# Best Human Services Software for Medium-Sized Businesses *By [Emma Stein](https://research.g2.com/insights/author/emma-stein)* Products classified in the overall Human Services category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Human Services to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Human Services category. In addition to qualifying for inclusion in the Human Services Software category, to qualify for inclusion in the Medium-Sized Business Human Services Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business. ## How Many Human Services Software Products Does G2 Track? **Total Products under this Category:** 86 ### Category Stats (Jun 2026) - **Average Rating**: 4.43/5 (↑0.05 vs May 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Greenspace Health (+0.1%) - Among all products in this category, Greenspace Health recorded the largest rating increase compared to last month *Last updated: June 18, 2026* ## How Does G2 Rank Human Services Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 1,300+ Authentic Reviews - 86+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. --- **Sponsored** ### GiveCampus GiveCampus is a comprehensive B2B SaaS solution designed specifically to assist educational institutions, including colleges, universities, and independent schools, in optimizing their fundraising efforts and raising more money. Established in 2014, GiveCampus focuses exclusively on the unique needs of the education sector, providing a platform that enhances fundraising efficiency, engages more donors, and ultimately helps schools raise more funds. By leveraging AI-powered workflows and predictive modeling (“GC Intelligence”), GiveCampus streamlines various fundraising initiatives, making it easier for institutions to manage their donor relationships and campaigns. The platform caters to a diverse audience within the educational advancement landscape, including advancement services teams, annual giving and alumni relations professionals, and frontline fundraisers. Four core solutions comprise the GiveCampus platform and users can send personalized emails, texts, and videos from each—no matter which Platform Edition they choose: - GC Online Giving - for everyday giving, crowdfunding, and giving days - GC Gift Officer - for DGOs, LGOs, MGOs, and even student fundraising / phonathon—anyone who manages a portfolio or does 1:1 engagement - GC Events - for managing registration, ticketing, promotion, and donor engagement - GC Volunteer Management - for creating meaningful volunteer experiences at scale GC Online Giving allows advancement teams to manage all online fundraising initiatives from a single, secure platform. Access to mobile-first giving forms, robust crowdfunding tools, and powerful peer-to-peer social fundraising software ensures institutions have everything they need to raise more dollars from more donors with less effort. GC Gift Officer helps frontline fundraisers build more pipeline, schedule more visits with potential donors, and ultimately close more gifts. By providing AI-informed insights and built-in outreach tools that enhance donor engagement, GC Gift Officer helps institutions cultivate meaningful relationships with supporters at every stage of the donor pyramid. GC Events simplifies the registration and ticketing experience, helps boost attendance rates, and seamlessly connects event attendees to giving opportunities. With just a single click, event page visitors can be directed to giving forms and campaign pages, making it easier for schools to capitalize on the enthusiasm generated by their events. GC Volunteer Management enhances the effectiveness of volunteer programs, empowering alumni relations and advancement teams to streamline their volunteer efforts, saving valuable time for staff and volunteers alike. By optimizing volunteer engagement, GiveCampus ensures that schools can harness the full potential of their alumni networks, further driving fundraising initiatives and community involvement. Finally, built-in AI-powered outreach capabilities (via GC Outreach) are included with each of the aforementioned core solutions, allowing users to write, design, and send branded emails, text messages, and video to smartly segmented lists from wherever they are in the GiveCampus platform. Overall, GiveCampus stands out in the fundraising software category by offering a tailored, comprehensive suite of integrated solutions that address the specific challenges faced by educational institutions. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1911&secure%5Bdisplayable_resource_id%5D=484&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=484&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=97520&secure%5Bresource_id%5D=1911&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fhuman-services%2Fmid-market&secure%5Btoken%5D=df8707dcf16c428cd1f7363f699964a938025f7d822857499d01b2d5233eed1f&secure%5Burl%5D=https%3A%2F%2Finfo.givecampus.com%2Fschedule%3Futm_source%3Dg2%26utm_medium%3Dg2%26utm_campaign%3Dg2pcpads_q12026&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Human Services Software Products in 2026? ### 1. [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) Bonterra Apricot provides nonprofit organizations and public sector agencies with the resources, support and control they need to maximize impact in the communities they serve. Flexible program management solutions empower human services organizations to regain control of their programs-from streamlining the creation of forms and templates to simplifying data management and reporting. **Average Rating:** 4.4/5.0 **Total Reviews:** 338 **How Do G2 Users Rate Bonterra Apricot?