Bonterra Case Management Erfahrungen

Great system to document client information

Kommentare: My experience is Apricot. This has been a good upgrade for our agency.

Vorteile:

Easy. Organized. Clear. Spell check!

Nachteile:

The system can be a little slow at times.

Simple, yet Powerful!

Kommentare: I Absolutely love it, Powerful enough for simple users to use, yet Flexible enough to allow the more Seasoned users to work with or around Most limitations

Vorteile:

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

Nachteile:

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

Very poor customer service & technical support after implementation

Kommentare: Around 7 months into our contract with Apricot, one feature that was core to our operations - the scheduler - stopped working. Two months later, not only is that feature not working but all points of contact in customer success and support have stopped offering updates or support. We requested a credit, which they denied, saying that they are covered by the contract if something like this happens. We have been continually passed around with no single point of contact. We are now in the process of involving our attorney.What is frustrating is that we work for a grassroots nonprofit, and provide services for free to people in need. We go above and beyond for our clients, but yet we cannot get the same service in return from a for-profit organization.

Vorteile:

- Implementation team very thoughtful and helpful at designing workflow for our unique needs

Nachteile:

- Support and customer "success" team responses are not helpful

Bonterra Case Management aka Apricot

Kommentare: Once I got over the hurdle of a new case management system, I found it relatively easy to move around from patient to patient.

Vorteile:

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

Nachteile:

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

Documentation is easy and to the point-I recommend this site to others!

Kommentare: Access and navigation of the website is typically smooth and errorless. I am able to run reports and document notes without complaint. The design is attractive and easy to understand. My 2 complaints are when I have to refresh a client file because the server isn't responding and if I have to search old notes to adjust or refresh myself with a note, it gets confusing easily and isn't simple to navigate.

Vorteile:

Easy to navigate site and document notes.

Nachteile:

Occasional slow response to access items. Occasionally unable to access client notes and requires refreshing server. Searching for past documentation can be time consuming and confusing. I don't like that it refreshes with the last note opened--it would be more helpful to keep the dates in order or maybe even have a calendar view of the notes.

Advocates Review

Kommentare: Overall, I do like using it.

Vorteile:

I like that we can enter information for our clients and all of our case managers can see this information. It makes it so much easier to quickly get the information we need.

Nachteile:

I do not like building reports. I have had to develop other tracking methods because I do not understand how to build the reports correctly. There are too many filters and complicated things to remember. It is very difficult. I also do not like some of the features when trying to change some of our forms.

Apricot admin - nonprofit

Kommentare: Overall I really like Apricot overall as a robust online record system housing all type of client information.

Vorteile:

Product is relatively easy to use and to train others on as needed. What's most impactful is how customizable Apricot is and it can be adjusted to our case management needs.

Nachteile:

Difficult aspects of the product have included missing notification systems to let case managers know of missing info in Apricot, the many form choice fields can be make it hard sometimes for building and pulling reports, ongoing tech issues when running reports so have to talk with customer support to help out. The inability to delete files all together would help with streamlining and data cleaning too.

No case management software is perfect, but this is the best I've used

Kommentare: I have used a lot of case management/clinical software systems, BCM/Apricot has been my favorite. There's always a tradeoff between automation and customizability with such systems, and Bonterra Case Management has the best balance between the two. Building forms and reports is easy, and the tech support is super.

Vorteile:

Easy built-in reporting interface, and really responsive tech support

Nachteile:

Not enough training is included (meaning at no additional cost), and, while tech support is great, other contacts like the account manager are less helpful and turn over often

Satisfied with service

Kommentare: I like the files and how things are stored.

Vorteile:

Easy to use and understand. I get through fast.

Nachteile:

There isn't anything that I dislike about the program.

Easy to use, some technical issues

Kommentare: It has been a great experience navigating the system for around three years.

Vorteile:

Allows all work is well organized. It has most of the features we need for work documentation in one place.

Nachteile:

Technical problems. I experienced incorrect data display, missing notes, slow system loading of information.

Flexible and configurable if you have the data and form design skills

Kommentare: Overall, my experience with Apricot Social Solutions has been very good - especially their support department. Having just-in-time support available via Chat has been a big part of why the system works for us.

Vorteile:

What I like the most about Apricot is that I can design my forms as I see fit, without writing any code.

Nachteile:

The features that could be improved include some aspects of reporting, as well as control over font sizes and form layouts.

Easy to Use and Very Customizable

Kommentare: This solved a huge reporting problem for us as our old software did not allow custom reports.

Vorteile:

The best part about Apricot is how customizable it is - even for a non-technical person (like me) I am able to implement customized forms and reports.

Nachteile:

Connect features (where clients fill out paperwork directly) rely on client email addresses. This could be improved if it accepted usernames or cell numbers (not all my clients have email addresses). In addition, there are 3 ways to track groups attendance right now in Apricot (all reported separately) with different functions - this is a bit confusing and I wish was better integrated.

