Bonterra Case Management Reviews

Its very user friendly. I did not even need a step by step to figure out the user interface.

I wish there was an option for the users to add clinics.

It is easily accessible and allows cut and paste.

It is a little slow so it makes navigating tedious.

very user friendly ; ease of documentation

sometimes is sluggish ; associated relationships could be more efficiently linked so as to not to have to document an event more than once ie. child and parent or guardian

I get sufficient heads-up with what is going on with a case/client.

Sometimes it is slow - noticeable in the early evening (some may still be working until 12 midnight) If there is "downtime" it should start. if possible, midnight and end about 5 a.m.

We love how organized they keep our cases and clients. I couldn't imagine how we would keep everything in such great order without this system.

My biggest con is that I am not able to customize my home page and have my cases on that.

I like the ease of use and ability to customize dashboard forms. An added benefit is the ability to access from any browser.

I least like the class schedule input. To create a new class and add participants seems tedious.

Straightforward interface for those users whom Are Not skilled in database management

Takes quite a bit of time to get Needed common-sense interface changes implemented (such as the Birthday Date flag)

The Bonterra system is easy and fast to use. In addition if you experience difficulties with the program. The customer service team are easily accessible and helpful.

The added cost in order to make product enhancements. For example if a program needs more data entries in order to be more efficient. The cost of adding the enhancement outweighs the benefit.

Hi Carmen, thanks for recommending our impact management platform and service! We're happy to hear Bonterra has positively impacted your workflow. We get your concerns about the costs for product enhancements and are always working to optimize our offerings for better value and efficiency. Our customer service team is here to support you, and we really value your feedback as it helps us improve.

The concept and framework. It’s the best resource available for data collection systems connected to government and other systems.

I strongly recommend that they adjust the TA support system options. Much more time and resources are needed to make the project operational.

The ability to build a system from scratch. At the time of purchase there were no programs that incorporated the treatment protocols and structure that we were required to adopt. Since purchase, the ability to make changes and improvements as needed and in real time has proved invaluable.

There are some things I would like to see a little more automated.

Hi Dick, thank you for your thoughtful feedback. We are honored that our flexible platform has allowed Jeremiah's Inn to build the tailored system you need. Enabling your critical services is our priority. We appreciate you sharing concrete ways we can improve. Please don't hesitate to reach out with any other feedback. Your perspective is invaluable. Thank you again for putting your trust in Bonterra Case Management - we are committed to supporting your mission impact!

The features are easy to build and maintain. In an environment that is constantly changing due to funder requirements, we needed a program that would grow with our needs.

Sometimes new features aren't described very well to be able to use them right away or there's an extra cost to utilize.

Easy to login and apply case notes. When logging in it saves your information, which is easy for daily users.

cost and some of the features specifically adding the address to every client, wish there was a drop down button.

Flexibility and intuitiveness for users - ease of implementation

Need IOS compatibilityReporting formats, printing optionsDouble Entry Necessary when entering new clients - needs to be addressedTechnical Support Options - it's all of nothing - need ability to have smaller increments for paid support and the ability to have one person support a business - if not then all of your support people need same level of training and please stop with the 24 hour response on email support - too long. Need to deploy more mobile solutions for tablets and smartphones - current beta is ok but needs work.

the ability to customize all forms and reports.There are some fields that track info for our funders.I have the ability to make the reports exactly as to answer the reports My end users are not too internet savvy, the forms are very user friendly

untimely updates on HMIS/SAGE reports.last time we had a huge ball dropped by Apricot´s team nobody took accountability.

Hi Alina, thank you for your review! We're thrilled that our customizable forms have been beneficial for accurately tracking information for your funders. However, we're sorry to hear about any untimely report experiences. We take accountability seriously, and we'll address this with our support team to make improvements. Your feedback is appreciated. If you have any more thoughts or need assistance, please don't hesitate to reach out.

It is very user friendly, there is minimal training needed for new hires to use on a daily basis.

Some things aren't intuitive. I wish I could select multiple services at the same time.

