[ Bonterr... Reviews ](https://www.g2.com/products/bonterra-apricot/reviews) [ Bonterr... Reviews ](https://www.g2.com/products/bonterra-apricot/reviews) # Bonterra Apricot Features ##### ## Platform Basics (4) Reporting Provides analytics tools that reveal important business metrics and track progress. Interoperability Connects to external systems and applications as needed to complete team workflows. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Ad hoc Reporting Generate one-off reports that meet information requirements Show More ##### ## Case Management (3) Client Intake Contains client intake capability. Outcome Measurement Tracks and measures client outcomes. Customizable Forms Customize contracts and forms to collect specific information Show More ##### ## Platform Additional Functionality (2) Mobility Is accessible from a mobile device and by users on the go. Messaging Contains in-application messaging abilities. Show More ##### ## Platform Data (2) Dashboard Has a centralized dashboard for users to interact with. Alerts and Notifications Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise. Show More ##### ## Additional Functionality (63) HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Data Collection Process of gathering, measuring, and analyzing accurate data Scheduling Plan availability and assign specific time slots for tasks and resources Workflow Management Create, design and manage workflows for repetitive tasks Calendar Management Track and manage schedules and meetings via an integrated calendar Activity Tracking Track and document all activities across devices, networks, and other systems Data Import/Export Import and export data to and from software applications Mobile Access Access software remotely via mobile devices Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Reminders Timed notification for any upcoming task, deadline, appointment, or activity Survey/Poll Management Create and administer polls and surveys Electronic Payments Electronically collect payments for goods or services Child Welfare Management Alerts/Escalation System alerts about the need to escalate an issue or request Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Certification & Licensing Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders Forms Management Store, manage and track all forms in a centralized location Progress Tracking Reporting on how each user, task or process has advanced since its initiation Client Management Manage contact details and communication with clients Customizable Fields Customize data fields to support various needs and use cases Third-Party Integrations Set up connections to third-party platforms to improve business processes Employee Management Track employee schedules, availability, and performance across projects and tasks Attendance Management Manage attendance for classes, shifts, meetings, or events Care Plan Management Manage the treatment plan and coordination between care providers and patients with special health care needs Compliance Management Track and manage adherence to policies for any service, product, process, or supplier For Nonprofits Software specialized for non-profit organizations Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Task Management Create, manage and track all task activities and progression Generative AI Use AI to generate content in the form of text, images, videos, etc. Document Management Store, manage, and track all electronic documents in a centralized location AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Time Tracking Measure and track time including hours worked and paid time off (PTO) Intake Management Activities related to the initial admission of a charge into the organization's care Training Management Track employee/learner's progression through training programs Customizable Reports Alter the layout and content of reports Assessment Management Creation, administration, and evaluation of assessments or tests Contact Management Manage, organize, and store contact information API Application programming interface that allows for integration with other systems/databases Volunteer Management Manage volunteer information and direct volunteer resources Medical History Records Records of patients' medical history Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Billing & Invoicing Create, manage, and send invoices or bills to customers Referral Tracking Log and store the source of contacts/leads Electronic Signature Digitally sign online documents Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Multi-Location Manage and support multiple locations Case Management Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Access Controls/Permissions Define levels of authorization for access to specific files or systems Project Time Tracking Measure time to completion or hours worked for projects Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Task Scheduling Track and manage the scheduling of tasks Case Notes Access and track notes regarding case activities and updates within case files Records Management Ability to record, store, update, and retrieve information Progress Reports Document and report the progress of ongoing projects Document Storage Store and organize documents in a centralized system Dashboard Creation Creation and customization of dashboards Client Portal Private online space that lets businesses securely share documents and provide information access to clients Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Referral Management Log and store the source of contacts/leads Program Management Process of managing several related projects or business activities to achieve organizational goals Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Show More ## Top-Rated Alternatives [ ![Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_08446fff96e11c8687f2834e31d2d35b/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud.png "Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)") Agentforce 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