Compare Foothold vs. InfoFlo in 2026

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Average Ratings 2 Ratings

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Average Ratings 196 Ratings

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Description

Over 25 years ago, one of our founders was working as the IT Director of a large behavioural health and residential services agency in New York. Sensing a need for a better way to track and report on their services, he developed a case management system for his agency. Over time, two other agencies joined in and helped expand the software so that it could serve the needs of virtually any human services agency in the country. Today, Foothold’s team and our software support hundreds of agencies across the nation, in Guam, and in Puerto Rico. With our technology expertise and roots in human services, we continue to empower agencies to focus on their missions.

Description

Case Management Software made simple to allow you to focus on your non-profit. 360-degree views of all your cases from a single dashboard. Get rid of your excel documents and access your data anywhere, on any device. InfoFlo will provide you with a system that is fully customized to meet your needs at an affordable cost.

API Access

Has API No

API Access

Has API Yes

Screenshots View All

Screenshots View All

Integrations

CaraSolva Yes

Change Healthcare Data & Analytics Yes

Snowflake Yes

WordPress No

iPrescribe Yes

Explore All 4 Integrations

Integrations

CaraSolva No

Change Healthcare Data & Analytics No

Snowflake No

WordPress Yes

iPrescribe No

Explore All 1 Integration

Pricing Details

On Request

Free Trial No

Free Version No

Pricing Details

$20/month/user

Pricing depends on users and features

Free Trial Yes

Free Version No

Deployment

Web-Based Yes

On-Premises No

iPhone App No

iPad App No

Android App No

Windows No

Mac No

Linux No

Chromebook No

Deployment

Web-Based Yes

On-Premises Yes

iPhone App Yes

iPad App Yes

Android App Yes

Windows Yes

Mac Yes

Linux Yes

Chromebook No

Customer Support

Business Hours Yes

Live Rep (24/7) Yes

Online Support Yes

Customer Support

Business Hours Yes

Live Rep (24/7) No

Online Support Yes

Types of Training

Training Docs Yes

Webinars Yes

Live Training (Online) Yes

In Person Yes

Types of Training

Training Docs Yes

Webinars Yes

Live Training (Online) Yes

In Person Yes

Vendor Details

Company Name

Foothold Technology

Founded

2000

Country

United States

Website

footholdtechnology.com

Vendor Details

Company Name

InfoFlo Solutions Inc

Founded

2004

Country

Canada

Website

infoflo.one/non-profit-free-trial/

Product Features

Applied Behavior Analysis (ABA)

ABA Data Collection No

Appointment Management No

Assessments No

Billing & Invoicing No

Document Management No

Insurance Management No

Learning Management No

Mobile Access No

Practice Management No

Program Management No

Progress Tracking No

Reporting / Analytics No

EPCS Yes

Electronic Prior Authorization Yes

Formulary Management Yes

Medication History Yes

Prescription Cancellation Yes

Prescription Renewals Yes

Refill Management Yes

Electronic Medical Records (EMR)

