CharityTracker
Shared Case Management.
Overview
CharityTracker is a simple and affordable case management tool that allows a network of community organizations to collaborate in serving clients. It helps track assistance provided, make referrals, and communicate securely to prevent duplication of services.
✨ Key Features
- Shared Client Case Management
- Assistance and Service Tracking
- Referral Management
- Secure Messaging
- Reporting and Analytics
- Document Storage
🎯 Key Differentiators
- Focus on inter-agency collaboration and shared data.
- Affordable, transparent pricing.
- Simplicity and ease of use.
Unique Value: Enables true community collaboration by providing a simple, shared platform for multiple agencies to coordinate care and reduce duplication of efforts.
🎯 Use Cases (5)
✅ Best For
- A network of local churches coordinating to provide financial assistance to families in need.
- A food pantry tracking client visits and referrals to other services.
- A United Way agency monitoring the collective impact of its funded partners.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Organizations requiring complex, customizable workflows.
- Agencies that need to bill Medicaid or other government payers.
- Single organizations that do not collaborate with other agencies.
🏆 Alternatives
Specifically designed for a network of collaborating agencies, whereas most other systems are designed for a single organization.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Standard tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
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