Top Foothold Reviews: What Users Are Saying

Pros

In our agency, I find this software gives us the flexibility to create and configure programs individually or organization-wide. Using the FormBuilder, I can design forms exactly how we want which made implementation smoother. The ReportBuilder lets me craft reports for specific users, programs, or the whole agency, helping us congreatate and track data efficiently. Thanks to that, I can monitor program success in real time. Throughout our transition from paper charts to electronic records, the implementation consultants were supportive and the senior consultant we were paired with afterward remained responsive and helpful. In my role as implementation researcher and system administrator, I've worked directly with several team members who consistently show professionalism and problem-solving skills. Based on the positive results in our first three years, I'm planning to expand by adding the BillingBuilder feature soon.

Cons

I've noticed that it doesn't offer a native mobile app. While I can access it through a mobile browser, it becomes cumbersome on smaller devices when staff are in the field. Employees have mentioned that a phone app or a smoother signature workflow would make on-site client or family signatures much faster. We've also had repeated issues with e-signatures and alerts notifying users when forms are ready. The helpdesk always resolves the problems but since they recur, I list this as a con.

Pros

This product is really easy for everyone on our staff, from Direct Support Professionals to Executive Leadership. That accessibility has made daily operations smoother. Our implementation specialist worked closely with us to customize forms and workflows which made adoption much less stressful. While configuring the BillingBuilder took time since it was different from our old system, we had plenty of support. One of the biggest benefits has been the Reporting tools, managers, executives and other staff all find them easy to use and extracting data now drives process improvements and boosts efficiency.

Cons

A few areas could use improvement from my perspective. One example is the notification tied to the new E-Signatures Configuration for Progress Notes, our workflow requires staff to sign notes after review but the system immediately sends a notification even if the staff member already signed it. I'd like a way to disable that alert. Another challenge arises when creating new forms different from the current version, we need access to older forms across several ReportBuilders for compliance but this tool doesn't provide an obvious way to move forms. If a form is moved to a blank holding area, I can only access it through client history which complicates regulatory reporting.

Pros

Using this platform has drastically reduced the time I spend on billing tasks. At our agency, the FormBuilder is indispensable because we create custom forms and reports to support funding and accountability. The only downside is that sometimes the Help Desk could reply a bit faster.

Cons

Personally, I avoid using the calendar feature at my agency because its interface is unnecessarily complex, so we decided not to integrate it into our workflows.

Pros

We've been using this system for so long that it feels like part of our organization. While there are occasional glitches, the Help Desk and our monthly meetings with a dedicated analyst make resolving issues quick and easy. For me, the form and report builders are the standout features, letting us tailor data collection to fit our workflows perfectly.

Cons

Some changes our organization requests aren't always prioritized by the tool's administration. Even when I see proposals accepted, they're sometimes labeled low priority which can lead to frustrating delays when the updates we need don't match their timeline.

Pros

For our front-line staff, I find this tool simple to use. Training is quick and uncomplicated because the interface is essentially point-and-click. In my administrative role, I also appreciate the flexibility to tailor reports and create the forms I need for various programs.

Cons

Some parts of the software feel outdated and clumsy and in my experience they desperately need a refresh, yet the company's communication about when or how those areas will be modernized has been disappointing, I haven't received clear updates on progress. As an administrator, I think the admin tools could be improved significantly and it would be really helpful to have a dashboard where I can quickly check the health of my database and spot anything that requires immediate attention.

Pros

It is very easy to operate and being able to build customizations for my needs makes it even more useful. The team is approachable and I genuinely value their commitment to quality.

Cons

Keeping in mind what I'd often be paying significantly more for elsewhere, I recognize there are very few aspects of it that I don't like.

Pros

This platform is an all-in-one solution for human services agencies. My team and I spent years evaluating systems before choosing it. It provides essential capabilities like outcomes reporting, is cost-effective, highly configurable and the support team responds promptly whenever we have questions.

Cons

This isn't a problem with the program but since we're in Massachusetts, some required document formats were already built into the tool. Those required forms limited us and kept our team from fully using everything the system can do.

Pros

Perfect tool because I can design custom forms to gather necessary information and then generate reports that are genuinely useful for coordinating with different specialists. It also lets me define rules for progress notes, e-signatures and billing, keeping workflows controlled and consistent.

Cons

We're hamstrung by the fact that this tool can't talk directly with the New Jersey Department of Human Services' Division of Developmental Disabilities, particularly the iRecord platform and because of that gap we miss out on easy interoperability that would otherwise let utilization reports automatically pull in the necessary metrics, something that's simply not possible with our current setup. For instance, the ISP (Individual Service Plan) and the SDR (Service Detail Report) within iRecord clearly list the billable units assigned for a calendar year or any defined timeframe and if those figures were easily available inside this tool across programs and individual records, we could run congreatated reports showing both the units allocated and the units already used which in turn would reveal any lost potential revenue, instead we spend considerable time manipulating and reconciling data to reproduce the same insight. Beyond the reporting pain, having that direct connection would greatly simplify transferring ISP/SDR figures into this platform and eliminate much of the tedious manual entry that currently drains staff time.

Pros

I could talk endlessly about how useful the module has been. It's user-friendly and made onboarding far less painful than expected, even with a team initially anxious about switching systems. Migrations across multiple programs were smooth and the support team responds quickly whenever I need answers. It's simplified how I oversee agencies and I've discovered productivity gains I didn't expect. Everything we need is congreatated in one place and deploying this tool across various use cases has been consistently successful.

