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🔧 CharityTracker by Simon Solutions

CharityTracker by Simon Solutions

A collaborative, web-based solution for assistance-providing organizations.

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Overview

CharityTracker is a web-based, shared case management tool used by networks of health and human service organizations. It allows different agencies within a community to communicate and coordinate care for clients, reducing duplication of services and providing a more holistic view of a client's needs and assistance history. It is often used in the context of social determinants of health to track referrals and outcomes.

✨ Key Features

  • Shared client case management
  • Secure, real-time collaboration between agencies
  • Referral tracking
  • Customizable data fields and reporting
  • Outcomes measurement
  • Alerts and bulletins for network-wide communication

🎯 Key Differentiators

  • Simplicity and ease of use
  • Affordable pricing for small non-profits
  • Focus on inter-agency collaboration and data sharing

Unique Value: Enables seamless collaboration and data sharing among grassroots community organizations, improving efficiency and impact.

🎯 Use Cases (4)

Coordinating care for clients among multiple service providers Tracking referrals for social determinants of health needs (e.g., food, housing) Preventing duplication of financial and material assistance Generating community-wide reports on needs and services provided

✅ Best For

  • Used by United Ways, hospitals, and community action networks to coordinate client services.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • A single hospital needing to track its own internal community benefit spending for IRS reporting

🏆 Alternatives

ClientTrack by Eccovia Salesforce for Nonprofits

More focused on the specific needs of collaborative assistance networks and is generally more affordable and easier to implement than larger CRM systems.

💻 Platforms

Web

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support

🔒 Compliance & Security

✓ HIPAA ✓ BAA Available

💰 Pricing

$50.00/mo

✓ 30-day free trial

Visit CharityTracker by Simon Solutions Website →