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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

Sumac is customizable, secure case management software built specifically for nonprofits. From intake to reporting, Sumac helps human and social service organizations streamline operations, deliver high-quality client care, and manage programs efficiently—all in one place. Whether you're serving families, managing a shelter, coordinating volunteers, or running health programs, Sumac adapts to your unique workflows. It offers web-based client intake forms, digital signatures, and a mobile-friendly Case Portal, so staff can access and update client information from anywhere. Sumac’s modular design makes it more than just case management software. You can expand it into a full nonprofit CRM by adding extensions for donations, volunteers, memberships, grant management, and more. It’s scalable, so you only pay for what you need. Built-in email marketing means you can send personalized or bulk communications without relying on external platforms. And with robust, customizable reporting, Sumac helps you track outcomes, satisfy funders, and inform board decisions. Data privacy and security are core features. Sumac is HIPAA & PIPEDA compliant, with encrypted storage, secure hosting, and role-based access control to protect sensitive client data. Best of all, free, top-rated live support is always included, so your team never faces technical challenges alone. Trusted by nonprofits for over 30 years, Sumac empowers organizations to serve clients better, eliminate data silos, and grow their mission with confidence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) No 
CaraSolva Yes 
Change Healthcare Data & Analytics Yes 
Constant Contact No 
Gmail No 
Google Calendar No 
Mailchimp No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Snowflake Yes 
Stripe No 
iATS Payments No 
iPrescribe Yes 

Integrations

Amazon Web Services (AWS) Yes 
CaraSolva No 
Change Healthcare Data & Analytics No 
Constant Contact Yes 
Gmail Yes 
Google Calendar Yes 
Mailchimp Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Snowflake No 
Stripe Yes 
iATS Payments Yes 
iPrescribe No 

Pricing Details

On Request
Free Trial No 
Free Version No 

Pricing Details

$109 per month
Free Trial No 
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 No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
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 No 

Vendor Details

Company Name

Foothold Technology

Founded

2000

Country

United States

Website

footholdtechnology.com

Vendor Details

Company Name

Societ

Founded

1995

Country

Canada

Website

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

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 

e-Prescribing

Clinical Alerts Yes 
Drug Reference Database Yes 
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 

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 

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 

Product Features

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 Yes 
Donor Database Yes 
Event Management Yes 
Gift Management Yes 
Grant Management Yes 
In-Kind Donations Yes 
Matching Donations Yes 
Mobile Donations Yes 
Online Donations Yes 
Pledge Management Yes 
Receipts / Statements Yes 
Recurring Donations Yes 
Volunteer 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 

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 

Membership Management

Application Management Yes 
Automatic Renewals Yes 
Committee Management Yes 
Dues Management Yes 
Email Marketing Yes 
Event Management Yes 
Member Directory Yes 
Member Portal Yes 
Member Types Yes 
Membership Database Yes 
Nonprofit Membership Yes 
Payment Processing Yes 
Website Management Yes 

Nonprofit

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

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