Avis clients sur CharityTracker

Logiciel de gestion

Avantages :

Dans l'intention de rendre service à des personnes surtout les services de déménagement ce logiciel est conçu pour gérer les situations de ce genre de façon plus efficace.

Inconvénients :

Dans son domaine précis il n'y a pas d'inconvénients qui est constaté à ce logiciel.

Charity tracker best case management tool.

Commentaires : Chariot tracker has allowed me to better manage cases, and better familiarize myself with clients.

Avantages :

What I liked the most about this software is its case management functionality and it is easy to use.

Inconvénients :

What I liked least is the fact that not all organizations use it.

CT Occasional user

Commentaires : We extract monthly information from CT to keep track of the number of clients we are seeing on a monthly basis and to share with board members and other community members. I have someone else pulling that information for me and would like to see more options for creating reports that are easy to read.

Avantages :

I like the fact that the software is very easy to use and understand. We currently use two versions of the software to keep track of our own information but also link into other available resources in the community. Customization of the software for our own needs is also a great advantage of using CT.

Inconvénients :

As an administrator of our own version of Charity Tracker, it can be a bit confusing trying to navigate the different programs to find the information I am looking for. This may be a matter of more training to work with the program more effectively.

Lack of training was the challenge we faced and are still dealing with nine months later.

Commentaires : Ability to run reports, for individual agencies or for the entire CoC has been vital. NOTE: As far as the questions about our industry. We are an agency who serve both the vulnerable and homeless in our community and we serve as the lead agency for homelessness for the county. You industry list does not have a social services category.

Avantages :

Ability to view and cancel gives new users confidence to 'look' through the system. For folks that only have to input new and/or update data, the users feel confident because the software is not written in 'computerese'. Although I cannot get all the reports that I want as an administrator, the system has a large a variety of reporting options.

Inconvénients :

The lack of auto-population affords more opportunities for mistakes/keystroke errors. There are nuances to every software and because we did not have adequate training there has been too much 'learning on the job' when we are dealing with reports and data that impact grant requirements. There is verbiage that is confusing and used in different ways i.e. 'Show Assessments' in Projects versus 'Assessments' and Services/Assistance/Categories (with all three overlapping/conflicting when using). There are categories that have to be reflected under and agency's services which are (either one or both) used when you want to request or input an Assistance.

Great System!

Commentaires : We are finding that we can easily identify when people are giving us false or conflicting information. During searches or intake, we can see where someone is already in another household.

Avantages :

You can search and find what you're looking for easily.

Inconvénients :

I don't think I have any complaints. It's much better than Client Track.

Great work by the CharityTracker

Commentaires : fantastic experience

Avantages :

with a user-friendly interface and easily accessible features. Additionally, it offers detailed reporting and analytics that can help nonprofit organizations track their progress and make data-driven decisions.

Inconvénients :

just the design should be a bit more cool , thats all

An Awesome Resource Network

Commentaires : CharityTracker is a shared database of client assistance, its a way to communitycate with other assistance agencies, its a way to set client goals and work on them together to track and schieev shared outcomes. Its also the tool to use to track outcomes for a Getting Ahead in a just gettin' by world program, with it's own module customized to match the assessment and turn out progress reports, stability scores and Return on Investment.

Avantages :

Navigation of the software is as easy as navagating a common webpage. History of modifications eliminates the chance that another agency might update (and loose) an address or phone number that you need. The Alert system is very helpful for quickly communicationg to other agencies.

Inconvénients :

That every agency in the whole community isnt using it!

my experience in charity tracker

Commentaires : He is really great at helping customers with accurate data identification.

Avantages :

It gives you accurate information quickly, which makes us able to detect anyone who repeats the data to take more services and use them, and help me help customers quickly.

Inconvénients :

The inability to quickly create reports, and also the inability to return to the tab without going back from the beginning and entering and editing the data again.

Immediate impact on our community and our nonprofit

Commentaires : (1) We now a user friendly client system that will allow us to rapidly obtain client information (2) We are able to identify clients who are using different names or visiting multiple agencies to get services. (3) All agencies in our county are now working more closely together to help clients.

Avantages :

This software has helped our county set up its first system for tracking clients and assistance. Within the first few days it helped our ministry identify people who were using different names to receive duplicated services. We are also able to identify clients who are reporting different levels of incomes and different family members to the various agencies in order to obtain more services. Charity Tracker is having a big impact on our churches and small agencies who do not have trained interviewers or extra staff. As our ministry loads clients, it allows the smaller agencies to see all of the client information that they would not normally have access to.

