Streamline Assistance, Generate Reports, and Gather Data for All Your Health Needs Assessments.

Help your healthcare organization connect with organizations and social service agencies in your community with an easy-to-use patient case management software. 





Ensure your clients are receiving the care they deserve every time. 

As healthcare providers, we understand the significant impact you have in your communities. With your clients at the heart of everything we do, we want to give you a personalized solution to support your clients every step of the way.

Use CharityTracker to:

Provide Exceptional Care Through Collaboration

Ensure that all of your clients receive the support they need to thrive by providing the necessary resources both internally and externally between programs through our partner network. Allowing you to easily refer clients to other agencies while maximizing your impact and caring power in the community. 

Let CharityTracker be your digital filing cabinet. 

We’re here to make your life easier by reducing manual work and paper trails. Securely upload files and documents directly to the client’s profile, and with our Digital Signature Capture, and go completely paperless with agreements, forms, releases, or anywhere signatures are required all in one database.

Make reporting to funders a breeze.

Take the guesswork out of the equation.  Measure your impact by creating and tracking outcomes. Through customizable assessments, you’re able to collect data that shows changes over time and stimulate a lasting impact to provide more funds being allocated to your organization. 

We truly appreciate the vital role you play in coordinating care, and we are dedicated to supporting you every step of the way with a patient case management system that does more than just measure data. 


Improve Service Delivery

Gain a better understanding of individual health and social assistance history to reduce duplication of efforts and keep track of all of your efforts.


Instant Referrals

Connect individuals to other communities, nonprofits, and faith-based ministries to ensure your client’s needs are met every time.


Change Lives & Track Programs

Report demographics and identify service gaps across the community to effectively help more people and create a sustainable approach.


Being able to produce meaningful reports for all of our various grantors is critical for us,” explained one health center executive director, Donna P. “The nimbleness of Charity Tracker’s reporting system makes it very easy for us to build and produce all of the various reports needed for evaluation purposes for each grant. The thoroughness of the search option is great, and it reduces the chance of double entries.”

Affordable pricing starting at just $20/month per user

You get a ton of value without breaking the budget.




$20 per month

  • CC-Pricing--Gracy-Check Case Notes & Assistance
  • CC-Pricing--Gracy-Check Alerts & Bulletins
  • CC-Pricing--Gracy-Check Reports


$40 per month

  • CC-Pricing--Red-Plus Everything Included in Basic
  • CC-Pricing--Gracy-Check Measure Outcomes
  • CC-Pricing--Gracy-Check Upload Documents
  • CC-Pricing--Gracy-Check Referrals & Client IDs


$60 per month

  • CC-Pricing--Red-Plus Everything Included in Plus
  • CC-Pricing--Gracy-Check Assessments
  • CC-Pricing--Gracy-Check HMIS
  • CC-Pricing--Gracy-Check Changes Over Time Reports

Ensure your clients receive the care they need every time. 

The most affordable & approachable case management CRM

Start effectively tracking, measuring, and reporting your efforts in minutes. Gain the visibility you deserve and keep an eye on your organization to help your clients from anywhere.

The Salvation ArmyAustin Disaster Relief NetworkRaise Up FamiliesBoys & Girls Clubs of Americatrident-united-way

The software is so user-friendly that I have cut my paperwork time in half, at least! The networking with other agencies has definitely enabled us to ensure we do not duplicate services and helped increase capacity. The reporting feature is customizable and extremely professional looking. I do not have to create my own for board meetings, etc.”