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CharityTracker

Name: CharityTracker
Rating: 4.5 (2 reviews)

By Simon Solutions, Inc

1036 Interested

Highlights : About CharityTracker

Case Management

Goal Setting / Tracking

Reporting & statistics

Child Welfare Management

Document Management

Forms Management

Program Management

Referral Management

Client Management

About CharityTracker

CharityTracker is a cloud-based case management tool that helps non-profit organizations manage statistical data, referrals, collaboration and alerts. Primarily catering churches, the centralized platform allows users to track attendees and grant disbursals. Key features of CharityTracker include agency listings, budgeting, data backup, bulletin postings and customized reporting. Its case management module allows users to assign resources, provide financial assistance to members and refer local suppliers to people in need. Further, it allows users to perform database searches on prospective members and monitor any changes in the community. Additional features offered are file uploads, digital signatures, client referrals and access control. CharityTracker helps users reduce manual data entry through its integration with barcode scanners. It is available via monthly subscription and support is provided via phone and an online help desk.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Agency directory

Bulletins

Case management

Comprehensive reports

Create & perform assessments

Create & track outcomes

Custom case alerts

Digital signature capture

Dashboard

File uploads

HIPAA compliant

Member database

Print ID cards

Privacy groups

Real-time communication

Requests & referrals

Scanning technology

Benefits

Organizations can print and use ID cards, and rapidly open a case to add assistance records with a scan.

CharityTracker includes a listing of all agencies and their agents in a network within the agency directory.

Administrators can control who has access to certain cases and reports with permissions management.

Post area-wide bulletins for everyone in the network.

HIPAA compliant

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