# Casebook, Foothold vs CharityTracker Comparison

| | Casebook | Foothold | CharityTracker | 
|---|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.8 out of 5 | 4.6 out of 5 | 
| **Total Reviews** | 62 | 30 | 337 | 
| **Largest Market Segment** | Small-Business (82.3% of reviews) | Mid-Market (65.5% of reviews) | Small-Business (89.7% of reviews) | 
| **Entry Level Price** | Starting at $29.00 Per Month | Contact Us 20 Users Per Month | $20.00 1 Users Per Month | 

---
## Top Pros & Cons

### Casebook

**Not enough data**

### Foothold

**Not enough data**

### CharityTracker

Pros:
- Ease of Setup (1 reviews)


---
## Ratings Comparison
| Rating | Casebook | Foothold | CharityTracker | 
|---|---|---|---|
  | **Meets Requirements** | 8.3 (44 reviews) | 8.9 (22 reviews) | 9.0 (306 reviews) | 
  | **Ease of Use** | 8.4 (45 reviews) | 8.9 (22 reviews) | 8.8 (315 reviews) | 
  | **Ease of Setup** | 8.0 (32 reviews) | 8.8 (14 reviews) | 8.8 (171 reviews) | 
  | **Ease of Admin** | 8.8 (28 reviews) | 9.4 (18 reviews) | 8.9 (173 reviews) | 
  | **Quality of Support** | 9.2 (42 reviews) | 9.8 (22 reviews) | 9.1 (260 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.0 (29 reviews) | 9.6 (18 reviews) | 9.1 (176 reviews) | 
  | **Product Direction (% positive)** | 9.2 (42 reviews) | 10.0 (18 reviews) | 9.1 (319 reviews) | 

---
## Pricing

### Casebook

#### Entry-Level Pricing

Plan: Starter: The Essentials

Price: Starting at $29.00 Per Month

Description: Small teams with up to 3 users can get organized, improve service delivery and control costs with flexible per-user pricing. 


Key Features:
- Up to 3 users
- Optional Forms
- SSO

[Browse all 4 editions](https://www.g2.com/products/casebook/pricing)

#### Free Trial

No

### Foothold

#### Entry-Level Pricing

Plan: Basic

Price: Contact Us 20 Users Per Month

Description: Our Basic package includes core case management features such as admission, discharge, scheduling, demographics, customizable service plans and assessment forms, progress notes, scheduling, medications, diagnoses, a large library of ad-hoc and canned reporting, and much more.

Key Features:
- Implementation and Training
- Support

[Browse all 4 editions](https://www.g2.com/products/radicle-health-foothold/pricing)

#### Free Trial

No

### CharityTracker

#### Entry-Level Pricing

Plan: Basic

Price: $20.00 1 Users Per Month

Description: CharityTracker's trusted case management basics such as client records, notes, assistance and reports.

Key Features:
- Easy Case Management
- Comprehensive Reports
- Bulletins & Alerts

[Browse all 3 editions](https://www.g2.com/products/charitytracker/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Mental Health

| Product | Score | Reviews |
|---|---|---|
| **Casebook** | N/A | N/A |
| **Foothold** | 8.9/10 | 5 |
| **CharityTracker** | N/A | N/A |

#### Administrative

| Feature | Casebook | Foothold | CharityTracker | 
|---|---|---|---|
| **Workflow Management** | Not enough data | 9.0 (5 reviews) | Not enough data | 
| **Billing** | Not enough data | 8.7 (5 reviews) | Not enough data | 
| **Security and Authorization** | Not enough data | 8.7 (5 reviews) | Not enough data | 
| **Practice Management** | Not enough data | Not enough data | Not enough data | 
| **Compliance** | Not enough data | 9.0 (5 reviews) | Not enough data | 
| **Insurance Management** | Not enough data | Not enough data | Not enough data | 
| **Appointment Scheduler** | Not enough data | Feature Not Available | Not enough data | 
| **Patient Portal** | Not enough data | Feature Not Available | Not enough data | 
| **HIPAA Compliance** | Not enough data | 9.0 (5 reviews) | Not enough data | 

#### Clinical

| Feature | Casebook | Foothold | CharityTracker | 
|---|---|---|---|
| **Patient Records** | Not enough data | Not enough data | Not enough data | 
| **Specialty EHR Templates** | Not enough data | Not enough data | Not enough data | 
| **Interoperability** | Not enough data | Not enough data | Not enough data | 
| **Documentation** | Not enough data | Not enough data | Not enough data | 
| **E-Prescription** | Not enough data | Not enough data | Not enough data | 

