Penelope Features

Penelope

Web-based case management software for social services

4.17/5 (35 reviews)

Penelope Feature Summary

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

Government & Social Services Feature Comparison

Most popular features of all Government & Social Services apps

API (3 other apps)
Activity Dashboard (6 other apps)
Activity Tracking (3 other apps)
Alerts / Escalation (4 other apps)
Assessment Management (3 other apps)
Automatic Notifications (4 other apps)
Billing & Invoicing (4 other apps)
Case Management (7 other apps)
Contact Database (4 other apps)
Custom Forms (4 other apps)
Customizable Reporting (8 other apps)
Data Import/Export (4 other apps)
Data Storage Management (3 other apps)
Geographic Maps (6 other apps)
Incident Management (4 other apps)
Monitoring (4 other apps)
Records Management (5 other apps)
SSL Security (4 other apps)
Status Reporting (4 other apps)
Workflow Management (6 other apps)

Competitor Feature Comparison

Penelope Feature Reviews

25 reviewers had the following to say about Penelope's features:

Linda Castle

Penelope User Review

2016-12-07

We have created Initial Assessments, Progress/Closing Documents, activity notes and outcome tracking forms all for our specific needs.

Pros

Billing is relatively simple and creating service units and activities is easy to do.

Cons

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
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Penelope

No

Source: Capterra
Helpful?   Yes   No
Read more
Konrad Gawlik

It's clunky, appears to be on a platform from the 90s, not intuitive, convoluted, expensive support.

2017-07-03

Maybe better than nothing

Pros

Case management is OK Initial costs cheap

Cons

Doesn't work at all for EAPs in Australia. Reporting is hopeless.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

1/10
Source: Capterra
Helpful?   Yes   No
Read more
Sarah Gardner

We love Penelope!

2017-02-08

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.

Pros

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
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
John Coffey

PENELOPE offers much in the way of case management, and tracking informal workshops etc

2017-08-26

The ability to access and capture case management information securely, and the information from group meetings also both formal and informal.

Pros

The software is cloud based and has a wide application for use. We are happy with the software itself.

Cons

It would be good to have face to face contact to talk about our ongoing set up (new programmes) and reporting needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Delia Wilson

Penelope is a game changer for us

2017-05-30

Real time access to our data therefore our reports are accurate and up to date

Pros

24/7 access. Security and support from Athena Reporting feature allows us to see our organisation Real time results

Cons

Moving from laptop to tablet the forms don't resize well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Richard Stables

Flexible, configurable and reliable (so far)

2017-02-01

I've been using Athena's Penelope Case Management Tool in our Community Acquired Brain Injury service for over 8 years.

Pros

Powerful feature set and configurability.

Cons

Interface could do with some tweaks to improve navigability

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Grant Hawgood

UI is poor. Reporting function only in PDF. not SMS friendly. Case file structure = privacy issues

2017-08-25

Pros

it has a diary schedule linked to cart items. it's god if you only want Penelope to do one thing, ie, ATAPS service & payments

Cons

not mobile / tablet friendly Reporting function does not provide dashboard, only reports in pdf or that you have to cut and past into Excel.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Mark Hindle

Lack of modern functionality, lack of communicating to customers, broken promises with timing.

2017-08-24

Pros

The product is targeted to our industry. Its installed and we are used to it. We have little issues with it.

Cons

No way of connecting external systems for resource management/bookings.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Courtney Wickberg

Penelope has allowed our staff to work more cohesively by providing a user friendly database.

2017-05-05

Pros

While the overall functionality of the database has been very helpful to capturing client and partner data, we hope further updates with the Search function and Calendar will better serve our organizational needs, for example searching by Event Description (specifically Indirect Events).

Cons

It'd be helpful if more fields were more customizable and if reports could be more specific (more Breakdown options) in Penelope instead of having to utilize the Open Database Connectivity.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Nicole Boyd

We love the staff response/feedback

2017-06-27

Access to quick reports and better billing processes.

Pros

The fact that it's mobile friendly makes introducing the database a little more exciting to staff and executives.

