Top PlanStreet Alternatives

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.

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.

Submittable equips you with innovative tools to initiate, oversee, evaluate, and enhance social impact initiatives. Whether you're involved in grants management or corporate social responsibility efforts, collaborating with us enables you to create meaningful change swiftly. With an optimized and intelligent workflow, Submittable facilitates improved decision-making and amplifies your impact. Having supported over 145,000 social impact initiatives and processing nearly 25 million applications, Submittable demonstrates its effectiveness. Administrators find they save an average of 3.4 hours weekly, while reviewers save about 2.6 hours each week, and more than half of our users successfully launch their programs in 14 days or less. It’s no surprise that 95% of our clients express satisfaction with our platform. Our services cater to corporations, government entities, foundations, non-profits, and organizations of all sizes across the globe. By harnessing Submittable, you can enhance your community investments and boost employee engagement initiatives, ensuring your efforts yield the greatest possible benefits.

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.

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.

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.

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.

This innovative application empowers medical professionals to practice effectively from virtually any location at any time. The athenaOne mobile app enables significant clinical engagement no matter where or when it is needed. You can easily access patient information to generate and authorize orders, prepare for examinations, and document findings. The application facilitates catching up on work or even getting ahead during your leisure moments. A quick login using touch or face ID provides an instant overview of your daily schedule. You can check your appointments, review the patients you have prepared for, and keep track of your messages. With tailored patient summaries, staying informed about a patient's medical history only takes a few minutes. To see everything that has transpired since their previous visit, complete charts are readily available. The clinical inbox ensures that urgent tasks can be addressed from anywhere at any time. Additionally, AthenaClinicals simplifies the process of generating and signing orders, reviewing test outcomes, and addressing patient cases efficiently, making it an essential tool for healthcare providers. This level of accessibility and convenience significantly enhances the quality of patient care.

CharityEngine CRM streamlines the often complex landscape of online fundraising for nonprofits. With our user-friendly platform, organizations can effortlessly handle their online donations. The straightforward interface enables nonprofits to design customized online forms, process secure payments that are PCI-certified, and automate thank you emails for donors. Additionally, we provide the functionality to implement gift matching, enhancing the donor experience. The cutting-edge features of our CRM technology demonstrate to your supporters that their contributions are valued and appreciated. By choosing CharityEngine, nonprofits can focus more on their mission and less on the intricacies of fundraising management.

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.

Sumac Case Management serves as a comprehensive solution designed specifically for organizations involved in human and social services. With ease, you can oversee client intake, maintain case notes, coordinate service delivery and schedules, track clients, caseworkers, volunteers, and donors, while also generating reports on essential metrics for funder communication. This platform is fully compliant with HIPAA and PIPEDA regulations and offers features such as: - Exceptional customer support - A mobile-friendly case portal for managing clients and cases on the move - Integrated mass email capabilities - Customizable client intake forms - Helpline and referral tracking - Outcome-based reporting If you require additional functionalities, you can integrate Sumac Donations, Grant Management, Volunteer Management, and more into your system. Sumac Case Management is an ideal choice if you seek solutions for: - Case management software suitable for social workers - Software tailored for social work case management - Human services management solutions - Software for social services - Case management software specifically for human services - Social services case management software - Nonprofit-focused case management solutions - Case management software for various nonprofit organizations Furthermore, it’s particularly beneficial for nonprofits operating in sectors such as Food Banks, Social Welfare Organizations, Community Services, Child and Family Services, Shelters, Health Services, Mental Health Organizations, and Hospice care.

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.

Optimy is your go-to partner for enhancing community investment efforts, corporate social responsibility (CSR), grants, and sponsorship initiatives. With a focus on customer-centric solutions, Optimy simplifies the process for businesses to gather proposals, identify the most effective plans, oversee every component of projects, and evaluate the impact of their efforts. At every phase of your social initiative, Optimy offers support to ensure success. The user-friendly application process enables efficient data collection, allowing for swift assessment and selection of the most impactful social initiatives. You can easily monitor the progress of your projects and foster collaboration among team members. Generate insightful reports to showcase your social impact and CSR endeavors with ease. The platform facilitates straightforward information gathering, analysis, and reporting throughout the evaluation stages. All participants, from coordinators of scholarships and fellowships to applicants and reviewers, are empowered to contribute effectively. To boost your CSR impact, you can seamlessly manage corporate donations and volunteer initiatives from inception to completion, ensuring that every effort is maximized for positive community change. By doing so, Optimy not only enhances project management efficiency but also strengthens the overall impact of your social contributions.

