Bonterra Penelope Erfahrungen

Great so far

Kommentare: My organization is about to go live with Penelope so we have not realized the benefits yet. However, we are confident that we will, and Penelope's guidance and technical support throughout the implementation process have been outstanding.

Vorteile:

Penelope provides a great balance between functionality and ease-of-use. The interface is very attractive and can be used on virtually any device. The system is easy to configure. Penelope provides everything my organization needs from a business functionality standpoint with the exception of accounting, which we do in another system.

Nachteile:

Reporting out-of-the-box is very limited, but an interface with Tableau is available for an additional fee. Security setup is very cumbersome.

Case Management with Penelope - Volunteer Users

Kommentare: It is positive - the reports are essential for being able to accuracy report our statistics regarding the activities utilized by our clients. The Case Management is very important to keep the records that are so important - other agencies come to us for our statisitics.

Vorteile:

We have been able to create a procedures manual for our volunteers based on your instructions to do the very specific tasks they need to know for recording activities and events for which they are responsible. Their experience with case management features is limited; however, even our less computer familiar volunteers are able to perform well. Procedures, once learned, can easily be conveyed by experienced volunteers to our new volunteers.

Nachteile:

There is a lot of capability of this software - as more in learned, it becomes more valuable; but the learning curve can be difficult for volunteers who come in to volunteer may once or twice for a 4 hours shift in a month. Re-learning/retraining is a constant - hence, our procedures manual.

UI is poor. Reporting function only in PDF. not SMS friendly. Case file structure = privacy issues

Vorteile:

it has a diary schedule linked to cart items. it's god if you only want Penelope to do one thing, ie, ATAPS service & payments

Nachteile:

UI poor resulting in clunky data entry and more time spent entering data. not mobile / tablet friendly Reporting function does not provide dashboard, only reports in pdf or that you have to cut and past into Excel. Case file / service file structure creates privacy issues - we may have to move away from this product on the basis of legal advice Lack of technical support available in Australia

Penelope User Review

Kommentare: We have used Penelope Case Management system since 2003. It is very versatile and many changes have been done to make it portable and easy to use. The ability to create documents for our own needs is a fantastic function of the system. We have created Initial Assessments, Progress/Closing Documents, activity notes and outcome tracking forms all for our specific needs. The ability to customize fields at all levels for the system to track information we need for grants and statistics is also very helpful.
I would recommend this system to any one agency or organization that tracks a variety of data elements and wants to organize your data to meet your needs.

Vorteile:

The versatility. It has a ton of user defined fields that can be setup in any combination that works for your agency. Billing is relatively simple and creating service units and activities is easy to do. Tech support has been very good over the years and the system is very rarely down. System outage issues just don't exist.

Nachteile:

I would like to have a report writer system build into Penelope instead of using pivot tables to create customized reports.

Excellent product!

Kommentare: With Penelope, we are able to share necessary client information with other case managers with greater ease and efficiency. Scheduling for client appointments is centralized and contains all the data that is needed so that clients and service providers never miss an appointment. Using Penelope has saved our organization countless hours in searching for information and communicating with each other.

Vorteile:

The best part about this software is the customer support that comes with it. We were able to customize it with the help of the Athena team to meet all of our case management needs.

Nachteile:

It's hard to say what we like least about the software because it has been so helpful in meeting the needs for which we purchased it. It does take a little while to get used to using it and to learn all the facets but once you do, it's very easy to use.

Penelope has been a great tool for our programs. I have enjoyed learning all she has to offer

Vorteile:

I like the ease of reporting functionality. It is very easy for me to see how often our clients are being serviced & how they are progressing within our programs. I like being able to link records with family members so we can get a wholistic view of what is happening with more than one client in a family group. The technical support that has been given to us has been fantastic.

Nachteile:

Penelope is more suited to a clinical environment. There are a number of features within Penelope that we do not use. Some screens are hard to navigate & has some functions that are not relevant to our program needs. In the beginning of the process members of the Penelope project team with MPREC had a teleconference with customer rep. This was a very long drawn out meeting & was one that all of us did not get any benefit out of. Please when introducing your product find a better person to try to sell the program. Her presentations were very monotone & quite boring. We found ourselves drifting away from the meeting.

Customizable Software with Excellent Support

Kommentare: Overall, Penelope has been a great asset to our organization. It has helped to gather our data into one secure location for all staff to access. We love the ability to configure Penelope to best fit our organization, and we look forward to the reporting updates in the near future.

Vorteile:

The ability to unite multiple programs with varying services is by far the best feature. This software allows us to track our families and the services they utilize, regardless of location and which program they attend. The ease of access to log into Penelope and the extensive help support (trainings, guides available on the website, and direct technical support) are additional key features Athena excels in.

Nachteile:

In the beginning, it was a bit challenging to integrate this software with our current business processes. The inability to export data using Excel is the most challenging. Although there is an option to export data, it requires further training and time especially with merging pertinent identifying and service information.

Great Case Management Software

Kommentare: Our overall experience has been great! Our cases are cleaner, more accessible and reporting is more efficient. Penelope is a great software for case management.

Vorteile:

The software is user friendly for those utilizing it daily. It's functionality of the software and its accessibility for reporting is great. Penelope has made our cases cleaner and faster to access.

Nachteile:

When adding a photo under profile, the photo can't be seen 100% after it's downloaded. So for our restricted users, it's hard to view a client’s photo because only the forehead if visible. It would be great if our case plans could auto populate from the initial one so we don't have to reenter the same information in the progress and closing plans.

