Compare Traverse vs. Vertex Case Records Manager

Casebook is a provider of configurable software solutions for human services. We acknowledge the unique needs and requirements of each human services organization, be it a social services agency or a community services nonprofit. Our all-encompassing cloud-based solution is meticulously developed to streamline operations throughout the entire process, from intake to reporting. What sets Casebook apart from generic information management software is its tailored approach, specifically catering to the distinct needs of human services professionals. Through close collaboration with industry experts, we have ensured that our platform effectively addresses the critical aspects of data management and daily reporting that you heavily rely on. By choosing Casebook as your trusted companion for human services software, you unlock a platform that goes beyond expectations, enhancing service delivery and reporting while optimizing your organization's overall efficiency. We encourage you to reach out to us today for a deeper understanding of how Casebook can revolutionize your human services operations. Contact us to learn more about our purpose-built platform and our scalable per user pricing options.

Collaborate was developed in partnership with non-profits in order to best serve their case management requirements. Easily handle everything from Intakes and Services to Outcomes and Reporting - with expert guidance and help along the way. Collaborate automates manual processes and digitizes all paper forms. Client Intakes and other elements can be tailored to your organization. Collaborate can store all your documents and pull relevant Case information into them automatically. Electronic Signatures can be collected from clients and service providers, including telehealth forms. Assign Tasks to other Users and assign due dates. Track their due dates using a personal Calendar and receive SMS or email alerts about specific Tasks. You can also see scheduled services on your Calendar.

FAMCare makes case management easier and helps improve the outcomes for your clients. FAMCare automates casework with flexible workflow tools and queued to-do lists, so nobody falls through the cracks. For reporting and data analysis, powerful pivot table data reporting makes looking at data easy and fun and makes quarterly and annual reporting simple. Includes modules for workflow, new form creation, billing, portals and much more.

Sumac Case Management is an all-in-one solution for human & social service organizations. Effortlessly manage client intake, case notes, service delivery, and schedules; track clients, caseworkers, volunteers, and donors; and report on key metrics to report back to funders. HIPAA & PIPEDA Compliant and includes: Top-rated support Case portal - manage clients and cases on the go Built-in mass email Client intake forms Helpline & Referral Tracking Outcome-Based Reporting Need to do more? Add Sumac Donations, Grant Management, Volunteers, and more. Sumac Case Management is perfect if you’re looking for: - case management software for social workers - social work case management software - human services software - social services software - human services case management software - case management software social services - nonprofit case management software - case management software for nonprofits Or if your nonprofit falls into any of these categories: Food Bank, Social Welfare Org, Community Services, Child & Family Services, Shelter, Health Services, Mental Health Org, Hospice

NewOrg is a robust platform that allows non-profit organizations to integrate information from all areas of their operations. This allows them to better manage clients, volunteers, services, donors, donations and outcome. It also provides the ability to schedule activities, sign-ups, communications, surveys and fundraising activities. NewOrg is a powerful platform that can help you manage your committees, donors, events, and memberships to ensure that your organization runs smoothly.

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.

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.

Spend less time digging through stacks of papers and more time serving. Your client documents can now be accessible from anywhere. CharityTracker offers more than secure storage—it’s a smart, seamless way to optimize your case management. CharityTracker is simple to implement and cost-effective. You will love the speed at which you can get up-and-running with CharityTracker’s cloud-based, hosted solution. You’ll have CharityTracker’s beautifully-designed interface operational quickly. CharityTracker is a cloud-based, HIPAA compliant software that’s easy to use for nonprofits of all sizes. With no setup fees, hidden fees, or contracts, you can cancel anytime! Our time saving solution provides a secure way to streamline how you manage cases, record case notes & assistance, create reports, collaborate, set goals, measure outcomes, make referrals & prove your impact with change-over-time reports for your funders. We're at work in with thousands of communities! Book a free demo. Pricing starts at just $20/mo. user

Aurigo Engage is an AI-powered cloud solution for individuals & public agencies to streamline community engagement anytime, anywhere. Aurigo Engage helps reach more constituents using social media and takes advantage of AI-based analysis to spot trends early, cutting processing time. It gives everyone in the community an equitable opportunity to participate in the process. • Centralizes data for easy analysis and reporting • Helps gather feedback easily and cut process time by up to 50% • Enables feedback collection at any phase of the project's life cycle • Reaches even the most remote locations effortlessly • Improves efficiency with paperless processes • Increases the public's trust in the process • Mitigates project risk and ensures full compliance • Helps in hearing beyond the loudest voices and reduces bias • Meets all local, state, and federal compliance requirements

Code3 Strategist helps you use data effectively to improve your agency’s resilience and future-readiness, by helping you answer three questions: • What Is? - easily build custom reports that provide sophisticated analyses of every aspect of current and historical operations—improving efficiency and effectiveness for performance monitoring, quality improvement, budget justification and accreditation. • What Next? – Analyze historical growth and build well-supported and -documented scenarios for future workload based on anticipated changes in your service area. • What If? – evaluate alternate deployment models with precise simulation tools to identify effective strategies for handling current challenges and anticipated growth: new/relocated stations, apparatus placement, staffing, scheduling/peak units, cross-staffing, auto/mutual aid, detailed dispatch policies, street network changes and other aspects of operations. Evaluate impacts on all aspects of response time, workload, reliability and service delivery. Vivid, easily-understood graphics let you tell your story clearly and powerfully to stakeholders; all analytics support complete auditability, transparency and data exploration.