Nonprofit review of Bonterra Case Management Apricot Core helping to reduce homelessness
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Overview
What is Bonterra Case Management?
Case Management by Bonterra is a cloud-based solution for nonprofits of all sizes. It's designed to bring data to the forefront in order to bolster a nonprofit organization’s impact. Bonterra Case Management helps organizations to save time and resources because…
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What is Bonterra Case Management?
Case Management by Bonterra is a cloud-based solution for nonprofits of all sizes. It's designed to bring data to the forefront in order to bolster a nonprofit organization’s impact. Bonterra Case Management helps organizations to save time and resources because the tool makes managing data more…
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Product Details
- About
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Bonterra Case Management?
Case Management by Bonterra is a cloud-based solution for nonprofits of all sizes. It's designed to bring data to the forefront in order to bolster a nonprofit organization’s impact. Bonterra Case Management helps organizations to save time and resources because the tool makes managing data more efficient, so that users increase the time spent delivering the mission.
Bonterra Case Management offers configurable forms and fields so organizations can customize their experience to their clients and mission. It allows nonprofit organizations to track what matters and follow clients throughout their entire lifecycle in a single, unduplicated record.
With Bonterra Case Management, nonprofits can ensure data integrity through functionality that tracks whether the data in the system is complete, entered correctly, and unduplicated. With drag-and-drop functionality and outcomes management capabilities, Bonterra Case Management helps nonprofit organizations transform more lives for the better.
Bonterra Case Management users get real-time access to their data to facilitate collaboration and insights into program performance. Those insights can then be shared by creating reports within the system to present to organization stakeholders, board members, and funders.
Bonterra Case Management Features
- Supported: Case Management
- Supported: Outcomes Measurement and Management
- Supported: Best Practice Forms and Reports
- Supported: Customizable Forms and Reports
- Supported: Participant Intake
- Supported: Secure Data Environment
- Supported: Smart Form Creation
- Supported: Mobile Compatibility
- Supported: Client Information Portal
- Supported: Client Communication Tools
- Supported: Automated Rules and Alerts
- Supported: Calendar Integrations
- Supported: Workflow Automation
Bonterra Case Management Screenshots
Bonterra Case Management Competitors
Bonterra Case Management Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | United States of America, Australia, United Kingdom |
| Supported Languages | English |
Bonterra Case Management Downloadables
- Data Sheet: An overview of the Bonterra Case Management comprehensive case management solution.
- Case Study: How ARCHS uses technology to empower their partners with resiliency, creativity, and flexibility.
- Case Study: How Communities in Schools of Tarrant county increased staff productivity and student success using technology that enabled efficiencies of case management data collection and reporting.
- Case Study: How Deaconess Nurse Ministry used technology to provide better service and improved data accuracy and availability.
- Case Study: How Employ Milwaukee utilizes technology to improve service delivery, and increase and manage funding more effectively.
- Case Study: How technology is used by the California, multi-service agency, First 5 Riverside, to empower partnerships that increase family resilience.
Frequently Asked Questions
Salesforce.org Nonprofit Cloud, Bonterra ETO, and ClientTrack by Eccovia are common alternatives for Bonterra Case Management.
Reviewers rate Support Rating highest, with a score of 8.8.
The most common users of Bonterra Case Management are from Small Businesses (1-50 employees).
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Reviews
(1-9 of 9)Companies can't remove reviews or game the system. Here's why
February 15, 2022
Apricot by Social Solutions - Powerful Tool for Non-Profits
We have numerous bulletins (reports) that display on the user's home page. Client appointments, Lethality Outreach Schedule, Medical Accompaniment Outreach Schedule, Clients approved or attending group counseling sessions, clients that need to be added to the counseling waitlist. This gives staff one place to go to see what tasks need to be completed and easy access to the records.
We have number of aggregate reports that help out with our funding amounts and our Counseling sessions.
We have number of aggregate reports that help out with our funding amounts and our Counseling sessions.
May 18, 2021
Great for the tech savvy!
May 14, 2021
Useful database solution for non-profits
Apricot provides a lot of options in establishing workflows, reports, and other processes. Because each program is vastly different, this gives us the flexibility we need with gathering, analyzing, and reporting important data.
May 11, 2021
Apricot - Great but can be Greater
We do not provide case management.
May 11, 2021
Apricot by Social Solutions--Love it!
We pretty much built the forms and reports we needed from the organization's existing program forms, but in order to do so, we followed the standard Apricot tier platforms. We did examine and follow Apricot's built-in templates for form logic and to make our work as uncomplicated as possible. While we could be using Apricot for all forms data collection and reporting, the staff relies more on other reporting means for day-to-day case management. Summarized monthly data for individual overall goals is captured in Apricot. The highest impact has been in reviewing this aggregated monthly, summarized data for overall goal achievements and shortfalls.
The entire design framework of Apricot is from a case management perspective. There are several features of Apricot that are very impactful
1. Connect
- To drive virtual intakes
- To drive client communication
2. Schedule
- Allows users to integrate Apricot with their most used calendar (Gmail, Outlook, etc.) to schedule client appointments and follow up directly in Apricot software
3. Classes and Terms
- Track client attendance with robust features and reporting
4. Bulletins
- Used to create a dashboard that assists users with tracking and completing case management tasks
- Can be used for Organizational updates
5. Referrals
- Transferring a client from one program to another within your organization is faster and more efficient
May 11, 2021
Apricot by Social Solutions Review
We utilize an intake workflow for all consents , paperwork, and pertinent information gathered during the first client interaction. It allows for better accuracy in completing all documentation needed for someone’s engagement with the agency.
May 11, 2021
Figuring it out
All of the case-management capabilities are great and very helpful
May 11, 2021
We love Apricot 360.
We use many reports to make sure that our information is up to date on a client.