Bonterra Case Management Reviews - Page 4

It is easy to keep track of case notes and scan documents in

Difficult to run reports and they charge every time you need to talk to them

Thank you for taking the time to give your input, Nathalie. Our Director of Customer Success will email you to set up a time to talk and connect with you about report building resources.

Easy to navigate, to make changes and customize this program to fit what is most important.

How much I have had to change my password.

Trisha, your enthusiasm for Bonterra is music to our ears! We're so glad you're finding it easy to navigate and customize to your needs. We hear you on the password changes - while it's for security, we're always looking for ways to balance protection and convenience for amazing users like you.

We could not function without it. It helps us track weach of out applicants and follow the process from start to finish.

It would be very helpful if we could communicate internally with other members of our team.

I like the simple graphic design, and wording made this software self-explanatory. I believe anyone can learn it without a training.

"Archival Access" I don't see anything major that I dislike. It will make an excellent+ product if they add an option of "Record Edit Request" at least not to involve Admin privileges, just to request a "change to the records option" that way, the admin approve to deny the change will be an option.

Information is easily located; it's user friendly and contains the data needed to make my job easier.

It has glitches sometimes when I cannot get to the info that I need.

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.

All of the features are why we purchased

Worst Customer Service of a Lifetime and incompetent onboarding staff making it literally impossible to start using.

Kennon, We are very sorry that you've not had the customer service experience that you had hoped to receive. While our Customer Success Managers do their best to support our valued customers, we know that sometimes we miss the mark. Our Director of Customer Success would welcome a conversation to hear your grievances and explore what can be done to address the issues.

Once I got the hang of it, then relatively easy to use and edit

Not user friendly, odd quirks, difficult to navigate permissions; survey reporting

Ease of use. Ease of access to recorded data.

Sometimes the response is slow. I don't know if it's your system or our internet connection.

Linda, we're delighted to hear Bonterra is making your life easier with its intuitive design and easy data access. We're constantly working to improve our system's speed, because we know every moment counts when you're inputting data to drive positive change.

I liked that you were able to create new daily logs for the students from the page where you input the data for their logs.

We should have been able to find the students more easily rather than having to search their name every time we wanted to access their page. It would have been far easier to have a "bookmark" section wherein we could keep a convenient list of our students for ease of access.

Apricot is easier to use now that it has been upgraded to allow less time to fill out the boxes.

There were tons of changes this past year.

Your patience and trust during our recent changes mean the world to us. It’s inspiring to hear you’re experiencing these improvements firsthand. Together, we’re driving positive change and building a stronger community. Thank you for your invaluable contribution!

Ease of access-many query options - fast - convenient

The cost is high for yearly subscriptions.

Hi Jason, thank you for shining a light on the strengths of our Case Management platform! It's exciting to know that you find it fast, convenient, and sturdy. We are continuously evaluating how we can provide the best value possible. Your feedback is crucial, and is helpful as we strive to improve our offerings.

Relatively easy to navigate after I took the time to move around the platform.

Doesn't have a search bar. This would be helpful when looking for a specific item such as January 2024 Individual Note.

The reporting features and PO processes are great

The system is a little hard to navigate.

I like the ability to write different reports and the ease of getting customer support with simple issues

not having the ability to print the profile search pagesfrustration of customer support with more difficult issues

Easy to use when looking up case history.

Some area's for entries do not apply to our organization but input is mandatory in order to save a file

This software is easy to use and can gather great information for reporting. Real-time updates across the platform. Cloud access anywhere!

It is expensive and can be confusing to make changes. Reporting is great, but filters can be limiting at times, and not being able to filter a single input in 2 different ways is challenging at times.

Apricot provides the Merced Rescue Mission with a data base that helps us track the progress and outcomes of every participant in our variety of programs. Apricot also tracks our donor giving. Apricot is a flexible system that meets all our needs for compliance and also is HIPPA compliant.

Apricot is an extremely versatile system and we find no negatives.

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.

I like the ease keeping track of our clients.

I would like more access to creating and maintaining reports. Some features I can not change but I have to call social solution to make changes.

Thank you for taking time to provide feedback, Joseph. If you contact your Client Success Manager, she should be able to help you see the best ways to create and maintain your reports. If you don't know who that is, please feel free to contact me directly.

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.

If you like a challenge are good at planning and can think outside the box then case management can be a very rewarding career move, I would recommend being a case manager.

The least thing I liked was the freezing at times of the soft ware. Then we would have to wait for IT to fix the technical difficulties. other that that I have nothing bad to say about the software

ease of use is incredible. EVeryones information is at my fingertips

sometimes it freezes and sometimes it's just slow overall

Hi Stephanie, thank you for your fantastic feedback on Bonterra! We're thrilled to hear you're finding our system easy to use and love how it puts all the information you need right at your fingertips. We hear you on the occasional freezing and slowdowns - we're constantly working to improve our performance, because we know every second counts when you're out there making a difference.