### Value-Based Reimbursement

| Product | Score | Reviews |
|---|---|---|
| **Casebook** | N/A | N/A |
| **Foothold** | N/A | N/A |
| **CharityTracker** | N/A | N/A |

#### Administrative

| Feature | Casebook | Foothold | CharityTracker | 
|---|---|---|---|
| **Health Care IT Integrations - Value-Based Reimbursement** | Not enough data | Not enough data | Not enough data | 
| **Contract Templates - Value-Based Reimbursement** | Not enough data | Not enough data | Not enough data | 
| **Clinical Communicaton - Value-Based Reimbursement** | Not enough data | Not enough data | Not enough data | 
| **Services Rendered - Value-Based Reimbursement** | Not enough data | Not enough data | Not enough data | 

### Clinical Documentation

| Product | Score | Reviews |
|---|---|---|
| **Casebook** | N/A | N/A |
| **Foothold** | 8.5/10 | 5 |
| **CharityTracker** | N/A | N/A |

#### Operations

| Feature | Casebook | Foothold | CharityTracker | 
|---|---|---|---|
| **Workflow Optimization - Clinical Documentation** | Not enough data | 8.3 (5 reviews) | Not enough data | 
| **EHR Integration - Clinical Documentation** | Not enough data | 8.7 (5 reviews) | Not enough data | 
| **Clinical Communication - Clinical Documentation** | Not enough data | 9.0 (5 reviews) | Not enough data | 
| **Transcription Automation - Clinical Documentation** | Not enough data | Feature Not Available | Not enough data | 
| **CDI Training - Clinical Documentation** | Not enough data | Feature Not Available | Not enough data | 
| **Clinical Data Exchange - Clinical Documentation** | Not enough data | Not enough data | Not enough data | 
| **Document Access - Clinical Documentation** | Not enough data | 7.7 (5 reviews) | Not enough data | 
| **Digitization - Clinical Documentation** | Not enough data | 8.7 (5 reviews) | Not enough data | 

#### Generative AI

| Feature | Casebook | Foothold | CharityTracker | 
|---|---|---|---|
| **AI Text Summarization** | Not enough data | Not enough data | Not enough data | 

### Patient Case Management

| Product | Score | Reviews |
|---|---|---|
| **Casebook** | N/A | N/A |
| **Foothold** | N/A | N/A |
| **CharityTracker** | 8.6/10 | 57 |

#### Data Collection

| Feature | Casebook | Foothold | CharityTracker | 
|---|---|---|---|
| **Patient Data Aggregation - Patient Case Management** | Not enough data | Not enough data | 8.7 (57 reviews) | 
| **Patient Data Management - Patient Case Management** | Not enough data | Not enough data | 8.9 (57 reviews) | 
| **Clinical Communication and Collaboration - Patient Case Management** | Not enough data | Not enough data | 8.0 (57 reviews) | 
| **Utilization Management - Patient Case Management** | Not enough data | Not enough data | 8.8 (56 reviews) | 

### Human Services

| Product | Score | Reviews |
|---|---|---|
| **Casebook** | 8.0/10 | 42 |
| **Foothold** | 9.0/10 | 7 |
| **CharityTracker** | 8.4/10 | 253 |

#### Platform Basics

| Feature | Casebook | Foothold | CharityTracker | 
|---|---|---|---|
| **Reporting** | 7.7 (37 reviews) | 9.5 (7 reviews) | 8.4 (227 reviews) | 
| **Interoperability** | 7.7 (32 reviews) | 8.6 (6 reviews) | 8.0 (192 reviews) | 
| **Performance** | 8.6 (41 reviews) | 9.4 (6 reviews) | 8.8 (228 reviews) | 

#### Case Management

| Feature | Casebook | Foothold | CharityTracker | 
|---|---|---|---|
| **Client Intake** | 8.7 (40 reviews) | 9.5 (7 reviews) | 9.0 (228 reviews) | 
| **Outcome Measurement** | 8.5 (33 reviews) | 8.9 (6 reviews) | 8.4 (192 reviews) | 
| **Form Builder** | 8.2 (35 reviews) | 9.3 (7 reviews) | 7.7 (166 reviews) | 