** - **Ease of Use:** 8.5/10 (Category avg: 8.7/10) - **Performance:** 8.6/10 (Category avg: 9.3/10) - **Outcome Measurement:** 8.6/10 (Category avg: 9.0/10) - **Interoperability:** 7.7/10 (Category avg: 8.3/10) **Who Is the Company Behind Bonterra Apricot?** - **Seller:** [Bonterra](https://www.g2.com/sellers/bonterra) - **Company Website:** https://www.bonterratech.com/ - **Year Founded:** 2022 - **HQ Location:** Austin, United States - **Twitter:** @BonterraTech (922 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/bonterra-tech/ (1,322 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Executive Director, Case Manager - **Top Industries:** Non-Profit Organization Management, Civic & Social Organization - **Company Size:** 60% Small-Business, 31% Mid-Market #### What Are Recent G2 Reviews of Bonterra Apricot? **"[Effortlessly Organizes Participant Data](https://www.g2.com/survey_responses/bonterra-apricot-review-10741270)"** **Rating:** 5.0/5.0 stars *— Robert N.* [Read full review](https://www.g2.com/survey_responses/bonterra-apricot-review-10741270) --- **"[Intuitive and Granular Case Management System](https://www.g2.com/survey_responses/bonterra-apricot-review-12807895)"** **Rating:** 5.0/5.0 stars *— Gwen W.* [Read full review](https://www.g2.com/survey_responses/bonterra-apricot-review-12807895) --- #### What Are G2 Users Discussing About Bonterra Apricot? - [What is Apricot used for?](https://www.g2.com/discussions/what-is-apricot-used-for) - 1 comment - [What is ETO software?](https://www.g2.com/discussions/apricot-what-is-eto-software) - 2 comments - [How much does apricot cost?](https://www.g2.com/discussions/how-much-does-apricot-cost) - [What is apricot social solutions?](https://www.g2.com/discussions/what-is-apricot-social-solutions) - [What is apricot database?](https://www.g2.com/discussions/what-is-apricot-database) ### 2. [Therap Services](https://www.g2.com/products/therap-services/reviews) Therap Services is the national leader in HIPAA-compliant electronic documentation solutions for organizations in Long-Term Services and Supports (LTSS), Home and Community-Based Services (HCBS), and other human services industries. The system caters to a wide range of providers, including those serving individuals with intellectual and developmental disabilities, community employment and vocational rehabilitation programs, special education and school health services, aging and home health agencies, and autism programs. Therap's key features include electronic health record (EHR) capabilities, electronic visit verification (EVV) to track and manage service visits, comprehensive incident reporting and management tools, and person-centered planning tools to support individualized service goals and outcomes. Additionally, the system includes functionality to manage waiver slots and waiting lists, helping providers streamline day-to-day operations. **Average Rating:** 4.6/5.0 **Total Reviews:** 219 **How Do G2 Users Rate Therap Services?** - **Ease of Use:** 8.9/10 (Category avg: 8.7/10) - **Performance:** 9.2/10 (Category avg: 9.3/10) - **Outcome Measurement:** 8.9/10 (Category avg: 9.0/10) - **Interoperability:** 8.3/10 (Category avg: 8.3/10) **Who Is the Company Behind Therap Services?** - **Seller:** [Therap](https://www.g2.com/sellers/therap) - **Year Founded:** 2003 - **HQ Location:** Torrington, US - **Twitter:** @therapservices (515 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/97019/ (169 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Director, Quality Assurance Coordinator - **Top Industries:** Hospital & Health Care, Individual & Family Services - **Company Size:** 71% Mid-Market, 19% Small-Business #### What Are Therap Services's Pros and Cons? **Pros:** - Document Management (11 reviews) - Customer Support (9 reviews) - Therapy Services (9 reviews) - Features (8 reviews) - Ease of Use (7 reviews) **Cons:** - Poor Navigation (3 reviews) - Time Consumption (3 reviews) - Access Difficulty (1 reviews) - Billing Issues (1 reviews) - Expensive (1 reviews) ### What Do G2 Reviewers Say About Therap Services? *AI-generated summary from verified user reviews* **Pros:** - Users value the **easy documentation and compliance features** of Therap Services, appreciating its consistent growth and updates. - Users commend the **amazing customer support** of Therap Services, enhancing their overall user experience and satisfaction. - Users praise the **high-quality, all-in-one services** of Therap, enhancing accessibility and support for their needs. - Users value the **versatile capabilities** of Therap Services, appreciating its focus on partnership and continuous improvements. - Users value the **ease of use** of Therap Services, making it simple to manage ledgers efficiently. **Cons:** - Users find **poor navigation** in Therap Services frustratingly difficult, complicating simple tasks and overall usability. - Users find the **time-consuming setup** of Therap Services challenging, requiring manual data entry and extensive learning. - Users find **access difficulty** frustrating due to frequent re-logins after inactivity, impacting their user experience. - Users find that **billing issues** take longer for Therap support to resolve compared to other concerns. - Users find Therap Services to be **overpriced and frustratingly user-unfriendly** , complicating even simple tasks and workflows. #### What Are Recent G2 Reviews of Therap Services? **"[User-Friendly Platform with Robust Reporting](https://www.g2.com/survey_responses/therap-services-review-12717851)"** **Rating:** 5.0/5.0 stars *— Keon D.