Inconvénients :

The initial start up is time intensive as we have to load every client that comes in. With 14,000 assistance cases per year it will take us some extra time to get everyone loaded. Once they are loaded the first time this problem will go away and it will be much easier.

Best Practice Decision

Avantages :

-the ability to update/change/customize the software at-will -the responsive staff whenever I have questions -the ability to run my own reports and pull-data quickly without having to interact with a support person.

Inconvénients :

What bothers me the most is that it is not fully HMIS integrated​ into the HMIS software that our county uses. It is vastly easier and more intuitive than HMIS and I wish we could use this instead of doing double entry on some cases.

A tool for moving clients towards self-sufficiency

Commentaires : As mentioned above, my organization is not a direct service provider. Therefore, we do not actually input information into Charity Tracker - because we are not providing any rent, utilities, food, etc to our clients. However, it is an extremely important tool for us to use as we assess the level of crisis that our clients are in when they come to us.

Avantages :

This tool allows me to work towards the goal of our organization - moving individuals and families from dependency to self-sufficiency. A simply glance on charity tracker allows me to see the depth of their dependency on other local organizations and then move ahead with setting goals and finding solutions.

Inconvénients :

The software is amazing - but only as good as the number of organizations that use it. In our community, we need to see more "direct service providers" using this tool. There is no way to know of the services they are receiving throughout the community unless those organizations participate by sharing their information in this incredible tool.

Charity tracker is amazing.

Commentaires : Overall, I love using charity tracker.

Avantages :

Very simple and easy to use. A lot of customization for anybody’s needs.

Inconvénients :

They probably charge a lot more for this product. It is so good.

Wonderful, amazing, beneficial, easy to work with

Commentaires : Being in a Rural community - resources are often hard to find and locate. Often times in case management we run into a benefit that is not offered by any source in the community. Charity Tracker allows for communication to the community to ask for help on a case by case basis. Charity Tracker opens the lines of communication between community partners, increasing knowledge and awareness of what each community partner offers in the way of assistance. Charity tracker can be used to track individual assistance or total assistance given on a community level - offering a chance for funding opportunities, such as grant writing. Charity Tracker allows community leaders to see what services are being used the most, what services are least likely to be used and what services are still needing to be added. I can not stress enough how much this program means to our community! I was watched our community use this program from the beginning and I have watched it grow. Our United Way pays for this program in our community and it is money well spent. I support this funding effort and hope it is something we continue to achieve each year!

Avantages :

Charity Tracker is valued asset to any community willing to put forth the effort into making the program work in their community. As a case manager for 10 years - Charity Tracker has been a part of our community for the past 4 or 5 years, paid for through our local United Way office and it is money well spent! I was fortunate to be on board when Charity Tracker was implemented in our community and still fortunate to this day to work in the same community. Charity Tracker makes it easy to get information to community members or even get information from the community. Charity Tracker allows for key community members to collaborate about new ideas. Along with new ideas - Charity Tracker allows for all community partners to track and follow assistance given. This information on an agency level or community level is valuable information allowing for discussion topics to open up about funding or bringing in other resources into our community. With Charity Tracker we are able to see what we do well as a community and where we need to improve - what needs are being met and what needs still need to be met.

Inconvénients :

Limited to service areas - all communities should have this program - would be helpful to be tied in with other Charity Tracker communities across the state.

I have found Charity Tracker to be easy to learn, very transferable and an invaluable tool.

Commentaires : We were a start up non-profit and the benefits are staggering. Affordable case management, easy to administrate and wonderful customer service. I have also benefited and appreciate the webinars provided. This software has helped link our faith based community. Get's us beyond denominational lines. We only have 5 paid staff. The rest is volunteer (company Size)

Avantages :

We are a faith based non-profit that with partners that extend county wide. Charity Tracker offers a framework to track assistance given among many churches, community agencies etc. Excellent case management tool as well as being able to track stats for reporting purposes, grants, etc. We have many ministries under The Hope Center umbrella and this offers us the opportunity for the right hand to know what the left hand is doing. It is simple to utilized even if the individual user is not computer literate. We utilize the alerts often and also use the caution, chronic, danger specifications that help us stay on track with so many different volunteers that may be serving the same guest.

