CharityTracker Review

CharityTracker is a cloud-based social services management tool that helps nonprofit organizations manage statistics, reporting, collaboration and alerts. Key features of CharityTracker include agency listings, budgets, data backups, bulletin publishing and custom reports. Its case management module allows users to allocate resources, provide financial assistance to members, and refer local providers to people in need. It also allows users to search the database on potential members and monitor any changes in the community. Additional features offered are file uploading, digital signatures, client referrals and access control. It helps users reduce manual data entry through its integration with barcode readers.

CHARITYTRACKER – TUTORIAL

Let’s look at the tutorial below on this social services management software:

CHARITYTRACKER – FEATURES

• Drastically reduce data entry times with the integration of barcodes for customers and assistance. Print and use ID cards without expensive hardware. Open a case and register assistance in seconds
• Digital signatures give you the freedom to store your customer’s release of information without printing a hard copy. You can capture signatures using your mouse, smartphone or tablet.
• Develop a roadmap for your clients, then collaborate with other agencies to guide an individual towards self-sustainability. The results have been customized for flexibility within the workflow, allowing for an unlimited number of sections, goals and states
• Requests and referrals allow your agency to assist anyone who asks you for help
• The index provides a list of all the services offered by the agencies participating in the referrals. In moments you can find all the agencies in your community that offer food assistance or emergency transport
• Groups provide greater security for customer data that doesn’t need to be shared with everyone, but can be shared with specific agents or agencies. Group permissions can be used for cases, notes, service records, requests, notes, and alerts
• Do you need to hand out sign-up forms for the next training session or save a scanned copy of a client’s bill your agency has assisted? No problem, by uploading files you can attach files to bulletins, service records, requests and case notes.