Charityproud is a versatile donor management software that offers you the convenience of accessing your data from anywhere at any time. With the expertise of both technology and nonprofit professionals, Charityproud effectively addresses your requirements and simplifies the process of assessing donors, campaigns, events, volunteers, grants, and analytics, ultimately enhancing donor engagement. The dedicated team is committed to providing tailored support, particularly for clients who are new to the nonprofit sector. This platform is designed to meet the diverse needs of organizations of all sizes, regardless of whether they have an existing accounting system in place. If you are still relying on spreadsheets, you may be amazed at how much time and effort you can save by transitioning to an online donor management system. Our advanced reporting tools will also offer you valuable insights, and we assist you in importing your records to facilitate a smooth transition. With Charityproud, you can streamline your operations and focus more on your mission.

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.

Neon CRM stands out as a robust and reliable database solution tailored for expanding nonprofit organizations and membership associations. Crafted by nonprofit professionals for their peers, Neon CRM embodies a people-first philosophy in record management, granting your organization immediate access to insightful data metrics that foster and maintain genuine relationships with constituents. With features designed to keep supporters engaged, Neon CRM includes built-in email marketing and a suite of prospect management tools, allowing for innovative automated workflows and triggers. The platform's extensive functionality empowers organizations to flourish through comprehensive fundraising, membership, event, and volunteer management tools, alongside online shopping capabilities, automated receipting, communication, and over 50 integrations with industry partners. This dynamic system enables a deeper understanding of the connections individuals have with your organization, shedding light on the reasons behind their support—both financial and through volunteering—and illustrating how they continuously interact with your mission. By leveraging the capabilities of Neon CRM, nonprofits can not only track engagement but also enhance their strategies for outreach and relationship-building, ensuring long-term sustainability and community impact.

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.

SimplePractice offers a comprehensive electronic health record (EHR) and practice management system tailored for health and wellness practitioners such as therapists, dietitians, and counselors. This versatile platform features essential tools for scheduling appointments, managing billing, maintaining documentation, and providing telehealth services, all while adhering to HIPAA regulations for privacy and security. By prioritizing an intuitive design and extensive support, SimplePractice seeks to streamline the administrative tasks of private practices, enabling professionals to dedicate more time to the care of their clients. Additionally, the platform's integrated features enhance overall efficiency, making it a valuable resource for those in the health and wellness industry.

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.

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.

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.

CTARS serves as an effective client management platform tailored for NDIS, children's services, out-of-home care, and foster care organizations, enhancing service delivery, optimizing cash flow, and increasing operational efficiency. By utilizing a unified dashboard, users can conveniently access information and generate audit reports when necessary. Additionally, the software offers seamless integration with NDIS bulk billing, timesheets, and expenses, delivering a comprehensive financial overview. Among its numerous advantages, CTARS boasts no restrictions on file sizes, extensive workflow capabilities, efficient data capture, user-friendly design that requires minimal training, and lowered operational expenses. This combination of features empowers providers to focus more on their core mission of supporting children and families in need.

Pieces™ Connect is an innovative cloud-based case management platform aimed at helping organizations effectively address the social, economic, and behavioral determinants of health. This advanced solution creates a seamless connection between healthcare providers and community organizations focused on supporting vulnerable populations, guaranteeing that individuals receive vital assistance that extends beyond conventional medical treatment. The platform adopts a comprehensive perspective on community health, featuring a robust system for coordinating care for those requiring social services. Users can easily input, manage, and track information related to clients or patients who utilize these essential services. As a ready-to-implement solution, our team will facilitate the establishment of your community network, alongside providing training and continuous support for your personnel. Pieces™ Connect is customizable to fit your specific needs, ensuring that you have access to crucial information without unnecessary complications. Recognizing the diverse skill levels within your team, we have crafted an intuitive and user-friendly interface that encourages widespread adoption. By integrating Pieces™ Connect, organizations can significantly improve their service delivery and achieve better outcomes for the populations they serve while fostering collaboration among various stakeholders. Ultimately, this platform is designed to empower communities and create lasting positive change in public health.

