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Penelope

Penelope
Formerly Penelope by Social Solutions

Overview

What is Penelope?

Bonterra’s Penelope is a configurable and secure case management system designed to help social good organizations save time for their staff, improve data quality and reporting, and better serve and connect with their participants.

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Recent Reviews

Not very happy

6 out of 10
May 25, 2022
Penelope by Social Solutions is our case management system. We use it for case notes, for calendars, and even for reporting incidents and …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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Pricing

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Basic

$400

On Premise
per year per user

Entry-level set up fee?

  • Setup fee required

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is Penelope?

Bonterra’s Penelope is a configurable and secure case management system designed to help social good organizations save time for their staff, improve data quality and reporting, and better serve and connect with their participants.

  • Track each family’s service history in a single file that contains all of their information.
  • Configurable forms to save time with automated workflows, scheduling and billing tools.
  • Reduced data errors to improve reporting, measure outcomes and secure more funding.

Penelope Features

  • Supported: Forms Management
  • Supported: Reporting & Statistics
  • Supported: Appointment Scheduling
  • Supported: Charting
  • Supported: Claims Management
  • Supported: Compliance Tracking
  • Supported: E-Prescribing
  • Supported: Employee Management
  • Supported: For Mental/Behavioral Health Practices
  • Supported: Initial Assessments
  • Supported: Medical Billing
  • Supported: Self Service Portal
  • Supported: Task Scheduling
  • Supported: Treatment Planning
  • Supported: Case Management
  • Supported: Child Welfare Management
  • Supported: Document Management
  • Supported: Reporting & Statistics
  • Supported: Scheduling
  • Supported: Time Tracking
  • Supported: Training Management
  • Supported: Activity Dashboard
  • Supported: Activity Tracking
  • Supported: Appointment Management
  • Supported: Billing & Invoicing
  • Supported: Calendar Management
  • Supported: Case List Management
  • Supported: Document Management
  • Supported: HIPAA Compliant
  • Supported: Medical History Records
  • Supported: Patient Management
  • Supported: Patient Records Management
  • Supported: Payment Processing
  • Supported: Referral Management
  • Supported: Reporting & Statistics
  • Supported: Task Management
  • Supported: Treatment Planning
  • Supported: Case Notes
  • Supported: Client Management
  • Supported: Document Management
  • Supported: Forms Management
  • Supported: Goal Setting/Tracking
  • Supported: Program Management
  • Supported: Referral Management
  • Supported: Reporting/Analytics
  • Supported: Scheduling

Penelope Video

Penelope Integrations

Penelope Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based, On-premise, On-premise, On-premise, On-premise
Operating SystemsWeb-Based, Mac, Windows, Linux, Chromebook
Mobile ApplicationNo
Supported CountriesUSA, Canada, Australia, New Zealand, UK, Ireland
Supported LanguagesEnglish

Penelope Downloadables

Frequently Asked Questions

Bonterra’s Penelope is a configurable and secure case management system designed to help social good organizations save time for their staff, improve data quality and reporting, and better serve and connect with their participants.

CaseWorthy, ClientTrack by Eccovia, and FAMCare are common alternatives for Penelope.

The most common users of Penelope are from Small Businesses (1-50 employees).

Penelope Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)40%
Mid-Size Companies (51-500 employees)60%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews and Ratings

(35)

Attribute Ratings

Reviews

(1-25 of 32)
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May 25, 2022

Not very happy

Score 6 out of 10
Vetted Review
Verified User
Even if Penelope by Social Solutions is useful for case noting and any other file management, coordination and reports, it is not user-friendly. It does not let you delete your mistakes easily, it does not let you go back, and all the other issues mentioned, which are minor, added too much for a system that is supposed to support your work. However, some of the characteristics have been chosen by the system administrator and are not Penelope by Social Solutions's fault.
Shaeleen Power | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Penelope would be ideal for a clinic setting or an organization providing individual or group support to many individuals and from multiple staff members. It is perfect for the service field to track bookings and schedules. It allows for easy reporting and tracking changes for an individual. As a non-profit service agency, it is the perfect database for us, from individual and group service to informal and anonymous services, the features allow for easy tracking of data.
December 11, 2021

Penelope for Non-Profits

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Penelope is well designed for casework. We find it is well suited for staff who have caseloads of families or individuals and are doing one-to-one work with them. I find that Penelope is not as well suited for registered programming in a group fashion. The reporting for groups is almost non-existent and the Groups List page is unwieldy and difficult to navigate efficiently.
Rich Nichols | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Penelope is well suited for social service case management operations. It also looks at whole families as a unit but realizes each member has different needs and brings something unique to the solution. It manages client relationships and resources well. If you need to monitor service units, time with clients, and interventions, it has various tools for this. I think the system is too complex for donor management and not needed for client interactions that are one and done.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We looked at lots of systems before we signed on with Penelope. For the price, we didn’t find anything better. Overall we have been very happy with our choice to use Penelope for our case management system. Our staff has been happy with it as well. I would recommend this product.
December 06, 2021

Penelope review

Score 4 out of 10
Vetted Review
Verified User
Incentivized
[In my experience] I find that information gets lost or else there are too many places where it can be stored. For a client, you can store their pregnancy information in their individual file or case file, or service file.
Score 3 out of 10
Vetted Review
Verified User
Incentivized
Although I like some of the functionality of the program, it is archaic in development, lacks inclusion for persons with a disability. Lip service has been paid for addressing AODA accessibility rules and access. Product is exclusionary towards persons with a disability. It is designed for an American medical model and false promises have been made. No one is addressing Canadian concerns about default information collection that is against our privacy legislation and compliance with our accessibility legislation both federal and provincial. I would not recommend it to any service provider based on the lack of accessibility.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
I think Penelope is appropriate for tracking appointments and interactions with clients. However, it can be difficult if we are not able to see our appointments on a larger scale (i.e. a calendar). If we were offered a calendar, it would help to track our days with various appointments with clients. It would be nice to have an overview to see which clients we are seeing more of and which clients we aren't seeing as much. I think it's easy to track information about clients, but sometimes accessing this information can be difficult once it's been input. We have intake forms that we fill out with clients and it can be difficult to recover these attachments if you don't know exactly where to look in their "Case".
Tom Cass | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Clinical notes documentation, attendance is working for us well. Our issue is the complexity of the system for our small agency and the time it's taken for staff to acquire the knowledge to use the system to its fullest range
December 06, 2021

Customizeopolis

Score 7 out of 10
Vetted Review
Verified User
Incentivized
There is ample room for the case notes, however, we are unable to find key information to run reports on as the system does not scan the content of the case notes. Much simpler if there were dropdowns where key information that is relevant to our organization could be clicked to pull that as data.
Richard Stables | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Penelope is excellent for recording formal (appointment based) activity between an individual clinician and a single client or between a member of staff and a group. It's also very useful when you need to maintain a lot of data about a client, relevant to their case. It's less useful for informal, or very brief contact, such as helpline call logging or customer support cases.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
August 04, 2021

Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
August 04, 2021

My Experience

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
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