Penelope

Penelope

Cloud-based case management software for human services.

4.3/5 (48 reviews)

Penelope Overview

Penelope is a configurable, cloud-based case management software platform designed for human service organizations who provide a variety of services across multiple locations.

Everything from outcomes and treatment history, to service plans, notes, smart forms, alerts, workflows, signature capture, attachments, reminders, referrals, and scheduling are all in one place. Penelope brings together all aspects of an organization’s operations into a comprehensive, and coherent system designed from the ground up to coordinate and help improve service delivery.

Penelope is bolstered by a growing suite of client engagement options designed to both save administrative time and improve the experience of our customers' clients. These include the Add.Me self-intake web form and bulk upload tool, and a mobile client portal named ClientConnect that allows an organization's clients to complete documentation, book appointments, make payments, and more, all from their mobile device.

Athena Software has been built on a culture of innovation, collaboration, customer service, and commitment to security and community. These attributes ensure that all of our clients are treated with respect and are viewed as partners by each of our staff members.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, Europe, United Kingdom, United States

Supported Languages

English

Penelope Reviews

Overall rating
4.3/5
88% positive reviews
27
Excellent
15
Very good
1
Average
3
Poor
2
Terrible
Linda C.

Penelope User Review

Used Daily for 2+ years
Reviewed on 2016/12/07
Review Source: Capterra

We have used Penelope Case Management system since 2003. It is very versatile and many changes have been done to make it portable and easy to use. The ability to create documents for our own needs is a fantastic function of the system. We have created Initial Assessments, Progress/Closing Documents, activity notes and outcome tracking forms all for our specific needs. The ability to customize fields at all levels for the system to track information we need for grants and statistics is also very helpful.
I would recommend this system to any one agency or organization that tracks a variety of data elements and wants to organize your data to meet your needs.

Pros

The versatility. It has a ton of user defined fields that can be setup in any combination that works for your agency. Billing is relatively simple and creating service units and activities is easy to do. Tech support has been very good over the years and the system is very rarely down. System outage issues just don't exist.

Cons

I would like to have a report writer system build into Penelope instead of using pivot tables to create customized reports.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Trish B.

Penelope has been a great tool for our programs. I have enjoyed learning all she has to offer

Used Daily for 1+ year
Reviewed on 2017/08/25
Review Source: Capterra

Pros

I like the ease of reporting functionality. It is very easy for me to see how often our clients are being serviced & how they are progressing within our programs. I like being able to link records with family members so we can get a wholistic view of what is happening with more than one client in a family group. The technical support that has been given to us has been fantastic.

Cons

Penelope is more suited to a clinical environment. There are a number of features within Penelope that we do not use. Some screens are hard to navigate & has some functions that are not relevant to our program needs. In the beginning of the process members of the Penelope project team with MPREC had a teleconference with customer rep. This was a very long drawn out meeting & was one that all of us did not get any benefit out of. Please when introducing your product find a better person to try to sell the program. Her presentations were very monotone & quite boring. We found ourselves drifting away from the meeting.

Rating breakdown

Ease of Use
Customer Support

Michele M.

Some pluses, some frustrations

Used Daily for 2+ years
Reviewed on 2019/01/23
Review Source: Capterra

Pros

Penelope has many features that other software does not, like pulling statistical reports and tracking anonymous client interactions. It gives flexibility in some areas to customize and tailor your software experience to your organization. Generally, it functions well for its purpose.

Cons

Penelope is difficult to learn and is not very intuitive to use. It's not visually appealing. The statistical reports don't always have the capability to capture the information you need. There are quite a few small, annoying processes that leave new users frustrated (like re-opening a case file and having to delete the "end date" before you can put in new information. Shouldn't re-opening it automatically invalidate the end date?)

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

5.0/10
Sarah G.

We love Penelope!

Used Daily for 2+ years
Reviewed on 2017/02/08
Review Source: Capterra

We are a care coordination division of a TPA, providing case management, utilization management, care transitions, and chronic condition management services to 80,000 members. Penelope has been so easy for us to use. The nurses love it, because they can communicate with other team, have our MD remotely look at notes, and we can easily pull case reports for underwriters.
I used Penelope in my former job, and when we did this start up, it was the first thing I thought of to use. The support staff are friendly and understanding, and are great with training. I would highly recommend.

