ClientTrack by CaseWorthy

Role-based access control to field level; Role apBuilder manages permissions and data access (product page).

Automated audit trails for all data changes (product page).

SOC 2 Type II, HIPAA, encryption at rest and in transit, MFA via Auth0 (product page).

Modern REST APIs for real-time data exchange (product page; corroborated by the independent Housing Action Illinois guide).

40+ third-party integrations including Salesforce, DocuSign, QuickBooks; HL7/FHIR and SFTP (product page).

Case managers complete forms and notes in the field via mobile-friendly interfaces (product page).

apBuilder no-code toolset for forms, queries, dashboards, workflows, and roles, plus a Designer toolset for deep data-model customization (product page).

Cara AI copilot for documentation reduction and decision support (platform page).

Case notes with predefined templates and multiple formats (product page).

No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.

No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.

No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.

Service plans planned and coordinated from client goals and needs (product page).

Centralized, secure client records (product page).

Profiles support family information; explicit household management not observed (product page).

Profiles capture demographics, income, education, and health data (product page).

Documents, photos, and signatures attach to client records (product page).

Centralized records with the CORE data lakehouse as single source of truth (product and platform pages).

Automated workflows, tasks, reminders, and alerts (product page).

Automated workflows, tasks, reminders, and alerts (product page).

Automated workflows, tasks, reminders, and alerts (product page).

No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.

Workflow apBuilder provides drag-and-drop process automation (product page).

Intake collects and evaluates client needs and preferences (product page).

Eligibility rules with automated screening and enrollment; HMIS eligibility engine and prioritization tools (product page, HMIS page).

Customizable assessment forms with validation rules and scoring methods (product page).

No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.

Automated screening and enrollment (product page).

Intake evaluates client needs and preferences (product page).

Services planned based on client goals and needs (product page).

Service plans with progress tracking; holistic client progress monitoring (product page, solutions page).

Outcome tracking and impact measurement (acquisition announcement, solutions page).

No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.

No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.

No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.

Referrals and coordinated entry in one connected system; internal vs external not distinguished (HMIS page).

Referrals to partner agencies (product page).

Closed-loop referrals named explicitly (HMIS page).

No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.

Operational and compliance reporting built into the platform (platform page).

Dashboard apBuilder with customizable real-time dashboards; embedded Power BI (product page).

HUD APR, LSA, CAPER, and HUD CSV; state HCBS metrics (product page, HMIS page).

Excel, PDF, CSV export; import/export via Excel/CSV/XML/JSON/APIs (product page).

Impact and outcomes surfaced in reporting; depth not detailed (solutions page).

Real-time service delivery tracking and utilization monitoring (platform page).

Multi-program case management with unified client and program data across funding streams (platform page).

No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.

No affirmative evidence located in current official documentation. Absence from marketing materials is not treated as absence of the capability.