Average Ratings 1,421 Ratings
Average Ratings 2 Ratings
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
No matter how big or small your company is, our software can help you manage and accelerate your performance. Our secure and scalable case management software can be adapted to meet your clients' needs and empower your agency.
PlanStreet's compliance with HIPAA/HITRUST security standards ensures that sensitive data and files are protected.
It is time to stop using manual forms and processes. Switch to PlanStreet to automate client engagements, cases, forms, and files. We are confident that PlanStreet can help you and your team plan, execute, track, and monitor work.
API Access
Has API
API Access
Has API
Integrations
Elation Health
Google Calendar
Google Drive
Microsoft Outlook
Microsoft Power BI
Microsoft Teams
OpenText Content Management (Extended ECM)
PayPal
QuickBooks Online
Stripe
Integrations
Elation Health
Google Calendar
Google Drive
Microsoft Outlook
Microsoft Power BI
Microsoft Teams
OpenText Content Management (Extended ECM)
PayPal
QuickBooks Online
Stripe
Pricing Details
$20.00/month/user
Free Trial
Free Version
Pricing Details
$100/user/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
Simon Solutions
Founded
2006
Country
United States
Website
www.charitytracker.com
Vendor Details
Company Name
PlanStreet
Founded
2017
Country
United States
Website
www.planstreet.com
Product Features
Church Management
Accounting Integration
Attendance Tracking
Child Check-In
Email / SMS
Event Management
Member Directory
Member Portal
Multi-Site Management
Online Giving
Pledge Management
Small Group Management
Volunteer Management
Human Services
Case Management
Certification & Licensing
Child Welfare Management
Document Management
Reporting & Statistics
Scheduling
Time Tracking
Training 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
Product Features
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
Foster Care
Adoption Management
Automated Reminders
Available Families Database
Case Management
Checklists
Child Intake
Education Requirements Tracking
Family Portal
Foster to Adopt
Online Applications
Online Licensing Forms
Payments Tracking
Placement Management
Reporting
Respite Credits Tracking
Treatment Management
Grant Management
Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration
Medical Billing
Claims Processing
Claims Scrubbing
Code & Charge Entry
Compliance Tracking
Customizable Dashboard
Dunning Management
Invoice History
Patient Eligibility Checks
Practice Management
Quotes/Estimates
Remittance Advice
Mental Health
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
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
Social Work Case Management
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management