Penelope Pricing, Features, Reviews & Comparison of Alternatives


Cloud-based case management software for human services.

4.3/5 (56 reviews)

Penelope overview

What is Penelope?

Penelope is a configurable, cloud-based case management software platform designed for human service organizations who provide a variety of services across multiple locations.

Everything from outcomes and treatment history, to service plans, notes, smart forms, alerts, workflows, signature capture, attachments, reminders, referrals, and scheduling are all in one place. Penelope brings together all aspects of an organization’s operations into a comprehensive, and coherent system designed from the ground up to coordinate and help improve service delivery.

Penelope is bolstered by a growing suite of client engagement options designed to both save administrative time and improve the experience of our customers' clients. These include the Add.Me self-intake web form and bulk upload tool, and a mobile client portal named ClientConnect that allows an organization's clients to complete documentation, book appointments, make payments, and more, all from their mobile device.

Athena Software has been built on a culture of innovation, collaboration, customer service, and commitment to security and community. These attributes ensure that all of our clients are treated with respect and are viewed as partners by each of our staff members.


Pricing options
Value for money


Business size



United States, Australia, Canada, Europe, United Kingdom

Supported languages

Penelope screenshotMeet Penelope: Simple, Smart and Connected Software

Penelope reviews

Value for money
Ease of use
Customer support
Linda Castle

Penelope User Review

Used daily for 2+ years
Reviewed 2016-12-07
Review Source: Capterra

We have used Penelope Case Management system since 2003. It is very versatile and many changes have been done to make it portable and easy to use. The ability to create documents for our own needs is a fantastic function of the system. We have created Initial Assessments, Progress/Closing Documents, activity notes and outcome tracking forms all for our specific needs. The ability to customize fields at all levels for the system to track information we need for grants and statistics is also very helpful. I would recommend this system to any one agency or organization that tracks a variety of data elements and wants to organize your data to meet your needs.

The versatility. It has a ton of user defined fields that can be setup in any combination that works for your agency. Billing is relatively simple and creating service units and activities is easy to do. Tech support has been very good over the years and the system is very rarely down. System outage issues just don't exist.

I would like to have a report writer system build into Penelope instead of using pivot tables to create customized reports.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

Minimize review

Trish Butler

Penelope has been a great tool for our programs. I have enjoyed learning all she has to offer

Used daily for 1-2 years
Reviewed 2017-08-25
Review Source: Capterra

I like the ease of reporting functionality. It is very easy for me to see how often our clients are being serviced & how they are progressing within our programs. I like being able to link records with family members so we can get a wholistic view of what is happening with more than one client in a family group. The technical support that has been given to us has been fantastic.

Penelope is more suited to a clinical environment. There are a number of features within Penelope that we do not use. Some screens are hard to navigate & has some functions that are not relevant to our program needs. In the beginning of the process members of the Penelope project team with MPREC had a teleconference with customer rep. This was a very long drawn out meeting & was one that all of us did not get any benefit out of. Please when introducing your product find a better person to try to sell the program. Her presentations were very monotone & quite boring. We found ourselves drifting away from the meeting.

Rating breakdown

Ease of use
Customer support

Minimize review

Roslyn Lindner

Excellent product!

Used daily for 6-12 months
Reviewed 2019-08-26
Review Source: Capterra

With Penelope, we are able to share necessary client information with other case managers with greater ease and efficiency. Scheduling for client appointments is centralized and contains all the data that is needed so that clients and service providers never miss an appointment. Using Penelope has saved our organization countless hours in searching for information and communicating with each other.

The best part about this software is the customer support that comes with it. We were able to customize it with the help of the Athena team to meet all of our case management needs.

It's hard to say what we like least about the software because it has been so helpful in meeting the needs for which we purchased it. It does take a little while to get used to using it and to learn all the facets but once you do, it's very easy to use.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

Minimize review

Michele Meinhardt

Some pluses, some frustrations

Used daily for 2+ years
Reviewed 2019-01-23
Review Source: Capterra

Penelope has many features that other software does not, like pulling statistical reports and tracking anonymous client interactions. It gives flexibility in some areas to customize and tailor your software experience to your organization. Generally, it functions well for its purpose.

