Data roundup.
September 14, 2022

Data roundup.

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Apricot Core

Overall Satisfaction with Apricot by Social Solutions

As a Case Manager, I work with clients who are formally incarcerated, system impacted, struggle with houselessness and or struggle with addiction. I assist clients with setting and achieving goals that ultimately lead to their independence. I use Apricot to input and track data on my clients. This data can then be used for funding/grant writing. Working with my population is what we are passionate about; the data allows us to fund this work, and Apricot makes that possible.
  • Customization
  • Intuitive
  • Easy to use.
  • I make detailed notes of when I input information and data that was missing. I consider both times to be flukes.
  • It would be nice to have the ability to open previous notes. I get around this by opening a separate tab (within the same browser), so I can pull up previous notes while I input data.
  • add dashes to phone numbers. currently, all phone is 9515551234. It would be nice to auto-add dashes: 951-555-1234
  • Data has led to grant writing.
As a "boots on the ground" employee, I have been told that our data has led to increased fund raising opportunities.
I am not privy to all the details, but I know that data has been customized to pull out additional funding.

Do you think Bonterra Case Management delivers good value for the price?

Yes

Are you happy with Bonterra Case Management's feature set?

Yes

Did Bonterra Case Management live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Bonterra Case Management go as expected?

I wasn't involved with the implementation phase

Would you buy Bonterra Case Management again?

Yes

Our team has customized the program to mimic paper forms for Case Manager Assessment; this makes it easy to enter the information into Apricot. After the initial Assessment, weekly meetings are conducted, and handwritten notes (SOAP) are added to Apricot. Apricot allows us to input information while meeting with clients. We feel it's not appropriate to have a computer, creating a barrier between the client and us.