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Description
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.
Description
GridSocial, developed by SocialRoots.ai, is a comprehensive referral and care coordination solution tailored for healthcare providers, community organizations, and social service networks. This platform facilitates the creation, routing, and tracking of referrals from start to finish, guaranteeing that every request is fulfilled with complete transparency for all involved parties.
The system features smart intake processes, automated referral routing based on both eligibility and urgency, real-time tracking capabilities, and thorough outcome reporting. By integrating with prominent electronic health record (EHR) systems like Oracle Health (Cerner), EPIC, AdvancedMD, and NextGen, GridSocial significantly improves interoperability while optimizing workflows.
Noteworthy functionalities include customizable workflow options, secure collaboration tools for partner networks, and dynamic real-time dashboards. By utilizing GridSocial, organizations can effectively minimize care gaps, enhance the success rates of referrals, and tackle social determinants of health (SDoH), ultimately leading to improved patient outcomes and more efficient service delivery. Additionally, the platform’s user-friendly interface empowers stakeholders to engage and collaborate more effectively, fostering a unified approach to patient care.
API Access
Has API
Yes
API Access
Has API
No
Integrations
EpicCare EMR
No
Gmail
Yes
Google Calendar
Yes
Jotform
Yes
Oracle Health EHR
No
QuickBooks Online
Yes
Zapier
Yes
athenaOne
No
eClinicalWorks
No
Integrations
EpicCare EMR
Yes
Gmail
No
Google Calendar
No
Jotform
No
Oracle Health EHR
Yes
QuickBooks Online
No
Zapier
No
athenaOne
Yes
eClinicalWorks
Yes
Pricing Details
$29 per user per month
Book a demo and get a custom quote.
Free Trial
No
Free Version
No
Pricing Details
Contact for pricing
Pricing is customized based on implementation scope, integrations, users, and care coordination requirements. Contact us for details.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
No
Mac
No
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)
Yes
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
Casebook
Founded
2007
Country
United States
Website
www.casebook.net
Vendor Details
Company Name
SocialRoots.ai
Founded
2024
Country
United States
Website
www.socialroots.ai/closed-loop-referral-system
Product Features
Adoption Agency
Accreditation / Compliance Management
Yes
Automated Notifications
Yes
Case Management
Yes
Communications Management
Yes
Family Portal
Yes
Fundraising / Donations Management
No
Home Studies Management
Yes
Mobile Access
Yes
Online Checklists
Yes
Volunteer Management
Yes
Church Management
Accounting Integration
No
Attendance Tracking
Yes
Child Check-In
No
Email / SMS
Yes
Event Management
No
Member Directory
No
Member Portal
No
Multi-Site Management
Yes
Online Giving
No
Pledge Management
No
Small Group Management
Yes
Volunteer 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
No
Treatment Management
Yes
Fundraising
Alumni Management
No
Auction Management
No
CRM
No
Campaign Management
No
Contribution Tracking
Yes
Donor Management
No
Event Management
Yes
Gift Matching Management
No
Grant Management
Yes
Membership Management
No
Mobile Giving
No
Payment Processing
No
Pledge Management
No
Prospect Management
Yes
Raffles / Lotteries
No
Recurring Giving
No
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
No
Nonprofit
Accounting
No
Committee Management
No
Donor Management
Yes
Dues Management
No
Event Management
No
Fundraising Management
No
Member Database
Yes
Membership Management
Yes
Social Media Management
No
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
Product Features
Social Work Case Management
Case Notes
Yes
Client Management
Yes
Document Management
Yes
Forms Management
Yes
Goal Setting / Tracking
Yes
Program Management
No
Referral Management
Yes
Reporting & Statistics
Yes
Scheduling
Yes
Volunteer Management
No
