Item: Bonterra Case Management
Rating: 7
Author: Verified User

Overall Satisfaction with Apricot by Social Solutions

Use Cases and Deployment Scope

Apricot is currently used as our case management software across the organization. It is utilized for client profiles, case notes, surveys, and working to use it for volunteers as well. It allows us to store extensive information about our clients that easily accessible to everyone in the organization. It also allows us to run reports to better understand the population we are working with and other important data to our organization and partners.

Pros and Cons

Pros

Customizable
Reports
Form logic

Cons

Once you've built out your system, it's hard to change without losing data.
The support has been mediocre and less than was portrayed when selling the product.
It can be somewhat clunky and takes practice to be able to use it well.

Return on Investment

Data is more accurate and uniform.
Provides for a deeper level of accountability with staff.

Program Delivery

We are working towards this goal, but have not fully achieved it. We are able to get basic client demographics, caseloads and services provided, but still working to determine how to better capture data for such an extremely transient client base.

Diversified Funding

Allows us to capture the data requested from our primary grantors and secure further funding.

Likelihood to Recommend

It seems to be very well suited for client management, especially for large organizations where there is a need for clients to be able to set up their own profiles. If data metrics need to be modified regularly then it becomes somewhat difficult to change without losing data.

Comments

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A lot of functionality and ways to customize!

Software Version