Alternatives to Pieces Connect

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.

CHARMS is a secure online case management system that manages all aspects of record-keeping for foster care, adoptions, children residential, supported housing, residential family centers, foster carer recruitment hubs and other care services. SCN is a non-profit organisation and will always be privately owned. It is based on the sociocracy principles, so that all employees and customers are a part of the CHARMS Community and its growth and progress. Everyone - employees and customers, suppliers, and most importantly, CHARMS users - has a say on what CHARMS should do. We want to make sure that educators, social workers and other care providers, as well as support staff, can focus on their work knowing that CHARMS will protect their sensitive information.

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.

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

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.

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.

Over 25 years ago, one of our founders was working as the IT Director of a large behavioural health and residential services agency in New York. Sensing a need for a better way to track and report on their services, he developed a case management system for his agency. Over time, two other agencies joined in and helped expand the software so that it could serve the needs of virtually any human services agency in the country. Today, Foothold’s team and our software support hundreds of agencies across the nation, in Guam, and in Puerto Rico. With our technology expertise and roots in human services, we continue to empower agencies to focus on their missions.

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.

Sumac is customizable, secure case management software built specifically for nonprofits. From intake to reporting, Sumac helps human and social service organizations streamline operations, deliver high-quality client care, and manage programs efficiently—all in one place. Whether you're serving families, managing a shelter, coordinating volunteers, or running health programs, Sumac adapts to your unique workflows. It offers web-based client intake forms, digital signatures, and a mobile-friendly Case Portal, so staff can access and update client information from anywhere. Sumac’s modular design makes it more than just case management software. You can expand it into a full nonprofit CRM by adding extensions for donations, volunteers, memberships, grant management, and more. It’s scalable, so you only pay for what you need. Built-in email marketing means you can send personalized or bulk communications without relying on external platforms. And with robust, customizable reporting, Sumac helps you track outcomes, satisfy funders, and inform board decisions. Data privacy and security are core features. Sumac is HIPAA & PIPEDA compliant, with encrypted storage, secure hosting, and role-based access control to protect sensitive client data. Best of all, free, top-rated live support is always included, so your team never faces technical challenges alone. Trusted by nonprofits for over 30 years, Sumac empowers organizations to serve clients better, eliminate data silos, and grow their mission with confidence.

KaleidaCare is an online platform designed for the tracking, management, and reporting of social services and foster care. It is specifically engineered to deliver both immediate and enduring benefits to mental health and social service organizations, facilitating the efficient tracking of client admissions, the administration of services, and the management of treatment outcomes. Affordable and user-friendly, KaleidaCare allows social service agencies to effortlessly generate reports, handle billing and deadlines, and receive timely notifications, all while providing the ability to electronically sign and store important documents from any internet-enabled device, whether in the office or at home. Additionally, its comprehensive features empower organizations to enhance their operational efficiency and improve client care delivery significantly.

CaseWorthy is a sophisticated application designed for case management, client oversight, and tracking participation specifically tailored for Health and Human Services (HHS) agencies that cater to the nation's most at-risk populations and communities. With its user-friendly interface and customizable features, CaseWorthy converts data into practical insights that enable teams to improve their service delivery. This platform includes features such as automated workflows, document handling, eligibility assessment tools, and business intelligence dashboards, making it a comprehensive solution for organizations. By streamlining processes and enhancing data accessibility, CaseWorthy empowers HHS organizations to better support those they serve.

Every day, across 43 different countries, we demonstrate to our clients the importance of collaboration. Case management is inherently a collaborative endeavor. It involves bringing together various elements into a cohesive process through cooperation. This entails evaluating needs, strategizing, organizing, and enabling the provision of support and services. It focuses on fulfilling the requirements of both service providers and those who are in need of those services. Alcea CaseTrack offers a fully customizable solution designed to address all aspects of case management. You can monitor intricate interactions while collaborating with all necessary resources, including documentation and the resulting outcomes. Discover how Alcea CaseTrack can enhance your business's collaborative efforts. This applies to both private and governmental organizations in sectors such as healthcare, auditing, legal, and social services, where the teamwork of individuals—ranging from case workers and managers to clients and respondents—creates a complex landscape to navigate. By fostering effective collaboration, we can transform case management into a more streamlined and efficient process.

