Penelope

Formerly Penelope by Social Solutions

Integrates different systems

Keeps confidentiality

Helps you to identify who posted what

Collects information linked among families

The plus, ok, or accept buttons are not consistent. It is easy to forget it at the beginning.

Sometimes is unstable and it makes you lose all the work you did not save.

It does not have a "memory" of your previous answers, which is annoying for daily tasks.

Provides time-saving features by automatically compiling data to an individual file from multiple areas.

Allows staff to be updated on important information in real time.

Provides a user-friendly experience and ease of access for staff with all levels of technical experience.

Accessibility for anyone with visual impairment.

Ability to adjust font size when printing.

Ability to send files as email from the program.

Data Reporting

Customer Service

Identify issues and problem solve solutions.

Some of the fields seem redundant.

I think beta testing new databases should be at a significantly reduced rate due to the amount of time needed to work out the issues and refine the product. Both organizations have carrying costs during this phase of development.

Configuration and design process.

Help articles.

Standard processes yet able to customize.

Standard reporting could be expanded and more complex.

Improve functionality of groups.

Higher level training on how to use Penelope in a more complex way.

Organization a network of relationships.

Integrating various projects.

Customized reporting.

Increased standardized reports and filter features.

Better training on the ODBC.

Mac support.

Better ability to report on individuals within the family.

It is very intuitive.

When you forget to fill in something it points it out in a clear and easy-to-understand note.

Client notes are very easy to add.

The feature for the date of birth times out too quickly.

You can't upload any files that may have a symbol such as a . in their title.

The learning modules could be more concise making it faster to find the help you need.

Case management-places to store multiple data points in organized manner[.]

Scheduling client meetings and the ability to connect to clients through the system

Great Customer service- implementation team was super helpful in setting up the system and answering our ongoing stream of questions. They are still helpful answering questions 2 years later whenever they come up.

[A] minimal number of [ready-to-use] reports [using] to pull data from [the] system. The reports are helpful but hard to get all that we needed. We did pay to have a custom report created for our needs.

My only real complaint: I am not a tech-y person so I find the OBDC connection setup and data [pull-out] kind of complicated and also there is no easy way for a Mac computer to connect without purchasing another program to help. There was minimal assistance with helping us get that set up which was frustrating.

Long onboarding process[.]

Easy to create clients, manage groups, open and close cases and services

Not always user friendly interface

When errors are made, difficult to correct

When in groups and marking attendance, no options for "select all" to mark all as attended or not attended; need to manually open each one to mark attendance

Digital management and review

Remote access for consultants

Accessibility overall for persons with a disability is nonexistent and not being addressed at all. That is for both clients using engage or client connect and consultants using the system for case management.

Navigation bars non-responsive to screen readers

Lack of tags and descriptions for navigation tools

Inability to move within the system in a straightforward and free fashion

Lack of ability to share questions more than once in a form

Form building tools are not accessible

Reports are not straight forward, do not coordinate with forms

Tools for making a financial form are limited and not easily used

Background colors are non-AODA compliant, font too small, no ability to enlarge, navigation tools are hidden behind multiple boxes, and impossible for a blind person to navigate.

When purchased in 2014, promises of accessibility were made by company salesman, management, and staff. It has never transpired.

lack of support when trying to learn the system and set it up. Instruction is by Wrote for a "To Be" designed process but no examination about how the setup affects things such as searching, reporting, outcomes.

Blue Book is not accessible, Engage is not accessible, Penelope Mobile is not accessible, Client Connect is costly and not accessible.

Updated attachments must load multiple times and result in needless storage issues and extra work.

Caseloads are manageable

Appointments are easy to track

Lots of space for client case notes

It can be difficult to remove things or correct errors

Adding clients to groups as a one-time attendance is not possible, which makes it difficult for drop-ins

There is no calendar that you are able to see all of your appointments with clients

It rarely crashes

Make batch editing a function

Give better access to data

Fix the external communications

Four words: Client Account Merge Function

organization of information

ease of use

security features

difficulty running a client list with the information we need

bugs, particularly around MS Exchange

Provides us with statistics regarding programming

Allows us to track each program

Allows us to make Case notes regarding clients.

The organization of client data-base

Booking clients who participate in multiple programs

Make it more user friendly (very hard to understand at first)

Better privacy settings on client information

is a powerful system that offers a lot

easy access to pulling the reports

Trigger warnings to share with and between manager and employee

There is more than we can use on this system

Some learners watch by video and others need to have a verbal walkthrough so providing a training or support package that is reasonable to a non-for-profit of 18 staff members and really only 12 using the Penelope by Social solutions system

coding for different engagements rendering services and costs

storing demographic information

storing collateral contacts

assigning workers to people served

we are a private pay company - so we need invoices that make sense to private payers not managed care company's. Penelope by Social Solutions has been exceedingly difficult with this goal.

Too many logins our admin also has cases she /he supports so that's two log-ins right there. Then there are log-ins for tickets, online training sites for basic Penelope by Social Solutions functionality, sandbox instances, and training databases mocked up like our system. We are constantly stymied by this as it feels impossible to track.

Also, there are way too many contacts that "handle" our organization - we are never contacting the right person for whatever issue we are experiencing.

Captures the data we are looking for

Although a bit complicated, we can run some reports to collect the data

There is ample space for case notes

Report running is complicated in Penelope by Social Solutions, would be great if it were simplified by giving us categories with date ranges that we can click on to run reports

Would be nice if we could 'turn on' automatic reminders/pop-ups if a client hasn't been served in a while.

Assist in understanding the many uses of the tool

Customer service

Teaching

The switch over to the new platform for tickets

Giving time to new users to help understand the past history

Communication

Document loading

Uploading

None to note

Provides detailed statistics for the organisation on all client engagement

Tracks outcome measures

Enables effective information sharing between members of a multi-disciplinary team

A better mobile app would be a big improvement

Better standard built-in reports would be an improvement (though DIY reporting is possible)

case notes

reports

tracking

training

implementation

It tells the exact documents that need to be uploaded.

It also has the ability to track the enrollment status of a new client.

Refresh buttons.

I would like to be able to remove documents.

I would occasionally, get an "error" message and it would not save my work.

Collection of demographics.

Uploading of documents.

Visual Display is easy to read (the way things are laid out on a page).

Initial learning curve of how to maneuver through different pages is high.

Being able to edit errors instead of having to re-enter them & delete the error would be great!

Being able to tab through all documents instead of just a selection.

Having primary contact's name auto fill throughout & not have to re-type it.

Having a drop down menu for household names throughout all docs & once selected will autofill ages, date of birth.

It is user friendly in the sense that it is generally simple to use for those that are not used to using systems to maintain client based data.

It would be more helpful to be able to delete items when they were added by error without having to have the administrator do this, which takes quite a while. There are times when a user knows a mistake has been added/uploaded immediately and it would be much more beneficial/time managing to be able to remove that item immediately instead of waiting for the administrator to get back to the user at their earliest convenience. This causes many mistakes to continue to occur.

It allows for workflows to created depending upon the situation.

It is easy to use. If there is an error it will tell you where the error is at, so you can correct it.

It is adaptable for the role of the person working with the system.

When there is an error with a number, it only tells you there is an error is does not tell you what it is or where.

At times when you sign the documents it does not register that they have been signed.

When you upload a document, it does not want to navigate back to the original form. Sometimes you have to go back to the home screen and start over.

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.

We are not able to delete past discussions. At this time, I have over 1,000 discussions that I wish I could delete.

For the main page where it lists all of our case loads, not able to sort by only a certain group of people. They are all together: Active cases and Follow Up cases.

Occasionally, I may get an "Error" message and it will not save my work.