Pros

The reports are easy to to understand - especially to non-user stakeholders and our clients. The forms are easy to create and adjust, and the billing/ cart system is easy for my staff to use for their billable hours.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Verified Reviewer

It does a lot

Used Other for 2+ years
Reviewed on 2019/02/11
Review Source: Capterra

Overall, there are a million types of software for mental health out there. And Penelope is a solid, experienced, reliable, excellent customer-service option that keeps getting better. I trust Penelope, I like that it keeps improving, and I look forward to seeing some of the problems fixed!

Pros

Penelope offers a wide range of options for customizable software. Our counseling center is a practice of about 50 professionals, and in the search for software, we realized that our software needs are a bit unique. Penelope was able to offer customizable options and reports (reports are an additional cost) that fit our needs.

Cons

It's expansive (which is good), but keep in mind that it takes time to train, set up, install, teach others, and learn how to best use. In addition, the reports are sometimes be transferred to excel and other times not. There is no mobile version yet (they are working on it), but mobile use is important for in-the-field or during-the-commute work. SO when the mobile version is up and running, it will be amazing.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10

Penelope Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Penelope Features

  • Activity Dashboard
  • Alerts / Escalation
  • Case Management
  • Reporting & Statistics
  • Workflow Management

  • API
  • Activity Tracking
  • Billing & Invoicing
  • Calendar Management
  • Compliance Management
  • Custom Forms
  • Customizable Reporting
  • Data Import/Export
  • Document Management
  • Document Storage
  • Geographic Maps
  • Inspection Management
  • Records Management
  • Self Service Portal
  • Third Party Integration

Additional information for Penelope

Key features of Penelope

  • Accounts Receivable and EDI 837P claim generation
  • Administrative reporting
  • Alerts / escalation
  • Appointment reminders
  • Appointment reminders
  • Appointment scheduling
  • Assessment & treatment plans
  • Automated billing
  • Automated workflows
  • Care planning
  • Case management
  • Client portal
  • Collaboration tools
  • Configurable intake and smart forms
  • Discussions
  • Electronic signature capture
  • Email invitations & reminders
  • Employee portal
  • Event triggered actions
  • Follow-up scheduling
  • HIPAA compliance
  • Mulit-practice
  • Multi-channel communication
  • Online dashboards
  • Over 100 built-in reports, and flexible reporting options
  • Progress notes
  • Real time notifications
  • Referrals management
  • Reporting & statistics
  • Rules-based workflow
  • SMS integration
  • Scheduling
  • Security & encryption
  • Staff and client engagement tools
  • Staff management
  • Surveys & feedback
  • Task management
  • Workflow management

Benefits

  • Ease frustration for your clients and staff with a configurable case management system that maintains a single source of truth about your clients while reducing the need for multiple solutions.
  • Improve the client experience with Penelope's client engagement options like Add.Me, a self-registration form that saves time on intakes and data entry, and ClientConnect, our mobile customer portal that gives your clients a secure and convenient place to update their profile, view and book appointments, connect with their provider, and complete documentation, all on their phone or laptop.
  • Get stats quickly or organize your data in an unlimited number of ways with flexible reporting and data export options, including more than 100 built-in reports and optional dashboard reporting with Tableau.
  • Eliminate paper forms, improve accuracy, and track client assessments, scoring, and progress with our configurable smart forms, and use our automated workflows and collaboration tools to increase efficiency and reduce errors and miscommunication.
  • Increase security with our cloud-based platform that allows staff to collaborate and communicate securely, while ensuring role-based access to confidential records.
  • Our experienced and friendly deployment and support teams have been helping organizations achieve their mission for almost 20 years, and are committed to the very highest standards of customer service to help you realize the benefits of your investment.
  • Penelope FAQs

    Below are some frequently asked questions for Penelope.

    Q. What type of pricing plans does Penelope offer?

    Penelope offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Available

    Q. What are the main features of Penelope?

    Penelope offers the following features:

    • Accounts Receivable and EDI 837P claim generation
    • Administrative reporting
    • Alerts / escalation
    • Appointment reminders
    • Appointment reminders
    • Appointment scheduling
    • Assessment & treatment plans
    • Automated billing
    • Automated workflows
    • Care planning
    • Case management
    • Client portal
    • Collaboration tools
    • Configurable intake and smart forms
    • Discussions
    • Electronic signature capture
    • Email invitations & reminders
    • Employee portal
    • Event triggered actions
    • Follow-up scheduling
    • HIPAA compliance
    • Mulit-practice
    • Multi-channel communication
    • Online dashboards
    • Over 100 built-in reports, and flexible reporting options
    • Progress notes
    • Real time notifications
    • Referrals management
    • Reporting & statistics
    • Rules-based workflow
    • SMS integration
    • