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Bonterra Case Management Essentials

Simplify and streamline case management

Increase efficiency, maximize impact, and grow funding with a unified platform for case management and outcome measurement.

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Manage and measure your impact easily and efficiently

Case Management Essentials empowers your nonprofit or agency to create more impact, for more people, with fewer resources and less administrative burden.

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Greater productivity

With streamlined workflows and processes, your team can achieve greater results in less time with fewer resources. Case Management Essentials gives you improved reporting accuracy, faster decision-making for staff, higher data quality, and the insights to focus on the right programs at the right time.

Stronger impact

With Bonterra, you can deliver more services, to more people, with more impact per participant and service. Even better, you can clearly and accurately measure that impact to better understand and communicate how your organization is making a difference.

More funding

Generating more impact and consistently and accurately measuring that impact directly translate to increased funding opportunities. That means that operating more efficiently not only helps you save money, time, and resources, it also helps you build the foundation for more funding.

HOW IT WORKS

All-in-one, easy-to-use case management software

Reports dashboard in Case Management
Bulletins dashboard in Case Management
Document folder in Case Management
Sample incident report from Case Management
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Manage programs and data in one place

Seamlessly manage tasks with customizable workflows and automate notifications to ensure tasks are completed on time. Enhance your case management with tools to support participant enrollment and exit processes, enable case workers to securely manage their participant information, and easily refer participants to other internal or external programs.

Enable case workers to securely manage their participant information and easily refer participants to other internal or external programs. Empower staff with real-time dashboards to view important tasks, upcoming deadlines, and allow them to see progress on outcomes through graphical reporting.

Measure impact easily and accurately

Make demonstrating outcomes easy with built-in reporting, data analysis, and visualization tools. Make demonstrating outcomes easy with built-in reporting, data analysis, and visualization tools to see real time progress of a specific participant, a caseload, a program, or an organization wide view.

Improve program participants’ experience

By tracking and measuring a participant’s progress through your programs in real-time, feedback can be shared with participants in easy to use visual graphs and charts to help motivate them and their support team to achieve more together.

Standardize data entry

Streamline data collection with customizable forms and our Template Library featuring commonly used and best practice-based forms and assessments. Our team designed this library based on their years of experience in the industry, along with valuable customer contributions, so you can collect the information you need, when you need it.

Handle compliance with confidence

Our case management software enables you to maintain strict funder compliance, ensure form compliance with automatically updated best practice template forms, and standardize case integrity with caseload limits.

Effortless case management, tailored for your needs

Tools to manage programs, streamline compliance, and measure impact.

Centralize your data

Manage participant and program information in one place for greater efficiency.

  • Import and organize participant data in a unified, mobile-friendly platform.
  • Set up and manage multiple programs, including network referrals.
  • Eliminate duplicate records with robust data validation.

Ensure compliance with ease

Maintain confidence and accuracy in managing compliance requirements.

  • Standardize processes with built-in compliance templates and role-based access.
  • Maintain case integrity with customizable caseload limits for staff.
  • Generate and manage documentation required for regulatory adherence.

Track and optimize impact

Transform data into actionable insights to improve outcomes and operations.

  • Configure impact reports using assessments, surveys, and screenings.
  • Visualize program performance with built-in analytics and dashboards.
  • Access a 360-degree view of participant outcomes and service delivery.

What’s stopping you from doing more good?

Overcome the barriers to effective case management.

Bonterra Case Management Essentials centralizes all participant and program data into a single, unified platform. Say goodbye to duplicate records and scattered information, and gain a clear, accurate view of your impact.

566%

3-year ROI — small nonprofit

3X

number of people served in 18 months — Giving Words

20%

increase in funding due to quality of data showing improved impact — In-Sight

Increase program outcomes

Bonterra Support Packages

Impact Management customers typically experience a 2x increase in program efficiency and 3x increase in program outcomes. With Bonterra Support, you can scale your impact and secure more funding.

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100%
Integrated into daily workflows
View the full case study
Bonterra Impact Management made my job easier. It’s made my staff’s job easier. It’s an easy tool to use, and you can use it anywhere. It’s just a great program.
Dr. Debra Mason
CPSI Coordinator, City of Wilmington
View the full case study

Award-winning case management software

THE NEXT PHASE

Apricot is now a part of our family

For more than a decade, Apricot has been providing nonprofits and social service organizations with industry-leading case management software. Known for its efficient workflows, powerful automations and sophisticated reporting tools, Apricot has always empowered agencies and nonprofits to improve service delivery and outcomes through better data and technology.

Apricot is now part of the Bonterra Family as “Bonterra Case Management.” This new branding of the same powerful Apricot software represents our ambition for the product. We are not just trying to build incrementally better case management tools. Our goal is to build an interactive network of measurement, support, and best practice content into the same tools our customers use every day to manage their cases and programs.

Apricot is now Bonterra logo

FAQs about Case Management Software

Case management software solutions are comprehensive platforms designed to help nonprofit organizations and public sector agencies optimize the intricate processes involved in managing client cases and programs.

Our software empowers organizations to efficiently track client information, monitor progress, and improve outcomes. With features like customizable workflows, secure data storage, and real-time reporting capabilities, our case management software is vital for enhancing productivity so you can spend more time on client needs.

WORK WITH BONTERRA

Ready to drive more impact?

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