Our software-as-a-service solution, ACUITYnxt, provides users with a seamless and intuitive experience while embracing a holistic approach to care management. It is specifically engineered to align with regulatory and accreditation requirements, minimizing the necessity for extensive customization. With a strong emphasis on security, ACUITYnxt incorporates industry-standard security protocols, privacy controls, data encryption, and compliance frameworks. This latest version of ACUITYnxt introduces features such as member scoring and risk alerts, including metrics from the John’s Hopkins ACG™, Medicare RAF scores, hierarchical condition categories (HCC), and health risk assessment (HRA) scores. ACUITYnxt stands out as a comprehensive SaaS solution aimed at enhancing clinical results, ensuring regulatory compliance, and driving operational and financial efficiency. The platform caters to the diverse needs of health plans, third-party administrators, accountable care organizations, and various risk-bearing entities. With its out-of-the-box design that meets regulatory standards, ACUITYnxt empowers organizations to secure both URAC and NCQA accreditation with ease, fostering a streamlined path to excellence in care management.

Junna software consolidates all your software requirements into a single platform designed to enhance organization and time management. It enables you to efficiently arrange client contacts and relevant information, ultimately boosting productivity. You can monitor progress, manage family dynamics, engage with professionals, and analyze demographics and assessments, all within one centralized location. Employees can be assigned to specific clients, streamlining responsibilities and improving service delivery. The user-friendly Dashboard offers immediate access to client data, task lists, billable hours, and a calendar for seamless navigation. Productivity can be tracked on a daily, weekly, and monthly basis, allowing employees to easily review their performance and reach their goals. With instant access to partner contact details, frequently utilized resources, and organization-specific notes, you can efficiently manage your network. You can also highlight high-quality organizations for referral purposes. The software allows for the quick upload of PDFs and printing of vendor flyers with minimal effort. Additionally, Calendar Sync ensures that all important dates and appointments are meticulously tracked for both individuals and teams. It effectively supports both personal and team-oriented workflows, enabling the creation and assignment of tasks for care teams while automatically syncing with Google, iCal, Yahoo, or Outlook calendars to keep everyone aligned and organized. This comprehensive approach makes Junna an indispensable tool for managing all aspects of your professional life.

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.

Access Mosaic represents a comprehensive, cloud-based solution for managing social care cases for both adults and children, offering organizations a unified platform that facilitates case recording, financial oversight, and compliance reporting. This system is engineered to alleviate administrative tasks and enhance outcomes by steering practitioners through organized workflows that adhere to legal standards while also permitting customization to suit local practices. Key features include essential modules for social care case management, mobile access tailored for field workers, a provider portal for collaboration with third-party services, and the capability to view real-time health data, which merges records from general practitioners, hospitals, and outpatient services. This integration allows practitioners to make well-informed, holistic choices regarding care pathways. Widely trusted by various UK councils, Mosaic not only interfaces smoothly with other health and social care systems but also fosters multi-agency collaboration, ensuring a cohesive understanding of individual needs. By streamlining care delivery, the system effectively minimizes paperwork and redundancy, ultimately leading to improved efficiency and better care outcomes for those it serves.

Access Abacus is a comprehensive software solution for financial management in social care, tailored for local governments and social care entities, which efficiently centralizes and automates essential financial operations linked to social care services. This platform offers intuitive workflows and detailed financial reporting, streamlines processes such as invoice handling, billing, provider payments, credit control, and debt management, and endorses paperless transactions along with real-time activity tracking, ensuring that teams have access to the latest information and can quickly adapt to any changes. Specifically crafted to integrate effortlessly with social care case management systems like Mosaic and corporate ledger applications, it fosters a unified financial case management environment, considerably diminishing the need for manual administration and allowing for significant cost reductions while enabling staff to concentrate more on direct care. Additionally, Abacus is equipped with tools that assist organizations in remaining proactive regarding legislative updates and compliance requirements, ensuring they are always aligned with current standards. This level of integration and automation not only enhances operational efficiency but also improves overall service delivery within the social care sector.

