Penelope

Formerly Penelope by Social Solutions

We have used some terrible software in the past. Penelope is a breath of fresh air. The counselors can easily input their notes and reschedule a client. They don't leave sections blank because the system tells them what is missing. The "are you sure" reminders are a nice feature just double checking things for you. We have not found a scenario where it is less appropriate to use Penelope.

I have spent so much of the last year describing specific scenarios based on an awful experience I really don't want to write [about] anymore. Feel free to read the dozens of help tickets I've sent in, most of which were never resolved.

I have done that in the previous questions.

Very well in the notification of documents due. Could do better with how to store old documents.

nonprofit healthcare

Penelope by Social Solutions is well suited for offices that have high caseloads and need efficiency and ease of use along with security and a fully digital store of information. However, Penelope is only less appropriate when it is time to delete an error that has already been uploaded and the user is unable to do so, which is not time management friendly.

Good for organizations that deal with collecting info on people & making notes on them. I like how you can have it open on more than one tab & multiple users can be in one client at once.

Penelope works well with maintaining notes for encounters with clients and allows you the ability to explain direct meetings. Penelope also allows you to keep track of each financial transaction you make with each client for reimbursement purposes as this is extremely important to the services we provide as well as documenting all of the encounters we have with our clients. Penelope is only less appropriate when it is time to delete an error that has already been uploaded and the user is unable to do so, which is not time management friendly. This has happened multiple times as documents are extremely important and can easily be uploaded in the wrong area in Penelope but cannot be removed by the user once they have been uploaded. The user must then ask the administrator to remove it and this often takes a significant amount of time and sometimes may not even happen. This has lead to more than one document being uploaded, one of which being incorrect.

Penelope is great when being used for case management systems. It is helpful in being able to maintain all of the documentation in one place. By being able to upload items like expense reports to the client's files we are not having to worry about keeping a paper copy. This helps cut down on the amount of paper that we use. If there is an issue with something in Penelope the built in messaging system allows us to communicate about it.

It gives notifications well. Allows us to know when we have passed a deadline or who we have missed in calling for case update. Tracks all personal information very well. Allows to track and dates our notes. Able to upload documents that may be necessary at a later time. Also, It is also able to store pictures of our veterans.

I would love to recommend Penelope to other companies because it is efficient and there are no real bad hassles. Being able to upload documents and already having documents uploaded in the systems helps coworkers and clients to be organized for the future. The only downfall to Penelope is when mistakes happen such as uploading the wrong document, may take forever to get removed because you have to wait on your supervisors to remove it.

It is a wonderful program for case management and I could see it being used in the legal or medical fields as well. For jobs that have more administrative roles, this would be well-suited but not as much for hands-on, tactile workers say, for example, a railroad worker or someone like a doctor. However, their administrative assistants would find it appealing.

I think for tracking clients' progress and funding authorization, [Penelope by Social Solutions] works as well as it is designed to. I do get frustrated when I have to attach multiple documents and can do it only one at a time. As well as having to delete the period or substitute it in the documents’ titles.

The workflow and trigger abilities along with customizable forms and projects allow an organization to utilize Penelope by Social Solutions with different programs, funders, and management trees. Overall excellent system that can be utilized in the office setting or in the field via multiple platforms.