Appointment Management Yes

Charting Yes

Compliance Tracking Yes

E-Prescribing Yes

E/M Coding No

HIPAA Compliant Yes

Handwriting Recognition No

Integrated Telehealth No

MIPS Certified No

Meaningful Use Certified Yes

ONC-ATCB Certified No

Patient Portal No

Self Service Portal No

Voice Recognition No

Healthcare Claims Management

HIPAA Compliance

Access Control / Permissions Yes

Audit Management Yes

Compliance Reporting Yes

Data Security Yes

Documentation Management Yes

For Healthcare Yes

Incident Management Yes

Policy Training No

Remediation Management Yes

Risk Management Yes

Vendor Management Yes

Human Services

Case Management Yes

Certification & Licensing Yes

Child Welfare Management Yes

Document Management Yes

Reporting & Statistics Yes

Scheduling Yes

Time Tracking Yes

Training Management Yes

Long Term Care

Claims Management Yes

Clinical Care Yes

EHR Yes

Electronic Health Record Yes

For Home Care Providers Yes

For Nursing Homes Yes

Geriatric Care Yes

MDS Review No

Patient Records Yes

Staff Scheduling Yes

Medical Billing

Claims Processing Yes

Claims Scrubbing Yes

Code & Charge Entry Yes

Compliance Tracking No

Customizable Dashboard No

Dunning Management No

Invoice History Yes

Patient Eligibility Checks Yes

Practice Management Yes

Quotes/Estimates No

Remittance Advice Yes

Medical Scheduling

Appointment Management Yes

Billing & Invoicing Yes

Drag & Drop Yes

Facility Scheduling Yes

Multi-Location Yes

No-Show Tracking Yes

On Call Scheduling No

Patient Records No

Patient Scheduling Yes

Physician Management Yes

Recurring Appointments Yes

Self Service Portal No

Staff Scheduling Yes

Mental Health

Appointment Reminders Yes

Appointment Scheduling Yes

Assessment & Treatment Plans Yes

Billing & Invoicing Yes

Claims Management Yes

E-Prescribing Yes

EDI Yes

EMR / EHR Yes

HIPAA Compliant Yes

Inpatient / Residential Yes

Multi-Provider Practice Yes

Patient Portal Yes

Personnel Management Yes

Progress Notes Yes

Single Provider Practice No

Patient Case Management

Activity Tracking Yes

Assessment Notes Yes

Billing & Invoicing Yes

Calendar Management Yes

Candidate Identification Yes

Case List Management Yes

Eligibility Verification Yes

HIPAA Compliant Yes

Medical History Records Yes

Patient Records Yes

Referral Management Yes

Treatment Planning Yes

Patient Portal

Appointment Confirmations Yes

Appointment Scheduling Yes

Bill Payment No

Care Plans No

Care Summaries No

EHR-Agnostic No

Health Record Access Yes

Intake Forms Yes

Lab Results Yes

Prescription Renewals No

Secure Messaging Yes

Video Consultations No

Patient Relationship Management (PRM)

Population Health Management (PHM)

