CaseWorthy is extremely powerful and flexible, and administrators are given access to all the tools needed to modify or extend the platform.

The ability to report in real-time our companies outcomes and goals as it relates to placement and intensive services.

We are very pleased and consider our selection of CaseWorthy to be a very worthwhile investment which will gain tremendous efficiencies in our operation.

Since I don't always have all the required information I am unable to complete some forms. In addition, at one point in time I could not perform some functions for entry but the error was corrected.

Started out shaky due to high turnover of CaseWorthy staff.

We have been with CaseWorthy since 2012 and have had a great partnership.

We highly value CaseWorthy as not just a software vendor but as a partner. Over the years as our organization has changed, CaseWorthy has adapted and been a pleasure to work with.

We will realize cost savings and improve the results we obtain with clients.

The program is extremely user friendly and the CaseWorthy staff has been very supportive.

We are leveraging the CaseWorthy web portal to roll out functionality to all our users. Our interactions with CaseWorthy staff have been excellent, they've been very helpful and responsive.

We also love the scan card function. It helps keep our facilities safe and our outputs accurate.

The only thing that I don't like is some of the navigational aspects of the software.

This reduced double-entry and improved efficiencies for users and community members receiving the benefits.

We purchased this software after a fairly extensive search and chose it based on the ability to customize it and also on price.

Ability for customization. The fact that it can track/report whatever is needed.

We have loved building our knowledge in customizing the database, and using CaseBot to harvest data the way we want.

I have worked with this software and this company since 2012 and I have greatly enjoyed working with the developers and all of the Support staff that I have had interaction with.

I like the service plans, case notes, demographics tracking and all the features.

Ease of use and customization of the input screens. The ability to do reporting based on the form inputs.

The support team is very good and responsive, but fixes can occasionally take time.

The inability to upload csv files. Some of the forms are standard reports are hard coded with the inability to make changes.

We love how easy the system is to use, it is very user friendly in the computer.

Outstanding software with excellent customer support.

The design of the software insures ease of use from end user level all the way to administration of the system for our area.

The software has so much flexibility to be setup for many things, but this causes trouble for our user base as they get confused by all the options they don't use.

The configuration and data migration process was a bit confusing and more time consuming then we planned on.

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

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.

There's the ability to report directly from the raw data (from the back end) but this requires a fair bit of extra knowledge to get it working effectively.

Everything was handled remotely so, if there is any complaint I believe it is just not being able to work in person with anyone.

User friendly, flexible, you can design to fit the needs for Case Management Program.

The software can be difficult to configure and test.

This blocks out more time than is real time for clinicians availability.

Overall the staff at Penelope is helpful and knowledgeable. Penelope is pretty expensive compared to many other databases and the software does offer a good bit to help compensate for the cost.

With Penelope, we are able to share necessary client information with other case managers with greater ease and efficiency.

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

Customer support is wonderful. It's easy to navigate with great instructions right there.

Overall really good experience, staff are knowledgeable and great to work with.

Lack of modern functionality, lack of communicating to customers, broken promises with timing.

Penelope was able to offer customizable options and reports (reports are an additional cost) that fit our needs.

Can be difficult to teach new users the organization behind the software, not always intuitive, billing statements are incredibly complicated.

Our particular business pushed the Penelope system slightly out of its intended scope, but the Athena team has been so flexible with us and very creative in solving our issues.

It allows our 110-member staff to record information in the correct categories. We are able to source the data collected from Penelope and integrate it into our excel spreadsheets.

We did have issues where Athena struggled to understand our business model during configuration.

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.

We love the ability to configure Penelope to best fit our organization, and we look forward to the reporting updates in the near future.

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.

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.

We have found great value for money in this partnership.

When we initially utilized Penelope I accidentally delete en entire file.

