Bonterra Apricot Reviews & Product Details

Bonnie is super helpful actually, the upgrades are very much noticed. The customization ability is unmatched with every EHR I've ever dealt with. Thank you for making it where you can sort through pages of tier 2 records with an arrow button instead of having to return to the view folder. Review collected by and hosted on G2.com.

Smart Fields. They want to be as good as query fields but they have so many limitations (quick view, searchable, form logic, not alphabetical, etc.) and now we can't even request new queries. Please please create sub folders for Tier 2 forms. Not having anything that gives pop up notifications or flag a participant is also hard to maintain accuracy of data. Please make a way to see which reports a field shows up in. This is very difficult when a field is deactivated to find which reports will break as a result of the deactivated field. Being able to export searchable results would be amazing. Your likert scale appears as a number in the PDF print view, please make it appear like a likert scale would. Being able to pull reports like results within native reporting would be a dream come true. Please make it happen where the view of the tier 2 forms shows up in creation date order NOT in modification date order, PLEASE. Form permissions are honestly a pain. We set up multiple programs and it just created bigger problems for us between maintaining the user permission sets and program access. This could be better streamlined. Review collected by and hosted on G2.com.

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.

I find Bonterra Apricot very intuitive and I enjoy using it. I can organize my workflow easily and transition smoothly from screen to screen. I appreciate having everything in one spot, a place to keep documents, and the ability to edit as needed. I also like the ease of the program and how easy it is to navigate. Review collected by and hosted on G2.com.

There have been times when I completed a full assessment for a client at the very end and tried to save it, but it wouldn't allow me to. I had to delete everything and start from the beginning, causing my client to repeat the same answers. So I had to open Word at the same time to remember my notes. I also find if I have to add a document that's probably a year old or so, it doesn't go into chronological order. It goes in the folder as a new entry. I then have to go in again and alter the most recent ones to put them back in chronological order. Review collected by and hosted on G2.com.

I like how easy Bonterra Apricot is to use. The ease of using the system allows me to quickly get my notes done, giving me time to do other things. I really enjoy how easy Apricot makes it to quickly get my work in, especially since note-taking is probably my least favorite part of my job. I love Apricot because it's a lot easier to use than other programs we used before, like MyEvolve and Tier. It was really easy to learn how to navigate the system, and the setup process was smooth. Review collected by and hosted on G2.com.

ease of use 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 that Bonterra Apricot is easy to use once you try it two or three times and that it allows a large amount of data to be hosted on the platform. Additionally, I appreciate the ease it provides when it comes to displaying and sharing data with others. I also like their customer service, as they resolved my problems and questions quickly, usually on the same day if there was any issue with a report. Review collected by and hosted on G2.com.

First, how to change some filters within the reports. Before, it was very easy to change something, now you have to do it by changing the script and that takes more time and is more laborious. For me specifically, I think it was not an implementation that improves my work, rather, it makes it even more complicated. Another point is that many times Bonterra Apricot takes too long to load and in certain forms where I have many fields, the form constantly presents errors when I want to change something. It literally takes me hours to change a single field because the form fails and fails constantly. And finally, with the new update, I no longer have access to customer service via chat. 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 like that Bonterra Apricot is easy to use and user-friendly. It's really easy to retrieve client data, which saves me time and makes my work more efficient since I can pull files out really easily. The initial setup was pretty easy too, just a twenty-minute training with my supervisor and I was good to go. Review collected by and hosted on G2.com.

I dislike that sometimes if you haven't used Bonterra Apricot in a while, it keeps asking for a new password all the time. I understand it might be for security reasons, but it's annoying. Review collected by and hosted on G2.com.