Penelope
What Is Penelope?
Penelope case management software is a cloud-based client information system designed for non-profits, healthcare, educational and human services organizations. The software helps users to easily interact with participants, oversee billing and workload, and assess outcomes within a user-friendly platform. Some of its notable features are billing, automated workflows, client scheduling, documentation, reporting and more.
What Is Penelope Best For?
Penelope Software shines with its exceptional documentation capabilities. The platform offers smart forms that enable efficient data collection, ensuring a seamless and organized approach to patient information. These intelligent forms simplify the process of gathering and updating critical data, saving time and reducing errors. Moreover, the mobile-friendly system serves note templates for recording and accessing patient details.
How Much Does Penelope Cost?
Penelope software offers three tiered, customizable plans designed to meet the needs of organizations of all sizes — all with custom pricing:
- Apricot Essentials
- Apricot Pro
- Apricot Enterprise
The first plan offers basic features needed to modernize impact and case management. The second plan includes advanced capabilities that support program expansion and organizational growth. The third plan offers scalable technology that maximizes outcomes. Request a custom Penelope Software pricing quote for your practice.
Disclaimer: The pricing is subject to change.
Penelope Integrations
The vendor has not disclosed any information about its third-party integrations.
How Does Penelope Work?
Here's how you can make use of the software's features:
- Log in and access the dashboard
- Monitor participants or family service history, notes, and documents within a unified file
- Utilize notes and configurable smart forms for efficient documentation
- Use the intuitive calendar tool to schedule appointments
- Enhance operational efficiencies through the use of the accounts receivable billing module
- Manage waitlists and automate workflows for improved outcomes
- Generate reports to track trends and identify gaps and loopholes
You can also schedule a free Penelope Software demo to get more familiar with the tool's functionalities.
Who Is Penelope For?
Penelope software is suitable for organizations of all sizes. It caters to the following:
- Non-profits
- Social services organizations
- Educational institutes
- Healthcare organizations
Penelope Use Case
Based on an analysis of verified user feedback and Bonterra Penelope’s operational strengths, the following real-world scenarios highlight where the software consistently delivers strong results for organizations:
- Nonprofits Managing Complex Client Caseloads
Penelope is well-suited for social service agencies and nonprofits juggling multiple programs and diverse participant needs. Users report that it streamlines documentation, client intake, and outcome tracking across departments, ensuring staff can maintain consistent, auditable records for every client.
- Behavioral And Family Service Organizations Tracking Outcomes
Many behavioral health and family support teams use Penelope to centralize notes, assessments, and progress reports. Its structured case files and reporting tools help agencies demonstrate measurable results to funders and maintain compliance with grant and accreditation standards.
- Educational And Community Programs Coordinating Support Services
Education-focused programs and student-support offices find Penelope valuable for monitoring referrals, appointments, and engagement histories. The system’s workflow automation and scheduling features simplify collaboration among counselors, coordinators, and administrative teams.
- Healthcare And Rehabilitation Providers Managing Multi-Staff Workflows
Health and rehab centers benefit from Penelope’s unified client view and customizable smart forms. Reviews highlight improved coordination between clinicians, billing staff, and administrators, with the ability to document care episodes and manage financial workflows in a single platform.
- Multi-Location Agencies Needing Secure, Cloud-Based Access
Organizations operating across multiple sites value Penelope’s cloud deployment and mobile compatibility. Teams can securely access case files and reports from any location, ensuring continuity of care and real-time collaboration without compromising data privacy.
