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Great product for our organization client management!
March 26, 2024

Great product for our organization client management!

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

Software Version

Apricot Core

Overall Satisfaction with Bonterra Case Management

We use Bonterra Case Management to manage client contact information, create profiles for our clients, record case notes, record responses for SDOH surveys, initiate inter office referrals, and to run reports for grants and to track impact. Some of our clients fall under multiple programs of our organization, so it also allows other departments to see what action is being taken with the client.
  • Creating and customising reprorts
  • Creating and customizing forms
  • Collecting and updating client information
  • Recording case notes
  • Fix some of the bugs for system to run smoother
  • More intuitive use
  • Increases communication flow between departments
  • Helps organization develop quantitative data
  • Increases the time spent with each client
We use the reports function frequently to help us gauge and meet grant and program goals. We have customized our forms to capture the data we are needing.
Using Bonterra Case Management has helped us quantify the work we do by being able to track the number of clients enrolled in our different programs as well as frequency of client interactions. We are also able to quantify the number of individuals who have applied and been approved for insurance and other benefits.

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

Not sure

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?

Yes

Would you buy Bonterra Case Management again?

Yes

Bonterra Case Management is well suited for the typical situations in our organization. Our department (insurance services) does not typically use all of the features, but with the overlap of our clients receiving other services, it is helpful in seeing the overall care for our clients.) The tools and reports are helpful in keeping track of goals and tasks due.