Casebook
Casebook is a purpose-built human services platform that provides non-profits and government agencies with centralized tools for intake, case management, and outcome tracking to improve service delivery.
CHARMS
CHARMS is a comprehensive case management software designed for social care organizations to securely manage records, track placements, and streamline workflows for fostering, adoption, and residential care services.
Quick Comparison
| Feature | Casebook | CHARMS |
|---|---|---|
| Website | casebook.net | socialcarenetwork.com |
| Pricing Model | Subscription | Custom |
| Starting Price | $60/month | Custom Pricing |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2017 | 1998 |
| Headquarters | New York, USA | Manchester, UK |
Overview
Casebook
Casebook is a cloud-based platform designed specifically for the human services sector. You can move away from fragmented spreadsheets and paper files by centralizing your data in a secure, HIPAA-compliant environment. Whether you are managing child welfare cases, victim services, or community health programs, the software helps you track every interaction from initial intake to final discharge.
You can streamline your daily operations with automated workflows and configurable forms that match your specific program requirements. The platform focuses on helping you prove your impact through real-time reporting and data visualization. By reducing the administrative burden on your staff, you can spend more time providing direct support to the individuals and families in your community.
CHARMS
CHARMS is a specialized case management platform built specifically for the social care sector. You can manage every stage of the care journey, from initial enquiries and recruitment to long-term placement tracking and outcomes reporting. It serves as a centralized hub where your team can securely store sensitive information, ensuring that all practitioner notes, medical records, and legal documents are organized and easily accessible to authorized staff.
You can use the platform to automate complex administrative tasks and maintain compliance with strict regulatory standards. Whether you are running a small fostering agency or a large local authority, the software adapts to your specific workflows. By moving away from paper-based systems, you reduce the risk of data breaches and ensure that your practitioners spend less time on paperwork and more time supporting the children and families in their care.
Overview
Casebook Features
- Centralized Intake Capture essential client information quickly with digital intake forms that automatically create new records in your system.
- Dynamic Case Records Track notes, documents, and milestones in one unified timeline so you always have the full context of a client's journey.
- Configurable Workflows Design custom processes that guide your team through specific program requirements and ensure no critical steps are missed.
- Provider Management Maintain a directory of external partners and track referrals to ensure your clients receive the specialized care they need.
- Reporting & Analytics Generate visual reports on program outcomes and staff performance to satisfy grant requirements and improve service delivery.
- Secure Document Storage Upload and organize sensitive files directly within case records while maintaining strict HIPAA-compliant security standards.
CHARMS Features
- Secure Case Recording. Create and update detailed case notes in real-time so your entire team stays informed about every individual's progress.
- Placement Tracking. Monitor fostering and residential placements with automated alerts to ensure you never miss a statutory review or deadline.
- Recruitment Management. Streamline your carer recruitment process by tracking applicants from their initial enquiry through to full approval and training.
- Custom Reporting. Generate detailed reports on outcomes and compliance metrics to satisfy regulatory bodies and improve your service delivery.
- Document Management. Store and index sensitive documents securely within individual files so you can find critical information in seconds.
- Mobile Access. Access your case files and record notes while visiting families using the secure mobile interface designed for field work.
Pricing Comparison
Casebook Pricing
- Core case management
- Standard intake forms
- Document storage
- Basic reporting
- HIPAA compliance
- Standard support
- Everything in Essential, plus:
- Advanced custom fields
- Provider management
- Outcome tracking
- Enhanced reporting
- Priority email support
CHARMS Pricing
Pros & Cons
Casebook
Pros
- Intuitive interface designed specifically for social workers
- Strong HIPAA-compliant security and data encryption
- Highly configurable forms to match unique programs
- Excellent customer support during the onboarding process
- Mobile-friendly design for field-based case workers
Cons
- Initial configuration requires significant time investment
- Reporting tools have a slight learning curve
- Lacks some advanced accounting or billing features
CHARMS
Pros
- Highly specialized for UK social care regulations
- Excellent security features for sensitive data protection
- Reduces administrative burden for frontline social workers
- Customizable modules to fit specific agency workflows
Cons
- Interface can feel dated compared to modern SaaS
- Initial setup requires significant time for configuration
- Learning curve for staff moving from paper systems