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Description

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.

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.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

WordPress Yes 

Integrations

WordPress No 

Pricing Details

$20/month/user
Pricing depends on users and features
Free Trial Yes 
Free Version No 

Pricing Details

QUALO pricing is broken down into two categories:
one-time set up costs to get your organization up and running, and monthly system use costs to provide hosting, data storage, system enhancements, and help desk support.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
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

InfoFlo Solutions Inc

Founded

2004

Country

Canada

Website

infoflo.one/non-profit-free-trial/

Vendor Details

Company Name

Advanced Metrics

Founded

2012

Country

United States

Website

advancedmetrics.net/what-is-qualo/

Product Features

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting No 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration Yes 

CRM

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

Donation Management

Campaign Management Yes 
Donation Tracking No 
Donor Database Yes 
Event Management Yes 
Gift Management Yes 
Grant Management Yes 
In-Kind Donations Yes 
Matching Donations Yes 
Mobile Donations No 
Online Donations No 
Pledge Management Yes 
Receipts / Statements Yes 
Recurring Donations Yes 
Volunteer Management Yes 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking No 
Household Tracking Yes 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory 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 Yes 
Treatment Management Yes 

Fundraising

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

Grant Management

Compliance Management Yes 
Contract Management Yes 
Grant Application Management Yes 
Grant Award Tracking Yes 
Grant Opportunity Search Yes 
Self-Registration Yes 

Healthcare CRM

Audience Targeting Yes 
Campaign Management Yes 
Marketing Automation Yes 
Medical History Records Yes 
Patient Communications Yes 
Patient Management Yes 
Physician Management Yes 
Predictive Analytics No 

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 Yes 

Nonprofit

Accounting No 
Committee Management Yes 
Donor Management Yes 
Dues Management No 
Event Management Yes 
Fundraising Management Yes 
Member Database Yes 
Membership Management Yes 
Social Media Management No 
Volunteer Management Yes 

Patient Case Management

Activity Tracking Yes 
Assessment Notes Yes 
Billing & Invoicing Yes 
Calendar Management Yes 
Candidate Identification Yes 
Case List Management Yes 
Eligibility Verification No 
HIPAA Compliant Yes 
Medical History Records No 
Patient Records Yes 
Referral Management Yes 
Treatment Planning Yes 

Real Estate CRM

Campaign Management Yes 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts Yes 
Referral Tracking Yes 
Segmentation 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 

Stakeholder Relationship Management

Community Investment Tracking Yes 
Stakeholder Assessment Yes 
Stakeholder Commitments Management Yes 
Stakeholder Complaint Management Yes 
Stakeholder Consultation Tracking Yes 
Stakeholder Engagement Yes 
Stakeholder Grievance Management Yes 
Stakeholder Information Management Yes 
Stakeholder Issues Management Yes 
Stakeholder Mapping Yes 

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 No 
Charting Yes 
Electronic Signature Yes 
Employee Tracking Yes 
Medication Database No 
Patient Intake Yes 
Scheduling Yes 
Time / Task Reporting Yes 

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 Yes 
Certification & Licensing No 
Child Welfare Management No 
Document Management Yes 
Reporting & Statistics Yes 
Scheduling Yes 
Time Tracking Yes 
Training Management No 

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 Yes 
Appointment Scheduling Yes 
Assessment & Treatment Plans Yes 
Billing & Invoicing No 
Claims Management No 
E-Prescribing No 
EDI No 
EMR / EHR No 
HIPAA Compliant Yes 
Inpatient / Residential Yes 
Multi-Provider Practice Yes 
Patient Portal No 
Personnel Management Yes 
Progress Notes Yes 
Single Provider Practice Yes 

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 Yes 
Assessment Notes Yes 
Billing & Invoicing No 
Calendar Management Yes 
Candidate Identification Yes 
Case List Management Yes 
Eligibility Verification Yes 
HIPAA Compliant Yes 
Medical History Records Yes 
Patient Records Yes 
Referral Management Yes 
Treatment Planning Yes 

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