CitizenOne serves as a robust, cloud-based platform for Case Management and Scheduling, specifically designed to cater to the needs of social care organizations, healthcare providers, therapists, psychologists, and consultants. This comprehensive system integrates structured documentation for cases, client journals, appointment management, and workforce scheduling into one seamless solution. Whether overseeing intricate care operations or managing a private practice, CitizenOne streamlines administrative processes and enhances everyday workflows. With this platform, users can efficiently manage their clients, schedule appointments, maintain documentation, plan shifts, track time, and facilitate internal communication all from one location. Additionally, it adheres to working time regulations and guarantees compliance with GDPR standards for data management. By utilizing CitizenOne, organizations and individual practitioners can significantly diminish their administrative burden, foster enhanced transparency, and ultimately achieve improved outcomes for their clients. This platform not only aims to simplify operations but also to empower users in delivering quality care.

Meeting the objectives of care coordination at a reduced cost is essential for enhancing patient satisfaction and fostering loyalty. However, these objectives are intricate. Your organization requires a population health software solution that offers a collaborative care plan, seamlessly integrated across all healthcare environments, without disrupting users' workflows. It’s vital to utilize automated outreach tools for patients, allowing care coordinators to focus on more strategic responsibilities. Now is the moment to consider Care Director. By implementing Care Director, your team can streamline the coordination of outpatient services, categorize patients into healthy and at-risk groups, and obtain care recommendations driven by actionable clinical insights, leading to timely interventions and better overall population health. Care Director empowers healthcare providers to view a comprehensive care plan directly within their existing workflows, facilitating easy access to information and enabling efficient communication back to care navigators with just a few clicks, ultimately transforming the care delivery process. With this approach, your organization can enhance operational efficiency and deliver a higher standard of care.

Transforming the relationship between nonprofits and data is at the heart of our mission for social change. We enhance your organization's effectiveness and broaden its influence through expert Salesforce consulting tailored for human services, philanthropy, and educational institutions. In the realm of social services, agencies often grapple with significant administrative challenges. The demand for clear, data-driven results to satisfy multiple funders can be particularly daunting, especially when navigating disparate databases that hinder effective tracking and analysis. Our comprehensive solutions are designed to unify your data across the entire organization, equipping you with the necessary tools to gauge your impact in various areas, including programs, fundraising, and overall operations. By drawing on our vast experience in creating custom solutions for human services, we proudly offer Exponent Case Management—a robust case management tool complete with advanced workflow capabilities, insightful analytics, and a contemporary interface that allows seamless integration with other systems. This innovative approach not only alleviates administrative burdens but also empowers organizations to focus on their mission more effectively.

Ensure your entire team remains linked regardless of their location. There’s no installation required, as it operates entirely on the web and adapts seamlessly to all devices. You control access permissions for each user. For college campuses, collaboration between victim services and campus police is facilitated. Partner organizations can also be granted access, allowing for flexible collaboration. Work from any location that suits you, whether in the office or on the move. Generate reports, review client files, and make updates effortlessly. Everyone stays connected in real-time, whether you're using a desktop, tablet, or smartphone. There’s no need to install software on your devices; simply visit the designated website. The interface adjusts automatically to fit any screen size. While originally designed for victim services, this platform is also suitable for various other organizations, including a specialized version for college campuses. Monitor every detail of client cases effectively, ensuring that all users have the tools they need to provide support and assistance. The system promotes a cohesive working environment that enhances communication and efficiency across all teams involved.

Salesforce Agentforce Health is a comprehensive healthcare CRM designed to unify patient, provider, and operational data in one secure platform. Built on Salesforce’s deeply integrated architecture, it includes healthcare-specific workflows, compliance controls, and interoperability capabilities. The solution combines clinical and non-clinical data to deliver a 360-degree view of patients and members. AI-powered agents assist teams by summarizing records, automating document processing, and recommending next steps. Contact center teams gain real-time access to EHR data, eligibility details, and claims information to improve service speed and personalization. Care management tools enable coordinated, whole-person care with configurable care plans. Intelligent document automation reduces manual intake and accelerates case creation. Data 360 for Health enhances contextual insights across every touchpoint. Integration with MuleSoft, Slack, Marketing Cloud, and Service Cloud extends collaboration and engagement capabilities. Agentforce Health enables healthcare organizations to modernize operations, improve outcomes, and scale patient-centric care efficiently.

