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Community CareLink is a cloud-based electronic health record (EHR) and practice management system designed specifically for social service agencies. Features include treatment options, progress notes, narrative reports, custom templates, ad hoc reporting ...Read more about Community CareLink
Meet CharityTracker, the approachable and affordable CRM solution for organizations that lets you focus on your clients to measure real-world impact, not just data. We’ll help you generate meaningful data and collaborative partnerships that can solve compl...Read more about CharityTracker
INSZoom is a cloud-based immigration case management and compliance solution that enables law firms, hospitals, universities, non-profits, professional services organizations, corporations and businesses to streamline operations related to immigration form...Read more about INSZoom
NewOrg is a configurable cloud-based solution designed to help small and midsize nonprofits manage donors, volunteers, marketing efforts, events and grant management in an integrated suite. It's suitable for veteran organizations, homeless services, enviro...Read more about NewOrg
InfoFlo is an integrated CRM solution that can be accessed online or installed on-premise. The system provides contact management, computer telephony integration, marketing and sales automation, and customer support. Users also have access to InfoFlo’s cor...Read more about InfoFlo
Bring it all together. Casebook is nonprofit human services software is designed to be flexible and adaptable to your organization's needs, whether you're working in social services, healthcare, education, or government agencies. You can manage cases, clie...Read more about Casebook
Noteable is a complete solution for behavioral services companies including community-based counseling providers, group homes, and in-home or clinic-based ABA. With Noteable, agencies can create and customize treatment programs, including case note and rep...Read more about Noteable
FAMCare is a cloud-based human services case management tool that assists agencies operating for the welfare of people. It is primarily designed for service providers helping adults who suffer from mental illness, substance abuse and domestic violence. ...Read more about FAMCare
Notehouse is a relationship management software designed to cater to the specific needs of professionals such as lawyers, guidance counselors, HR managers, and social workers. With Notehouse, users can easily take time-stamped notes, ensuring accuracy and ...Read more about Notehouse
Knit is a Canadian unified payroll and HR platform that puts payroll processes on autopilot. Knit is the ideal solution for small to medium-sized businesses that want to save on admin costs while making compliance worry-free. It helps teams manage employee...Read more about Knit
VSTracking is a web-based software that helps non-profit organizations and law enforcement agencies streamline victim assistance operations. Its versatile toolkit allows agencies to manage cases, track services, and create grant reports via a unified platf...Read more about VSTracking
Foothold offers a federally-certified mental health EHR that is fully interoperable with other systems and HIEs. AWARDS is HIPAA-compliant software that offers robust case management, client tracking, billing and reporting functionality to help streamline ...Read more about Foothold
Collaborate is a case management solution that helps social service organizations like domestic violence shelters, correction departments, sexual assault coalitions and more handle case tracking, data collection, goal setting, information gathering and oth...Read more about Collaborate
Behave Health is a behavioral health program management platform, combining an EHR, CRM, ERP, and RCM into one single platform solution. This software supports treatment center operations, clinical and medical departments, revenue cycle management, and adm...Read more about BehaveHealth Platform
UrbanBound is a cloud-based employee relocation and recruitment management solution, which helps organizations of all sizes streamline processes, policies and programs. It enables professionals to track and optimize relocation benefits and handle employees...Read more about UrbanBound
Empower clinicians with our intuitively powerful behavioral health EHR. Easy to learn and quick to train, Exym’s software empowers you to spend more time with your clients and less time managing your work. Exym has designed their solution with clean inter...Read more about Exym
Rungway is an employee listening platform that helps enterprise HR and internal comms leaders connect with hard-to-reach pockets of employees. The software provides in-the-moment touch points with people to create real-time and two-way dialogue and capture...Read more about Rungway
Exponent Case Management is a cloud-based solution that helps mid-to-large nonprofits and human service agencies drive radically better impact with outcomes management, client lifecycles, service planning and referral tracking. The solution provides a unif...Read more about Exponent Case Management
AidHound is a cloud-based human services solution designed to help nonprofits collect and store data related to participants and staff activities in a unified repository. Key features include client management, goal setting/tracking, forms management, sche...Read more about AidHound
YouthCenter is a cloud-based court management solution designed for juvenile case management. Its secure and compliant platform helps detention facilities, courts, and probation departments manage a wide range of youth-related information and processes. Wi...Read more about YouthCenter
ASIWare is a cloud-based data management solution that assists child placement and social service agencies with organizing and streamlining information. It helps businesses track client data, generate reports and measure the progress of their projects. ...Read more about ASI-ware
extendedReach is a cloud-based case management tool that helps child and family social service agencies with scheduling, billing and data management. It enables nonprofits to digitize their workflow and improve operational efficiency at all levels. Ke...Read more about extendedReach
CaseWorthy is a cloud-based, SaaS, purpose-built case management solution designed for human service agencies, national affiliations & local, state & federal government agencies to transform key data into actionable information and proof-points. Key featur...Read more about CaseWorthy
My Junna is a patient care management solution designed to help healthcare facilities handle clients, partners, calendars, accounts, documents, assessments, tasks and more. Users can create custom forms and send them to patients according to requirements. ...Read more about My Junna
Ventus Rex Peer Recovery Platform is the ultimate SaaS practice management platform designed for organizations that offer peer coaching services. Peer coaching, also known as peer support, is an effective way to help individuals struggling with a variety o...Read more about Ventus Rex Peer Recovery Platform
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Buyers Guide
This detailed guide will help you find and buy the right human services software for you and your business.
