Nonprofit review of Bonterra Case Management Apricot Core helping to reduce homelessness
The [...] is an all-volunteer nonprofit 501(c)(3) tax-exempt organization with a mission to help people experiencing or at risk of …
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
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February 15, 2022
Apricot by Social Solutions - Powerful Tool for Non-Profits
We moved our entire staff to work from home. Since Apricot is Web based their were no issues in continuing our work. The challenges we had with Apricot were around the ability to send out our surveys and consent forms using the web based forms. It was too hard for the clients to complete. Our survey return rate dropped drastically. It would be nice to have a cleaner way to get this types of forms to clients. We do not use Connect as our clients can not afford to be exposed using a system by the abuser.
We did have to change our counseling sessions and Crisis interventions to be virtual using Zoom.
We did have to change our counseling sessions and Crisis interventions to be virtual using Zoom.
May 18, 2021
Great for the tech savvy!
Our use of Apricot has not changed over the last year.
May 14, 2021
Useful database solution for non-profits
Because Apricot is cloud-based we have been able to utilize all of it's capabilities during the COVID-19 pandemic. Each staff member has been able to access the information that they need while working remotely. Having these capabilities helped us to pivot and deliver some of our services virtually last year.
May 11, 2021
Apricot - Great but can be Greater
The past year and a half our grant process has been virtual. Our business is not a direct service provider.
May 11, 2021
Apricot by Social Solutions--Love it!
The organization, like so many others in its state provider community, has had the blessings of the state medical authorities to follow somewhat relaxed HIPAA compliance measures for meeting with health and licensing agencies. This includes its participants meeting, if possible, with therapy specialists by telehealth and telephonic communications, through non-public facing media. This also includes regular licensing and accreditation surveys and audits. Regular licensing in-person visits will resume shortly, but regular data reporting will continue online through state website platforms. Apricot reports have not been required, but we definitely see the value in presenting aggregated data in easy to read reports when offered or requested. As the program directors meet online biweekly, how they serve their participants can definitely be impacted by reviewing monthly Apricot reports with them.
I answered this a bit in my previous response. We did hybrid services that often started remotely, moved to in person (to hand out and train our youth on the technology) and then moved back to remote. Staff were also working remotely and Apricot was essential to communicating shared client information during this time. Email triggers and Rules and Alerts really enabled us to share information in real time.
May 11, 2021
Apricot by Social Solutions Review
Our agency has offered virtual appointments throughout the pandemic . We are a shelter that was able to continue operating at 1/2 capacity , and safely provide child care and individual/family sessions by following safe social distancing guidelines.
May 11, 2021
Figuring it out
No we are a homeless shelter, so our interaction with people has always been in person.
May 11, 2021
We love Apricot 360.
We have used Apricot to track our interactions so we know how frequently each client is getting a staff or volunteer interaction.