* [Read full review](https://www.g2.com/survey_responses/therap-services-review-12717851) --- **"[Therap is Amazing](https://www.g2.com/survey_responses/therap-services-review-4900167)"** **Rating:** 5.0/5.0 stars *— Susan L.* [Read full review](https://www.g2.com/survey_responses/therap-services-review-4900167) --- #### What Are G2 Users Discussing About Therap Services? - [How does Therap app work?](https://www.g2.com/discussions/how-does-therap-app-work) - [Is Therap an EHR?](https://www.g2.com/discussions/is-therap-an-ehr) - 2 comments - [How much does Therap Services Cost?](https://www.g2.com/discussions/how-much-does-therap-services-cost) - 1 comment - [What is Therap software?](https://www.g2.com/discussions/what-is-therap-software) - 1 comment ### 3. [Foothold](https://www.g2.com/products/radicle-health-foothold/reviews) Electronic documentation software for I/DD and behavioral health service providers. Our software offers case management, client tracking, and an Electronic Health Record (EHR) all under one roof. Visit our website to speak with one of our specialists. We are HIPAA-compliant, federally certified as an EHR for Meaningful Use, and offer full interoperability as you navigate the new landscape of care coordination and value-based care. Our software is ideal for human services and I/DD agencies, particularly those that offer multiple programs such as mental health, substance use disorder, housing and employment. **Average Rating:** 4.8/5.0 **Total Reviews:** 30 **How Do G2 Users Rate Foothold?** - **Ease of Use:** 8.9/10 (Category avg: 8.7/10) - **Performance:** 9.4/10 (Category avg: 9.3/10) - **Outcome Measurement:** 8.9/10 (Category avg: 9.0/10) - **Interoperability:** 8.6/10 (Category avg: 8.3/10) **Who Is the Company Behind Foothold?** - **Seller:** [Radicle Health](https://www.g2.com/sellers/radicle-health) - **Year Founded:** 2021 - **HQ Location:** Walnut Creek, CA - **LinkedIn® Page:** https://www.linkedin.com/company/radiclehealth/ (114 employees on LinkedIn®) - **Ownership:** Privately Held **Who Uses This Product?** - **Top Industries:** Mental Health Care, Non-Profit Organization Management - **Company Size:** 63% Mid-Market, 33% Small-Business #### What Are Recent G2 Reviews of Foothold? **"[The best HMIS software](https://www.g2.com/survey_responses/foothold-review-8903040)"** **Rating:** 5.0/5.0 stars *— Joan F.* [Read full review](https://www.g2.com/survey_responses/foothold-review-8903040) --- **"[Foothold Customization and features](https://www.g2.com/survey_responses/foothold-review-8753881)"** **Rating:** 5.0/5.0 stars *— Nicolash S.* [Read full review](https://www.g2.com/survey_responses/foothold-review-8753881) --- ### 4. [CharityTracker](https://www.g2.com/products/charitytracker/reviews) CharityTracker is a case management CRM solution specifically designed for nonprofits, social workers, healthcare providers, and various other organizations focused on community service. This platform enables users to prioritize client engagement and measure tangible outcomes rather than merely collecting data. By facilitating meaningful interactions and fostering collaborative partnerships, CharityTracker empowers organizations to address complex community challenges effectively. The target audience for CharityTracker includes a diverse range of professionals and organizations dedicated to serving vulnerable populations. Nonprofits, social workers, and healthcare providers can leverage this tool to streamline their case management processes, enhance communication, and improve service delivery. Specific use cases include tracking client progress, managing service referrals, and analyzing data to identify trends and areas for improvement. By utilizing CharityTracker, organizations can focus on what truly matters: making a positive impact in their communities. Key features of CharityTracker include its HIPAA-compliant database, which ensures that sensitive client information is securely managed. The platform supports over 20,000 users worldwide, providing a robust infrastructure for organizations to collaborate and share insights. Additionally, CharityTracker offers customizable reporting tools that allow users to generate meaningful data that can inform decision-making and strategy development. The system's user-friendly interface simplifies the onboarding process, making it accessible for organizations of all sizes. One of the standout benefits of CharityTracker is its commitment to ongoing support. Unlike many other CRM solutions that may disengage after the initial implementation, CharityTracker partners with users throughout their journey. This collaborative approach ensures that organizations can adapt and grow their capabilities as they increase their community impact. By focusing on transformational processes, CharityTracker not only enhances operational efficiency but also helps organizations build stronger relationships with their clients and stakeholders. In essence, CharityTracker serves as a vital tool for organizations aiming to improve their case management practices while fostering a culture of care and collaboration. Its unique combination of affordability, user support, and comprehensive features positions it as a valuable resource for those dedicated to making a difference in their communities. **Average Rating:** 4.6/5.0 **Total Reviews:** 331 **How Do G2 Users Rate CharityTracker?