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Bonterra Penelope Reviews & Product Details

Bonterra Penelope is a secure, configurable, and cloud-based case management system designed for a broad range of social good organizations, and is trusted by national government departments, police and military services, networks of social service providers, and midsize and large nonprofits worldwide. Penelope helps organizations increase efficiency and accountability, while helping to improve client communications and internal collaboration. Penelope's extensive list of features includes: automated workflows, smart forms, flexible reporting, scheduling, referral management, Email/SMS reminders, and more.

Seller

Bonterra

Discussions

Bonterra Penelope Community

Languages Supported

English

Overview by

Kathleen Connelly

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Bonterra Penelope Media

Bonterra Penelope Demo - Penelope ClientConnect

ClientConnect is the mobile client portal for Penelope that empowers your clients to participate in their care while improving outcomes and providing transparency, accountability, and trust.

Bonterra Penelope Demo - Penelope Mobile

Penelope Mobile provides out-of-office access to Penelope and enables home-care workers to take notes and fill out forms with their clients.

Bonterra Penelope Demo - Penelope Billing

Manage all your invoices, payments and credits for clients and funders with a convenient, out-of-the-box billing module.

Bonterra Penelope Demo - Penelope Scheduling

Keep track of your staff, clients, and resources, and get a snapshot of what’s going on at your organization at any time.

Bonterra Penelope Demo - Penelope Workflows - Inbox

Use configurable action triggers to send notifications and alerts—like SMS and email appointment reminders—to staff and clients.

Bonterra Penelope Reviews (5)

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AN

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

3/14/2022

"Great Case Management Database"

4.5/5

What do you like best about Bonterra Penelope?

I like all the features Penelope has. I like that it is customizable and easy to use. Our staff likes the ability to store other documents within the individual files. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Penelope?

The system has multiple prebuilt reports to use which is nice but those reports only get you so far. We have had some custom reports built which are great but cost extra. I wish there was an easier way to pull data and manipulate it without having another report built. Review collected by and hosted on G2.com.

Recommendations to others considering Bonterra Penelope:

You need to have a dedicated person to learn and administer the project. Review collected by and hosted on G2.com.

What problems is Bonterra Penelope solving and how is that benefiting you?

Penelope has allowed us easier access to our data. It used to take us days to complete reports but now some of them are as easy as a touch of a button. It is helpful and a huge time saver. Review collected by and hosted on G2.com.

JD

Joy D.

Parent Educator

Individual & Family Services

Mid-Market (51-1000 emp.)

10/29/2019

"Penelope is an online data capture system that helps employees to keep digital records."

3/5

What do you like best about Bonterra Penelope?

The most helpful thing about Penelope is that employees are able to keep track of their client files digitally, as well as plan and write case reports. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Penelope?

The least helpful thing about Penelope is that it frequently crashes, and so employees are left with no way of completing necessary data capture or quality assurance work, such as plans or reports. Review collected by and hosted on G2.com.

Recommendations to others considering Bonterra Penelope:

Penelope can be a great and secure way to use data capture, but it is worth considering if there are other data capture programs that are more consistently reliable. Review collected by and hosted on G2.com.

What problems is Bonterra Penelope solving and how is that benefiting you?

Penelope has helped me to become more comfortable with data capture systems, as well as has helped me to streamline data in a way that I am able to find everything in its own specific category. Review collected by and hosted on G2.com.

UM

Verified User in Mental Health Care

Small-Business (50 or fewer emp.)

4/18/2019

"Penelope System"

5/5

What do you like best about Bonterra Penelope?

After using other systems I really like how Penelope incorporates everything I need to into a single program. You can take care of scheduling, alerting, messaging, billing, and waiting lists all in one program. Additionally, you can keep a list of resources for referrals. Penelope is also great for training as it offers a fake website domain where users can look around and try out programs before they are set up. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Penelope?

The only downsides of Penelope is that the notifications settings are difficult to set. Review collected by and hosted on G2.com.

DS

Daniel S.

Therapist

Medical Practice

Mid-Market (51-1000 emp.)

10/29/2018

"Good EMR Software for your Every Day Needs"

3.5/5

What do you like best about Bonterra Penelope?

Penelope does a good job linking clients, families, and case information together in a cohesive manner. The diagnostic assessment and treatment planning tools are thorough yet succinct and user-friendly. Review collected by and hosted on G2.com.

What do you dislike about Bonterra Penelope?

There is often much toggling between screens with case and service files, which can make obtaining information an addled and sometimes confusing process, especially when first learning the software. Review collected by and hosted on G2.com.

Recommendations to others considering Bonterra Penelope:

The training videos are helpful, particularly learning Penelope's role in different departments within our agency. Review collected by and hosted on G2.com.

What problems is Bonterra Penelope solving and how is that benefiting you?

Penelope allows me not only to chart regarding client diagnostics, updates, goals, and treatment plan, but also gives me access to valuable information regarding billing, intake, and case history. Review collected by and hosted on G2.com.