Bonterra Apricot Reviews & Product Details

What I like best about Bonterra Apricot is how intuitive and user-friendly it is. The platform makes it easy to track client information, manage cases, and generate reports without feeling overwhelming. The layout is clean, workflows are logical, and it helps streamline daily tasks, which saves time and reduces errors. Overall, it supports efficient service delivery while keeping data organized and accessible. Review collected by and hosted on G2.com.

One thing I dislike about Bonterra Apricot is that some features can feel a bit rigid or limited in customization. Certain workflows or reports could be more flexible, and there is a learning curve for new users. At times, system updates or changes can also be confusing without clear guidance, which can slow down productivity. Review collected by and hosted on G2.com.

It is a useful tool for synthesizing our data and being able to aggregate across different forms. We are a non-traditional partner whose primary interest is gathering data behind total kids we serve in various hospitals, grouped in myriad ways such as by specialist, unit, hospital, etc. While the learning curve took some time with helpful techs, I now feel confident in building out various needs and our team has bought in to daily use easily. The customer support team is usually prompt and help me to resolve issues that spring up quickly. Review collected by and hosted on G2.com.

Apricot Results Reporting has been clunky to adopt, as I often run into issues with load time and losing work if I am not diligently saving. It does eventually compute the totals I am after but I am reticent to build more things out as I am not always confident that it will implement. The load time on native reports can often time out as well; these issues are usually temporary but have slowed down workflows in a few spots. Review collected by and hosted on G2.com.

Users of the Bonterra Apricot case management app/software for non-profits highly value several key aspects, as detailed in various reviews. The best features consistently mentioned by users include:

Ease of Use & Navigation: Many users find the interface intuitive, user-friendly, and easy to learn, making daily data entry and client searches more efficient.

Centralized Client Data: The ability to store all client records, case histories, service interactions, and documentation in a single, organized, and secure location is a major benefit, providing a comprehensive view of each client's journey.

Customization: The platform is highly customizable, allowing organizations to tailor forms, fields, and workflows to meet their specific program needs and evolving requirements without needing a developer.

Reporting & Data Tracking: Users appreciate the robust reporting tools that help them track program metrics, outcomes, and statistics for grant applications, compliance, and internal audits, saving significant time compared to manual methods like spreadsheets.

Time Savings & Efficiency: By streamlining data management and documentation processes, the software helps staff reduce paperwork and spend more time working directly with clients.

Data Security: The platform offers strong security measures (HIPAA and FERPA compliant) to protect sensitive client information.

While users appreciate these strengths, some mention a steep initial learning curve for administrators and occasional slowness or freezing issues as minor drawbacks Review collected by and hosted on G2.com.

Users of the Bonterra Apricot case management app generally highlight the benefits of having a centralized, secure system for managing client data within non-profit settings. While they mention areas for improvement, these often translate into positive possibilities or minor quibbles compared to the core functionality benefits:

Robust Data Security and Compliance: The platform offers strong security measures (HIPAA and FERPA compliant) to protect sensitive client information, providing peace of mind to staff and clients alike.

Powerful, though Complex, Reporting: While some users find the reporting builder tricky at first, the extensive customization options mean the system can produce highly specific reports needed for crucial grant applications and demonstrating program outcomes to stakeholders, offering immense value once mastered.

Adaptable Customization: The high degree of customization means organizations can build the system around their unique programs and requirements, allowing the app to grow and change with the non-profit's evolving needs.

Efficient Centralization: The ability to consolidate all client histories and services in one place eliminates data silos and reduces reliance on paper files or disparate spreadsheets, streamlining workflows significantly.

Strong Potential for Impact Demonstration: Despite occasional performance issues, the software helps agencies track metrics effectively, which is vital for proving their impact and securing funding. Review collected by and hosted on G2.com.

I like the simplicity of Apricot. The system can essentially be navigated without any training, and I have never struggled to find an area on the website that I needed to access. I also appreciate the clean aesthetic of Apricot. I use Apricot everyday, and I have yet to find myself struggling with the website. The navigation system is simple and easy to do, and I also have found the implementation to be easy as well. Review collected by and hosted on G2.com.