Inconvénients :

With the number of volunteers that benefit from access to Charity Tracker, the cost of bases. Also, because of the amount of users on our network, we do end up with a lot of duplicates that go undetected. Would their be a way for a more pronounced alert to be developed that would even prevent a user from going forward until they used the search tab? Also, it is sometimes difficult to know what fields to select( or not) when running reports. I've learned most by trial and error and it seems like it is clunky. Perhaps it's just me and my inexperience but I wish the reports were more user friendly and as easy as the case management arm of Charity Tracker.

Being Good Stewards with CharityTracker

Commentaires : I was once asked to help with a married couple's back rent. They owed more than $500 and were scheduled for eviction. That was a big amount of money for our small charitable organization. A quick glance at CharityTracker revealed the couple frequently asked area agencies to pay their rent, but more importantly, they had been counseled numerous times on their excessive use of cable TV pay channels. They were defiant in their refusal to disconnect because they wanted access to all the premium channels. I rarely turn down a request for assistance, but I did for that one. Without CharityTracker, I wouldn't have known they were routinely taking advantage of other people's generosity.

Avantages :

CharityTracker is an excellent way for charitable organizations within a community to share information. It allows those of us trusted with donation dollars to be good stewards of other people's money. Most everyone seeking assistance is honest and forthright, but CharityTracker gives local agencies the opportunity to work as a team in stopping those who try to abuse the system.

Inconvénients :

If I could change one thing about CharityTracker it would be to only list money, material goods (clothing, food, etc.) or services with a dollar value under the heading of Assistance. Oftentimes, I'll see an applicant with a VERY LARGE number of Assists only to find out that a great many of those Assists were for prayer or spiritual tracts. Don't get me wrong -- prayer is very important and greatly needed, but I don't think it should be added to the number of times a person receives Assistance. It makes that applicant appear to be a frequent flyer, so to speak -- seeking too much help. If our goal is to make sure no one is abusing the system by duplicating funding efforts, why track prayer? Prayer is free and unending and always available in abundance. Donation dollars are what we should protect against abuse.

Charity Tracker is very straight forward, easy to use, and fairly thorough.

Commentaires : We use it as our primary case management tool. It is also a major component in our reporting activities.

Avantages :

I like how easy it is to use. We utilize a lot of volunteers at our organization, many of which are with us one day a week or even a month. The straight forward nature of the software helps to ensure these volunteers have little difficulty using the software even if they have not accessed it recently. I also like that it is a shared case management software so members of our organization can not only see assistance and notes entered by our organization but other local organizations as well.

Inconvénients :

I wish there were more layers and higher capabilities related to the report pulling functions. I do most of the reporting for our organization and very often I have to pull multiple reports, export them to excel, merge them into one document, and edit them to get the report I need. More detailed and higher level reporting options would make this task less cumbersome. I also wish it was HIPPA compliant. We provide some medical services at our organization and because Charity Tracker is not appropriate for health related information we are required to do double entry. Also very often if a medical clients is accessing outreach services or vice versa you do not get the full history since some information is in Charity Tracker and some is in our medical software.

Review of CT

Avantages :

I like that all of the buttons are easily identified and large enough to see to access different parts of a client's file. I like that you can link profiles together so we can keep track of multiple people who use our services who are connected or identify potential problem people linked to a client. I like how the client's identifying information is easy to read as soon as you look at their profile.

Inconvénients :

I don't like the way the Release of Information feature is set up. I wish it was a fill in form that we could input who the ROI is filled out to, so that if someone calls into the front desk they know whether they can confidentially speak with that person or not versus having to pull the physical file and call back. It would be nice to be able to either fill out a form format or scan in our ROI form. The one CT uses isn't appropriate for our clientele and business. I also don't like that there can be SO many options/fields under the different tabs. I know that has to do with the way our office person helped set it up, but it would be nice for the CT person to offer some advice regarding what information needs to be put in and deleting unnecessary fields that take up space. I also wish that when you type a name in the search field and previous search entry pops up that you could arrow down to it and just press enter once to have it search instead of having the press enter twice.

CharityTracker is a phenomenal tool to help bring a community together.

Commentaires : It helped bring our community together as we serve those in need and help them move forward. We can track progress, collaborate and provide updated information to the community efficiently and effectively.

