How to implement Bonterra Case Management's tools
Best practices any nonprofit can use to implement Bonterra Case Management’s online client engagement tools.
In this guide brought to you by Bonterra Program Management (formerly Social Solutions), we outline how nonprofits can best implement online client engagement tools in Case Management (formerly Apricot). From intake forms to scheduling to rules and alerts, this guide has it all, breaking down the capabilities of each function and providing best practices to alleviate administrative workload and provide participants with more control and insight into their progress.
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