Last Updated
Key Takeaways
Generated from the text of customer reviews
Penelope by part Bonterra is a cloud-based case management system for human services and healthcare providers. Users value its configurable forms and efficient workflows for managing multiple programs, though they note that reporting and export options are limited. Penelope recently partnered with Amazon Web Services (AWS) to accelerate fundraising for over 180,000 non-profits globally.
Our Verdict
Penelope is a scalable, customizable case management solution for mid-to large-sized human services organizations. Its tiered pricing offers flexibility across different organizational needs but may not suit smaller agencies with limited budgets. Overall, it’s a dependable option for teams prioritizing data accuracy, coordinated service delivery, and customizable workflows.
Overall Rating
Based on 58 users reviews
4.1
Rating Distribution
Positive
86%
Neutral
9%
Negative
5%
Starting Price
Custom pricing
Penelope Software Specifications
- Appointment Management/Scheduling
- e-Prescriptions
- Lab Integration
- Patient Portal
What Is Penelope Software?
Penelope software is a mobile-friendly case management solution designed for healthcare providers worldwide. Its configurable smart forms enable a fully paperless system, enhancing efficiency and accuracy. As a secure SaaS platform, Penelope improves staff communication through automated workflows, making it a valuable tool for those seeking a streamlined and user-friendly solution.
What Is Penelope Software Best For?
This case management software is exceptionally user-friendly, offering an intuitive interface that ensures easy navigation and a seamless experience for both clients and practitioners. Its user-centric design features clear menus, organized layouts, and straightforward tools, minimizing the learning curve and enabling users to efficiently access, manage, and interact with essential information.
How Much Does Penelope Software Cost?
This case management software offers three customizable pricing plans:
- Apricot Essentials
- Apricot Pro
- Apricot Enterprise
Disclaimer: The pricing is subject to change.
Penelope Software Integrations
The software provides API integration, allowing connections with various third-party applications, including:
- WealthEngine
- QuickBooks Online
- DonorTrends
How Does Penelope Software Work?
- Log in using your credentials to access the dashboard
- Schedule appointments with your patients
- Open case files and review all the files before sending ahead
- Navigate through client files and complete medical documents
- Use the built-in reports to add patient history and diagnosis
Who Is Penelope Software For?
Penelope Software caters to human services organizations and healthcare providers of all sizes, from small clinics to large enterprises.
Its user-friendly design and scalability make it suitable for various industries, including government, non-profit, IT, and healthcare departments seeking an efficient and adaptable case management solution.
Penelope Software Use Cases
Based on an analysis of verified user reviews and Penelope’s publicly documented capabilities, several scenarios have been identified in which the software consistently delivers strong value to human services, healthcare, and non-profit organizations:
Case-Heavy Non-profit Programs Coordinating Multi-Service Client Plans
Organizations managing clients across multiple service areas benefit from Penelope’s ability to consolidate case histories across programs. Multiple reviewers highlight its usefulness in linking family and individual client records to provide a holistic view of each client’s journey.
Multi-Site Human Services Agencies Requiring Centralized Data Oversight
Agencies operating across several locations use Penelope to maintain a unified, centralized database. The platform supports standardized workflows and consistent data collection across all sites. Its reporting functionality enables managers to compare service delivery and outcomes across branches, enhancing organizational visibility and accountability.
Grant-Funded Programs Requiring Outcome Tracking And Reporting
Programs dependent on external funding sources (e.g., government grants or foundations) often need detailed documentation of client outcomes, service utilization, and compliance metrics. Users report leveraging Penelope’s data export features or ODBC connectivity to conduct custom analyses for grant reporting.
Clinical And Social Work Agencies Managing High-Volume Case Notes
In high-documentation environments, such as mental health clinics, therapy practices, and social service departments, staff frequently generate case notes, progress reports, and assessments. Penelope’s centralized note repository, customizable forms, and automated workflow reminders streamline documentation processes and help prevent data loss.
Penelope Software User Sentiment
| Most Positive Sentiments | Least Positive Sentiments |
| Customizability & Configurable Forms | Reporting & Data Export Limitations |
|
|
| Users consistently commend Penelope for its flexibility and robust customization capabilities. Many highlight its configurable forms and fields, which support tailored data collection, grant reporting, and outcome tracking. A user said that, “The ease of use of the Smart Documents and Forms has enhanced the way we gather demographic and program information for grants and funding purposes.” | Many users express frustration with Penelope’s limited reporting capabilities. Reviewers note that the “built-in reports are not sufficient,” often requiring the use of external tools to perform more advanced analyses. |
| Ease of Use & Workflow Efficiency | Learning Curve & Navigation Complexity |
|
|
| Reviewers note that Penelope offers an intuitive workflow once users become familiar with the system. Processes such as scheduling and case documentation are described as efficient, and many users report that daily operations become straightforward following initial training. | New users frequently describe Penelope as initially unintuitive, noting issues such as “too many clicks” and having “a steep learning curve.” Several reviewers emphasize that comprehensive training is essential to fully utilize the platform’s capabilities. |
| Scalability Across Agencies & Programs | Customer Support Responsiveness |
|
|
| Agencies managing multiple programs or service locations emphasize Penelope’s scalability and adaptability across diverse teams. Users appreciate that the platform works well for multi-program operations and multi-site service delivery. | Some users report dissatisfaction with Penelope’s customer support, citing slow response times. Feedback includes comments such as “it took a week and too many emails to get help for a minor fix.” |
Is Penelope Software Right For You?
