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Bonterra Apricot vs PlanStreet Comparison (2026)
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Good recommendations?
Bonterra Apricot
5
110
4
83
3
18
2
7
1
8
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
PlanStreet
5
26
4
17
3
0
2
2
1
2
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Bonterra Case Management is a solution for nonprofit organizations of any size that supports a secure case management database, along with a best practice library with forms and reports, a drag-and-drop form designer, volunteer and donor management tools, plus client tracking, and more.
Create an Impact with PlanStreet's secure Patient Case Management Software. Organize Cases and Programs. Get started with $60/user/month!
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.2
226
5
4
3
2
1
110
83
18
7
8
- Value for money
- Ease of use
- Features
- Customer support
4.3
47
5
4
3
2
1
26
17
0
2
2
- Value for money
- Ease of use
- Features
- Customer support
Pros
Alexsander W.
Data Manager
Jacquelyn V.
Case Manager I
Maxwell O.
Program Manager
Pros
Christina D.
Sr. Program Manager
Suzanne B.
CEO
Kathryn H.
Executive Director - Mental Wellness Center
Cons
Alexsander W.
Data Manager
Jacquelyn V.
Case Manager I
Shirlee D.
DOO
Cons
Lauren M.
Student Governance Coordinator
Kathryn H.
Executive Director - Mental Wellness Center
- Vendor responds to reviews
- Last review6 months ago
- Vendor responds to reviews
- Last reviewa month ago
Key features
- Total features64
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Assessment Management
- Attendance Management
- Audit Trail
- Authorization Tracking
- Batch Processing
- Bed Management
- Billable Items Tracking
- Billing & Invoicing
- Budgeting/Forecasting
- CRM
- Calendar Management
- Candidate Profiles
- Care Plan Management
- Case List Management
- Case Management
- Case Notes
- Certification & Licensing
- Charting
- Child Welfare Management
- Claims Management
- Claims Scrubbing
- Claims Tracking
- Client Chart Audit Tools
- Client Management
- Client Portal
- Clinical Assessment Tool
- Collaboration Tools
- Committee Management
- Communication Management
- Compliance Management
- Compliance Tracking
- Confirmations/Reminders
- Contact Database
- Contact Management
- Credit Card Processing
- Customer Database
- Customer History
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard Creation
- Data Collection
- Data Import/Export
- Data Verification
- Denial Management
- Docket Management
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Dues Management
- EHR/EMR Integration
- EMR/EHR
- Electronic Payments
- Electronic Signature
- Eligibility Verification
- Email Alerts
- Email Tracking
- Employee Management
- Event Scheduling
- Financial Management
- For Group Therapy
- For Healthcare
- For Nonprofits
- For Substance Abuse Therapy
- Forecasting
- Forms Management
- Fund Accounting
- Fundraising Management
- GDPR Compliance
- Generative AI
- Goal Setting/Tracking
- Grant Management
- Graphical Data Presentation
- Group Notes
- HIPAA Compliant
- ICD-10 Compliance
- Initial Assessments
- Insurance Eligibility Verification
- Intake Management
- Interaction Tracking
- Invoice Management
- Lab Integration
- Level of Care Evaluation
- Medical Billing
- Medical History Records
- Medication Management
- Member Database
- Membership Management
- Mobile Access
- Monitoring
- Multi-Factor Authentication
- Multi-Location
- Outcome Assessment Tools
- Patient Engagement
- Patient Intake
- Patient Management
- Patient Portal
- Patient Records Management
- Patient Scheduling
- Payment Collection
- Payment Processing
- Pre-Registration
- Program Management
- Progress Notes
- Progress Reports
- Progress Tracking
- Project Time Tracking
- Real-Time Analytics
- Real-Time Notifications
- Real-Time Reporting
- Records Management
- Recurring/Subscription Billing
- Referral Management
- Referral Tracking
- Registration Management
- Reimbursement Management
- Reminders
- Remittance Advice
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Revenue Recognition
- Role-Based Permissions
- SMS Messaging
- SSL Security
- Sarbanes-Oxley Compliance
- Scheduling
- Search/Filter
- Secure Messaging
- Self Payment
- Self Service Portal
