively. Furthermore, the platform’s user-centered design guarantees that teams can swiftly adjust and maximize the utility of the system, ultimately fostering positive transformations in their communities. This adaptability ensures that organizations can respond effectively to the unique needs of their client populations. -
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My Junna
Junna Care
Streamline your workflow, enhance productivity, manage effortlessly!Junna software integrates all your software needs into a singular platform that is specifically designed to improve organization and time management. By efficiently organizing client contacts and pertinent information, it ultimately enhances productivity. Users can track progress, manage family dynamics, connect with professionals, and analyze demographics and assessments, all from one centralized hub. Employees can be assigned to particular clients, which simplifies responsibilities and enhances service delivery. The intuitive Dashboard provides quick access to client information, task lists, billable hours, and a calendar, facilitating seamless navigation. Daily, weekly, and monthly productivity tracking allows employees to easily assess their performance and meet their objectives. With immediate access to partner contact information, commonly used resources, and organization-specific notes, managing your network becomes a streamlined process. Additionally, users can emphasize high-quality organizations for referral opportunities. The software supports the swift upload of PDFs and the effortless printing of vendor flyers, enhancing operational efficiency. Furthermore, Calendar Sync ensures meticulous tracking of all significant dates and appointments for both individuals and teams. It adeptly facilitates personal and collaborative workflows by allowing the creation and assignment of tasks for care teams while automatically integrating with Google, iCal, Yahoo, or Outlook calendars to keep everyone coordinated and organized. This holistic approach positions Junna as an essential resource for overseeing all facets of your professional endeavors, making it a vital tool in any workplace. -
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CareDirector
Advanced
Empowering seamless collaboration in health and social care.CareDirector is a comprehensive case management platform that facilitates collaboration between health and social care sectors. With its modular architecture, organizations can efficiently oversee their case records, financial operations, and business intelligence from a single interface. Users have the capability to design customizable dashboards, enabling them to recognize patterns, monitor deadlines, and make timely decisions. Additionally, the system features a mobile application that provides access to essential information for users on the go. It is designed to function both online and offline, ensuring that records can be modified even in the absence of a mobile signal. This flexibility enhances the efficiency of care delivery in various settings. -
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KaleidaCare
KaleidaCare
Streamline social services with innovative, efficient management solutions.KaleidaCare is a web-based platform tailored for the oversight, management, and documentation of social services and foster care systems. This innovative tool is crafted to provide both short-term and long-term advantages for mental health and social service organizations, streamlining the process of tracking client admissions, administering services, and managing treatment outcomes effectively. With its cost-effective and intuitive design, KaleidaCare enables social service agencies to easily create reports, manage billing and deadlines, and receive prompt notifications, while also offering the convenience of electronically signing and storing crucial documents from any device with internet access, whether at home or in the workplace. Furthermore, the platform's extensive functionalities empower organizations to significantly boost their operational efficiency, thereby greatly enhancing the quality of care provided to clients. By utilizing KaleidaCare, agencies can foster better communication and collaboration among team members, ultimately leading to improved service delivery and client satisfaction. -
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mCase
RedMane Technology
Transform your case management with innovative cloud adaptability.mCase presents a unique and highly adaptable cloud-based platform specifically crafted to improve the efficiency and speed of case management tasks. It enables personnel to assist clients effortlessly, whether in an office environment or while out in the field, utilizing both mobile devices and web access, all within a system that balances ease of use with powerful functionality. Addressing every aspect of the case management lifecycle—from initial intake and assessments to service planning, outcome evaluation, and final closure—mCase delivers a comprehensive solution. This all-encompassing tool streamlines workflows and reduces the amount of time spent on computers. Furthermore, it boasts advanced reporting and analytical features, along with dashboards that ensure compliance with processes and optimal allocation of resources. The platform's innovative low code/no code approach allows it to adapt to changing business needs, drastically speeding up application development and significantly reducing costs. By implementing mCase, organizations can not only refine their operational processes but also significantly boost client engagement and satisfaction levels, leading to better outcomes. Ultimately, mCase stands out as a transformative force in the realm of case management technology, fostering an environment conducive to growth and efficiency. -