Penelope User Sentiments
| Most Positive Sentiments | Least Positive Sentiments |
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User Experience & Ease of Use 70% were Positive 15% were Negative 15% were Neutral Users consistently praise Penelope’s user-friendly interface once trained. The platform’s layout and workflow design make daily case management, document uploads, and note-taking straightforward for staff. A reviewer noted: “It’s customizable and easy to use—our team likes storing all client documents in one place.” |
Implementation & Learning Curve 20% were Positive 65% were Negative 15% were Neutral Many organizations find the initial configuration and onboarding process time-consuming. Smaller agencies, in particular, report difficulty adapting without dedicated vendor and technical support. Example: “The system is powerful, but it took months for our staff to feel confident using it.” |
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Reporting & Data Tracking 65% were Positive 20% were Negative 15% were Neutral Agencies appreciate Penelope’s ability to track outcomes and generate funder-ready reports. The reporting tools help programs measure success and maintain compliance. One user shared: “Reporting to funders is so much easier—we can quickly pull outcome data across all programs.” |
System Performance & Speed 15% were Positive 70% were Negative 15% were Neutral Some reviewers cite lag or slow load times during heavy data use. Multi-user environments occasionally experience performance drops during report generation. Example: “The system slows down when multiple users enter data or run reports at once.” |
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Customization & Flexibility 60% were Positive 25% were Negative 15% were Neutral Organizations value the software’s configurability, allowing custom forms, workflows, and permissions that align with agency processes. As one reviewer put it: “We could design our own forms and workflows—it adapts to how we actually operate.” |
Customer Support Responsiveness 25% were Positive 60% were Negative 15% were Neutral Feedback on support varies. While some users praise knowledgeable staff, others report long ticket resolution times and inconsistent follow-ups. Example: “Support is friendly when reached, but response time can take several days.” |
Penelope Features
The following are some of the key features offered by the software:
- Reporting
Penelope's reporting feature allows users to generate a wide range of reports, helping them track and analyze critical data. Whether it's financial reports, patient demographics, or treatment outcomes, reporting offers customization and flexibility, ensuring that healthcare providers can make informed decisions to enhance patient care and practice efficiency.
- Case Monitoring
Case monitoring enables healthcare professionals to keep a close eye on individual patient cases, ensuring timely and effective treatment. The software allows for the continuous assessment of patient progress, facilitating better care coordination among healthcare teams. This feature aids in providing personalized care, improving patient outcomes, and streamlining communication within the practice.
- Scheduling
The scheduling feature simplifies the often complex task of appointment management. Users can easily schedule, reschedule, or cancel appointments, reducing scheduling conflicts and improving patient satisfaction. Healthcare providers can view the daily, weekly, or monthly schedule, ensuring they can allocate their time efficiently and optimize their patient care.
- Waitlist Management
This feature allows for the efficient management of patient queues, ensuring that no appointment slots go unused. It also helps in minimizing patient wait times and maximize the practice's productivity, ultimately leading to enhanced patient satisfaction and practice revenue.
- Billing Module
The billing module within Penelope Software streamlines the financial aspects of healthcare practice management. It simplifies the invoicing process, making it easy to generate and send invoices to patients or insurance providers. The system operates and tracks payments, helping healthcare providers manage their revenue cycle efficiently.
Is Penelope Right For You?
Do you need a cloud-based client information system automating workflows for nonprofits, universities, social services, and healthcare? If the answer is yes, Penelope software could be the system you might need!
With Penelope, your organization can concentrate on its primary activities while we manage data hosting, backups, and disaster recovery. Moreover, the software ensures data privacy and safety. It has partnered with renowned companies such as the Association of Fundraising Professionals, the Direct Marketing Association of Washington etc, making it a reliable choice.
Still not sure whether it is the right fit for you? Contact us at (315) 215-3447, and we will help you in making an informed decision.
Penelope Pricing Plans
The cost of the software depends on the size and needs of an organization.
Penelope Pros & Cons
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Penelope Features
Appointment Management/Scheduling
E-prescriptions
Patient Portal
Compliance Tracking
Customizable Forms/Reports
Document Management
Lab Integration
Online Payments
Immunization And Allergy Tracking
Mobile App
Telemedicine
Order Management
Reporting And Analytics
Billing And Invoicing
Insurance Eligibility Verification
Claims Management
Inventory Management
Referral Management
Alerts/Notifications
Patient Demographics