Manage your information, streamline your workflow, oversee your organization, enhance your decision-making, and disseminate your insights. By utilizing AidHound, you can boost your productivity by 20%. This software as a service (SaaS) solution is specifically crafted to enable organizations to efficiently gather, analyze, and visualize data related to their beneficiaries and operations in a secure manner. Consider your objectives and determine what data is essential to assess your trajectory. Create customized forms and profile sections to gather information about your participants and the activities undertaken by your team. AidHound aggregates all necessary data and transforms it into actionable insights, enabling you to meticulously evaluate your advancement and the influence your organization wields. Regularly assess your progress, formulate clear conclusions, and generate recommendations for implementation within your organization, allowing you to make well-informed choices, implement necessary adjustments, and then revisit the initial steps for continuous improvement. Ultimately, this cyclical process supports sustained growth and effectiveness.

If you represent a non-profit, charity, or public sector organization dedicated to aiding individuals in securing employment, enhancing their health, improving their wellbeing, or developing their skills, our software is designed to support your efforts. Our experienced professional team possesses a unique blend of subject matter expertise, program knowledge, and technological know-how. We will tailor our platform specifically to suit your requirements. The ICONI platform is incredibly flexible, capable of accommodating the operational and reporting demands of any assistance initiative. Additionally, our Multi-Programme design allows organizations to efficiently oversee several programs through a single solution, streamlining management processes and enhancing overall effectiveness. By choosing us, you can elevate the impact of your support services and better serve those in need.

Software to enable those who do good. The leading "no code” lifecycle management software helps you streamline administration, increase visibility, and improve outcome reporting. Enquire gives you the power to do good more. It provides an end-to-end solution that supports grant applicants and suppliers, financial management, performance reporting, and contract and financial management. Easy-to-use online software connects your team, clients, and external partners to allow everyone to collaborate and engage. You can dramatically streamline administration to save time and money while allowing you to concentrate on your mission. Transparency and accuracy in reporting across all your programs.

Clarifire Health is an advanced rounding solution featuring a powerful workflow engine tailored for healthcare organizations to manage the patient experience effectively. Created by Clarifire, a company certified by WBENC and located in Florida, this platform utilizes workflow technology to optimize communication within healthcare settings. Available as a SaaS offering, Clarifire Health allows patients to share their stories effortlessly through simple swipes and taps on the mobile application. This innovative approach not only enhances service delivery but also elevates leader rounding efforts, ultimately aiming to boost patient satisfaction levels significantly. By integrating these tools, healthcare providers can gain valuable insights into patient experiences, fostering a more responsive and empathetic care environment.

Community CareLink was designed by healthcare professionals specifically for healthcare professionals, aiming to enhance the operational efficiency of People Serving Organizations globally. With a focus on user-friendly design and exceptional customer support, Community CareLink is tailored to meet the unique needs of your organization. It enables you to boost productivity, conserve time, and elevate the standard of care provided. Access a wealth of data to substantiate your achievements, while ensuring compliance with the constantly evolving regulations imposed by funding bodies. Safely share client information without the risk of data breaches, and arrange real-time appointments at partner agencies for your clients. Monitor your available beds and evaluate the effectiveness of your programs as they happen. Generate customized reports that cater to your organization's specific requirements. Transition your entire organization to a secure, cloud-based platform, and create a comprehensive record of referrals flowing both in and out of your system. By utilizing Community CareLink, you can foster better collaboration and communication among service providers, ultimately enhancing client outcomes and community support.

Persimmony offers a comprehensive cloud-based suite of solutions developed in partnership with top industry professionals, featuring Case Management, Time Study, Contract Management, QRIS, Intake/Client Portals, an extensive array of communication tools, and over 700 customizable forms and reports, all accessible via a streamlined single sign-on interface. What sets Persimmony apart is the integration of Federal Financial Participation methodologies from the very beginning, enabling government agencies to secure substantial Federal reimbursements for the services they already provide. By blending expert consulting with intuitive software, Persimmony empowers your organization to enhance client results and boost funding opportunities. These innovative solutions are versatile enough to be effectively utilized across various community service organizations. Additionally, the user-centric design ensures that teams can quickly adapt and make the most of the platform, ultimately driving positive change within their communities.