Good product

Vorteile:

Overall, I really enjoy most of the features of Penelope. Although there are many clicks to do one single task, the benefit of this, is that options are highly accurate and match actuals.

Nachteile:

I wish there were ways to feed Penelope reports into other software or vice versa. This would help with bookkeeping purposes. As of now, it is manually required that I crosscheck Penelope data with other sources (Square, Cashapp). It would be more effective for reporting if Penelope could feed into or be linked with other outside services.

potentially great data base system

Kommentare: Penelope support is heavy in the initial stages but drops off drastically as you launch the system. Penelope staff for the most part though are committed to providing good customer service.

Vorteile:

Having spent the past year learning how to navigate the software, our team is impressed with the detail it is able to capture. It has opened up numerous opportunities to report data on our various programs.

Nachteile:

The amount of work it takes to "set-up" the system is not to be taken lightly. Another con is learning about reports and extracting your data...you're pretty much having to "play" with it which can become quite time consuming.

Penelope Review

Kommentare: Overall it is useful for our current needs.

Vorteile:

It assists with tracking our clients progress as they move through our four phase continuum of care.

Nachteile:

There are aspects that are not easy to navigate; it is not clear how to get where you want to go, you have to be trained in the process, it is not self-explanatory.

We love the staff response/feedback

Kommentare: Save time, money and easy access to client files and staff schedules. More efficient with documentation and effective client planning within systems. Access to quick reports and better billing processes.

Vorteile:

The fact that it's mobile friendly makes introducing the database a little more exciting to staff and executives.

Nachteile:

The lack of application or mobile software for worker use. I always get the weird look when workers ask "is there an app?" and I say "No" I'd certainly like to change that response.

intuitive and helpful

Vorteile:

I find Penelope an intuitive and easy to use client management system. It is the most effective system I have used in the 15 years I have been using client management systems.

Nachteile:

None that I can think of at this very moment.

Penelope Is Great

Kommentare: Penelope is imply a great way to manage client data for records and progress tracking.

Vorteile:

The software really allows us to keep accurate records of our clients in an organized, easy to follow manner.

Nachteile:

When working with a group, it is not possible to schedule everyone at the same time which means different time slots for each group member. This blocks out more time than is real time for clinicians availability.

Electronic web based office suite

Kommentare: Penelope has given us the ability to store our notes electronically and to manage our time through the scheduling function.

Vorteile:

The scheduling function is easy to use and helps us ensure that our time is being used efficiently

Nachteile:

The reporting function is limited. I would like the option to pull queries that could be down loaded into excel for further slicing and dicing.

Penelope is a game changer for us

Kommentare: Real time access to our data therefore our reports are accurate and up to date

Vorteile:

24/7 access. Security and support from Athena Reporting feature allows us to see our organisation Real time results

Nachteile:

Moving from laptop to tablet the forms don't resize well. Would like ability to sort and filter my home page more..perhaps a search function

Best Case Management Software ever! Does everything we need it to and then some!

Kommentare: It's all in one - we don't have to fool around with multiple software programs for various functions.

Vorteile:

The flow of the product; user friendly (our placement students have no difficulty using this software); efficient; accounting portion; great customer service through the help tickets.

Beth Moore

Kommentare: We have loved the people that trained us and helped us configure Penelope.

Vorteile:

I like that we are able to customize it for our non-profit needs.

Nachteile:

I would love it if it could merge with google spreadsheets.

Good results

Kommentare: Enables our organization to easily retrieve information even though you may not have personally put the information in the system.

Vorteile:

Great resource for storing records, adding updates and retrieving information on clients. New accounts are very easy to set up.

Nachteile:

Some parts are difficult to navigate without referring to the written instructions.

Good program. Bizarre service

Kommentare: Good program. Bizarre service. Not an optimal combo

Vorteile:

Program good, easy to navigate like many other programs with similar functions. Have used this for a long time and reluctant to switch...so grinning and bearing it with the strangest service I have ever witnessed. Head-spinning actually

Nachteile:

Support is super strange. Took a week and too many emails to get help for a minor fix, and they charge money for a password change. Never been charged fir that before. Left a bad feeling

Great system for tracking and billing.

Vorteile:

I like the versatility within the site. We have numerous programs in our company that we run out of this system.

Nachteile:

When pulling specific reports can be hard because we don't have all the reports built in that we need.

iTS GREAT

Vorteile:

I really like the reports feature. I am able to run a report on almost everything that I have to discuss and report on on a weekly basis.

Nachteile:

I not really fond of the date range on the reports feature. If it is possible can it include the setting "last week" or "previous week".

Penelope Review

Kommentare: Penelope is a robust case management software that has numerous flexible areas to meet the demands of differing social service agencies. Our agency, consisting of 50 clinicians, has mental health contracts with state, county and insurances -- all of which Penelope can manage quite well.
Service and support are usually responsive. Although we are struggling to get Athena software to add some new features that most health care software has already incorporated, such as integrated client sign ins.
There are some innovative features such as incorporate the ORS and field to add other outcomes measures.
Canned reports meet basic needs, but custom reports are not only possible, but are utilized by us on a routine basis.
Overall we are satisfied with Penelope.

Awesome easy to use

Vorteile:

It makes everything a lot easier to find regarding clients and workers. It helps programs run smoothly on the paperwork side.

Penelope By Athena, good program!

Kommentare: Great!

Vorteile:

I like this program for all our employees to use, its not hard to navigate and we all pretty much like it