CaseFlow vs CharityTracker

CaseFlow is case management software for health and human services organizations, nonprofits and NGOs. It tracks case status and can alert staff to tasks, target dates, appointments and dependencies on outside agencies. Organizations can adapt workflows and data collection as client needs change. The software fills Word and PDF templates with case information and includes standard reports; custom reporting is available for a fee. CaseFlow Mobile supports customized forms and offline data collection that syncs when a device reconnects. It is cloud-hosted, requires an internet connection and stores data on its servers. It runs on Android, iOS, macOS, web and Windows. The Base Package costs $150 a month, or $1800/year, plus a $1995 setup fee. It includes two users, one custom workflow, unlimited cases and documents, email notifications, standard reports, spreadsheet import/export, two hours of live online training and unlimited support for a designated contact. Additional users, mobile apps, integrations and other features are listed as add-ons. CaseFlow does not provide full CMS or EMR capabilities.

CharityTracker is case management software that centralizes client documents and helps organizations record services, outcomes, and reporting. It supports case intake, progress tracking, assessments, and reports for funders. Partner agencies can share client requests, alerts, bulletins, and referrals through a network; a network administrator must approve an agency before access is granted. The maker lists community nonprofits, churches, hospitals and healthcare, human services, social work, domestic violence, disaster recovery, and other community-serving organizations among those it serves. Basic costs $20 per user per month and includes case management, reports, area-wide bulletins, and daily backup. Plus adds barcode scanning, client IDs, digital signature capture, file uploads, requests and referrals, and outcome tracking. Pro adds kiosk or remote intake, SMS broadcasts, appointments and scheduling, customizable assessments, changes-over-time reports, and an API. A 14-day trial is available without a credit card. The maker describes CharityTracker as HIPAA-compliant and says its hosting is provided by Amazon Web Services; each staff member or volunteer needs a unique login. It is available on the web and through an API.