---
title: "QUALO Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about QUALO Software - reviews, pricing plans, popular comparisons to other Patient Case Management products and more."
source_url: "https://www.capterra.com/p/219026/Advanced-Metrics/"
page_type: "product"
language: "en"
---

# 

 QUALO Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)

QUALO

## What is QUALO?

QUALO is a cloud-based software solution designed to collect and report on data critical for decision-making in healthcare, behavioral health, community health, and more! The HIPAA compliant technology features guided workflows, scheduling, tool library, notifications, and API integrations. Dashboards and reports furnish easy to read insights. By simplifying data collection and enhancing decision-making, QUALO empowers the achievement of quality life outcomes for individuals and communities.

## What is QUALO used for?

[Human Services](https://www.capterra.com/human-services-software/)[Mental Health](https://www.capterra.com/mental-health-software/)[Patient Case Management](https://www.capterra.com/patient-case-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

### Starting price

Free trial not available

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## QUALO Overview

Updated September 2026

AI summary

QUALO is a cloud-based platform designed for organizations in the mental health and human services sectors, offering tools for appointment scheduling, treatment planning, and electronic health records management. It includes features like HIPAA compliance, customizable reporting, and workflow management, with optional capabilities such as API access and lab integration, supporting teams of all sizes seeking to coordinate patient care and case management.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### QUALO

0.0

VS.

[4.4 (1,055)](https://www.capterra.com/p/130400/TheraNest-Mental-Health/reviews/)

Starting Price

Contact vendor

Starting Price

$29

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.3 (1,052)

Value For Money

0.0 (0)

Value For Money

4.2 (722)

Customer Service

0.0 (0)

Customer Service

4.4 (984)

## QUALO alternatives

Highest Rated

[4.7 (96)](https://www.capterra.com/p/203725/Noteable/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.4 (132)](https://www.capterra.com/p/144095/Sumac/reviews/)

Starting price

$179.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.5 (101)](https://www.capterra.com/p/96628/InfoFlo/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.5 (1,063)](https://www.capterra.com/p/132388/CharityTracker/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

## FAQs about QUALO

Overview

### What company size and specific industries is QUALO built for?

QUALO is designed for healthcare organizations serving behavioral and mental health, case management, value-based purchasing, intellectual and developmental disabilities, senior services, and community health workers. The description does not specify company size, but the product is aimed at organizations operating in these care and social service sectors.

Features and Usability

### What are the key features of QUALO?

QUALO offers case management, patient management, appointment scheduling, intake management, and treatment planning, along with progress notes and case notes. It also includes reporting and analytics, dashboard creation, document management, role-based permissions, alerts and reminders, and EHR/EMR integration for clinical and administrative workflows.

Getting Started and Support

### What training and onboarding options does QUALO offer?

QUALO provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover group learning sessions, documentation offers written reference material, and videos provide self-paced visual guidance for teams getting started.

Getting Started and Support

### What customer support options does QUALO offer?

QUALO offers Email/Help Desk, FAQ/Forum, Knowledge Base, and Phone Support for customer assistance. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations, so support experience details cannot be assessed from the provided catalog data.

## Features

AI summary

Based on 2,869 Patient Case Management reviews

Capterra reviewers highlight these as the features buyers care about most when choosing mental health software:

-   **HIPAA Compliant** (**76%** of reviewers rated this feature as critical)
-   **Charting** (**57%**)
-   **EMR/EHR** (**59%**)

QUALO supports **HIPAA Compliant** and **EMR/EHR**, giving mental health practices a secure way to manage patient information and maintain clinical records. However, it does not include **Charting**. Instead, the product offers **Calendar Management** (**50%**), **Document Management** (**51%**), and **Appointment Scheduling** (**55%**), which can help teams stay organized, manage records, and coordinate client visits more efficiently, helping businesses keep daily operations on track while supporting consistent care delivery.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Ad hoc Reporting

Generate one-off reports that meet information requirements

Alerts/Escalation

System alerts about the need to escalate an issue or request

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

QUALO 72 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Ad hoc Reporting: Generate one-off reports that meet information requirements
- Alerts/Escalation: System alerts about the need to escalate an issue or request
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
- Appointment Scheduling: Schedule appointments via a calendar
- Assessment Management: Creation, administration, and evaluation of assessments or tests
- Attendance Management: Manage attendance for classes, shifts, meetings, or events
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Care Plan Management: Manage the treatment plan and coordination between care providers and patients with special health care needs
- Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
- Case Notes: Access and track notes regarding case activities and updates within case files
- Client Management: Manage contact details and communication with clients
- Clinical Assessment Tool: Tools to aid in the collection of information to determine a person's problems and symptoms.
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Compliance: Implements policies and controls to help the organization meet various compliance certifications and standards, such as SOC 1, SOC 2, SSAE 18, ISO 27001, HIPAA and PCI DSS.
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
- Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email
- Contact Management: Manage, organize, and store contact information
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Dashboard Creation: Creation and customization of dashboards
- Data Collection: Process of gathering, measuring, and analyzing accurate data
- Data Import/Export: Import and export data to and from software applications
- Data Security: Protect sensitive data for digital privacy
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- EHR/EMR Integration: Allows integration with Electronic Medical Records (EMR) and Electronic Health Records (EHR) systems
- Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information
- Employee Management: Track employee schedules, availability, and performance across projects and tasks
- EMR/EHR: Create and securely store digital patient records
- For Nonprofits: Software specialized for non-profit organizations
- Forms Management: Store, manage and track all forms in a centralized location
- Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
- Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids
- HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
- Initial Assessments: Conduct intake assessments to determine patient health status, medical history, conditions, etc.
- Intake Management: Activities related to the initial admission of a charge into the organization's care
- Lab Integration: Receive lab results electronically
- Mobile Access: Access software remotely via mobile devices
- Multi-Factor Authentication: Request two or more credentials to prove user's identity before granting access to systems
- Multi-Location: Manage and support multiple locations
- Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health.
- Patient Intake: Patients can register for appointments in advance online
- Patient Management: Managing and tracking patient health, progress, communication, and treatment plans
- Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
- Program Management: Process of managing several related projects or business activities to achieve organizational goals
- Progress Notes: Customizable notes that help healthcare professionals document and track patient progress
- Progress Reports: Document and report the progress of ongoing projects
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Real-Time Reporting: Active reporting of data and metrics
- Records Management: Ability to record, store, update, and retrieve information
- Referral Management: Log and store the source of contacts/leads
- Referral Tracking: Log and store the source of contacts/leads
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- SMS Messaging: Send messages via SMS
- Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
- Task Management: Create, manage and track all task activities and progression
- Task Scheduling: Track and manage the scheduling of tasks
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Training Management: Track employee/learner's progression through training programs
- Treatment Planning: Create treatment plans that document interventions and outcomes to track patient progress
- Workflow Management: Create, design and manage workflows for repetitive tasks

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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