The Community Operating System (CommunityOS) We offer the most flexible software for leaders of positive change, whether you need a proven solution or something new. We don't believe people can live in silos. So we create integrated solutions. We unify systems, from infant care to aging services to directories of community resources and volunteer opportunities to call centers to collaborative partnerships. And from the blue skies that are part of everyday operations to the grey skies that are part of disaster and crisis, we also integrate with other agencies. We integrate with telephony, texting solutions, healthcare providers, workforce agencies, whole networks of United Ways and 2-1-1 centers, as well as coordinated disaster relief agencies. It is not a single system, but a network of systems.

Bridge provides a unified patient engagement platform built with digital empathy — designed to reduce friction across the patient experience while easing the administrative burden for physicians and staff. Rather than managing engagement through disconnected tools, Bridge creates a seamless, EHR-integrated experience that supports patients before, during, and between visits. Through a single platform, organizations can simplify access, communication, intake, and ongoing engagement without adding complexity to clinical workflows. By removing repetitive tasks, consolidating communications, and supporting proactive, ongoing patient relationships, Bridge helps provider-driven organizations deliver more compassionate, consistent digital experiences that patients trust and care teams can sustain. To learn more about how our platform delights patients and caregivers alike, visit our website.

mCase offers a distinctive and fully customizable cloud-based platform designed to enhance the speed and efficiency of case management duties. It empowers staff to assist clients seamlessly both in office settings and in the field through the use of mobile devices and web access, all while delivering a user-friendly yet robust case management system. Covering every facet of the case management life cycle—from intakes and assessments to service planning, outcome measurements, and eventual closure—mCase provides a holistic approach. This comprehensive tool simplifies your work while minimizing the time spent in front of a computer. Additionally, it includes powerful reporting, analysis capabilities, and dashboards that promote adherence to processes and optimal resource distribution. The innovative low code/no code platform offered by mCase adapts to the evolving business landscape, significantly accelerating application delivery and substantially lowering development expenses. By utilizing mCase, organizations can not only streamline their operations but also enhance overall client engagement and satisfaction.

You can search using demographic identifiers such as last name, first name, and telephone number, or by clinic-specific details like internal file numbers and health insurance numbers, as well as identifiers from other healthcare institutions like hospital cards or CLSC records. This module streamlines all facets of record management by removing duplicates and enabling the archiving, merging, and deactivation of patient records effortlessly. Additionally, the implementation of online appointment scheduling and electronic confirmations conserves valuable time. With just a few clicks, you can easily arrange an appointment that aligns with the availability of both the patient and the healthcare provider. MYLE empowers clinic administrators with the autonomy to manage the MYLE platform on their own. Designed as a comprehensive solution, MYLE includes a toolkit that supports the management of schedules, user accounts, access to logs, creation of templates and lists, and the ability to produce in-depth reports. Moreover, this system enhances overall efficiency in patient care and administrative tasks.

CaseFlow® ensures that every detail is accounted for, preventing any oversights in your workflow. Keep track of all important deadlines and appointments seamlessly. Receive notifications for follow-ups required by external organizations you rely on. Instantly identify the next steps for any case at hand. Whether you’re using an iPad or smartphone, you can effortlessly upload new case details. Don't let being in the field hinder your paperwork—simply take a photo, note down the essentials, and continue your work. Caseworkers can maintain a sense of control and professionalism, as they are constantly reminded of upcoming tasks and can access case information instantaneously. Automation tools significantly reduce the time spent on documentation, streamlining the process. Your data remains secure, with encryption and backup solutions ensuring easy recovery. Role-specific access guarantees that team members have just the right information they need, eliminating unnecessary clutter. With robust reporting features, you can take a proactive approach to your responsibilities rather than merely reacting to situations as they arise. Stay informed about ongoing developments and make strategic decisions on where to direct your efforts. This system is specifically designed for effective case management in health and human services. With CaseFlow®, you can optimize your workflow and enhance your service delivery.