Last Updated on January 27, 2025Small human services organizations have a tough time staying profitable. A report by Alliance (a human services network) finds that human service community-based organizations (CBOs) see low returns on investment, owing to unfavorable legal regulations.
Lacking resources, these organizations make minimal investments in technology or innovation strategies that can drive business growth.
In fact, many human service businesses make do with basic tools, such as spreadsheets, to manage daily operations. However, such manual processes are time-consuming and prone to errors, which could push you into costly litigation battles.
Fortunately, spreadsheets aren't the only option for small human services organizations. There are many affordable cloud-based solutions that help automate the different time- and money-consuming operations.
In this buyers guide, we'll explore the different kinds of human services tools, their core features and use cases. We'll also look at the top considerations for buyers when purchasing the software.
Let's get started!
Here's what we'll cover:
What Is Human Services Software?
Common Features of Human Services Software
What Is Human Services Software?
Human services software helps businesses improve operational efficiency, with better visualization of project outcomes and centralized access of client-related information.
A key use of human services software is the automation of routine tasks such as data collection. The software has pre-built forms and survey templates that help assistants quickly capture client details. Digital surveys speed up the process, reducing errors that often creep up when agents collect information manually.
Survey template to capture client details on Athena Software (Source)
Once field agents capture client details on the digital forms, the system stores the information in a central location. This information can then be accessed on multiple devices, including tablets and smartphones.
Common Features of Human Services Software
Human services software has many features that help social service organizations engage with clients, track employee tasks and manage case documentation.
Let's look at these features closely.
Case documentation | Document case history as notes with built-in form and survey templates; also, capture the digital signatures of your clients. |
Membership management | Register clients as members, set their membership levels, manage their benefits and track renewals and dues. |
Document management | Create and share a centralized library of files containing client details, legal agreements, certifications and licenses. |
Activity dashboard | Allow employees to understand task assignments and case updates as well as communicate with their colleagues via activity dashboards. |
Scheduling | Schedule and track client appointments, team meetings and events on a built-in calendar. |
Billing and invoicing | Generate invoices for payments received from clients and share bills via an email or SMS. |
These software features help all kinds of human services organizations—whether a foster care home, mental healthcare center or life skill counselor—improve operational efficiency.
What Type of Buyer Are You?
Businesses should keep their organization's size and budget in mind when evaluating human services software. We've identified the three typical types of buyers and their chief concerns, expectations and requirements below:
Small private human services agencies: Generally speaking, small business buyers get very concerned about pricing and usability. These buyers want an affordable, plug-and-play solution that their employees find easy to use.
Typically, they prefer cloud-based solutions with low monthly subscription charges over on-premise solutions that demand an large, upfront fee.
While they want a simple human services tool, it must offer the adequate functionality. Must-have features include case documentation and client tracking, which are essential for automating manual paperwork.
Nonprofit organizations: As nonprofits run on donations, these buyers need human services software that offers not only member management but also member engagement functionalities.
For instance, the solution should offer built-in email marketing tools that allow nonprofits to communicate with potential donors or invite existing clients to a fundraising event.
They also need nonprofit accounting features and third-party integration with payment processing tools to collect and track donations.
To meet the requirements of your nonprofit organization, consider going for a specialized tool. Also, check out our nonprofits software buyer's guide to find out which features you can integrate/use with in human services software.
Large agencies and government institutions: Such organizations need to handle multiple cases as well as numerous compliance regulations at the same time. As a result, they need advanced functionalities such as workflow automation and detailed reporting.
For instance, workflow automation eases the workload of employees in large companies. You can set rules to move tasks along such as the automatic sequencing of steps for an agent to complete a new client registration.
Likewise, reporting is a key functionality for government bodies. The detailed performance reports help them handle a ton of compliance documents and track project outcomes.
Market Trends to Understand
Human service organizations are changing how they create and deliver programs to their clients. For instance, a recent study found that day care centers were using video streaming technology to let parents monitor their child's activities in the classroom.
Small businesses that adopt new technologies will gain a competitive advantage in the market. Here are four trends from our Top 10 Technology Disruptors for Small Business 2018 report that are changing the human services market:
Geospatial and location intelligence: Analyzing location-based data could help human service organizations understand clients better. For instance, community healthcare providers can create customized programs for localities with a specific addiction trend or lifestyle diseases.
Conversation user interfaces (CI): The use of CI technology, such as virtual assistants, can help human service organizations improve customer service. For instance, they can use virtual assistants to help clients search information on their website or client portals.
User experience personification: Personification is a technique that involves analyzing customer details, such as their age or address, to create customized services or products. As human services organizations collect a lot of client data, they can leverage it to create personalized programs for their customer segments.
Predictive analytics: This emerging technology benefits organizations that deal with large amounts of data. It helps businesses analyze historical data and make decisions about future prospects. For instance, nonprofits can identify the demographic that is most likely to donate or the effort and time needed to serve a specific category of clients based on past experiences with them.