** - **Ease of Use:** 8.8/10 (Category avg: 8.7/10) - **Performance:** 8.8/10 (Category avg: 9.3/10) - **Outcome Measurement:** 8.4/10 (Category avg: 9.0/10) - **Interoperability:** 8.0/10 (Category avg: 8.3/10) **Who Is the Company Behind CharityTracker?** - **Seller:** [Simon Solutions](https://www.g2.com/sellers/simon-solutions) - **Year Founded:** 2006 - **HQ Location:** Florence, AL - **Twitter:** @SimonSolutions (101 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/simon-solutions-inc/ (18 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Executive Director, Case Manager - **Top Industries:** Non-Profit Organization Management, Religious Institutions - **Company Size:** 90% Small-Business, 8% Mid-Market #### What Are CharityTracker's Pros and Cons? **Pros:** - Ease of Setup (1 reviews) ### What Do G2 Reviewers Say About CharityTracker? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of setup** in CharityTracker, streamlining client information management and team communication. #### What Are Recent G2 Reviews of CharityTracker? **"[CharityTracker](https://www.g2.com/survey_responses/charitytracker-review-8761123)"** **Rating:** 4.5/5.0 stars *— Verified User in Non-Profit Organization Management* [Read full review](https://www.g2.com/survey_responses/charitytracker-review-8761123) --- **"[Charity Tracker Offers the Best Software and Customer Service for Our Needs!](https://www.g2.com/survey_responses/charitytracker-review-8766876)"** **Rating:** 5.0/5.0 stars *— Jennifer G.* [Read full review](https://www.g2.com/survey_responses/charitytracker-review-8766876) --- #### What Are G2 Users Discussing About CharityTracker? - [What is CharityTracker used for?](https://www.g2.com/discussions/what-is-charitytracker-used-for) - 1 comment ### 5. [InfoFlo Software](https://www.g2.com/products/infoflo-software/reviews) InfoFlo Nonprofit delivers a secure, scalable, and fully HIPAA-compliant case management solution designed to help organizations operate more efficiently. Gain a comprehensive 360° view of every client and case through a unified, intuitive dashboard. Seamlessly manage all your client goals, referrals, documentation, events, classes, and activities within a single platform—eliminating the need for multiple tools. Generate custom, data-driven reports to strengthen your grant proposals and demonstrate measurable outcomes and easily export these reports to Excel or CSV. With InfoFlo Nonprofit, your organization benefits from a fully customized, cost-effective system built to align with your unique workflows and compliance requirements—empowering your team to focus on impact, not administration. **Average Rating:** 4.5/5.0 **Total Reviews:** 93 **How Do G2 Users Rate InfoFlo Software?** - **Ease of Use:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind InfoFlo Software?** - **Seller:** [InfoFlo Solutions](https://www.g2.com/sellers/infoflo-solutions) - **Year Founded:** 2002 - **HQ Location:** Toronto, Canada - **LinkedIn® Page:** https://www.linkedin.com/company/2786990/ (6 employees on LinkedIn®) - **Phone:** 1 416-223-4353 **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Financial Services, Information Technology and Services - **Company Size:** 67% Small-Business, 12% Mid-Market #### What Are InfoFlo Software's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Customer Support (2 reviews) - Customer Management (1 reviews) - Easy Access (1 reviews) - Integration (1 reviews) **Cons:** - Bugs (1 reviews) - Integration Issues (1 reviews) - Missing Features (1 reviews) - Not User-Friendly (1 reviews) ### What Do G2 Reviewers Say About InfoFlo Software? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of InfoFlo Software, coupled with excellent support for accessing important customer data. - Users praise the **terrific customer support** of InfoFlo Software, enhancing their overall experience with the product. - Users appreciate the **powerful organizational capabilities** of InfoFlo Software for managing customer relationships effectively. - Users appreciate the **easy access** to important customer data, praising its user-friendly interface and excellent support. - Users value the **seamless integration** of InfoFlo Software, centralizing all business data for enhanced efficiency. **Cons:** - Users experience **bugs and integration issues** with InfoFlo Software, leading to glitches and unresolved problems. - Users often face **integration issues** with InfoFlo Software, particularly with 3CX and persistent software glitches. - Users feel the software lacks **available bundles** , indicating a need for more options to enhance functionality. - Users find the **user interface dated** and support responses occasionally confusing, impacting overall usability. #### What Are Recent G2 Reviews of InfoFlo Software? **"[Multifunctional integration, a tool for enhancing work efficiency](https://www.g2.com/survey_responses/infoflo-software-review-12121732)"** **Rating:** 4.0/5.0 stars *— Harrison W.