Caseflow is a specialized solution for managing cases and care pathways, crafted by professionals with extensive industry knowledge. It facilitates both automation and innovation for healthcare organizations seeking effective management of referrals, whether straightforward or complex. With features tailored to the healthcare sector, Caseflow offers interconnected and advanced solutions that enhance the digital experience for patients and yield advantages for all stakeholders involved. Through its robust workflow engine, Caseflow drives operational enhancements across your organization by intelligently automating various processes integral to your operations. The solution allows for efficient management of worklists, teams, users, and information, thereby enabling digital allocation and tracking of tasks. By equipping your staff with essential tools, Caseflow aims to elevate the service provided to clients and patients, while also promoting optimal resource utilization. The adaptable and configurable nature of Caseflow’s workflow engine ensures that your organization can continuously evolve to seize emerging opportunities in the healthcare landscape. This ongoing evolution supports the commitment to improving patient care and operational efficiency.

OneAdvanced Care Business Management is an integrated software solution built for care organisations operating at scale. It brings together care delivery, workforce coordination, payroll, and invoicing into one unified platform. By automating complex processes, the system significantly reduces manual administration. Organisations gain complete visibility across multiple locations and care services through a single source of truth. Care Business Management supports a wide range of care models, from residential and domiciliary care to supported living and complex care. Built-in intelligence helps leaders make informed operational and financial decisions. The platform enables proactive planning and improves accuracy across core functions. It is designed to support organic growth as well as mergers and acquisitions. Teams are empowered with tools that improve efficiency and confidence in daily operations. Care Business Management helps care providers deliver consistent, high-quality care while maintaining financial control.

AssureCare, a privately-held healthcare technology company, provides innovative care management solutions for commercial and health and human service providers. AssureCare's flagship platform, MedCompass is used by healthcare providers across the United States to provide end-to-end care management for millions. MedCompass transforms healthcare management through streamlining workflows and automating processes. This allows care professionals to make better decisions and achieve lower costs and a significantly improved quality of care. AssureCare is a leader in the development of modular, seamless solutions that improve patient outcomes and reduce unnecessary costs associated with population health management.

Keet simplifies the process for healthcare providers to engage with patients both in clinical settings and at home, fostering effective communication, collaboration, and shared accountability. Our innovative patient engagement solutions empower providers to actively involve patients in their healthcare journeys, ensuring that both parties are committed to achieving desired health outcomes. With Keet's digital health platform, healthcare professionals can tailor individualized care plans for each patient, continuously improving strategies through surveys and advanced automation tools. Patients are empowered to easily review their care plans and have virtual conversations with their therapists through Keet’s user-friendly mobile application, which supports remote therapeutic monitoring (RTM). Furthermore, Keet consolidates all necessary tools to oversee patients' care episodes into one comprehensive digital health platform, guiding them from diagnosis through to successful recovery. By tracking patient progress and gathering real-time feedback, healthcare providers can enhance patient satisfaction and reduce the risk of dropout, ensuring a more effective healthcare experience overall. This holistic approach to patient management not only improves outcomes but also fosters a culture of shared responsibility in health management.

Post Acute Analytics (PAA) is at the forefront of revolutionizing care delivery to enhance patient well-being by utilizing real-time insights within an interconnected healthcare ecosystem. This advancement is facilitated through the deployment of our AI-driven, ready-to-use integration solution known as the PAA Anna™ Platform, which connects seamlessly with the systems of healthcare providers and payers. With Anna, there is complete visibility into patients' experiences during post-acute care, allowing for timely interventions that help avoid adverse quality and financial outcomes. By leveraging unique analytics and a comprehensive integration engine, along with expert medical guidance, our solutions empower healthcare providers and payers to make instantaneous, informed decisions that lead to improved patient outcomes and decreased overall care costs. This innovative approach not only enhances the efficiency of care but also fosters a more responsive healthcare environment.

Exym is a leader in EHR software for behavioral health agencies. 45,000+ clients per month are served by clinicians who use Exym's EHR software to simplify their billing, documenting, and case management needs. Exym provides EHR software for behavioral health agencies. Easy to learn and quick to train, Exym empowers you to spend more time with your clients and less time managing your work with our powerful EHR software. Our EHR software connects you with Medi-Cal and other payers so you can get reimbursed quickly while improving your claims acceptance rates.

