Apricot review for health programs (non-profit)
September 07, 2020

Apricot review for health programs (non-profit)

Lucia Zegarra | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Apricot Core

Overall Satisfaction with Apricot by Social Solutions

Right now, it is being used by two departments, but we are working to get the whole organization to use it. It is being used to support our diabetes program with case management and to track food distribution for those who are food insecure and have high blood sugar levels. I use it to provide monthly metrics for reporting to our funders.
  • Case Management: Case notes are easily entered and tracked to provide supervision. We have added many folders to include multiple program needs surveys, focus group results, food tracking, and referral details.
  • Reporting: Reports are easy to design and it takes the stress off the end of the month reporting. I like the pie chart and bar graph features, but you can also create your own after downloading the excel file.
  • Customer service: Their customer service team is stellar. Every time, they respond right away to help with any questions.
  • Reporting: It has its limitations. There are not that many options for editing graphs/charts.
  • It has helped us prepare invoices and monthly reporting to funders in a more timely manner.
  • It has allowed us to develop a network of partner to receive referrals from.
  • It has allowed us to be on top of services provided and any missed opportunities.
We have increased the number of partners we work with and we have expanded our referral network. Our diabetes program depends on referrals from different sources so it is important that we are able to track potential participants with this tool. In addition to that, we are able to follow what stage of the program each participant is going through.
I don't think we have identified a direct correlation, but Apricot has definitely made responding to our funders much easier. We can provide fast metrics when we are looking for grant opportunities. In addition to that, we are more efficient at managing the number of participants that we have and can increase or decrease the number to meet program goals.
I am not familiar with any similar case management software. When I took over my current position, the decison to purchase Apricot was already made. I am only familiar with Kana Case Management at a call center. It only allowed team members to manage clients and search for contacts. Apricot is different in that everything is customizable.
I think that if there is a budget for this tool in your organization, it is very well worth the investment. I think Apricot is great for those who need to keep track of multiple clients/patients. It gives you the flexibility to create and design multiple forms and it makes reporting very simple.