Penelope software is widely acclaimed for its user-friendly interface and scalability. Designed for a diverse clientele, this mobile-friendly system offers secure data hosting and seamless integration. Its adaptability across sectors, including government and healthcare, makes it a reliable choice.
Still not sure if it is the right choice? Get in touch with our team at (661) 384-7070, who will help you make the best decision for your organization.
Penelope Software Features
Billing Module
Penelope Software incorporates a comprehensive billing module, streamlining the billing and claims management process for healthcare providers and human services organizations. The software automates the billing process, offering a user-friendly interface to manage and submit electronic and paper claims efficiently. It provides flexibility for practitioners to choose the most convenient method for their practice. Penelope's billing module simplifies financial management, reduces administrative overhead, and supports practitioners in submitting accurate and timely claims.
Configurable Smart Forms
With configurable smart forms, Penelope eliminates the need for paper forms, streamlining data collection and improving accuracy in case management. Users can customize forms according to their specific needs, capturing essential data electronically and reducing reliance on traditional paper-based documentation. The feature saves time, enhances accuracy, and contributes to a more sustainable and efficient workflow by eliminating the manual handling of paper forms.
Automated Workflows
Penelope simplifies processes with automated workflows, ensuring tasks are completed efficiently and reducing manual intervention. Users can set up predefined workflows that automate routine tasks, notifications, and approvals, streamlining operational processes and minimizing the risk of errors. Increased efficiency, reduced administrative burden, and minimized errors ensure the system operates smoothly, allowing practitioners to focus on core responsibilities and client care.
Integrated Case Notes
Penelope enables case workers to document client interactions, track case history, and store essential details in one centralized system. This ensures accurate and up-to-date records, improving communication and continuity of care.
Appointments Scheduling
Penelope software offers a robust appointment scheduling feature that simplifies the process of managing client appointments seamlessly. Automated reminders further enhance the scheduling process, reducing the likelihood of no-shows. This mobile friendly system serves the appointment management workflow, ensuring practitioners can efficiently organize and track appointments. Automated reminders contribute to improved patient attendance, enhancing overall operational efficiency in healthcare and human services settings.
Pros And Cons of Penelope Software
Pros
Highly configurable and user-friendly interface
Extremely flexible reporting choices
Configurable smart forms streamline data collection
Secure SaaS solution with robust data hosting
Software upgrades are very smooth
Cons
Limited information on pricing transparency
Learning curve may be experienced by users unfamiliar with advanced features
Some users report redundant data entry steps
Penelope Software Reviews
Total 58 reviews
4.1
All reviews are from verified customers
Rating Distribution
5
Stars43%
4
Stars43%
3
Stars3%
2
Stars5%
1
Stars5%
Share your experience
Mental Health Care, 1-10 employees
More than a year
“Holding my data hostage!!”
Pros
I cannot think of many things that I like about this software. I have come across several much better alternatives that are more flexiv and user friendly. Apps like Asana for task management, Harvest for time tracking and various invoicing apps work better and cost less.
Cons
This software is very outdated. It lacks user friendliness, making it hard to navigate. There is no keyword search function resulting in case notes becoming an overwhelming and unusable mess. Generating excel reports is not possible only cumbersome PDF ones. It takes far too many clicks to accomplish even simple tasks. The customer service is subpar despite being customers for almost a decade. They only provide client data once and in a coding format that only IT professionals can understand. If you want the data in a usable format, they charge an exorbitant amount, equivalent to twice a year's service cost. They claim it will take 35 hours, which begs the question of why they don't have an efficient process in place for something they should be doing regularly. Leaving the service is nearly impossible unless you're willing to abandon all your historical data or pay a hefty fee. I feel taken advantage of, as they are falling behind their competitors.
Rating Distribution
Ease of use
2
Value for money
2
Customer Support
2
Functionality
2
Not Specified, 11-50 employees
Less than a year
“It is user-friendly”
Pros
I can manage my caseloads easily by this product.
Cons
The FAQs are not as helpful as I would like. Some tasks like adding a not attending worker to every service file, consume a significant amount of time.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Medical Practice, 11-50 employees
More than a year
“easy to use and customize”
Pros
I like how the software is simple to use and can be easily customized to fit the requirements of our program.
Cons
Generating graphs from our reports in Penelope is not possible and I find that disappointing.
Rating Distribution
Ease of use
10
Value for money
7
Customer Support
8
Functionality
7
Frequently Asked Questions
Does Penelope support mobile devices?
Yes, Penelope offers a mobile-friendly system.
Is Bonterra Penelope cloud-based?
Yes, Bonterra Penelope is cloud-based. Penelope's cloud hosting service helps users to focus solely on their patients as the software takes care of data backup, hosting, etc.
Is Penelope case management software free?
No, Penelope case management software is not free.
What are the features of Penelope case management software?
Features of Penelope case management software includes technical support, scheduling, configurable smart forms, staff communication tools, etc.
What is Engage for Penelope?
Athena software company has released Engage for Penelope. It is a mobile feature allowing clients to stay in touch with their healthcare providers from their mobile devices.
What level of support does Penelope software offer?
The level of support Penelope software offers is email, chat, and phone.
What type of pricing plans does Penelope offer?
The pricing plans of Penelope case management software vary as per the facility's needs and size. Contact us today to get a customized Penelope cost quote.
Who are the typical users of Penelope software?
Penelope software serves human services organizations and healthcare providers of all sizes, ranging from small clinics to large enterprises.
What languages does Penelope software support?
The platform supports the English language.
What other apps does Penelope software integrate with?
The platform offers integration with WealthEngine, QuickBooks Online, and DonorTrends.
Does Penelope software offer an API?
Yes, the software offers an API.