Bonterra Case Management Reviews

Simple-to-understand form structure. They use a "Folder" concept to help you understand how the data is organized. Easy to link data from one folder to another. The form builder has a lot of simple but powerful features (like automated "Other" fields). The report engine is simple enough for most modestly tech savvy folk. And probably my favorite is the security controls...you can build security sets that inherit from other security sets. Saves a lot of time.

There's a lot of whitespace that seems unnecessary. Means you might have to scroll a while. Reporting/exporting data is good, but not quite as powerful as some other products.

Very informative , very organized. Topics right on point , covered exactly what I needed !

I have but experienced anything which I do not like ..

I love that I can always rely on the right margin for remaining steps needed to complete the task at hand. Additionally, if a red highlighted step has not been completed, I can click on the given step and it will automatically route me to the area of the document that needs my attention. This is especially useful when accessing some of the longer forms.

I do wish that within the Group Meetings tab of the documents folder, there was a way to either notate the details of the occassion, or that there were more options. Currently, only "attended" "absent" and "excused" exist. It would be better if "rescheduled" were an option and also having the opportunity to use this function to document appointments made in advance of the actual appointment.

Lastly, I think users would benefit greatly if there were either a calendar function that keeps such appointments in one easy to access place, or in my case, if there were a link to the outlook calendar currently used by the over 3000 employees that I work with.

Either way, having more flexibility to communicate the specifics of the client care in reference, would better serve everyone involved.
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Internal Referrals

It would be amazing to be able to pull up and view/access all pending or opened, or even issued internal referrals in one place. I am not sure why, but I have had issues in the past with the departments that I've sent referrals to, not seeing the referral right away. I also just happen to have many cases in different locations, and I work remotely sometimes too so being able to reference the referrals made would prevent duplicate submissions, as well as promote overall workflow.

On the front end, the ability for our team to collaborate with each other regardless of who was the case manager. On the back end, the ability to create what we needed how we need it. Building our own forms and workflows that work for us rather than a cookie cutter solution that we would have to work around and change our process to fit the product.

The inability for the calendar within Bonterra Case Management to sync with our calendars. We are a GSuite organization and would love that when we put a next appointment for a client within Bonterra Case Management, the ability for that to automatically be put on our calendars as well.

I can customize it on the fly as our procedures change. I was able to build it out using terminology, field names and functions specific to our case management needs. All of the other systems we looked at were missing one or more functions that we needed.

Just small things. We have often wished that there was an age calculation field that could be added to the Household screen along with the DOB. Right now, we have to run a report to see ages.

I like that we can customize forms to fit our needs and there are numerous templates from form designer that can be put to use. There are robust reporting features, security, support for multiple programs and customer support and training programs.

It takes new users time to familiarize themselves with the application, We often require technical support to make some adjustments.

I like the ease of use and ability to customize dashboard forms. An added benefit is the ability to access from any browser.

I least like the class schedule input. To create a new class and add participants seems tedious.