* [Read full review](https://www.g2.com/survey_responses/infoflo-software-review-12121732) --- **"[Fast, Customizable, and Secure Case Management with Outstanding Support!](https://www.g2.com/survey_responses/infoflo-software-review-12974719)"** **Rating:** 5.0/5.0 stars *— Ashley C.* [Read full review](https://www.g2.com/survey_responses/infoflo-software-review-12974719) --- #### What Are G2 Users Discussing About InfoFlo Software? - [What improvements would you suggest for InfoFlo Software to better meet your CRM needs?](https://www.g2.com/discussions/what-improvements-would-you-suggest-for-infoflo-software-to-better-meet-your-crm-needs) - [What is InfoFlo Software used for?](https://www.g2.com/discussions/what-is-infoflo-software-used-for) ## What Is Human Services Software? [Nonprofit Software](https://www.g2.com/categories/nonprofit) ## What Software Categories Are Similar to Human Services Software? - [Nonprofit CRM Software](https://www.g2.com/categories/nonprofit-crm) - [Volunteer Management Software](https://www.g2.com/categories/volunteer-management) --- ## How Do You Choose the Right Human Services Software? ### What You Should Know About Human Services Software ### What is Human Services Software? Nonprofit organizations that provide social services need to manage sensitive program and service data on top of their usual donor and volunteer records. Standard [nonprofit CRM software](https://www.g2.com/categories/nonprofit-crm) and [donor management software](https://www.g2.com/categories/donor-management) lack the features to track, monitor, and report on client data (“clients" refers to people receiving services or participating in programs at a nonprofit social service agency). Human services software solves this by improving operational efficiency, maintaining compliance, and tracking outcomes for all individuals served by a nonprofit agency. Many nonprofits use human services solutions to store client intake forms, manage program rosters, evaluate client progress for grant reporting, and streamline billing. These solutions, also called nonprofit case management software, possess some of the functionality of health care solutions like [clinical documentation software](https://www.g2.com/categories/clinical-documentation) and [patient case management software.](https://www.g2.com/categories/patient-case-management) However, social service nonprofits typically focus on one particular service and community, and do not need all the features of software optimized for the health care industry, especially when used by nonprofit organizations like youth development and food banks. Human services products carry lower costs and focus on the core functions a nonprofit needs to conduct business and maintain data integrity. Nonprofits providing any range of individual and group services can benefit from human services software. Key Benefits of Human Services Software - Centralize client data into one accessible hub - Automate client intake and survey processes, reducing human error - Evaluate client progress toward goals for treatment plans and funding reports - Streamline insurance reimbursement and client billing - Improve care coordination for clients enrolled in multiple programs and services ### Why Use Human Services Software? Social service nonprofits must maintain accurate client data for internal and external purposes. Human services software gathers data in a centralized repository, reducing administrative burden while prioritizing clients. **Improve client outcomes —** Program staff rely on these products to track forms and surveys completed by clients and assess shifts in reported progress over time. This allows staff to recommend revisions to a client’s treatment plan and work toward achieving outcomes. Nonprofits receiving public funding often have strict outcomes tied to their grants, and therefore must ensure they meet metrics. **Automate tasks and optimize workflow —** Without human services software, nonprofits manually maintain a large, vulnerable collection of paper files with sensitive client data. Staff can create form and survey templates in the software, uploading necessary documentation to individual client records. Interdepartmental communication improves due to centralized access to client data, improving efficiency and reducing repetition. These systems create reminders for billing and scheduling, eliminating the need to remind coworkers or manually enter invoices. **Eliminate administrative errors —** These solutions automate many administrative functions that detract from service delivery, while reducing data entry errors. Nonprofits need software that can flag errors in coding, documentation, and insurance eligibility. Reimbursement denials caused by incorrect billing increases late payments, which impacts the nonprofit’s operating budget. ### Who Uses Human Services Software? A variety of social services nonprofits rely on human services software to manage service impact. This includes nonprofits focused on: behavioral health and crisis intervention services, substance abuse treatment, youth development, workforce development, transitional and homelessness services, violence prevention and restorative justice, and food