Every day, across 43 nations, we focus on teaching our clients the value of teamwork. Case management thrives on collaboration, which is inherently about working together. This synergy integrates all elements into a coherent process. It requires careful evaluation, strategic planning, and the coordination of support and services. The goal is to satisfy the needs of both service providers and recipients. Alcea CaseTrack stands out as a highly adaptable solution tailored to meet diverse case management requirements. It allows for the tracking of intricate interactions through the collaboration of various resources, including documentation and final results. Discover how Alcea CaseTrack could transform your organization's collaborative efforts. This approach is vital regardless of whether you are operating within government or private sectors, be it legal, audit, or social services, as effective case management necessitates the joint efforts of a range of participants, including managers, case workers, clients, and stakeholders. Ultimately, enhancing collaboration can streamline case management processes significantly.

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.

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.

Our foster care software is meticulously designed to meet your requirements. For more than twenty years, extendedReach has been the preferred choice for intuitive case management solutions aimed at modern social service organizations. With a deep understanding of the social services sector, we created extendedReach to seamlessly integrate with your existing practices. Leverage your established checklists, documents, policies, and workflows, enhancing them with technology to increase efficiency by streamlining your processes. Some standout features include: - Access to information anytime, anywhere - Accurate billing solutions - Built-in compliance checklists - Quick signature collection - Customizable form creation - Removal of departmental barriers - Transition from cumbersome paperwork to a completely digital framework! Take a moment to visit our website and discover the comprehensive array of features we provide. Moreover, our software is dedicated to adapting alongside your organization to better fulfill the evolving needs of your community. We believe that as your organization grows, our tools will continue to support your mission effectively.

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.

Software designed to empower those who contribute positively to society. This premier "no code" lifecycle management platform enables you to simplify administrative tasks, enhance visibility, and refine outcome reporting. Enquire equips you with the tools needed to amplify your positive impact. It offers a comprehensive solution that caters to grant applicants and suppliers, as well as manages finances, tracks performance, and oversees contracts. The user-friendly online interface fosters collaboration between your team, clients, and external partners, ensuring everyone can engage effectively. By significantly streamlining administrative processes, you can save valuable time and resources, allowing you to focus on your core mission. Additionally, it ensures transparency and precision in reporting across all your initiatives, further strengthening your ability to make a difference. With Enquire, you not only manage your programs efficiently but also enhance the overall impact of your endeavors.

ACUITYnxt, our software-as-a-service platform, features a user-friendly interface and adopts a holistic method to care management. Designed to meet industry regulations and accreditation standards with little need for customization, it prioritizes security by incorporating strong security measures, privacy protections, data encryption methods, and compliance strategies. The newest iteration of ACUITYnxt adds valuable tools like member risk assessments and alert notifications, which utilize resources such as the John’s Hopkins ACG™, Medicare RAF scores, hierarchical condition categories (HCC), and health risk assessment (HRA) scores. As a fully operational SaaS solution, its goal is to improve clinical outcomes while ensuring compliance and fostering financial and operational success. The platform serves the varied requirements of health plans, third-party administrators (TPAs), accountable care organizations (ACOs), and other risk-taking entities. With built-in regulatory compliance, ACUITYnxt streamlines the process for organizations to achieve both URAC and NCQA accreditation, encouraging a more efficient path to excellence in care delivery. This all-inclusive solution not only enhances health management but also promotes collaboration among various stakeholders within the healthcare landscape, ultimately striving for better patient outcomes.

Join us in transforming child welfare with our innovative, mobile-optimized software that delivers quantifiable outcomes and enhances quality practices. Binti offers comprehensive modules that can function as an all-in-one CCWIS solution or as standalone units, aiming to empower both communities and teams in their support for youth and families. These modules are designed for seamless integration with other systems, enabling collaboration across various service sectors, including Medicaid. Our modern, intuitive CCWIS system encompasses essential functions such as licensing, placements, and case management while also covering child intake, investigations, eligibility assessments, and additional services. Foster parents can access a dedicated online portal, and case workers benefit from mobile access, allowing them to operate efficiently in the field. Binti's API facilitates the exchange of data between its modules and existing state systems, ensuring a cohesive workflow. This empowers case-carrying staff to effectively monitor due dates and milestones in case plans, ultimately enhancing family engagement and providing case workers with the tools they need to achieve better outcomes for the children and families they serve. As a result, Binti not only streamlines processes but also fosters a supportive environment that prioritizes the well-being of children and their families.