#### Platform Additional Functionality

| Feature | Casebook | Foothold | CharityTracker | 
|---|---|---|---|
| **Mobility** | 7.6 (32 reviews) | 9.7 (6 reviews) | 8.4 (185 reviews) | 
| **Messaging** | 6.4 (28 reviews) | 8.3 (5 reviews) | 8.0 (191 reviews) | 

#### Platform Data

| Feature | Casebook | Foothold | CharityTracker | 
|---|---|---|---|
| **Dashboard** | 8.5 (39 reviews) | 8.0 (5 reviews) | 8.7 (226 reviews) | 
| **Alerts and Notifications** | 8.2 (37 reviews) | 9.2 (6 reviews) | 8.6 (221 reviews) | 

### EHR

| Product | Score | Reviews |
|---|---|---|
| **Casebook** | N/A | N/A |
| **Foothold** | 8.5/10 | 9 |
| **CharityTracker** | N/A | N/A |

#### Clinical Workflow Management

| Feature | Casebook | Foothold | CharityTracker | 
|---|---|---|---|
| **Multiple Medical Provider Access** | Not enough data | Not enough data | Not enough data | 
| **Ancillary Care Provider Access** | Not enough data | Not enough data | Not enough data | 
| **Meaningful Use Reporting** | Not enough data | 9.0 (5 reviews) | Not enough data | 
| **Clinical Documentation** | Not enough data | 7.8 (6 reviews) | Not enough data | 

#### Patient Health Information Management

| Feature | Casebook | Foothold | CharityTracker | 
|---|---|---|---|
| **ePHI Storage** | Not enough data | 9.2 (6 reviews) | Not enough data | 
| **Interoperability** | Not enough data | 7.9 (7 reviews) | Not enough data | 
| **Patient Workflow Management** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - EHR

| Feature | Casebook | Foothold | CharityTracker | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Human Services Software](https://www.g2.com/categories/human-services)


**Unique to Foothold (5):** [Patient Case Management Software](https://www.g2.com/categories/patient-case-management), [Clinical Documentation Software](https://www.g2.com/categories/clinical-documentation), [Value-Based Reimbursement Software](https://www.g2.com/categories/value-based-reimbursement), [Mental Health Software](https://www.g2.com/categories/mental-health), [EHR Software](https://www.g2.com/categories/ehr)

**Unique to CharityTracker (1):** [Patient Case Management Software](https://www.g2.com/categories/patient-case-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Casebook | Foothold | CharityTracker | 
|---|---|---|---|
| **Small-Business** | 82.3% | 34.5% | 89.7% | 
| **Mid-Market** | 14.5% | 65.5% | 8.5% | 
| **Enterprise** | 3.2% | 0% | 1.8% | 

### By Industry

#### Casebook

- **Non-Profit Organization Management:** 34.4%
- **Individual & Family Services:** 16.4%
- **Civic & Social Organization:** 14.8%
- **Human Resources:** 9.8%
- **Law Enforcement:** 4.9%
- **Education Management:** 4.9%
- **Mental Health Care:** 3.3%
- **Hospital & Health Care:** 3.3%
- **Arts and Crafts:** 3.3%
- **Public Safety:** 1.6%
- **Other:** 3.3%

#### Foothold

- **Mental Health Care:** 34.5%
- **Non-Profit Organization Management:** 31.0%
- **Individual & Family Services:** 17.2%
- **Government Administration:** 6.9%
- **Staffing and Recruiting:** 3.4%
- **Renewables & Environment:** 3.4%
- **Health, Wellness and Fitness:** 3.4%

#### CharityTracker

- **Non-Profit Organization Management:** 51.4%
- **Religious Institutions:** 14.8%
- **Civic & Social Organization:** 9.4%
- **Individual & Family Services:** 8.8%
- **Human Resources:** 4.2%
- **Health, Wellness and Fitness:** 2.1%
- **Education Management:** 1.5%
- **Higher Education:** 0.9%
- **Hospital & Health Care:** 0.9%
- **Food & Beverages:** 0.6%
- **Other:** 5.4%

