Penelope Features

Penelope

Cloud-based case management software for human services.

4.28/5 (61 reviews)

Penelope Feature Summary

  • 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

Competitor Feature Comparison

Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts / Escalation
Appointment Management
Assessment Management
Automated Billing
Case Management
Client Management
Client Portal
Collaboration Tools
Configuration Management
Customizable Reporting
Document Management
Electronic Signature Capture
Email Invitations & Reminders
Employee Management
Employee Portal
Event Triggered Actions
Follow-up Scheduling
Forms Management
Forum / Discussion Board
Goal Setting / Tracking
HIPAA Compliance
Multi-Channel Communication
Multi-Location
Progress Reports
Real Time Notifications
Reminders
Reporting & Statistics
Rules-Based Workflow
SMS Integration
SSL Security
Self Service Portal
Surveys & Feedback
Task Management
Training Management
Workflow Management
Visit WebsiteCompare App
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts / Escalation
Appointment Management
Assessment Management
Automated Billing
Case Management
Client Management
Client Portal
Collaboration Tools
Configuration Management
Customizable Reporting
Document Management
Electronic Signature Capture
Email Invitations & Reminders
Employee Management
Employee Portal
Event Triggered Actions
Follow-up Scheduling
Forms Management
Forum / Discussion Board
Goal Setting / Tracking
HIPAA Compliance
Multi-Channel Communication
Multi-Location
Progress Reports
Real Time Notifications
Reminders
Reporting & Statistics
Rules-Based Workflow
SMS Integration
SSL Security
Self Service Portal
Surveys & Feedback
Task Management
Training Management
Workflow Management
Visit WebsiteCompare App
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Administrative Reporting
Alerts / Escalation
Appointment Management
Assessment Management
Automated Billing
Case Management
Client Management
Client Portal
Collaboration Tools
Configuration Management
Customizable Reporting
Document Management
Electronic Signature Capture
Email Invitations & Reminders
Employee Management
Employee Portal
Event Triggered Actions
Follow-up Scheduling
Forms Management
Forum / Discussion Board
Goal Setting / Tracking
HIPAA Compliance
Multi-Channel Communication
Multi-Location
Progress Reports
Real Time Notifications
Reminders
Reporting & Statistics
Rules-Based Workflow
SMS Integration
SSL Security
Self Service Portal
Surveys & Feedback
Task Management
Training Management
Workflow Management
Visit WebsiteCompare App

Penelope Feature Reviews

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

Sor Moi See

Using Penelope

2019-08-26

Penelope enable us to document all events by client Easy to train any new employees-user friendly Easy to get data by staff, client, date, service type, etc.

Pros

User friendly, flexible, you can design to fit the needs for Case Management Program

Cons

I wished there is one report that I can run to obtain all the critical data I need in one report.

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
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
Linda Castle

Penelope User Review

2016-12-07

The ability to customize fields at all levels for the system to track information we need for grants and statistics is also very helpful.

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

Yes

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
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 portal functionality.

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
Kasey Kahmann

Penelope Review

2019-09-03

Representative was our point of contact/penelope expert and did a fabulous job of walking us through the significant amount mapping and customization that our case management process requires.

Pros

Penelope was the best solution available for the advanced case management work our staff do across the U.S.

Cons

There's a bit of a learning curve with Penelope but it's well worth the effort to learn.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

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

Great Case Management Software

2019-09-06

Our overall experience has been great! Our cases are cleaner, more accessible and reporting is more efficient.

Pros

Penelope has made our cases cleaner and faster to access.

Cons

It would be great if our case plans could auto populate from the initial one so we don't have to reenter the same information in the progress and closing plans.

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
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
Roslyn Lindner

Excellent product!

2019-08-26

With Penelope, we are able to share necessary client information with other case managers with greater ease and efficiency.

Pros

We were able to customize it with the help of the Athena team to meet all of our case management needs.

Cons

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
Features
Customer support

Time used: 6-12 months

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
Elena Medina

Customizable Software with Excellent Support

2020-03-27

It has helped to gather our data into one secure location for all staff to access.

Pros

The ability to unite multiple programs with varying services is by far the best feature. This software allows us to track our families and the services they utilize, regardless of location and which program they attend.

Cons

The inability to export data using Excel is the most challenging.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
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
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

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
Anonymous
(Religious Institutions company, 51-200 employees)

It does a lot

2019-02-11

And Penelope is a solid, experienced, reliable, excellent customer-service option that keeps getting better.

Pros

Penelope offers a wide range of options for customizable software.

Cons

There is no mobile version yet (they are working on it), but mobile use is important for in-the-field or during-the-commute work.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

8/10
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
Christine Decker

Penelope is reliable software for scheduling, case notes and financial needs.

2018-12-10

Pros

Customer support is wonderful. It's easy to navigate with great instructions right there.

Cons

I would like to see reports that were customizable. The search field is too broad.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
(Religious Institutions company, 201-500 employees)

Penelope Provides an Opportunity for Quality Training for our Students

2018-10-26

1. Students are trained in an excellent Electronic Health Record system, and it prepares them well for their future career. 2. Overall I have been really pleased with Penelope, and glad we chose it.

Pros

Being able to design our own forms and documents. 3.

Cons

There are still some reporting issues that do not meet our needs.

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
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
Michele Meinhardt

Some pluses, some frustrations

2019-01-23

Pros

It gives flexibility in some areas to customize and tailor your software experience to your organization.

Cons

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.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
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
Anonymous
(Nonprofit Organization Management company, 11-50 employees)

CSC

2019-05-15

We have had Penelope for several years and use it for our Clinical Counseling services. Especially like the Profile, Accounting and scheduling segments of Penelope.

Pros

Scheduling and client profile information.

Cons

It is not easy to pull reports that we need specifically.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Taylor Jaramillo

Good product

2019-08-19

Pros

Although there are many clicks to do one single task, the benefit of this, is that options are highly accurate and match actuals.

Cons

As of now, it is manually required that I crosscheck Penelope data with other sources (Square, Cashapp).

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
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
MARIE STAD

I like this program!!

2018-11-14

I'm part of the team that works on our documentation to make things flow easier. It's great to be able to tailor it to our company needs.

Pros

Being able to read my staff input by generating a report whenever I need it.

Cons

Only being able to access from work computers with the VPN installed there.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

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