assistance, among others. While mental health service providers utilize all features of solutions software, other social service nonprofits depend on the core features to manage their daily operations. For example, youth development agencies may not need billing functionality, but rely on case management and program data tracking features. Food banks might use the referral system for non-clinical purposes, recording when clients receive food from partner sites or enroll in demographic-specific food delivery services (youth and elderly, typically). The staff who typically use human services software include: **Service delivery —** Service delivery staff use this technology to assist with case management. Human services software digitizes all client data, allowing quick access. Therapists and mental health services providers rely on these solutions to track billable hours for grant reimbursement, an important component for maintaining compliance. Supervisors and managers use this technology to manage workflow and task assignments. As clients are sometimes referred to multiple services in an agency, service delivery staff monitor all client enrollments and gain a holistic picture of a client’s treatment plan. **Program —** Program staff need to store important documents such as attendance rosters, pre- and post-surveys, and permission slips. Staff can access client biographical data to find a parent or guardian’s phone number in case of emergency. These solutions improve interdepartmental communication with service delivery staff, strengthening care coordination. Program staff may rely on this product to monitor their work hours for grant reimbursement. **Data and evaluation —** While service delivery and program staff input client data into human services solutions, data and evaluation staff use this information for internal audits, external requests, and grant reporting. They often facilitate survey and form creation, collaborating with program and service staff to ensure the appropriate data is captured. ### Human Services Software Features Human services software offers a range of features to help nonprofits improve operational efficiency, maintain compliance, and deliver positive client engagement. **Documentation —** Agencies can upload and manage documents such as surveys, intake and release forms, case notes, and digital signatures. Human services software enables staff to build form and survey templates directly in the system, allowing staff to capture client details digitally from any location. This information covers a client’s first communication with an agency until their discharge or program completion, and all authorized staff can access these details at any time. **Case management —** It’s important for nonprofits to record ongoing communication with clients, assess service enrollments, identify referrals, and monitor client progress towards established goals. For clinical staff, these products capture client involvement with external parties such as law enforcement and the justice system. **Scheduling —** Program staff have the ability to schedule and manage client sessions, program cycles, interdepartmental supervision, meetings, and related events. Some human service platforms possess the functionality to send email and SMS reminders to clients about upcoming sessions, further reducing administrative burden. **Billing —** Users can create invoices for client payments and record billable hours for Medicaid, insurance claims, and grant funding. Some platforms may help monitor grant allotments as well. **Workflow automation —** Nonprofits can enable features such as digital signatures, alerts, and task assignments, to ensure efficiency. Appropriate staff are flagged to complete the next step in a client’s care cycle. **Compliance and security—** This software ensures compliance with regulatory policies at the local, state, and federal level, a necessary feature for any nonprofits providing social work services. Human service platforms provide compliance integration for common regulatory legislation such as the Health Insurance Portability and Accountability Act (HIPAA) and the Family Educational Rights and Privacy Act (FERPA), and others as they pertain to a nonprofit’s service area. HIPAA protects sensitive health information, while FERPA protects educational records. Additionally, nonprofits can configure permissions for viewing specific documents, and ensure no duplicate records are made for preexisting clients. These systems flag users when violations are made, such as trying to approve client documents lacking signatures. **Reporting —** Organizations can run reports for a range of data, including client demographics, number of service delivery hours, client outcomes, referrals, and billing. These inform internal reviews and provide funders with all the required information about program progress. **Dashboards —** Agencies can gain insight on all program and service deliverables. They can visualize client data to identify areas for achievement and improvement. Program and service staff assess historical client data to identify opportunities for internal and external referrals, and inspire changes in program and service delivery design. #### Additional Human Services Software Features **Cloud hosting—** Organizations might establish additional security through encryption and constant back-up