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.

Innovative and efficient approaches to addressing the challenges of fundraising and events are now available. There are no initial fees or binding contracts, and you won’t encounter any monthly charges. You have the capability to manage your membership program effectively, tracking subscriptions, invoices, and overall revenue. Additionally, you can analyze how well your membership plans are performing. The platform allows for the creation of unlimited, customized sign-up pages, and it enables you to monitor volunteer hours and assignments. You can also generate unique documentation tailored to your needs. Communication is streamlined through text messaging for groups and event attendees, ensuring a secure payment processing system. This platform is designed to fulfill the essential requirements of non-profits without introducing unnecessary complexity. Furthermore, your account offers mobile fundraising and messaging features, along with custom messaging through Contact Groups. You can opt for a dedicated number specifically for events and auctions or select one that suits your needs. Engage with donors by sending texts to direct them to campaign, event, or checkout pages using short codes. Additionally, the platform supports advanced online auctions, making the bidding process enjoyable and straightforward for participants. Overall, this solution provides a comprehensive toolkit that empowers non-profits to enhance their fundraising efforts efficiently.

IntakeQ is an online intake management solution designed for healthcare providers, streamlining the process by reducing the need for physical paperwork. Being HIPAA compliant, it enables health professionals to send online forms directly to patients, thereby enhancing the onboarding experience. The software also features e-signature capabilities, analytics for questionnaires, secure messaging, and automated reminders for appointments. Additionally, it offers comprehensive client profiles and the ability to maintain detailed client notes, ensuring a more efficient workflow for health practitioners. Overall, IntakeQ significantly modernizes the client intake process in the health sector.

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.

We develop innovative software solutions aimed at helping you reach your objectives and satisfy the requirements of your users. With a profound expertise and dedication to the philanthropic sector, paired with our knowledge in Product Management and Engineering, we concentrate on designing solutions that cater to the diverse needs of our clients, regardless of their size or complexity. Our grant management software is designed to accommodate all types of funders, whether your contributions are extensive or modest, addressing relationship-based funding, high-volume applications, multi-year commitments, and even substantial request loads. Additionally, our fund accounting software is tailored specifically for philanthropic organizations of every scale, aiming to minimize or eliminate information silos to enhance their effectiveness in fulfilling their missions. We also offer tools for managing scholarship opportunities efficiently and effectively. Moreover, our comprehensive platform enables nonprofit organizations to oversee their essential operations—such as accounting, CRM, and fundraising—within a singular, user-friendly solution, streamlining processes for better productivity.

CommunitySuite by Foundant is a comprehensive cloud-based solution designed to streamline the management of relationships with fund advisors. This platform features advanced fund accounting, effective constituent management (CRM), and event coordination capabilities, enabling you to concentrate more on your core mission. Backed by dedicated professionals in philanthropy who prioritize client success, CommunitySuite allows users to operate within a single system, breaking down silos, fostering team collaboration, and enhancing overall impact. By integrating these essential functions, organizations can improve efficiency and drive better outcomes for their initiatives.

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.

The Grant Lifecycle Manager (GLM) is created to streamline the management of your grantmaking operations within a secure and user-friendly platform. By utilizing this system, you will be able to dedicate more time to your core mission. The platform supports unlimited users, including applicants, reviewers, grant recipients, staff, and board members. Furthermore, GLM's adaptable grantmaking capabilities ensure that you can effectively address the diverse needs of your grantees, facilitating a more tailored approach to funding. Overall, GLM enhances collaboration and efficiency throughout the grantmaking process.

Transform your workplace culture, enhance community engagement, and improve customer relations using cutting-edge technology. Our distinctive corporate social responsibility platform allows you to amplify your initiatives in employee participation, community assistance, and customer interaction. With the ability to drive both local and global transformations in every area you operate, our software is accessible in 22 languages and connects you with nearly 2 million verified nonprofit organizations around the globe. Featuring tools such as ready-made content, efficient reporting systems, and a dedicated support team, we empower you to significantly boost your social impact. This dedication is evident in our remarkable client retention rate of over 95%. Additionally, we equip you with vital resources to react promptly and facilitate concrete actions for individuals to engage, whether in routine circumstances or during crises. By meaningfully incorporating your staff in impactful projects, not only do you enhance their overall experience, but you also have the potential to reduce employee turnover by an incredible 57%, which ultimately leads to a more resilient organization. In today's fast-paced environment, leveraging such tools can set your business apart and foster a culture of innovation and responsibility.