Avantages :

CharityTracker is very user friendly. Most people can use the software. The HELP desk and customer service are amazing and provide everything you need. It has an excellent reporting feature and the flexibility of customized reports is very helpful. The data it can provide has helped our community make many program decisions. The Bulletin Feature provides a very efficient and effective way for us to communicate community information. It can be used during a disaster to get information out to the community about where services are available. It has an incredible capacity!!!

Inconvénients :

I believe there is much more we could do with CharityTracker. It would be great to see how other communities use it and what features have been created for them.

Charity Tracker Transformed our Non-profit Agency and our Community

Commentaires : We have solved a huge communication and coordination issue in our community related to client needs and securing available resources.

Avantages :

Charity tracker is easy to use and easy to teach to our volunteers who have limited computer experience. We have not only used it as our in-house client data base but are administrating a Network in our community with several other non-profits. It has made it so much easier to share information with other agencies about clients and immediate needs.

Inconvénients :

We would like for other agencies in our area to join our network and use this software, however, the current software some are using for this purpose is either written or endorsed by a parent company for their use. Using Charity Tracker would require them to double enter their records.

A great resource for our Food Pantry

Commentaires : I was hesitant to change from our previous system because that was all I knew. This software gives us the ability and flexibility to do much much more than our old system.

Avantages :

We keep up with all our clients, the number of times helped and type of help received.

Inconvénients :

I appreciate the ability to do reports, however I have to be careful to make sure I’m in my agency and not the county as a whole when pulling them. It can make a huge difference and big mistake on my part!

Great Choice for Integrated Data Management

Commentaires : We use this software to share data with other organizations about our client usage, to get information regarding needs in our communities and how we are meeting them, to track case notes, visits, and client household data. We then use this client demographic information and tracking to report to our donors, board members, and community about the services we are providing.

Avantages :

I like the functionality of the software and its ability to add sections and features or disable them as needed for the organization. The ability to report by various datasets is crucial to our processes, pulling case history by client, by household, or by service.

Inconvénients :

The software could use some work as it pertains to looking up accounts, which can be lost and duplicated when typos are present (no suggested results occur if there is a space where there shouldn't be, or a misspelled name).

A Reliable Way to Track and Share Client Data

Commentaires : The ability to record data, remember our case notes, share across multiple organizations, create reports for internal and external use.

Avantages :

I like the functionality of what we can track, reports, and client data. This program tracks names, DOBs, household members, visits, amounts given, income and expenses, relationships, and services received. We use this data to collect demographic information on what our needs are, how we are serving these needs, and comparison to other organizations, comparison from year to year, and reconciliation with our financials. This also allows us to keep notes on clients and repeat visits to see if our programs are making a difference long-term, or if we are seeing the same people repeatedly.

Inconvénients :

Sometimes the server crashes. I would also like to see the addition of a feature that would bring up potential matches of data when things are misspelled. Right now, typos mean that a case might not come up even if there is already one created.

Great Software for Community Service

Commentaires : CharityTracker has been a great tool for my team of service term volunteers. We use it along with hundreds of other agencies in our community and it makes providing services that help people become self sufficient easier for both the agency and the clients.

Avantages :

CharityTracker is user friendly and intuitive. They software allows us to serve our clients and provide referrals effectively and with integrity.

Inconvénients :

While intuitive, it is not the easiest to create reports. Though customer service is there to help and they are very quick to respond, being able to create new reports that is complex would be easier if the reporting section was as intuitive as the service portion. I would also like to see better options with the goal setting and outcomes feature.

Overall, it's an easy program to use and allows me to track most of what I need to track.

Commentaires : It's a great paperless way to keep up with information and I can pull reports for church administration when needed. It helps when creating the budget at start of every year.

Avantages :

It's easy to navigate. I can pull up clients easily as well as see how much we've given them and when. It's also easy to edit client information, especially since addresses change so much with the people I work with.

Inconvénients :

I would love to be able to link accounts so that I can keep up with family members who come in separately, but live in the same address. Because resources in my area don't connect with each other, but I know people have used them I would love to have a place to keep up with where and how much they've used from other resources. (This is information we track with our application for assistance applications). When it comes to tracking client income, more options would be helpful, even if it's the option of a drop down box to add that information.

All Help Organizations Need Charity Tracker

Commentaires : So much easier to assess needs and situations with notes and entries.

Avantages :

Ease of use, notes to others, and lists of assistance offered has been critical to us in making better assistance decisions

Inconvénients :

Hard to find services specifically by service needed when we need to know what agency might offer a specific type of service.