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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
Penelope by Social Solutions is our case management system. We use it for case notes, for calendars, and even for reporting incidents and hazards, or any change in clients' profiles. It lets us interact with medical, legal, behavioral, and other reports, and keeps the team updated, always promoting confidentiality. Penelope by Social Solutions is structured in an understandable way, letting us set our daily tasks as a to-do list in the handover.
Shaeleen Power | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Penelope is used in our organization to replace all daily documentation, scheduling and booking, and intake management of participants in our programs. We have approximately 80 participants and 30 staff with 7 departments and it allows us to easily manage staffing ratios, attendance, and programming at three separate locations. Penelope allows us to easily track data on individuals or as a group and generate reports to send to our funders, etc. It allows us to track progress and regression for individuals which is essential to our mission as an organization. Penelope provides us with an easily accessible bluebook of all of our contacts and resources. It is a one-stop-shop for all of our documentation needs. Penelope offers a direct connection to staff individually or in groups through a messaging system within the program. Staff can easily log in and see any relevant information for the day. It saves us so much time as an organization and avoids a lot of running around and daily meetings that we had in the past. Before Penelope, finding participant reports, data, and information meant time spent searching through files in different departments and talking to multiple staff to track down what we were looking for.
December 11, 2021

Penelope for Non-Profits

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are a small-midrange size non-profit organization that uses Penelope for our client database. We use it for 1:1 in-home caseloads, group-based parent education, and group-based child and youth programming. Penelope is a user-friendly system that provides clarity, ease, and simple processes for our frontline staff to use the system in a clear and efficient way.
Rich Nichols | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We switched to using the Penelope database a few years ago because we realized our current platform was ineffective at tracking and producing needed outcome metrics. We needed a system that had the capability to track a network of client relationships, allowed for the exchange of multiple initiatives, and had tools for team members to work collaboratively on cases. Our organization helps families create action plans to accomplish their goals. We believe strongly in the power of community and finding solutions through generating informal supports. This system is designed to understand and capture the dynamic of how family members, community stakeholders, and professional resources work together to empower wellbeing. Penelope's default platform provided customization that allowed the database to align with our service model, specific strategies, and language. Penelope's form and reports are flexible enough to meet the requests and reporting demands of both foundation and government funders.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Penelope as our main case management system. It addresses our need to go paperless and have one central system for all of our case notes. It also allows us to work from home or in the office and always be able to update our calendars. We use this system for every case that we see.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are a nonprofit agency that case manages Families in the community while we work to help them achieve goals and solve problems. We use Penelope as our case management system. We use Penelope for everything in our agency. It is where we store our data, write case plans, schedule meetings, run reports, and collect resources. Penelope was a serious upgrade from the previous Susy that we were using. It is very detailed and not overwhelming.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use this product to track clients in our organization and their participation in programs and the services they access through us. We use the program to track case notes for clients, counseling sessions, and check-ins. We also use the product to track the practical supports that clients receive from us so that we have a better idea of who has received what from our organization.
Score 4 out of 10
Vetted Review
Verified User
Incentivized
I use Penelope [by Social Solutions] to track programs, attendance of programs and make notes regarding clients at our facility. I use this product every day. It is a way to track participation and gather statistics about programming.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
We use Penelope [by Social Solutions] as our client data base, client information, clinical counselling notes, attendance tracker for individual and group program sessions,accumulating data for reports
December 06, 2021

Customizeopolis

Score 7 out of 10
Vetted Review
Verified User
Incentivized
Staff enters in their notes and statistics. We use the information they enter in to complete reports to the funder and other reports like annual reports, to monitor staff statistics, to submit funding proposals.
Richard Stables | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Penelope is a human services case management system. We provide services to people affected by brain injury, and we use Penelope to track all engagement with the people we serve. We use the system to develop a 360-degree view of the person and their family system, including all the interactions with the various services we provide, such as psychological assessment and therapy, day [programs], vocational supports, and training courses.
November 30, 2021

Penelope

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Penelope for our client database. The database keeps track of clients' information, address which allows our workers just one place to go to see all of the client's information. Workers can just go into Penelope to upload their case notes when seeing a client. Our quarterly reports can be done [with] a click of a button in Penelope
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We have to use Penelope to document our clients' information as well as any related services that we provide to the clients. We also use Penelope to book appointments and to keep track of client expenditures.Our entire organization is required to use Penelope. I would not say that it addresses any business problems but Penelope helps our organization keep track of the services we provide to our clients.
August 04, 2021

Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Penelope is being used across the whole organization. It addresses the ability to document client related notes, organizational spending as related to clients, and issues within the agency that are directly client related.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It is currently being used by the SSVF, ESG, and HVRP staff. Penelope lets case managers, program managers, and directors to maintain an accurate database of clients that we are working with. It is used from the beginning of them entering one of the programs all the way through them exiting the program. It has been able to be adapted to each individuals job, while ensuring everyone is completing the required forms.
August 04, 2021

My Experience

Score 8 out of 10
Vetted Review
Verified User
Incentivized
It is only used within 3 locations of Volunteers of America SE: Warner Robins and Columbus, Georgia and Birmingham, Alabama. We assist veterans with housing and utility assistance as well as assisting them with employment needs which may include employment searches. We monitor their progress by using a form called the Individualized Employment Plan which is uploaded into Penelope.
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