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Deliver life-changing programs for greater impact

Case Management

Social Solutions is now Bonterra Case Management.

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Flexible case management solutions that put you in the driver’s seat.

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More time to serve

With reporting at your fingertips, our customers typically see a 40% reduction in time spent on reporting and analysis. That means more time focused on the people you serve.

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Decisions backed by data

Monitor program performance, track outcomes, and make evidence-based decisions with advanced data insights.

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Everything in one place

When everything is one place, nothing will fall through the cracks. From time saved capturing information to avoiding duplicate data entry, you’ll see the full picture in one easy-to-use dashboard.

How it Works

Streamline your workflow with Case Management features that simplify.

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Generate and format richer insights into your programs' performance and the communities you serve with robust reporting capabilities. 

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Stay on track with participant care and critical tasks with automatic notifications related to dates.​ 

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Simplify scheduling by enabling participants to request, cancel and view all scheduled, upcoming and past appointments through the Connect portal. 

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Build a network of area providers, connects people and families to multiple service organizations, and allows participants insight into their progress across all services.  

Case Management, Managed Your Way

Solutions that provide maximum control — from the creation of forms to data management and reporting. Find your ideal fit.

Fundamentals

The basics to get your team off the ground and out of spreadsheets.

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Features
  • Best practice template library
  • Customizable forms and reports
  • Secure data environment
  • Caseload monitoring and management
  • Mobile compatibility
  • Closed-loop referrals
  • Data import and export

Professional

Added features that provide deeper insights and ease communications.

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Features

All features above plus...

  • Conditional logic-based forms
  • Workflow automation
  • Automated rules and alerts
  • Participant information portal
  • Participant communication tools
  • Remote participant intake
  • Sandbox environment*
  • Calendar integrations
  • Best practice template library
  • Customizable forms and reports
  • Secure data environment
  • Caseload monitoring and management
  • Mobile compatibility
  • Closed-loop referrals
  • Data import and export

Enterprise

Our most complete set of features for impact focused and data driven organizations. 

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Features

All features above plus...

  • Advanced reporting & analytics
  • Time and complex automation logic
  • Attendance insights
  • Census data integrations
  • Self-serve participant scheduling
  • Matching grant eligibility
  • Single sign on
  • Data integrations
  • Conditional logic-based forms
  • Workflow automation
  • Automated rules and alerts
  • Participant information portal
  • Participant communication tools
  • Remote participant intake
  • Sandbox environment*
  • Calendar integrations
  • Best practice template library
  • Customizable forms and reports
  • Secure data environment
  • Caseload monitoring and management
  • Mobile compatibility
  • Closed-loop referrals
  • Data import and export

Case Management Success Stories

"Here’s what I believe: do the work and the outcomes will show. But in order for outcomes to show, I need the data. So, that means I need the right database and technology to prove the work and results."

Lauren Sly
Community in Schools, Greater Tarrant County
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“Having enough funds to truly invest in a robust research and evaluation system like we have allows us to continue to get bigger opportunities because we have better data to show for it.”

Carlos De Santiago
Regional Program Manager, Gang Reduction and Youth Development (GRYD)
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“I’m very proud of all the administrative functionalities we’ve been able to get out of Case Management Enterprise. That wasn’t anticipated or part of the rollout plan. We have forms to track workflows and the status of tasks over extended periods of time for a lot of different administrative functions.”

Stephen Crano
Data Management Analyst, Brooklyn Community Services
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Get started with Case Management

See how you can take control of your programs, caseload and data with case management software designed to serve more and grow your impact. 

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Step 1: Schedule a call

Speak with a Bonterra team member to better understand your organization's needs to decide which Case Management solution is right for you.

Step 2: Book a demo

See first hand how Bonterra's Case Management solution can work for your organization. 

Step 3: Launch your Case Management program

Launch your case management program and start growing your impact in the communities you serve.

Extend Your Case Management Impact with Powerful Add-ons & Services

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Advanced support

Lean on our dedicated, subject-matter experts to partner with your organization and provide one-on-one help and support. 

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Training

Learn best practices and increase staff adoption with our variety of training packages, including custom training, boot camps and ongoing training subscription options. 

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Implementation services

Get your new software up and running with efficient & hassle-free implementation packages, seamless software integration, data migration, and consulting.

Frequently Asked Questions

Case Management was built for case workers, by case workers. We understand the challenges that nonprofits and public sector agencies face every day, and develop solutions to overcome those challenges. With over 20 years of case management software experience, we’ve got the right solution to fit your needs and help you deliver more impact.

Bonterra provides dedicated client implementation, support, training and managed services tailored to deliver outcomes for social good organizations. Choose from a wide range of professional service options and packages to fit your organization's needs and get you up and running quickly. 

Case Management is designed for all sized teams to do more at a reasonable price. Reach out to our team to request a customized proposal for your organization! 

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Guide

Buyer’s checklist: CSR software 

  • Corporate social responsibility
  • Employee giving
  • Employee volunteering
  • Grant management & grant making
  • Corporations
  • Foundations & grantmakers
  • Corporate Social Responsibility