Customizable but clunky

Kommentare: We've worked with very helpful individuals. Unfortunately, our account support team has changed MANY MANY times. I often don't know who to call for questions and feel like I'm reexplaining our program/needs over and over and over again. Additionally, billing & payments have had a few errors multiple times. I had to point out a pretty obvious error in our invoices and am still waiting on a credit payment.

Vorteile:

I really liked the ability to customize the software and change fields, forms, & reports. The report feature is also very nice. I like that Apricot is consistently improving as well.

Nachteile:

Although it is customizable, there seem to be some limits or unintended side effects of some customizations. It feels like our administrators need to build EVERYTHING from the ground up instead of being able to customize or change some standard or basic systems (forms, sites/programs, & reports).

Bonterra review

Kommentare: My overall experience has been okay. It was much better after switching from ETO to Apricot.

Vorteile:

I like the ease of use and it is easy to learn.

Nachteile:

I don't like when it pops up with an error message, but then won't clear that message to reload.

Intake Specialist

Kommentare: Easy to input new data. Customized folders for specific information needed for clients.

Vorteile:

Amendable for customization for intake needs

Nachteile:

transfer of information is not as easy as data input

Easy to use but training over set up lacks

Kommentare: [SENSITIVE CONTENT], our ASC, is absolutely amazing. We have really enjoyed working with her. Overall the product is great and easy to use and I would recommend HOWEVER I would tell someone if they don't have the money to pay for additional support to set up the system to look elsewhere b/c they will just be frustrated or delay implementation trying to figure it all out, which was our experience.

Vorteile:

How easy it is to customize for our operation. Foundation was built for VOCA reporting.

Nachteile:

Training or lack there of. I felt after we got the product it was said 'here it is and go figure it out'. I know we had like 8 - 10 hours of help at the start however that is not near enough time to learn about functionality and how one thing for one program/funder will impact the processes or reporting we need for another program/funder. I'd recommend you include at least do one or both of the following in the initial contract: 1) 1 year of ASC support to the initial contract and/or 2) include 2 - 4 seats of the boot camp. We aren't a large organization and additional support is costly so we had to pray we had staff turnover or foundation grants to help us pay for the additional help. That's not a very good feeling to have.

2023 NLC Reponse

Vorteile:

The case management feature and the ease of ability to use the software for our staff is what I like most about it.

Nachteile:

The price of the different levels of software purchases. We have hired an outside consultant to work with us to get Apricot to where we need it to be at a much cheaper cost, and have accomplished a whole lot more.

Very Customizable

Vorteile:

I love how customizable it is. We can shape it to do whatever we want and whatever we need it to collect data on and report on.

Nachteile:

Once you set something up a certain way in the forms, it's difficult to change and make an edit without having to make reporting way more complex. For example, if you start by collecting data as a radio button option, then realize for reporting or other purposes you want a checkbox option instead, you can't just transform that point into a check box. You'd have to either add more columns to your reporting and remember how to work with it every time you pull the report, or you'd have to export and reimport your data so that it's all a checkbox now.

CIH Review

Vorteile:

search, capacity to create & run reports.

Nachteile:

our site is so customized that sometimes customer service cannot solve our problems.

A grand design that fell short!

Kommentare: I had heard a lot of negative experience with the Efforts to Outcomes system however they had the analytics capabilities that others didn't. In the in it was not the best option.

Vorteile:

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.

Nachteile:

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.

Do Your Diligence through the Sales Process

Kommentare: The implementation methodology that Social Solutions is not well structured and we had several different implementation consultants that clearly did not know the product. The way Social Solutions passed us around from team to team and contact to contact forced us to engage their Executive Leadership to complete our implementation. Additionally, do not underestimate the implementation timeline to become fully operational.

Vorteile:

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

Nachteile:

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.

Martina's opinion

Kommentare: The staff are easy to work with, sometimes we have had some issues for example the word "Hidden "is in the name of one of our properties and unfortunately it was "hiding" words and data.

Vorteile:

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

Nachteile:

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

Solid Case Management

Vorteile:

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

Nachteile:

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

Flexible and Customizable

Kommentare: The Apricot team has been wonderful to work with! We have been able to build out a platform that captures our service delivery to easily report on SDOH impacts.

Vorteile:

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.

Nachteile:

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

Poor communication and overpriced for small non-profit case management.

Kommentare: We are a small non-profit that has been using Apricot Essentials for our case management needs for the past year. Initially we were satisfied with the customizable features and ability to track and organize case notes. However, as our organization grew we realized that we had software needs that Apricot didn't fill. Not only did our the renewal specialist somehow miss our appointment to try to cancel our automated renewal due to "technical difficulties" in their system, we were unsuccessful in attempting to get in touch with her before our contract automatically renewed (WITH an automated price increase) for another year. At this point we continued to attempt to back out of our contract to no avail. We were finally able to reach someone who was very helpful but ultimately unable to assist us with backing out of our contract with a software program that does not meet our needs.

Vorteile:

Customized features, Adequate case management

Nachteile:

Poor customer service experience/ Lack of communication