What is family case management software for child services?
Family case management software is a centralized system for documenting household information, needs, services, referrals, notes, goals, and outcomes. For child service organizations, it helps staff maintain a clearer view of the family context surrounding each child while coordinating support across programs. CharityTracker also supports secure document storage, customizable assessments, and reporting for program oversight and funder communication.
How can software improve child and family service coordination?
A shared platform gives authorized staff a consistent place to review current needs, prior assistance, case notes, upcoming follow-up dates, and referral activity. This reduces the risk of information being isolated in paper files or separate spreadsheets. Teams can document handoffs, connect families with internal or partner resources, and maintain a more complete record as circumstances and service plans change.
Can CharityTracker support paperless intake for families?
Yes. CharityTracker supports standard staff-led case intake as well as kiosk and remote intake options in the Pro Plan. Organizations can collect demographic and community data, record requests, manage documents, and begin a client record digitally. Barcode-enabled client IDs can further streamline check-in and reduce repetitive data entry, helping teams serve families with shorter waits and more consistent records.
Can we customize assessments for our child services program?
Yes. CharityTracker’s customizable assessments allow organizations to capture the information that matters to their own service model, such as family needs, risk factors, eligibility details, milestones, and goal progress. Assessment information can be used alongside case notes and outcome measurement, helping staff monitor changes over time and helping leadership evaluate whether programs are meeting intended objectives.
How does CharityTracker protect sensitive client information?
CharityTracker is described as HIPAA-compliant and supports data-security and confidentiality practices aligned with federal, state, and local requirements. The platform centralizes records so authorized users can access client information without relying on unsecured paper storage or scattered files. Agencies using shared networks must maintain appropriate Release of Information documentation and follow applicable data-entry and regulatory requirements.
Can multiple agencies coordinate services in CharityTracker?
Yes. The CharityTracker Assistance Network enables authorized member agencies to share information on common clients within a managed network. This can improve referral accuracy, reveal prior assistance, and reduce duplicate service delivery. Network participation includes defined administrative controls, release-of-information documentation, and data-entry guidelines so agencies can collaborate while maintaining appropriate privacy and compliance practices.
What reports can child service organizations create?
Organizations can use CharityTracker to report on demographics, assistance delivered, requests, attendance, program utilization, goals, and outcomes. The platform’s outcome measurement and Changes Over Time reporting capabilities can help teams show progress at planned measurement points. These reports give funders, boards, and program leaders a clearer picture of service reach, client trends, and program impact.
How much does CharityTracker cost for case management?
CharityTracker offers Basic, Plus, and Pro subscription plans beginning at $20 per user per month. Basic includes case notes, assistance tracking, alerts, and reports; Plus adds features such as outcome measurement, document uploads, referrals, and goal setting. Pro adds assessments, remote intake, scheduling, SMS broadcasts, and additional reporting tools. Annual billing includes a stated 10% discount, and demos are available.