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.

Not only do they have great orientation videos, they have excellent customer service on the phone (very patient, friendly, and efficient).

Good value for the price for not for profit organizations. It does everything that we need it to do.

This is disappointing as we now must continue to store hard copy files when we were hoping to eliminate them.

You can not export to excel. You cannot delete mistakes.

Great customer service and they listen to suggestions from their customers on how they can improve their product(s) to make them more intuitive and user-friendly.

It's a good way to track donors and volunteers and the exported reports are pretty good.

The customer service was great; Brandon was very patient and kind with me and provided great support throughout the process.

With Sumac, we got the perfect solution  excellent customer service and an easy-to-use product at an affordable price.

The only problem we have encountered is to link our website donations to the program. We are still not sure where this glitch lies.

While we continue to refine how we use Sumac to best suit our organization, I feel more and more confident the more I use it.

Once familiar with the program, it is quite user friendly. The ability to customize forms for different programs has been wonderful.

It has always been because of my lack of knowledge of it's capabilities.

SUMAC wins the prize for the tech company that consistently provides patient, helpful and good advice.

Like that you could manage contacts, take payment and sync with accounting software.

The website integration is great and easy to use.

We scheduled a demo with a Sumac Guru for our entire team and we were all captivated by the ease of use and functionality it offered  almost everything on our wish list (and much more).

It is sometimes difficult to load the software onto Mac computers.

Sumac and its staff have been really supportive and so responsive to our specific needs and even our suggestions for improving the software.

There's a wide variety of add-ons you can choose and our custom module works great. The website integration is seamless and saves us a lot of time.

But I am not very technologically savvy, and others will not be as easily frustrated as I am.

Sumac is incredibly easy to use, is customizable, and the free support is outstanding. They are always happy to help.

The switch from a manually managed membership list to an integrated data base has been smooth thanks to the excellent support from Sumac support and other staff.

For example, Having all gifts in the same group as any other notes and points of donor contact is rather frustrating due to the cluttered nature.

Thrilled with the highly customizable functionality of SUMAC & wonderful customer service support.

Lack of editing features for e-mail campaigns. The whole program lacks user friendlyness.

US Dollar

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.


LongDescription

Treatment Planning

Document Templates

Patient Records Management

Employee Management

Case Management

Surveys & Feedback

Electronic Payments

Payment Processing

Time Tracking

Email Alerts

Customizable Reports

Access Controls/Permissions

Activity Tracking

HIPAA Compliant

SMS Messaging

Group Notes

Charting

Progress Tracking

Digital Signature

Referral Tracking

Task Scheduling

Ad hoc Reporting

SSL Security

Electronic Signature

Confirmation/Reminders

Credit Card Processing

Invoice Management

Wait List Management

Attendance Management

Communication Management

Medical History Records

Calendar Management

Customizable Fields

Collaboration Tools

Self Payment

Template Management

Client Chart Audit Tools

Scheduling

Data Import/Export

Graphical Data Presentation

Assessment Management

Multi-Location

Self Service Portal

Contact Management

Dashboard Creation

E-Prescribing

Training Management

Role-Based Permissions

Client Portal

Forms Management

Workflow Management

Initial Assessments

Child Welfare Management

Activity Dashboard

Reporting & Statistics

Reminders

Administrative Reporting

Medical Billing

Customizable Templates

Billing & Invoicing

Program Management

For Mental/Behavioral Health

Alerts/Escalation

Real Time Reporting

Referral Management

Patient Management

Goal Setting/Tracking

Compliance Tracking

Reporting/Analytics

Case Notes

Contact Database

Progress Reports

Claims Management

Case List Management

Customizable Forms

Appointment Management

Records Management

Client Management

Third Party Integrations

Appointment Scheduling

Multi-Provider Practice

Team Notes

Task Management

Authorization Tracking

Document Management

Email Reminders

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

11-50

51-200

201-500

501-1000

1000+

Penelope

In Person

Live Online

Webinars

Documentation

Videos

Manage your entire nonprofit with a single CRM! Choose the Add-on options you need to get a complete solution for your nonprofit: Donations, Case Management, Memberships, Grant Management, Volunteers, and more.

Sumac also offers integrated web pages, build-in email marketing tools, and robust reporting.

Top-rated support included!



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