The only downside I have found for Apricot is the difficulty to delete any forms or information after they have been saved in the system. Review collected by and hosted on G2.com.

I like that Bonterra Apricot streamlines data management and reporting, reducing manual work and helping maintain accurate, up-to-date records across multiple activities and various programs. Its data management and reporting features keep information accurate, organized, and easy to access. Having all data in one system reduces duplication and errors, making it easier to track program activities such as contracts, exits, and follow-ups. I appreciate how the reporting tools save time by allowing me to quickly pull the data needed for internal review and compliance requirements. The initial setup was very easy and convenient, with a straightforward process that allowed us to get started quickly. Review collected by and hosted on G2.com.

I've noticed that performance can slow down during extended sessions of high-volume data entry. Pages and forms can load more slowly, and saving entries can take longer. Improving responsiveness and saving time during high-volume use would be beneficial. Review collected by and hosted on G2.com.

I appreciate how simple it is to manage a large amount of data all in one place. The ability to link families and monitor details for each individual within those families is especially useful. I use this site nearly every day for my work, and I find that entering data is both quick and precise. When I first began using it, the straightforward implementation was a big help, especially since the job itself can be quite complex. Review collected by and hosted on G2.com.

One drawback I’ve noticed is that some of the data appears in a font size that’s a bit too small. It would be easier to read if the text were slightly larger and brighter. I am aware that I can zoom in or adjust my screen’s brightness, but having these improvements built in would be helpful. Review collected by and hosted on G2.com.

I really enjoy using Bonterra Apricot as a platform. I like its usability because, to me, it's pretty easy to use. Although it took me a few weeks to figure it out initially, now I've been using it, and I feel very familiar with it. I also appreciate the reporting system that Bonterra Apricot offers. It helps us a lot with managing our clients and generating reports efficiently, which is a crucial aspect for our operations. Review collected by and hosted on G2.com.

I find it confusing to locate new features in Bonterra Apricot after product updates. The updates mention new features, but navigating the platform to find these features is challenging and unclear to me. Additionally, I find the product update webinars lack sufficient communication and clarity about how to access and use these new features. This confusion is compounded by difficulties in distinguishing when I can access 'Bonterra' features versus 'Apricot' features, and I often struggle to understand how to utilize these functionalities effectively. Review collected by and hosted on G2.com.

I like the ease of use and how simple it is to input data for our residents on a daily basis. Its easy to enter new data for incoming residents and complete a file for discharged residents. All the data is in a folder for each resident and is easy to access as its all laid out for you. Review collected by and hosted on G2.com.

I dislike the fact that it is somewhat difficult to reach out for assistance when they application is having issues at times. It will take a few days sometimes before hearing anything back. Review collected by and hosted on G2.com.

I appreciate that Bonterra Apricot allows me to complete and submit eligibility documentation, case notes, assessments, and other relevant documents for work efficiently. I love how it keeps my clients' charts accurate and updated, which is crucial in my line of work. The software stands out because of its efficiency, allowing tasks to be done quickly. I'm particularly fond of the workflow tool that streamlines the process of completing assessments, ensuring that nothing is overlooked. Moreover, our transition from using paper charts to Bonterra Apricot was notably smooth, as our team found the initial setup and learning process to be easy, thanks to the group training provided by our supervisors. Review collected by and hosted on G2.com.

I love Apricot. Review collected by and hosted on G2.com.

I find Bonterra Apricot's organization of folders very helpful and I appreciate its easy-to-use platform. I enjoy how it provides drop-down options for topics in files, making report writing more straightforward. When creating a visit report, the options for program, time, and the clearly sectioned-out spaces for information like the visit summary and contact person streamline my work. The initial setup was also very easy; it was simple to create an account and start using it immediately when I joined the agency. Review collected by and hosted on G2.com.

What could be improved is the aesthetic of the site. It is very clinical to look at. Review collected by and hosted on G2.com.