Analytics Yes

Cost-of-Care Analysis No

Data Storage Yes

EMR/EHR Integration Yes

Patient Engagement No

Patient Identification No

Patient Risk Stratification No

Patient-Reported Outcomes Yes

Payment Bundling Yes

Predictive Alerts Yes

Test & Treatment Reminders No

Utilization Tracking Yes

Revenue Cycle Management

Accounts Receivable Yes

Claims Management Yes

Collections Management Yes

EHR/EMR Integration No

For Healthcare Yes

ICD-10 Compliance Yes

Insurance Verification Yes

Medical Billing Yes

Patient Portal Yes

Patient Registration No

Patient Scheduling Yes

Payment Processing No

Social Work Case Management

Case Notes Yes

Client Management Yes

Document Management Yes

Forms Management Yes

Goal Setting / Tracking Yes

Program Management Yes

Referral Management Yes

Reporting & Statistics Yes

Scheduling Yes

Volunteer Management Yes

Telemedicine

Appointment Reminders Yes

Appointment Scheduling Yes

Chat / Messaging Yes

E-Prescribing No

For Medical Purposes No

HIPAA Compliant Yes

Multi-Provider Practice No

Online Forms No

Patient Queue Management No

Practice Management No

Remote Treatment Plans No

Teleradiology No

Video Conferencing Yes

Therapy

Value-Based Care

Product Features

Construction CRM

Client Tracking Yes

Contract Management Yes

Forecasting No

Project Management Yes

Quote Management Yes

Sales Management Yes

Scheduling Yes

Time Management Yes

Contact Management

Activity Management Yes

Appointment Management Yes

Contact Database Yes

Contact History Yes

Contact Import/Export Yes

Customer Pipeline Yes

Email Marketing Yes

Group Management Yes

Interaction Tracking Yes

Lead Management Yes

Prospecting Tools Yes

Sales Pipeline Management Yes

Search / Filter Yes

Segmentation Yes

Shared Contacts Yes

Social Media Integration Yes

CRM

Calendar/Reminder System Yes

Call Logging Yes

Document Storage Yes

Email Marketing Yes

Internal Chat Integration Yes

Lead Scoring Yes

Marketing Automation Integration Yes

Mobile Access Yes

Quotes / Proposals Yes

Segmentation Yes

Social Media Integration Yes

Task Management Yes

Territory Management Yes

Donation Management

Campaign Management Yes

Donation Tracking No

Donor Database Yes

Event Management Yes

Gift Management Yes

Grant Management Yes

In-Kind Donations Yes

Matching Donations Yes

Mobile Donations No

Online Donations No

Pledge Management Yes

Receipts / Statements Yes

Recurring Donations Yes

Volunteer Management Yes

Financial CRM

Account Alerts Yes

Asset Management Yes

Expense Tracking No

Household Tracking Yes

Influence Tracking Yes

Lead Management Yes

Marketing Management Yes

Relationship Tracking Yes

Team Assignments Yes

Territory Management Yes

Foster Care

Adoption Management Yes

Automated Reminders Yes

Available Families Database Yes

Case Management Yes

Checklists Yes

Child Intake Yes

Education Requirements Tracking Yes

Family Portal Yes

Foster to Adopt Yes

Online Applications Yes

Online Licensing Forms Yes

Payments Tracking Yes

Placement Management Yes

Reporting Yes

Respite Credits Tracking Yes

Treatment Management Yes

Fundraising

Alumni Management Yes

Auction Management Yes

CRM Yes

Campaign Management Yes

Contribution Tracking Yes

Donor Management Yes

Event Management Yes

Gift Matching Management Yes

Grant Management Yes

Membership Management Yes

Mobile Giving Yes

Payment Processing Yes

Pledge Management Yes

Prospect Management Yes

Raffles / Lotteries Yes

Recurring Giving Yes

Volunteer Management Yes

Grant Management

Compliance Management Yes

Contract Management Yes

Grant Application Management Yes

Grant Award Tracking Yes

Grant Opportunity Search Yes

Self-Registration Yes

Healthcare CRM

Audience Targeting Yes

Campaign Management Yes

Marketing Automation Yes

Medical History Records Yes

Patient Communications Yes

Patient Management Yes

Physician Management Yes

Predictive Analytics No

Human Services

Case Management Yes

Certification & Licensing Yes

Child Welfare Management Yes

Document Management Yes

Reporting & Statistics Yes

Scheduling Yes

Time Tracking Yes

Training Management Yes

Nonprofit

Accounting No

Committee Management Yes

Donor Management Yes

Dues Management No

Event Management Yes

Fundraising Management Yes

Member Database Yes

Membership Management Yes

Social Media Management No

Volunteer Management Yes

Patient Case Management

Activity Tracking Yes

Assessment Notes Yes

Billing & Invoicing Yes

Calendar Management Yes

Candidate Identification Yes

Case List Management Yes

Eligibility Verification No

HIPAA Compliant Yes

Medical History Records No

Patient Records Yes

Referral Management Yes

Treatment Planning Yes

Real Estate CRM

Campaign Management Yes

Client / Property Matching Yes

Contact Management Yes

Dashboard Yes

Email Marketing Yes

Interaction Tracking Yes

Lead Management Yes

Property Alerts Yes

Referral Tracking Yes

Segmentation Yes

Social Work Case Management

Case Notes Yes

Client Management Yes

Document Management Yes

Forms Management Yes

Goal Setting / Tracking Yes

Program Management Yes

Referral Management Yes

Reporting & Statistics Yes

Scheduling Yes

Volunteer Management Yes

Stakeholder Relationship Management

Community Investment Tracking Yes

Stakeholder Assessment Yes

Stakeholder Commitments Management Yes

Stakeholder Complaint Management Yes

Stakeholder Consultation Tracking Yes

Stakeholder Engagement Yes

Stakeholder Grievance Management Yes

Stakeholder Information Management Yes

Stakeholder Issues Management Yes

Stakeholder Mapping Yes

Alternatives

QUALO

Advanced Metrics

Alternatives

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Compare Foothold vs. InfoFlo

Average Ratings 2 Ratings

Average Ratings 196 Ratings

Description

Description

API Access

API Access

Screenshots View All

Screenshots View All

Integrations

Integrations

Pricing Details

Pricing Details

Deployment

Deployment

Customer Support

Customer Support

Types of Training

Types of Training

Vendor Details

Company Name

Founded

Country

Website

Vendor Details

Company Name

Founded

Country

Website

Product Features

Product Features

Alternatives

Alternatives

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