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Description

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

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 

Screenshots View All

Screenshots View All

Integrations

EpicCare EMR No 
Oracle Health EHR No 
athenaOne No 
eClinicalWorks No 

Integrations

EpicCare EMR Yes 
Oracle Health EHR Yes 
athenaOne Yes 
eClinicalWorks Yes 

Pricing Details

$20.00/month/user
starts at $20 per user per month
Free Trial Yes 
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
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) No 
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

Simon Solutions

Founded

2006

Country

United States

Website

www.charitytracker.com

Vendor Details

Company Name

SocialRoots.ai

Founded

2024

Country

United States

Website

www.socialroots.ai/closed-loop-referral-system

Product Features

Church Management

Accounting Integration No 
Attendance Tracking Yes 
Child Check-In No 
Email / SMS Yes 
Event Management Yes 
Member Directory Yes 
Member Portal Yes 
Multi-Site Management Yes 
Online Giving No 
Pledge Management No 
Small Group Management Yes 
Volunteer Management No 

Human Services

Case Management Yes 
Certification & Licensing No 
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 No 
Dues Management No 
Event Management No 
Fundraising Management No 
Member Database Yes 
Membership Management Yes 
Social Media Management No 
Volunteer Management 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 

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 

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