Bonterra Case Management
About Bonterra Case Management
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Most Helpful Reviews for Bonterra Case Management
1 - 5 of 127 Reviews
Andrea
Non-Profit Organization Management, 11 - 50 employees
Used more than 2 years
OVERALL RATING:
3
Reviewed August 2022
Great for system management
Melanie
Mental Health Care, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2022
Completely Customizable and Easy to Use!
We are a non-profit working in the public behavioral healthcare system. We provide broad range of services from a drop-in center to supporting people in jail to Medicaid-billable behavioral health services. This system does everything we need it to, and everything our funders require of us. I love being able to manage this system myself, create my own forms and reports, and structure it the way that works best for us. When needed, there is also have a great customer service team available. I have worked with other data systems before but have no formal training. You don't need to with Apricot, it is intuitive and easy to use.
PROSI can easily create my own custom forms from scratch, click and drag report-writing is simple and robust, and customer support is available to live chat anytime during business hours. Employees rave about how much easier Apricot is to use than other client data systems and EHR software they have worked with at previous employers.
CONSThere are some features that have been "coming soon" for quite a while. I wish they would come sooner.
Reason for choosing Bonterra Case Management
The level of customization, robust report writing features, and price.
Reasons for switching to Bonterra Case Management
ClientTrack was clunky and hard to work with. Anytime you wanted to change something on a form you had to submit a ticket to the vendor and it could take weeks to get a response. Even something as easy as adding an option to a drop-down menu required a ticket. When we asked about the ability to change those things ourselves we were told we could, if we took a $10,000 training course first. If the employee who took the training left and we wanted someone else to take over that role, that person would have to go through the training for another $10,000. We were trying to fit our unique way of providing services into templates that the vendor had created. It was supposed to be easy since all the forms were already made, but it was a nightmare trying to find workarounds and ways to track and report on the information we needed. We couldn't call fields what we wanted to call them. We couldn't store information from one of our assessments all in one form, we had to have it scattered across various forms that ClientTrack had set up. There was a limit to how many tickets we could submit each month and anything additional came with added fees. We save so much time and energy by creating everything ourselves with Apricot. Staff who couldn't figure out how to use ClientTrack correctly use Apricot with ease. Apricot customer service responds within minutes vs. days or even weeks with ClientTrack. Apricot is a superior product at a lower price.
Bill
Non-Profit Organization Management, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed September 2023
Flexible and configurable if you have the data and form design skills
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.
PROSWhat I like the most about Apricot is that I can design my forms as I see fit, without writing any code.
CONSThe features that could be improved include some aspects of reporting, as well as control over font sizes and form layouts.
Reason for choosing Bonterra Case Management
Apricot enjoys a better market position and larger user base due to the dominance of Social Solution’s ETO platform. Also, integration and commonality with STRIVE and the larger user base.
Vendor Response
Hi Bill, thank you for your review! We're glad to hear that our case management software's flexibility, configurability, and reliable support are serving you well. It's great that you find our form design helpful for better data control. We also appreciate your feedback on the reporting and font size features. We're always looking to improve our product, and your input is valuable. Thanks again for your review, and we're here to continue supporting your needs.
Replied September 2023
Kim
Non-Profit Organization Management, 11-50 employees
Used weekly for more than 2 years
OVERALL RATING:
2
EASE OF USE
3
VALUE FOR MONEY
2
CUSTOMER SUPPORT
1
FUNCTIONALITY
4
Reviewed July 2019
Started strong with CTK Technology, but Social Solutions is all about the profits from non-profits
Apricot should be able to track all client program activity, assessments, expenses, case management, and outcomes. We have only recently had our system re-designed after two years of not being able to do what we needed, so we haven't seen this level of performance yet. This is our first month online with the correctly re-designed system. Since we are having to manually migrate data, we will still not be able to pull more than monthly data for a while even though we signed contracts for Apricot almost four years.
PROSIt is customizable to your needs. It had a user-friendly design with CTK Technology. CTK was very knowledgeable about their product and focused on helping non-profits with their tracking needs.
CONSSocial Solutions bought out CTK right before we signed the contract. They didn't have knowledgeable staff and so our system was designed poorly and never functioned properly. We had to hire an outside contractor that had many years of experience with Apricot (under CTK Tech) to re-design our system this year. When we tried to get Social Solutions to migrate the last two years of data that wouldn't populate correctly, they wanted to charge us a permanent monthly fee to transfer the data from their Apricot design to our newly re-designed forms in Apricot. So we are having to manually transfer two years of data. They have also recently increased their annual fees significantly.
Reason for choosing Bonterra Case Management
It seemed to have a user-friendly and simplified format.
Reasons for switching to Bonterra Case Management
Charity Tracker could not be personalized to track the assessments and outcomes that we needed.
Meg
Non-Profit Organization Management, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed September 2023
Great tool for basic data collection, expanded features limited
Overall, Apricot accomplishes many of our organizations data management and collection needs.
PROSWe love that the data collection and reporting is fully customizable and versatile
CONSThe features that are rolled out do not function as advertised, or work in contrast to previous data management forms/features. There is a lot of potential we are hoping that in time Apricot will rise to.
Reason for choosing Bonterra Case Management
The versatility and Ballmer Group grant discount
Vendor Response
Meg, thank you for your candid feedback on our case management software. We are pleased to hear our configurable data and reporting tools are serving your organization's needs. Your real-world insights help us continuously improve, and your voice is critical as we work to meet expectations. Thank you for your patience and partnership as we aim to provide the best experience possible. We share your optimism for Bonterra Case Management's future impact.
Replied October 2023
