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June 26, 2024

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

Software Version

Apricot 360

Overall Satisfaction with Bonterra Case Management

Everyday, I input and review data that is generated from a statewide intake system. I use the bulletin feature to access these records, I review and track the progress of each of these cases. From the start I then create and relate individual data sets to one another using features that link each of them and assign tasks to others in the office.

Pros

  • It's possible that I am missing something but I do enjoy the search feature to some degree, however it can also be very lacking.

Cons

  • Searching, sometimes I do a search and nothing populates. Then when I attempt to create a tier 1 file it says that there is a duplicate.
  • Associating people takes a tremendous amount of time.
  • I think the tools are useful but slow. I like the individual reporting that I can accomplish.
Honestly I use alot of internal spreadsheets that I think Bonterra Case Management could make obselete if the system were efficient for those purposes. Case tracking in two locations is probably a good thing just to be sure data sets are okay, but the second document really just makes searching easier for us. Sometimes The numbers just dont add up, like I know how many cases I reviewed from Bonterra Case Management Apricot 360 but when I look at my monthly totals sometimes Bonterra Case Management Apricot 360 has fewer because they just dont populate when I run that report, I then read and find the missing ones in Bonterra Case Management Apricot 360 and search for them and they populate for the correct time period.
I use reports to plug into foundation grant requests.

Do you think Bonterra Apricot delivers good value for the price?

Not sure

Are you happy with Bonterra Apricot's feature set?

Yes

Did Bonterra Apricot live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Bonterra Apricot go as expected?

Yes

Would you buy Bonterra Apricot again?

Yes

Look I dont really have a choice in the matter, that being said once I figured out the quirks than, in my experience, it works somewhat.

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