Treatment centers for substance abuse are increasingly implementing a more streamlined method in their operations, with a notable preference taking shape. MyCaseRecords presents an intuitive, all-encompassing online platform crafted specifically for behavioral health professionals. This innovative solution aims to liberate addiction treatment facilities from the concealed costs and inefficiencies tied to conventional paper documentation and outdated software systems. By leveraging MyCaseRecords, clinicians can focus on their clients’ needs while benefiting from exceptional support on a secure and budget-friendly web platform. Consequently, MyCaseRecords is swiftly becoming a leading name in the technological realm of the behavioral health industry. Tailored to meet the unique needs of behavioral health organizations, the MyCaseRecords Case Management System offers a holistic, cost-efficient solution that is accessible from the outset. It empowers users to effectively oversee services, cases, documentation, personnel, healthcare providers, claims, and billing activities. Ultimately, MyCaseRecords is transforming the operations of behavioral health specialists, optimizing their workflows and significantly improving the quality of client care. With its commitment to innovation, MyCaseRecords is poised to play a pivotal role in shaping the future of addiction treatment services.

eAdopt is a cutting-edge, cloud-based case management and notification platform tailored for professionals working in the adoption field. This online software provides a secure space for adoption specialists to manage their workloads effectively. A diverse range of organizations, such as training providers, consulting firms, home study agencies, foster care systems, and legal practitioners, rely on eAdopt to grant prospective adoptive parents secure access to customized tasks and document submission options. Through this platform, parents can monitor their adoption progress and receive updates on their current status, while agencies benefit from communication tools that allow them to send automated notifications, group updates, and direct messages to both families and staff. In addition, eAdopt streamlines the management of birth parents, embryo donors, and children who are in need of adoption through its all-encompassing portal. With the goal of improving the adoption experience, eAdopt strives to help agencies connect children with nurturing families more efficiently. By utilizing this cloud-driven software, organizations are better equipped to support their staff and clients throughout the adoption process, ultimately creating a nurturing atmosphere for everyone involved. The platform's user-friendly features and robust functionalities contribute to a more organized and collaborative approach to adoption management.

Are you in search of a straightforward, cost-effective, and secure way to take notes about your coworkers? If that’s the case, Notehouse is the perfect solution for you! Featuring an intuitive interface that feels familiar, you'll find yourself navigating the platform with ease in just a matter of minutes—it's even endorsed by Lauren's mom, who isn't particularly tech-savvy! We focus on narrative notes that are both searchable and sortable, ensuring you maintain an organized record of your discussions, meetings, and appointments with colleagues. Our platform enhances team collaboration by allowing you to track who recorded each note and when it was made. The sidebar is designed to highlight crucial information, while our sticky notes remain firmly in place without any fuss! Additionally, our customizable tagging system empowers you to monitor anything you find essential, making it easier to sort cases for reporting and analysis. We utilize robust two-sided encryption, HIPAA-compliant database servers, and conduct regular security audits, among other strategies, to ensure your data stays private, secure, and accessible solely to your team. With Notehouse, not only is note management more efficient, but it also offers unmatched security for your information! Plus, our commitment to user satisfaction means you can always count on us for support whenever needed.

Welligent distinguishes itself as a leading cloud-based electronic health record (EHR) platform specifically designed for the behavioral health industry, providing cutting-edge solutions across a range of fields such as mental health, addiction treatment, intellectual and developmental disabilities (IDD), foster care, human services, public health, and student health. Beyond merely acting as a technology provider, Welligent serves as a committed partner, guiding you through every phase from the initial selection process to full implementation and continuous support. This all-encompassing platform guarantees secure and efficient operations, streamlining tasks from front desk responsibilities to back-office management, whether you are working in an office or out in the community. It boasts intuitive documentation and scheduling tools optimized for mobile use, ensuring functionality even without internet access. Furthermore, it operates as a centralized hub for engaging both clients and guardians in their care experience. Enhance your service offerings with HIPAA-compliant video conferencing integrated into provider notes, which significantly improves communication and collaborative efforts. You can customize your EHR experience with additional features that enhance workflow efficiency, while also enjoying instant and secure messaging capabilities that facilitate direct communication within your organization. This multifaceted approach not only boosts operational efficiency but also strengthens connections throughout the healthcare community, paving the way for improved patient care and collaboration. With Welligent, you can be assured of a robust system that adapts to your unique needs and evolves with your practice.