creation compared to on-premises solutions. When staff travel offsite, they still have access to client data. Behavioral health and crisis intervention therapists benefit from this feature, given the unpredictable nature of client incidents. **Client portal —** Social services might engage clients in their program and service enrollment plan through a client portal. This feature is typically only included in robust human services platforms. Client portals allow clients access to their records, and enable communication with their service providers. Clients can create profiles to track progress, receive updates, and check their balance. ### Trends Related to Human Services Software **Predictive analytics —** Nonprofits often use data for reporting or to catch compliance errors after the fact. Social service agencies can leverage technology in a proactive way, analyzing data to target their resources strategically using predictive analytics. Predictive analytics enable agencies to see which programs and services are effective, and develop preventive approaches before clients worsen. Predictive analytics build smarter programs that serve high-need communities. **Conversational intelligence —** Tools such as [bot platforms](https://www.g2.com/categories/bot-platforms) improve client experience when navigating websites and client portals. When dealing with at-risk populations, trust correlates to successful outcomes. Therefore, agencies need to prioritize the client experience. Conversational intelligence provides automated customer support without adding administrative burden to nonprofits operating on limited resources. **Geospatial intelligence—** Similar to predictive analytics, geospatial intelligence informs agencies about location-specific trends within the communities they serve. Armed with this knowledge, agencies can tailor specific interventions to address root issues. These trends can range from addiction, to violence and crime rates, to food insecurity. There is no one-size-fits-all approach to interventions; different localities need different services to address their specific risk factors. ### Potential Issues with Human Services Software **Cost —** Although these solutions are designed with nonprofit budgetary limitations in mind, many agencies still struggle to afford a product that fits all their needs. Instead, agencies often skimp on features and purchase products that add more administrative burden to staff. Additionally, cheaper products often lack all compliance integrations that ensure agencies are administering programs and services in accordance with regulations. Some solutions lack billing integration, creating more administrative work and potential for human error. Incorrect billing submission delays reimbursement or sometimes results in no reimbursement at all. **Interoperability—** Unlike some of their health care counterparts, human services software can leave client data siloed, unable to be shared with all ancillary care providers. If clients need referrals to external services, most human services platforms do not have the capability to transmit client data to other agency systems. For social workers, this often requires extra communication to external parties to talk through a client’s history. Interoperabile systems can circumvent tedious communication issues. ### Software and Services Related to Human Services Software [Medical practice management](https://www.g2.com/categories/medical-practice-management) — Human services software offers much of the same functionality as medical practice management software. Both solutions serve as agency-wide operational management tools, handling administrative workflow such as scheduling and billing while also storing client information and performing analytics on captured data. [**Patient case management**](https://www.g2.com/categories/patient-case-management) **—** Like patient case management software, human services platforms allow quick access to client data across clients’ entire engagement period. These solutions track and monitor client performance, and store relevant documentation and scheduling records. These solutions improve interdepartmental communication to ensure clients receive the full spectrum of care that they need. [**Electronic health record (EHR)**](https://www.g2.com/categories/ehr) **—** For social services agencies invested in mental health services, EHR solutions might be considered over human services platforms. EHRs allow for real-time access to client data. They facilitate sharing that data with all relevant providers, including hospitals, psych wards, laboratories, and pharmacies. These solutions create a holistic picture of a client, no matter where they are accessing care. Human services software shares the real-time data access functionality, but EHRs excel at allowing all care providers to access a client’s record, allowing highly informed decisions to be made with regard to treatment. [**Medical billing**](https://www.g2.com/categories/medical-billing) **—** Most human services platforms have medical billing integration to streamline claim processes, monitor grants, and create invoices for clients. Not all human services solutions have the ability to verify a client’s insurance coverage; this is when integration or interoperability between human services systems and medical billing systems is helpful.