Everything you do is influenced by providing the best patient care. We empower it with tools that simplify your team's workflows, digitize data, and provide the right clinical documentation to the right people at the right times. Forcura is the clinical workflow solution of choice for top healthcare organizations. It can manage care transitions and coordinate care across your teams. Forcura consolidates referrals coming from multiple sources into one location. This allows your team to track, track, and respond to any referrals. Home healthcare teams can connect, so they can work from anywhere with a web connection. With faster patient onboarding and efficient workflows, every second counts. Automated technology can streamline patient referrals and accelerate billing cycles. Digital workflows and patient-centered tools can reduce operating costs.

Our foster care software is specifically crafted with your needs in consideration. For over two decades, extendedReach has remained the leading choice for intuitive case management software tailored for contemporary social service organizations. With extensive knowledge of the social services landscape, we designed extendedReach to align with your current practices seamlessly. Utilize your established checklists, documents, policies, and workflows, empowering them with technology to boost efficiency by simplifying your processes. Notable features include: - Access information anytime, anywhere - Precise billing solutions - Integrated compliance checklists - Fast signature collection - Custom form creation - Elimination of departmental silos - Transition from cumbersome paperwork to a fully digital environment! Visit our website to explore the full range of features we offer. Additionally, our software is committed to evolving with your organization to better serve your community's needs.

Streamline : Comprehensive case management process and applicant view with one platform. • Streamline the coordination of knowledge, communications, workflows, and resources to manage caseloads. • Highly secure and can be deployed on a FedRAMP certified cloud with PCI, NIST and ADA compliance. • Built-in fraud prevention and identity-proofing integrations. • Become responsive and agile to satisfy the growing demands of citizens. Transform : Resolve cases faster with real-time data and tools for collaboration and communication. • Automate processes for increased productivity. • Reduce operating costs. • Automate processes for increased productivity and lower operating costs • Make data-driven decisions and achieve greater ROI. Engage: • Collect customer data, but also understand it with 360-degree views, analytics, and reporting. • AI/ML based document processing and customer service • Better citizen engagement & communications. • Improved service delivery to citizens

Countbubble is a case management system for human services nonprofits. It provides tools to help nonprofits track and report their work. The Form Builder lets you create data collection forms quickly. Notes Feed: Keep your case notes organized, and easily accessible. Plans allows you to create and manage custom case plans. Work with participants (aka customers) from the Participant Manager screen 5-Export data at any time or use the built-in reports to view summaries or services, outcomes or demographics. countbubble is a *simplified* program that helps nonprofits manage data. It is designed to be simple to use so that you can get up and running quickly without spending many hours in training. countbubble is ideal for agencies that provide multiple services and have a lot of data to manage, report and track. It's also perfect for case management programs with long-term goals and basic needs assistance programs.

Notehouse is a lightweight, secure, cloud-based system built for organizations that rely on narrative documentation. The platform delivers a streamlined environment for recording and retrieving human-services and client interaction notes without the overhead of a full CRM or case-management suite. The core architecture centers on fast, structured narrative entries with full authorship attribution, timestamps, and robust search and filtering capabilities. A minimal UI ensures low friction for users while maintaining consistent data integrity across teams. Custom tagging and persistent notes enable flexible categorization and operational tracking without introducing schema complexity. Data protection is engineered into the platform from the ground up. Notehouse uses two-sided encryption, HIPAA-compliant infrastructure, isolated database environments, and regular third-party security audits to maintain strict privacy standards and safeguard sensitive information. Designed for reliability and ease of adoption, Notehouse offers a focused alternative to feature-heavy CRMs—prioritizing speed, clarity, and secure data handling for teams that need dependable narrative documentation at scale.

The ClientTrack Care Coordination platform seamlessly integrates community-based care systems with efficient data collection, real-time information access, and comprehensive reporting tools to monitor both outcomes and outputs. As your programs evolve, ClientTrack adapts alongside you, ensuring continued support. This sophisticated care coordination system is specifically crafted to dismantle barriers, allowing providers to prioritize patients in their own care journeys. When investing in a solution that your organization will depend on for many years, it’s essential to choose one that can evolve in tandem with your organization's growth and shifts. The future remains uncertain, and your requirements five years from now may differ from those you have today; however, the ClientTrack Care Coordination Platform is built for flexibility and customization, giving you confidence that it will remain as effective and valuable in the future as it is presently. Ultimately, this adaptability not only enhances patient care but also strengthens the overall infrastructure of your organization.