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Foothold vs Casebook Comparison (2026)
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Good recommendations?
Overview
Electronic documentation software for mental health and SUD service providers. We offer case management, client tracking, and an EHR all under one roof. Our software is HIPAA-compliant, federally certified, and offers full interoperability for care coordination and value-based care.
Casebook, the comprehensive human services software designed to empower social workers, case managers, and other professionals to improve the lives of those they serve. With Casebook, you can streamline your workflows, collaborate with your team, and deliver better outcomes for your clients.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.6
51
5
4
3
2
1
33
15
2
1
0
- Value for money
- Ease of use
- Features
- Customer support
4.2
86
5
4
3
2
1
42
30
7
4
3
- Value for money
- Ease of use
- Features
- Customer support
Pros
Darlene P.
COO
Angel S.
Data Manager
Brad M.
Data Systems Coordinator
Pros
Adri M.
Peer Mentor
Allie A.
Community Care Manager
Andria S.
Human Services Project Manager
Cons
Alisa P.
In-Home Director
Julie S.
Ctredentialing and Business coordinator
Brad M.
Data Systems Coordinator
Cons
Monique S.
Coordinator of School Services
Stephanie H.
Residential Manager at Passage DV Shelter
Allie A.
Community Care Manager
- Vendor responds to reviews
- Last review2 years ago
- Vendor responds to reviews
- Last review9 months ago
Key features
- Total features87
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Planning
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Assessment Management
- Attendance Management
- Authorization Tracking
- Automated Scheduling
- Billing & Invoicing
- CNA Tracking
- CRM
- Calendar Management
- Candidate Profiles
- Case List Management
- Case Management
- Case Notes
- Certification & Licensing
- Charting
- Child Welfare Management
- Claims Management
- Client Chart Audit Tools
- Client Management
- Client Portal
- Clinical Care
- Collaboration Tools
- Communication Management
- Compliance Management
- Compliance Tracking
- Confirmations/Reminders
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Dashboard Creation
- Data Import/Export
- Data Security
- Document Management
- Document Storage
- Document Templates
- E-Prescribing
- EMR/EHR
- Electronic Signature
- Eligibility Verification
- Email Alerts
- Email Management
- Email Tracking
- Employee Management
- Event Scheduling
- For Home Care Providers
- For Mental/Behavioral Health
- For Nonprofits
- For Nursing Homes
- Forms Management
- Geriatric Care
- Goal Setting/Tracking
- Group Notes
- HIPAA Compliant
- Home Health Care Management
- Incident Management
- Initial Assessments
- Interaction Tracking
- Level of Care Evaluation
- MDS Review
- Medical Billing
- Medical History Records
- Member Database
- Mobile Access
- Multi-Location
- Multi-Provider Practice
- Notes Management
- Nursing Forms Tracking
- Patient Management
- Patient Records Management
- Payment Processing
- Payroll Management
- Point of Care System
- Program Management
- Progress Notes
- Progress Reports
- Progress Tracking
- Real-Time Analytics
- Real-Time Notifications
- Real-Time Reporting
- Records Management
- Referral Management
- Referral Tracking
- Reimbursement Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Scheduling
- Self Payment
- Self Service Portal
- Staff Scheduling
- Summary Reports
- Task Management
- Task Scheduling
- Team Notes
- Therapy Notes
- Third-Party Integrations
- Time Tracking
- Training Management
- Transaction Management
- Treatment Planning
- Volunteer Management
- Wait List Management
- Web Forms
- Website Integration
- Workflow Management
- Total features70
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Planning
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Assessment Management
- Attendance Management
- Authorization Tracking
- Automated Scheduling
- Billing & Invoicing
- CNA Tracking
- CRM
- Calendar Management
- Candidate Profiles
- Case List Management
- Case Management
- Case Notes
- Certification & Licensing
- Charting
- Child Welfare Management
- Claims Management
- Client Chart Audit Tools
- Client Management
- Client Portal
- Clinical Care
- Collaboration Tools
- Communication Management
- Compliance Management
- Compliance Tracking
- Confirmations/Reminders
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Dashboard Creation
- Data Import/Export
- Data Security
- Document Management
- Document Storage
- Document Templates
- E-Prescribing
- EMR/EHR
- Electronic Signature
- Eligibility Verification
- Email Alerts
- Email Management
- Email Tracking
- Employee Management
- Event Scheduling
- For Home Care Providers
- For Mental/Behavioral Health
- For Nonprofits
- For Nursing Homes
- Forms Management
- Geriatric Care
- Goal Setting/Tracking
- Group Notes
- HIPAA Compliant
- Home Health Care Management
- Incident Management
- Initial Assessments
- Interaction Tracking
- Level of Care Evaluation
- MDS Review
- Medical Billing
- Medical History Records
- Member Database
- Mobile Access
- Multi-Location
- Multi-Provider Practice
- Notes Management
- Nursing Forms Tracking
- Patient Management
- Patient Records Management
- Payment Processing
- Payroll Management
- Point of Care System
- Program Management
- Progress Notes
- Progress Reports
- Progress Tracking
- Real-Time Analytics
- Real-Time Notifications
- Real-Time Reporting
- Records Management
- Referral Management
- Referral Tracking
- Reimbursement Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Scheduling
- Self Payment
- Self Service Portal
- Staff Scheduling
- Summary Reports
- Task Management
- Task Scheduling
- Team Notes
- Therapy Notes
- Third-Party Integrations
- Time Tracking
- Training Management
- Transaction Management
- Treatment Planning
- Volunteer Management
- Wait List Management
- Web Forms
- Website Integration
- Workflow Management
Integrations
- Total integrations1
- Google Calendar
- Google Forms
- Jotform
- Microsoft 365
- Microsoft Outlook
- Quest
- Zapier
- Total integrations6
- Google Calendar
- Google Forms
- Jotform
- Microsoft 365
- Microsoft Outlook
- Quest
- Zapier
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