Cons

Right now I don't have any complaints about the software and the only thing I find myself wishing for is more hours in the day so I could dig into some of the capabilities I haven't yet tried, even though I've already adopted many of its functionsbecause there are still features I want to explore to see what else the system can offer.

Pros

Having worked at several large agencies, I rely on this system to gather information across all programs without missing anything which is extremely helpful. Generating reports is easy and I can produce virtually any type needed, from board reports to individual staff feedback. I can drill down into single programs, select a subset, or review everything at once, whether I'm looking at homeless services, veterans programs, domestic violence supports, shelters, senior services, or more.

Cons

I feel the platform has a great deal more unrealized potential and while the developers are clearly working to improve each section, I often wish it would operate faster, it's not from lack of effort on their part, rather there's simply not enough time in the day to wait for slower processes which can be frustrating when I'm trying to get through a heavy workload.

Pros

I've been able to tailor the platform to fit our agency's workflows without much trouble and the support team is always quick and helpful. Overall, the interface feels easy to use and I especially appreciate how powerful the reporting features are.

Cons

In my experience there are arbitrary parts of this tool that I can't modify and certain workflows seem to introduce unnecessary extra steps that slow us down which is frustrating, while the reporting tool ranks among the strongest features in terms of functionality, the report builder itself can be pretty intimidating for users who haven't worked with it before and we've repeatedly had to retrain staff specifically on how to use that builder.

Pros

This software is easy to use at every level in our organization. Customizing it internally is simple without outside help and the comprehensive support during implementation gave staff confidence. I like that many questions can also be resolved quickly using the built-in help feature.

Cons

When I'm building forms for the agency I appreciate how easy the process is but it becomes pretty tedious if the same question repeats across multiple forms since I end up recreating or copying the same element more times than feels efficient.

Pros

Even though this platform comes at a reasonable price, we find it remarkably powerful and reliable. Our Project Manager has been insightful, inventive and consistently responsive, offering bluntly clear guidance about available options and customization. The billing group at this vendor eagerly helps with technical specifics and the onsite trainers during rollout genuinely improved our team's confidence.

Cons

I'm constantly seeking additional options and richer features! We're fully invested in using technology to tackle internal and community problems, so I'm continually pushing for even more improvements.

Pros

I find the interface very easy to navigate and my team inputs all of our information through this program regularly, it's simple to make changes and everything gets stored in an organized and efficient way.

Cons

Occasionally the workflow requires an excessive number of keystrokes which feels tedious and slows me down, so I personally still favor using Excel for certain tasks because it's quicker and more familiar.

Pros

It includes a 'formbuilder' tool that does exactly what it suggests, it lets me convert any of our existing organizational forms into the system. Using an simple, user-friendly interface I can pick and place dropdowns, text fields and other input elements and then save that custom form so it appears throughout the application, for example on a client's face sheet, inside progress notes and in other relevant areas of the system.

Cons

While I find much of the platform useful, several areas feel tough and could use refinement. To illustrate, there's a charting timetable where I can set up reminder events so staff receive tickler alerts but frustratingly that timetable doesn't integrate with the module where the corresponding action, say an assessment, is actually completed. Because those two pieces don't communicate, I or my colleagues must manually update the timetable with completion dates which is inefficient, I would much prefer if that workflow was automated the same way their PlanBuilder (Treatment/Service Plan) module functions.

Pros

Feature I really appreciate is how easy it is to add the required regulatory paperwork into our EHR and I also value that it proactively partners with licensing and regulatory agencies so I can more reliably meet documentation requirements as a provider.

Cons

However, I've run into frustration because the system is quite rigid about which signature pads it supports, so I can't easily use different devices and that lack of flexibility disrupts my workflow.

Pros

In my experience, given how constantly regulations and guidance evolve, this is the kind of product any agency offering housing and support to people with disabilities truly needs, the electronic health record keeps us aligned with State requirements and formal documentation processes. Moreover, I've found that the system has allowed us to introduce new programs without trouble, has steered our team through report creation and has consistently delivered practical, hands-on training and responsive support when we've needed it.

Cons

I only regret that I didn't sign a contract with them sooner because it would have made my work much easier earlier on.

Pros

For our organization, it meets every requirement we haveand then some, by covering all of our workflows and I find that the product team for this tool is consistently quick to respond to requests, even when that requires them to develop new features or tweak existing ones, moreover, the system integrates smoothly with our annual reporting cycle, actually generating the reports we need while keeping all of our data secure.

Cons

Honestly, I can't think of anything about the software that I dislike. It meets our needs reliably and without any real drawbacks.

Pros

We made the leap from paper files to this software and our organization found the transition to be quite easy, the company's technical team provided substantial support and walked us through every phase of the migration so we never felt left on our own. They were consistently reachable and quick to reply whenever we had questions which made staff training much easier because it proved simple for our team to pick up and navigate. The ability to upload our own forms and tailor various sections was a major deciding factor when we chose to buy this platform.

Cons

Great tool overall but I do wish there was a simpler, single-step way to print an entire record. Right now, it requires navigating several screens and completing a few extra steps which makes the task more time-consuming than it should be. Based on my experience with this vendor, though, I'm optimistic they'll implement this convenience eventually since they listen to user feedback and make product improvements.

Pros

From my perspective, this program is remarkably user-friendly and highly configurable and it even manages to meet the reporting demands of several different funding sources at once which in my experience cuts down on an enormous amount of administrative time, the help desk has always been excellent and the product team is a pleasure to collaborate with, while I particularly value how easy it is to set up and run key performance indicator reports.

Cons

Haven't come across any major drawbacks in my use. The pricing feels reasonable and in my opinion, it's a great fit for agencies that need to comply with HUD's HMIS reporting and program requirements.