Hi Amanda, Thanks for the review! It's exciting to hear about all the ways our software has helped your organization achieve its goals. It's so important for you to be able to pull specific reports quickly so you can make better decisions faster! We'll share your comments with our product team and use it to help us continually improve. Thanks so much for being an Apricot customer! Keep doing awesome things :) Kathleen

The platform is robust and enables our frontline case managers to track their data and outcomes

Time to implement was 3x longer than estimate due to complexity of organization

I like the ability to make changes and customize forms and reports on my time; as opposed to having to wait for an Apricot employee to take on the task. The report building is so easy! I can build a new report in minutes to be able to capture or reflect data on nearly anything that a partner or funder may ask for.

There are some areas in the software that aren't very intuitive to use, and definitely require some Apricot support to figure out.

We have received great customer service from our Advanced Support Consultant. I like that we can make changes to forms and implement new processes on our own.

It does not function nearly as well as we were told through the sales process. It seems Apricot is better suited for smaller agencies, as we have been told that many of the issues are because of the size of our system. It seems Social Solutions is more focused on growing their business rather than ensuring the product they have functions appropriately.

The business is really benefitting from the automation that has been achieved by transitioning from a completely paper-based process.

Many of the features that their sales team indicated were included in the software is functionality that doesn't even exist in the product. Make sure you have them demonstrate in detail any of the business requirements that you have. Recommended a scripted demo with your data and your expectations to ensure you know what you are getting.

I like the ability to create forms and reports to meet customized business needs. I also like the robust knowledge center.

Features seem to be rolled out without enough testing to ensure they work. The ability to create forms and reports, while initially a plus, ends up seeming like more of a negative because so many features don't quite work correctly in conjunction with each other. Additionally, when using customer support, it is quite common to receive differing, and contrary, answers to the same question.

Amy, we appreciate your honesty and are sorry that this is your experience using Apricot. We'd very much like to learn more details about how forms and reports are working together or with other features. Our Director of Client Success would like to talk to you to learn more about your concerns so they can be addressed. Please respond to this message if you'd like to talk to her. Thank you.

It's super easy to use. Reports can be built and pulled within minutes. Forms can be created and edited within minutes.

Sometimes the chat feature is just not the greatest way to communicate. Having email or telephone support (not for additional cost) that's used only rarely would be a huge help. The only thing I struggle with is setting up new users. It' s just not as intuitive as the rest of the product.

Customized features, Adequate case management

Poor customer service experience/ Lack of communication

The fact that it is customized and can provide daily dashboards to easily see progress towards goals. You can also set individual access permissions.

Our current setup seems to be more difficult to generate reports than what was demonstrated prior to purchase. However, the product changed hands to Social Solutions from CTK Technologies just weeks prior to us signing the contract. I'm not sure if Social Solutions has changed the functionality or if we have just not been properly trained on its functions.

Hi there! Since the CTK-Social Solutions acquisition, we've done a lot to revamp our resources for clients. Feel free to reach out to either me, your account manager, or the Customer Success Team for guidance on training materials and to get all your questions answered!

When we were marketed the product the "bells and whistles" sounded great. They talked about a comprehensive analytics package that would allow us to not have to purchase an outside statistical package.

When we began to utilize the product to the fullest extent there were a lot of S4 bugs which we were told would not be addressed immediately. As a nonprofit many orgs do not have a comprehensive Data and Evaluation Department which I felt they as a company preyed on. When we wanted to use all the capabilities the system could offer but we began to realize that Social Solutions had put less investment into these capabilities that the general use cases of ETO.

My favorite thing about this product is the ability to customize and build your own system. We had to move from a dead Access database but needed something affordable that we could customize. We purchased this product to manage our program outcomes but since it is so easy to customize we have expanded the use of the product to other areas. Customer service is incredible, the best I have experienced...

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I really cannot think of anything I do not like about the software. Maybe that it works the best in Google Chrome and I prefer to use Firefox. The use of the software is accessible from any browser but the programmers prefer Chrome so that is where you get the best user experience.

Thank you for the great feedback! We are thrilled that you are happy and are committed to continuing to exceed your expectations. It's why we love what we do!