- Survey/Poll Management
- Surveys & Feedback
- Task Management
- Task Progress Tracking
- Task Scheduling
- Team Notes
- Telemedicine
- Teletherapy
- Template Management
- Therapy Notes
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Training Management
- Transaction History
- Treatment Planning
- Trust Accounting
- User Management
- Volunteer Management
- Wait List Management
- Web Forms
- Website Integration
- Workflow Management
- Total features167
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Receivable
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Administrative Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Assessment Management
- Attendance Management
- Audit Trail
- Authorization Tracking
- Batch Processing
- Bed Management
- Billable Items Tracking
- Billing & Invoicing
- Budgeting/Forecasting
- CRM
- Calendar Management
- Candidate Profiles
- Care Plan Management
- Case List Management
- Case Management
- Case Notes
- Certification & Licensing
- Charting
- Child Welfare Management
- Claims Management
- Claims Scrubbing
- Claims Tracking
- Client Chart Audit Tools
- Client Management
- Client Portal
- Clinical Assessment Tool
- Collaboration Tools
- Committee Management
- Communication Management
- Compliance Management
- Compliance Tracking
- Confirmations/Reminders
- Contact Database
- Contact Management
- Credit Card Processing
- Customer Database
- Customer History
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard Creation
- Data Collection
- Data Import/Export
- Data Verification
- Denial Management
- Docket Management
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Dues Management
- EHR/EMR Integration
- EMR/EHR
- Electronic Payments
- Electronic Signature
- Eligibility Verification
- Email Alerts
- Email Tracking
- Employee Management
- Event Scheduling
- Financial Management
- For Group Therapy
- For Healthcare
- For Nonprofits
- For Substance Abuse Therapy
- Forecasting
- Forms Management
- Fund Accounting
- Fundraising Management
- GDPR Compliance
- Generative AI
- Goal Setting/Tracking
- Grant Management
- Graphical Data Presentation
- Group Notes
- HIPAA Compliant
- ICD-10 Compliance
- Initial Assessments
- Insurance Eligibility Verification
- Intake Management
- Interaction Tracking
- Invoice Management
- Lab Integration
- Level of Care Evaluation
- Medical Billing
- Medical History Records
- Medication Management
- Member Database
- Membership Management
- Mobile Access
- Monitoring
- Multi-Factor Authentication
- Multi-Location
- Outcome Assessment Tools
- Patient Engagement
- Patient Intake
- Patient Management
- Patient Portal
- Patient Records Management
- Patient Scheduling
- Payment Collection
- Payment Processing
- Pre-Registration
- Program Management
- Progress Notes
- Progress Reports
- Progress Tracking
- Project Time Tracking
- Real-Time Analytics
- Real-Time Notifications
- Real-Time Reporting
- Records Management
- Recurring/Subscription Billing
- Referral Management
- Referral Tracking
- Registration Management
- Reimbursement Management
- Reminders
- Remittance Advice
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Revenue Recognition
- Role-Based Permissions
- SMS Messaging
- SSL Security
- Sarbanes-Oxley Compliance
- Scheduling
- Search/Filter
- Secure Messaging
- Self Payment
- Self Service Portal
- Survey/Poll Management
- Surveys & Feedback
- Task Management
- Task Progress Tracking
- Task Scheduling
- Team Notes
- Telemedicine
- Teletherapy
- Template Management
- Therapy Notes
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Training Management
- Transaction History
- Treatment Planning
- Trust Accounting
- User Management
- Volunteer Management
- Wait List Management
- Web Forms
- Website Integration
- Workflow Management
Integrations
- Total integrationsN/A
- Elation
- Google Calendar
- Google Drive
- MRI Property Management
- Microsoft 365
- Microsoft Outlook
- Microsoft Teams
- PayPal Payments
- QuickBooks Online
- Square Payments
- Stripe Payments
- Total integrations11
- Elation
- Google Calendar
- Google Drive
- MRI Property Management
- Microsoft 365
- Microsoft Outlook
- Microsoft Teams
- PayPal Payments
- QuickBooks Online
- Square Payments
- Stripe Payments
Alternatives
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