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Average Ratings 0 Ratings

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ease
features
design
support

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Description

QUALO is an adaptable cloud-based software platform designed to tackle prevalent data output and visualization challenges in the areas of behavioral health, community health, and healthcare. The system's primary goal is to offer valuable insights without overwhelming stakeholders, including clients, staff, administrators, and funders. QUALO combines data collection tools with customized evidence-based practice supports, ensuring the precise capture of pertinent information at the right moment. Additionally, it incorporates specialized care coordination features tailored explicitly for the requirements of human service providers. One of QUALO's key strengths lies in its seamless integration capability with various systems, notably electronic health records (EHRs). Acting as a singular data entry point, it works to enhance the limitations often inherent in EHRs' data output and visualization. Moreover, QUALO's mobile-friendly design enables universal access across different devices, thereby streamlining the entire data collection process for enhanced efficiency.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$109 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Advanced Metrics

Founded

2012

Country

United States

Website

advancedmetrics.net/what-is-qualo/

Vendor Details

Company Name

Societ

Founded

1995

Country

Canada

Website

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

Product Features

Data Collection

QUALO's case management platform stands out in the realm of data collection, featuring a robust array of tools and structured workflows. These capabilities simplify the tasks of gathering, analyzing, and applying essential client information. With customizable forms and templates, providers can tailor data capture to meet their specific requirements. The structured workflows promote consistency and thoroughness in data collection, minimizing errors and enhancing data integrity. The platform also offers interactive dashboards that provide real-time insights and analytics, equipping providers to make swift, informed decisions. Automated reminders and notifications help the team stay organized with assessments, follow-ups, and documentation, ensuring that no vital information is overlooked. Additionally, QUALO's mobile-friendly design facilitates data entry and access while on the move, making it ideal for field staff and remote teams.

Home Health Care

QUALO revolutionizes home health care by offering tailored tools and structured workflows. Its customizable forms meticulously gather patient data, resulting in thorough care plans. The guided workflows facilitate uniformity in care, spanning from initial assessments to follow-up visits, thereby encouraging adherence to best practices. With real-time analytics and reporting, healthcare providers gain valuable insights into patient progress, enabling prompt modifications to care strategies. Automated notifications aid in the organization of visits and follow-ups, minimizing the occurrence of missed appointments. Additionally, QUALO’s mobile functionality empowers caregivers to input and access information anytime, enhancing both efficiency and precision. The platform promotes effective communication and collaboration among care teams, ensuring a unified approach to patient care. These capabilities empower providers to deliver exceptional, personalized home health services, enhancing patient outcomes while alleviating administrative tasks, making QUALO an indispensable tool for home health care professionals.

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

Human Services

QUALO revolutionizes human services and community health care by offering specialized tools and workflows designed to meet the unique needs of each client. Its customizable forms efficiently collect detailed client data, while structured workflows ensure a consistent approach to care from initial intake through to follow-up. With secure record-keeping and real-time documentation, case management and service coordination are made more efficient. The platform's real-time reporting and analytics provide valuable insights into client development, allowing for prompt interventions when necessary. Automated notifications help ensure that important tasks, such as appointments and follow-ups, are consistently addressed. QUALO’s mobile-friendly design supports field operations, enabling users to enter and access data while on the move. Additionally, it promotes collaboration among diverse teams, enhancing communication and coordination of care. These capabilities empower providers to deliver exceptional, individualized services, enhance client outcomes, and minimize administrative tasks, making QUALO an essential tool for those in human services and community health care.

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

Mental Health

QUALO streamlines the operations of mental health professionals by offering customized tools and workflows. Its adaptable assessment forms enable practitioners to collect detailed client histories, monitor symptoms, and outline treatment strategies effectively. The platform's guided workflows promote adherence to best practices from the initial intake process through to ongoing care and follow-up, ensuring a consistent approach to patient care. With secure documentation for client records and session notes, therapists can accurately track progress and manage medications in real-time. Additionally, real-time analytics and reporting provide valuable insights into client development, allowing clinicians to modify their approaches as necessary. Automated reminders simplify the scheduling of appointments and follow-ups, promoting timely intervention. Furthermore, QUALO fosters collaboration among interdisciplinary teams, enhancing communication and coordination efforts. These features collectively elevate the quality of care, improve client outcomes, and alleviate administrative workload, making QUALO an essential resource for mental health service providers.

Appointment Reminders
Appointment Scheduling
Assessment & Treatment Plans
Billing & Invoicing
Claims Management
E-Prescribing
EDI
EMR / EHR
HIPAA Compliant
Inpatient / Residential
Multi-Provider Practice
Patient Portal
Personnel Management
Progress Notes
Single Provider Practice

Patient Case Management

QUALO is a user-friendly case management solution designed to optimize workflows for health and human services as well as behavioral health professionals. It combines sophisticated data analytics with a straightforward interface to improve case monitoring, client evaluations, and service coordination. Key features of QUALO include customizable dashboards, instant reporting capabilities, secure client information storage, and automated reminders, all of which empower providers to offer prompt and individualized care. By enabling collaborative care teams to access organized and readily available information, QUALO improves client results, minimizes administrative tasks, and encourages evidence-based methodologies. With its strong security protocols, QUALO ensures data confidentiality and adheres to industry regulations, making it an essential resource for contemporary case management.

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Donation Management

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

Fundraising

Alumni Management
Auction Management
CRM
Campaign Management
Contribution Tracking
Donor Management
Event Management
Gift Matching Management
Grant Management
Membership Management
Mobile Giving
Payment Processing
Pledge Management
Prospect Management
Raffles / Lotteries
Recurring Giving
Volunteer Management

Human Services

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

Membership Management

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

Nonprofit

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

Social Work Case Management

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

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