---
## Alternatives

### Alternatives to Casebook

- [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) — 4.4/5 stars (338 reviews)
- [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/reviews) — 4.1/5 stars (87 reviews)
- [Therap Services](https://www.g2.com/products/therap-services/reviews) — 4.6/5 stars (221 reviews)
- [LiveImpact](https://www.g2.com/products/liveimpact/reviews) — 4.8/5 stars (17 reviews)
- [CaseWorthy](https://www.g2.com/products/caseworthy/reviews) — 2.6/5 stars (5 reviews)
- [Exponent Case Management](https://www.g2.com/products/exponent-case-management/reviews) — 3.9/5 stars (16 reviews)
- [extendedReach](https://www.g2.com/products/extendedreach/reviews) — 4.8/5 stars (2 reviews)
- [PlanStreet](https://www.g2.com/products/planstreetinc-planstreet/reviews) — 4.6/5 stars (9 reviews)
- [Sumac](https://www.g2.com/products/sumac/reviews) — 4.2/5 stars (25 reviews)
- [Greenspace Health](https://www.g2.com/products/greenspace-health/reviews) — 4.8/5 stars (32 reviews)

### Alternatives to Foothold

- [Epic](https://www.g2.com/products/epic/reviews) — 4.2/5 stars (937 reviews)
- [Carepatron](https://www.g2.com/products/carepatron/reviews) — 4.5/5 stars (527 reviews)
- [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) — 4.4/5 stars (338 reviews)
- [EHRYourWay](https://www.g2.com/products/ehryourway/reviews) — 4.7/5 stars (338 reviews)
- [ModMed](https://www.g2.com/products/modmed/reviews) — 4.5/5 stars (330 reviews)
- [Pabau Practice Management](https://www.g2.com/products/pabau-practice-management/reviews) — 4.8/5 stars (304 reviews)
- [Practice Better](https://www.g2.com/products/practice-better/reviews) — 4.7/5 stars (297 reviews)
- [Tebra (previously Kareo + PatientPop)](https://www.g2.com/products/tebra-previously-kareo-patientpop/reviews) — 4.1/5 stars (257 reviews)
- [Therap Services](https://www.g2.com/products/therap-services/reviews) — 4.6/5 stars (221 reviews)
- [Oliva Health](https://www.g2.com/products/oliva-health/reviews) — 4.9/5 stars (249 reviews)

### Alternatives to CharityTracker

- [Bonterra Apricot](https://www.g2.com/products/bonterra-apricot/reviews) — 4.4/5 stars (338 reviews)
- [Carepatron](https://www.g2.com/products/carepatron/reviews) — 4.5/5 stars (527 reviews)
- [Pabau Practice Management](https://www.g2.com/products/pabau-practice-management/reviews) — 4.8/5 stars (304 reviews)
- [Therap Services](https://www.g2.com/products/therap-services/reviews) — 4.6/5 stars (221 reviews)
- [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/reviews) — 4.1/5 stars (87 reviews)
- [Solutionreach](https://www.g2.com/products/solutionreach/reviews) — 4.3/5 stars (169 reviews)
- [LiveImpact](https://www.g2.com/products/liveimpact/reviews) — 4.8/5 stars (17 reviews)
- [athenaOne](https://www.g2.com/products/athenaone/reviews) — 3.4/5 stars (112 reviews)
- [CaseWorthy](https://www.g2.com/products/caseworthy/reviews) — 2.6/5 stars (5 reviews)
- [Sumac](https://www.g2.com/products/sumac/reviews) — 4.2/5 stars (25 reviews)

---
## Top Discussions

### Casebook

No discussions available for this product.

### Foothold

No discussions available for this product.

### CharityTracker

- Title: [Is there a volume discount?](https://www.g2.com/discussions/is-there-a-volume-discount) — 2 comments, 1 upvote *(includes official response)*
  > **Top comment:** "Yes. We offer volume discount pricing options for 5+ users. Let's set-up a time to chat or provide a demonstration to discuss further."
- Title: [What is CharityTracker used for?](https://www.g2.com/discussions/what-is-charitytracker-used-for) — 1 comment *(includes official response)*
  > **Top comment:** "CharityTracker is a simple-to-use, web-based database for recording/reporting data for nonprofits in the business of serving and helping people in their..."
- Title: [What customer support is offered?](https://www.g2.com/discussions/what-customer-support-is-offered) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "There is no additional cost for customer support. We offer FREE customer to support to you and any of your team as they use the system, they can reach out..."
- Title: [Are there additional fees or start-up costs?](https://www.g2.com/discussions/are-there-additional-fees-or-start-up-costs) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "No. We don't like hidden fees either. The only time there would be one-time fees is if you had existing data you'd like to import (optional) or if you have..."
- Title: [Can I import my existing data?](https://www.g2.com/discussions/can-i-import-my-existing-data) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Yes. Importing your existing database is possible. To ensure that the database is imported accurately, our technical team performs the import on your behalf...."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/casebook-vs-radicle-health-foothold-vs-charitytracker)