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CaseWorthy
CaseWorthy
Transforming data into actionable insights for effective support.CaseWorthy is an advanced software solution developed for effective case management, client monitoring, and participation tracking, specifically aimed at Health and Human Services (HHS) agencies that serve vulnerable populations and communities across the country. Its intuitive design and adaptable functionalities transform data into actionable insights, allowing teams to enhance their service provision. The platform boasts a range of capabilities, including automated workflows, document management, tools for assessing eligibility, and business intelligence dashboards, which collectively make it a holistic solution for organizations. By optimizing workflows and improving data accessibility, CaseWorthy equips HHS agencies to provide more effective support to the individuals and families they assist. Ultimately, this application not only streamlines operations but also fosters a more responsive approach to meeting the diverse needs of at-risk communities. -
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TheraPlatform
TheraPlatform
Transform client care with customizable notes and seamless scheduling.Leverage our extensive array of note templates and treatment plans, adapting current options or designing new templates from scratch with our form builder. You can take control of your workflow by jotting down notes and recording your insights at your convenience—whether that’s through the calendar, the client’s chart, or during actual sessions. The client portal enhances the experience for your clients, enabling them to easily schedule appointments, engage in video sessions, access assignments, and make payments. When clients are satisfied with their therapeutic journey, they are much more likely to recommend your services to others. By utilizing the TheraPlatform client portal, you can facilitate a smooth referral process, motivating clients to share their favorable experiences with friends and family. This efficient method not only boosts client happiness but also plays a vital role in expanding your practice. Additionally, fostering strong client relationships can lead to increased loyalty and long-term engagement with your services. -
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Exponent Case Management
Exponent Partners
Empowering nonprofits with data-driven solutions for impactful change.At the core of our vision for social transformation lies the reimagining of the connection between nonprofits and the data they utilize. By providing specialized Salesforce consulting, we aim to amplify your organization’s efficacy and expand its reach within the sectors of human services, philanthropy, and education. Nonprofits in the social services sector frequently face substantial administrative hurdles that can impede their missions. The pressure to deliver clear, data-driven outcomes for various funders can be overwhelming, particularly when dealing with fragmented databases that complicate tracking and analysis. Our integrated solutions are crafted to consolidate your data throughout the organization, enabling you to effectively measure your impact across different dimensions, such as programs, fundraising efforts, and overall administrative functions. With a wealth of experience in developing tailored solutions for human services, we proudly present Exponent Case Management, an advanced case management platform that features sophisticated workflow functions, valuable analytics, and a user-friendly interface designed for seamless interoperability with other systems. This forward-thinking approach not only reduces administrative strains but also empowers organizations to concentrate on their core missions with greater efficiency. In embracing such innovative tools, nonprofits can navigate challenges with confidence and drive meaningful change in their communities. -
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VSTracking
VSTracking
Streamline advocacy with secure, efficient victim tracking software.We provide an interactive online session for you and your team to explore VSTracking. With Victim Service Tracking Software, your focus can shift back to the essential task of being a dedicated victim advocate, all while staying within your financial means. This solution replaces the tedious process of manually transferring data from paper documents to spreadsheets or databases. Now, you can efficiently gather, organize, search, and update your information more swiftly than you ever thought possible. VSTracking™ operates on an annual subscription model that is cost-effective and tailored to the population size of your area. Additionally, the platform ensures top-notch security with 2048-bit encryption and meets FIPS, HIPAA, and CJIS compliance standards, giving you peace of mind while managing sensitive information. Trust VSTracking to streamline your operations and enhance your advocacy efforts. -
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Exym
Exym
Streamline care delivery with intuitive, efficient EHR solutions.Exym stands out as a premier provider of EHR software specifically designed for behavioral health agencies. Each month, clinicians utilizing Exym's software support over 45,000 clients by streamlining their billing, documentation, and case management processes. Exym's intuitive EHR system is not only easy to learn but also quick to train on, allowing professionals to dedicate more time to client interactions rather than administrative tasks. Additionally, Exym enhances your operational efficiency by linking you with Medi-Cal and other insurers, ensuring prompt reimbursements and higher claims acceptance. By choosing Exym, agencies can optimize their workflow and focus on delivering exceptional care to those they serve. -
