Charity Tracker

Patient Case Management Software:

Set Yourself Up for Success

CharityTracker's HIPAA-compliant tools will save you time to serve more patients faster with an electronic, paperless process. Measure your impact for funders and streamline assistance- Reach your goals now with our secure, online database!

Hi! I'd love to give you a free tour of our social work case management software. No pressure and no obligation! Please give me a call or fill in the form below.

Joey Yarber, Implementation Specialist

Easy To Use + Simple to Start

A tool your team can get behind, quickly – users fall in love with CharityTracker's simplicity!

Affordable + No Set-up Fees

No costly set-up fees of hidden costs – what you see is what you get - try free, no credit card required!

Exceptional Customer Service

A support team that cares and is with you every step of the way. Your success is our goal!

Streamline + Go Paperless

Instantly view patient assistance records, notes and alerts 24/7 in your customizable cloud-based platform.

CharityTracker is a trusted case management program that's used by thousands of human services agencies in 2,200+ communities across the US.

CharityTracker Overview

Affordable pricing starting at just $20/month per user

No Hidden Fees, Setup Fees, or Contracts - Cancel Anytime!

Basic

Plus

Pro

$20

$40

$60

Case Notes & Assistance

Measure Outcomes

Assessments

Alerts & Bulletins

Upload Documents

HMIS

Reports

Referrals & Client IDs

Changes Over Time Reports

Simple to Start

Easy to Use

Web-Based

Nothing to install on your computer. If you have a web browser,

CharityTracker will work for you.

No lengthy training sessions. No time-consuming onboarding processes. Just log in and get started.

People of all ages—and computer experience levels—feel comfortable using CharityTracker.

"Local service providers were asking for a real-time communications tool across organizations and industries containing resource information and agency contact information. Using the United Way network, we saw the opportunity to bring everyone together with an inclusive tool that community members could use."

"We have been using CharityTracker for over 6 years and it has changed clients' lives. We have a lot of generational poverty in our area. By breaking the cycle and by working with all the agencies in our area, and by knowing where they've been for help and what they need, we can better change their life."

Randy Allen

Cathy Easley

United Way of Rutherford & Cannon Counties

Trident Area United Way

Murfreesboro, TN

Charleston, SC

The perfect tool to help you save time and serve more people

Gather statistics for resource development and strategic planning

Show funders that clients are moving in a positive direction

Provide an infrastructure for crisis preparedness and disaster recovery

Help agencies serve clients more efficiently and effectively