Case Management Tools

A case management tool is a software application designed to streamline and automate the process of managing caseloads, clients, and resources within public sector and nonprofit organizations. Our Bonterra case management tool helps centralize data, automate tasks, and provides real time insights to help you empower organizations to enhance productivity and transparency while improving participant engagement. 

Our built-in compliance reports are centrally updated to adhere to the most recent data and security standards. They are updated any time there is a change in regulations or policy. They can be customized to your specific needs or sent as is to funders. 

Our system allows you to develop a number of different assessments, surveys, screenings, etc. to track and measure the impact of your programs. It intakes, analyzes, and visualizes key participant data for you in one convenient reporting dashboard, plus you can develop reports to demonstrate key data points. 

Bonterra Impact Management takes comprehensive measures to ensure that data is kept safe, confidential, and recoverable in the case of a disaster. Our software meets current HUD Domestic Violence, HMIS, and Social Security Administration data management and security protocols, as well as minimum required FERPA and HIPAA standards. Bonterra’s office sits behind a ForcePointTM firewall which extensively controls, tracks, and reports access to our internal infrastructure. Your data is automatically encrypted while in transit between your computer and our servers through Transport Layer Security (TLS). Additionally, we partner with AWS, which adheres to SOC 1/SSAE 16/ISAE 3402 (formerly SAS70), SOC 2, SOC 3, PCI DSS Level 1, and ISO 270012.

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 Impact 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.