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Livindi
Livindi
Revolutionizing senior care with innovative monitoring and connectivity.Livindi employs cutting-edge sensors and AI technology to monitor various activities, including bathroom visits, eating habits, sleep patterns, and overall mobility. When activated, it alerts all members of the care team and can initiate phone calls, while also monitoring movements to detect potential falls resulting from behavioral shifts, all without requiring any wearable devices. Furthermore, Livindi tracks vital signs such as blood oxygen levels, temperature, weight, respiratory rate, and heart rate variability, in addition to evaluating sleep quality and duration, sending notifications to caregivers when an individual gets in or out of bed. It also assists with medication management and offers immediate access to the Livindi Concierge service, allowing users to start video calls effortlessly by tapping on a face icon. To enhance user interaction, the Autoanswer feature facilitates hands-free communication, and users can send images and videos that display automatically on the LivindiPad tablet, complete with closed captions for those who are hearing impaired. The product's rapid availability, often by the next day and without requiring an existing internet connection, makes it a remarkably accessible option. Livindi's collaboration with Fellowship Senior Living aims to provide cost-effective services specifically designed for older adults, positioning it as an essential tool for improved care and communication. This innovative solution prioritizes the well-being and connectivity of its users, ensuring they receive the care they need when they need it most. -
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PlanStreet
PlanStreet
Transform your business with secure, scalable case management solutions.Regardless of the size of your business, our software is designed to enhance and streamline your performance. Our adaptable case management solution is secure and scalable, catering specifically to your clients' requirements to empower your agency effectively. With PlanStreet, you can trust that your sensitive information and documents are safeguarded, as we adhere to HIPAA and HITRUST security standards. It's time to move away from outdated manual processes. Transition to PlanStreet for automating client interactions, cases, forms, and files. We're certain that PlanStreet will assist you and your team in organizing, executing, tracking, and overseeing your work efficiently, leading to improved productivity and outcomes. Take the leap toward modernization today! -
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INSZoom
Mitratech
Streamline immigration management with secure, compliant software solutions.INSZoom Case Management simplifies the management of immigration cases and guarantees compliance for clients, regardless of their size. This comprehensive, secure, and compliant cloud-based software offers essential tools that streamline workflows and protect sensitive client and candidate data. Recognized as a leading solution in the immigration software market, INSZoom has earned the confidence of immigration experts worldwide. By adopting INSZoom, your team can not only conserve precious time and resources but also advocate effectively for your clients throughout the immigration journey. Given the multitude of forms and documents that require oversight, staff members frequently encounter challenges in gathering, completing, and verifying submissions. Relying on manual data entry while juggling various immigration forms can lead to critical mistakes and compromise the results of cases. Furthermore, the INSZoom Case Manager App is readily available on both the Apple App Store and Google Play Store, enabling professionals to handle cases seamlessly while on the move. This cutting-edge solution ultimately empowers teams to function with greater efficiency and adaptability in the dynamic field of immigration, making it an indispensable tool for contemporary immigration practices. -
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Olivia Prime
Disability Associates
Transform your advocacy practice with effortless case management!Olivia Prime emerges as a highly efficient and user-friendly software choice for the management of Social Security disability cases. It empowers users to take on more cases with less effort and in less time. With its competitive pricing, intuitive design, and cloud-based functionality, it is tailored to suit the needs of advocates. In addition, Olivia Prime offers a range of cutting-edge tools that significantly boost the speed and efficiency of the SSA disability claims process. The software also provides features that allow for seamless staff management and oversight. Communication with clients is secure and streamlined, while automatic tracking of essential upcoming events is integrated. Unlike many other case management systems, Olivia Prime is easy to master and comes with free video training materials. Utilizing Olivia Prime can lead to a remarkable enhancement in win rates and overall operational efficiency. Furthermore, this software contributes to raising the bar for customer service excellence. Start or expand your advocacy practice with this versatile software, which is celebrated in the industry for its adaptability and extensive features. With Olivia Prime, you are not only investing in a tool but also in an opportunity to transform your practice's success and client satisfaction.