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.

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.

The onboarding experience for new patients can vary greatly depending on their individual needs as they enter your practice. To enhance the efficiency of your patient intake process, consider implementing our cutting-edge EHR technology, which includes a flexible CRM feature that allows you to create a uniform workflow while adapting it to the unique needs of every patient. This system can significantly speed up the management of phone calls, tasks, and inquiries from potential patients with enhanced accuracy. Each clinic operates under its own set of procedures and protocols for scheduling appointments and managing patient check-ins. What differentiates EHR YOUR WAY is our capability to integrate your established team processes into our digital medical records platform seamlessly. Through the use of our Appointments module, you can personalize your workflows, which will provide guidance on your subsequent steps, letting you focus on the most critical aspects of patient care. Every healthcare agency has its own distinct characteristics, and our customizable forms effectively tackle those specific challenges. With functionalities such as mandatory fields, auto-fill features, supervisor approvals, review alerts, and automated billing, we ensure that all your requirements are met both efficiently and accurately, optimizing the overall patient intake experience while allowing your team to deliver exceptional service. Additionally, this comprehensive approach not only improves workflow but also enhances patient satisfaction, creating a more welcoming environment for everyone involved.

akoyaGO presents an exceptional software platform aimed at enhancing operational efficiency and maximizing overall effectiveness. Elevate your fundraising efforts through targeted donor segmentation and development strategies. Streamline your processes with automated grantmaking capabilities. Maintain strong relationships using our advanced CRM system while ensuring compliance and precision through comprehensive fund accounting—all within one seamless solution. COMPREHENSIVE A fully integrated end-to-end system that encompasses everything from relationship management to fund accounting. ADAPTABLE Our technology is configurable to meet the specific requirements of your foundation, recognizing that each foundation has its own unique characteristics. EXPERT SUPPORT Our team boasts extensive knowledge in both foundations and software, providing top-tier assistance. REAL-TIME INSIGHTS Gain immediate access to critical data through dynamic dashboards. MICROSOFT 365 INTEGRATION Leverage familiar tools like Excel, SharePoint, and Outlook to enhance productivity. MOBILE ACCESS Enjoy the flexibility to access your information anytime and anywhere. STREAMLINED PROCESSES Automated workflows simplify daily operations, reducing touchpoints and complexity. CLOUD HOSTING Our platform is securely hosted on Azure, ensuring reliability and data protection. USER-FRIENDLY Designed with functionality that meets the needs of foundations, making it easy to use. UNLIMITED ACCESS One comprehensive solution that accommodates an unlimited number of users. Additionally, our platform is evolving continuously to include new features based on user feedback.

Throughout your trial phase, you'll begin to appreciate the remarkable features that QuickPractice offers, and we are confident that after experiencing it, you'll be motivated to keep utilizing the platform. You'll witness how the cumbersome tasks associated with paperwork evolve into seamless operations right on your computer. Boca Medical Therapy, a medium-sized multi-specialty clinic located in Boca Raton, Florida, has been delivering services in Physical Therapy, Chiropractic, Medical, and Neurology for more than ten years. Upon implementing QuickPractice in March 2007, they experienced a notable decrease in administrative burdens, gaining back over two hours of time each day. Moreover, with the transition to QuickBilling, their payment processing time improved dramatically to just 7-10 days, a remarkable improvement from the previous 30+ days needed for paper billing and 20-30 days when using an alternative electronic billing solution. With this efficient system in place, managing, tracking, and overseeing every aspect of your healthcare practice becomes remarkably straightforward through just one powerful program. Adopting QuickPractice not only boosts productivity but also fosters a more streamlined and effective workflow overall, paving the way for greater success in patient care and administrative efficiency.

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.