US Dollar

CaseWorthy is a cloud-based, SaaS, purpose-built case management solution designed for human service agencies, national affiliations & local, state & federal government agencies to transform key data into actionable information and proof-points. Key features include robust, self-configuration tools, advanced communication tools through notifications, texts & email, e-signature, analytics and reporting, document management, rule-based workflows, compliance management & reporting, individual, program, location & organization-wide data management, and more.

With the Spacial Mapping feature, users can define geographic regions and view clients, providers and ongoing services in multiple regions. The group emailing and mass content feature allows users to send templated & customized emails and event specific notifications to clients and providers.

CaseWorthy's reporting and analytics features allows users to create automated charts and export data in multiple formats to display efforts. The rules-based eligibility feature allows users to set up rules and conditions for adding clients and determining program eligibility. CaseWorthy can be used across a variety of programs and social causes including employment services, homeless management, victims services, refugees, veterans, education, senior services and meal delivery, and youth and family services.

CaseWorthy stands above the rest through the creation and ongoing development of a database built by human service experts FOR human service experts.  CaseWorthy provides tools for human services agencies to manage their unique program efforts the way that works best for their clients to ensure service provision and outcome impact is top of mind for their day-to-day service providers.  Our leadership, account management, and support teams are staffed with subject matter experts intended to be CaseWorthy experts guiding you in not only system configuration but how to envision and create your goals and objectives within the CaseWorthy application.  We understand the importance of your work and the prioritization of those in need which enhances our true partnerships with our customers beyond data management.



LongDescription

Case Management

Committee Management

Time Tracking

Email Alerts

Dues Management

Charting

For Nonprofits

Member Database

Scheduling

Self Service Portal

Dashboard Creation

Compliance Management

Grant Management

Training Management

Membership Management

Role-Based Permissions

Client Portal

Forms Management

Workflow Management

Child Welfare Management

Reporting & Statistics

Volunteer Management

Event Management

Program Management

Real Time Reporting

Referral Management

Goal Setting/Tracking

Reporting/Analytics

Case Notes

Customizable Forms

Client Management

Donor Management

Document Management

HIPAA Compliant

Referral Tracking

Task Scheduling

Ad hoc Reporting

Electronic Signature

Attendance Management

Calendar Management

Customizable Fields

Email Templates

Event Scheduling

Reminders

Progress Reports

Appointment Management

Donation Tracking

Third-Party Integrations

Task Management

Real Time Analytics

Employee Management

Electronic Payments

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

Progress Tracking

Communication Management

Customer Database

Registration Management

Data Import/Export

Email Tracking

Assessment Management

Multi-Location

Contact Management

Mobile Access

Real-Time Notifications

Email Reminders

Email Management

Website Integration

Activity Dashboard

Alerts/Notifications

Customizable Templates

Billing & Invoicing

Interaction Tracking

Alerts/Escalation

Customizable Branding

Contact Database

Summary Reports

Drag & Drop

Collaboration Tools

Administrative Reporting

Records Management

CaseWorthy is a scalable, configurable solution, therefore services pricing can vary due to the needs of each organization.  Software licenses are user-based.  Schedule a demo and request full pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

11-50

51-200

201-500

501-1000

1000+

CaseWorthy

In Person

Live Online

Webinars

Documentation

Videos

Penelope is a cloud-based case management solution for nonprofits, governments, universities and health and social services providers. Primary features include scheduling, notes, smart forms, automated workflows, email and SMS reminders, staff communication tools, referral and wait list management and reports.

The automation engine allows users to set workflows, tasks, notifications alerts and action triggers. Users can create time or event-based workflows to suit their requirements. It provides multiple pre-built reports on client demographics, service provision stats, client outcomes and others. Users can export these reports to Microsoft Excel, Crystal Reports, or MS-ACCESS. It also offers integration with Tableau that helps in creating data visualizations.

They offer a mobile feature named Engage for Penelope that allows users to fill documents and conduct discussions with providers from their smartphones or mobile devices.

Social Solutions is becoming Bonterra. Learn more at www.bonterratech.com.


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