Avis clients sur Bonterra Case Management

I do like having all the information in one spot. I am able to see how my case managers are supporting their clients.

I wish we had an option to view all the information in chronological order. I do like the current view, but it would be nice to have an option to view all documents in the order that they were entered.

Absolutely nothing is positive about this system

Strict THREE YEAR contract
Expensive to train on
Not user Friendly
Hard to set up

I like the simple graphic design, and wording made this software self-explanatory. I believe anyone can learn it without a training.

"Archival Access" I don't see anything major that I dislike. It will make an excellent+ product if they add an option of "Record Edit Request" at least not to involve Admin privileges, just to request a "change to the records option" that way, the admin approve to deny the change will be an option.

Easy to enter the information. Fairly well organized. Easy to look up individual details you may need.

Reports should be easier to create and configure and adapt for what we need for grants, year end, and other necessary reporting.

I like that its easy to navigate, user friendly and every thing in a one to shop. Not only do we calculate our time, e can see our benefits, our pay information, and change our with holdings, and request our time off in one spot.

I really haven't found anything I don't like about it.

How much it simplifies case notes. How easy it makes understanding the overall picture of a client across programs.

Wish there was an easy route to a general blank document/template that could be saved as a native document.

organization is what I get the most of using Bonterra

timed out part of it sometimes catches you off guard

Having all of my data and statistics in one place with customizable printable reports.

I don't really have any. Meets all of my needs for grants.

Easy to navigate, to make changes and customize this program to fit what is most important.

How much I have had to change my password.

User-friendly, it is effortless to navigate your way around Apricot.

Over time I have gotten several error messages.

We love how organized they keep our cases and clients. I couldn't imagine how we would keep everything in such great order without this system.

My biggest con is that I am not able to customize my home page and have my cases on that.

Easy to use on Tablet and I do not have to get on my desk top.

Cannot access housing and I have no archive button so I can archive files to add new.

The switch was very seamless! It made it a very easy transition!

I didn’t really see a big issue during the development so it did not pose any issues! It did take away our ability to add or change some options when putting information into a clients account.

ease of use is incredible. EVeryones information is at my fingertips

sometimes it freezes and sometimes it's just slow overall

How easy it is to access all needed paperwork and being able to upload documents to files

The Calander/Schedule doesn't work as great as it should for the price we pay!!

very user friendly ; ease of documentation

sometimes is sluggish ; associated relationships could be more efficiently linked so as to not to have to document an event more than once ie. child and parent or guardian

Being able to store data in one place and easily access data to run reports is critical to our nonprofit. The staff and majority of our volunteers use it daily.

Sometimes I’d prefer to talk with someone versus chat. I find the tiers of forms confusing.

Apricot is easier to use now that it has been upgraded to allow less time to fill out the boxes.

There were tons of changes this past year.

Bonterra has an easy flow and awesome support services.

I definetly struggled early on with timing out and remebering to save. I would love a larger save reminder!

The ability to run reports and data tracking.

There are no step by step user manuals for basics. There should be more videos available to show users how to create profiles and enter data. There should be a manual that would show how each sections relates to another when entering data. We should know what are critical entries or not.

It is very user friendly and you can essentially build it to fit your specific needs

it sometimes runs pretty slowly but it doesn't happen often and the help desk is responsive.

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

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.