Penelope is difficult to learn and is not very intuitive to use. It's not visually appealing. The statistical reports don't always have the capability to capture the information you need. There are quite a few small, annoying processes that leave new users frustrated (like re-opening a case file and having to delete the "end date" before you can put in new information. Shouldn't re-opening it automatically invalidate the end date?)

Rating breakdown

Ease of use
Customer support

Likelihood to recommend: 5/10

Minimize review

Sarah Gardner

We love Penelope!

Used daily for 2+ years
Reviewed 2017-02-08
Review Source: Capterra

We are a care coordination division of a TPA, providing case management, utilization management, care transitions, and chronic condition management services to 80,000 members. Penelope has been so easy for us to use. The nurses love it, because they can communicate with other team, have our MD remotely look at notes, and we can easily pull case reports for underwriters. I used Penelope in my former job, and when we did this start up, it was the first thing I thought of to use. The support staff are friendly and understanding, and are great with training. I would highly recommend.

The reports are easy to to understand - especially to non-user stakeholders and our clients. The forms are easy to create and adjust, and the billing/ cart system is easy for my staff to use for their billable hours.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

Minimize review

Penelope features

Activity Dashboard
Case Management
Reporting & Statistics
Workflow Management

API (17 other apps)
Activity Tracking (13 other apps)
Automatic Notifications (11 other apps)
Billing & Invoicing (11 other apps)
Calendar Management (11 other apps)
Compliance Management (10 other apps)
Custom Forms (11 other apps)
Customizable Reporting (15 other apps)
Data Import/Export (11 other apps)
Document Management (11 other apps)
Equipment Tracking (10 other apps)
Geographic Maps (17 other apps)
Inventory Management (11 other apps)
Self Service Portal (11 other apps)
Third Party Integration (11 other apps)
Work Order Management (14 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Additional information for Penelope

Key features of Penelope

  • Accounts Receivable and EDI 837P claim generation
  • Administrative reporting
  • Alerts / escalation
  • Appointment reminders
  • Appointment scheduling
  • Assessment & treatment plans
  • Automated billing
  • Automated workflows
  • Care planning
  • Case management
  • Client portal
  • Collaboration tools
  • Configurable intake and smart forms
  • Discussions
  • Electronic signature capture
  • Email invitations & reminders
  • Employee portal
  • Event triggered actions
  • Follow-up scheduling
  • HIPAA compliance
  • Mulit-practice
  • Multi-channel communication
  • Online dashboards
  • Over 100 built-in reports, and flexible reporting options
  • Progress notes
  • Real time notifications
  • Referrals management
  • Reporting & statistics
  • Rules-based workflow
  • SMS integration
  • Scheduling
  • Security & encryption
  • Staff and client engagement tools
  • Staff management
  • Surveys & feedback
  • Task management
  • Workflow management
View All Features


Ease frustration for your clients and staff with a configurable case management system that maintains a single source of truth about your clients while reducing the need for multiple solutions.

Improve the client experience with Penelope's client engagement options like Add.Me, a self-registration form that saves time on intakes and data entry, and ClientConnect, our mobile customer portal that gives your clients a secure and convenient place to update their profile, view and book appointments, connect with their provider, and complete documentation, all on their phone or laptop.

Get stats quickly or organize your data in an unlimited number of ways with flexible reporting and data export options, including more than 100 built-in reports and optional dashboard reporting with Tableau.

Eliminate paper forms, improve accuracy, and track client assessments, scoring, and progress with our configurable smart forms, and use our automated workflows and collaboration tools to increase efficiency and reduce errors and miscommunication.

Increase security with our cloud-based platform that allows staff to collaborate and communicate securely, while ensuring role-based access to confidential records.

Our experienced and friendly deployment and support teams have been helping organizations achieve their mission for almost 20 years, and are committed to the very highest standards of customer service to help you realize the benefits of your investment.