Cons

The lack of application or mobile software for worker use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Sheryll Prinz-McMillan

Penelope Review

2017-02-21

Penelope is a robust case management software that has numerous flexible areas to meet the demands of differing social service agencies.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kathy Steele

Penelope has given us great flexibility with our student counselor population!

2017-08-25

Reports are much easier to run, supervisors can access the progress notes and other documents at any time, and can be alerted to situations like suicidal ideation or risk.

Pros

Students have access everywhere; outcome measures are great, and the ability to see visual score charts across time is especially effective for clients.

Cons

It is hard to delete some mistakes. Written instructions are still not as clear as I would like. I still find it complex when setting up new outcome measures.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Maurice D. LeBlanc

Was involved and led the requirements study to bring Penelope to the Family Service Canada network.

2017-08-29

Cons

not at all user-friendly, costly, unreliable for data compilations and billing processes, reports are bad and inflexible, can not be effectively or easily or cheaply customized and adapted to needs, I could go on.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Kelsey Hasnen

Excellent customer service! Very easy to use the site!

2017-05-02

This program is primarily used for reporting on our cliental.

Pros

We have 6 programs running out this program, which makes it easy to gather demographic data for all of them, in one place!

Cons

I had trouble trying to run cross reports for all our programs, but with granted access, I am now able to pull from an Excel spreadsheet for any report.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
FELICIA HARRIS

iTS GREAT

2017-05-12

Pros

I really like the reports feature.

Cons

I not really fond of the date range on the reports feature.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Rebecca Mohler

We love our "Penny"

2017-02-14

She makes documentation, scheduling, reporting, payroll, invoicing easy!

Pros

User friendly

Cons

Would like easier use of documents

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cristina Gonzalez

Great system for tracking and billing.

2017-06-09

Pros

I like the versatility within the site. We have numerous programs in our company that we run out of this system.

Cons

When pulling specific reports can be hard because we don't have all the reports built in that we need.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Emma Richardson

Layers Upon Layers

2016-11-04

It allows our 110-member staff to record information in the correct categories.

Pros

Integrated data

Cons

Not overly intuitive

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Recommendations to others considering Penelope

When someone closes out of the software, it should log them out as well

Source: Capterra
Helpful?   Yes   No
Read more
Diamond Trice

It's a great software that's easy to use once you've learned how to use it.

2018-05-30

Being able to keep track of documentation.

Pros

It holds Records. It allows all staff to complete documentation.

Cons

It takes some time to learn how to use the features of the software. It's only allows a certain amount of people to sign in at once.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Jodee Pescitelli

Our agency is transitioning from paper files to electronic doccumentation.

2017-08-25

Pros

The ability to have running stats/evaluations which can be printed out and reported on with the click of a button!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Trish Butler

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

2017-08-25

Pros

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.

Cons

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
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Anna Packer

I used this system as a mental health intern - it was my first exposure to mental health software.

2017-11-02

It was at least a basic way to electronically organize and store confidential client information.

Pros

It has a lot of different and very useful functionalities. You can get very granular with your documentation if you choose to.

Cons

There would be multiple ways to access different parts of a case file, or different places to deposit similar information, which was very confusing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Cassie Paulsen

We love Penelope!

2017-02-21

It is good to be able to collect our data in such an accessible spot!

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
NICOLE BOYD

Org Went Paperless

2017-02-15

Signed- NOT A COMPUTER PROGRAMMER, BASIC PC/DATABASE/COMPUTER SKILLS.

Pros

MOST FEATURES HELPFUL

Cons

FEATURES WE MAY NEED TO PAY FOR, WHICH SEEM TO BE A PART OF DATABASE.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Penelope

Provide and send more detailed updated tutorials and workflows as the systems update and change. Be aware of system features that need to implemented/escalated which may hold a company back from moving forward, stay in contact with the person who demanded the change and let them follow the status of escalated events.

Source: Capterra
Helpful?   Yes   No
Read more
Raymond Pritchard

Excellent software, does what we need and in time may need to roll with changes of improvement

2017-08-24

Ease of use

Pros

Understanding the software helps, once you do this and you can appreciate it more and what it does and becomes a very simple solution.

Cons

May need a redesign of the workflow but probably more so in training of navigators.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more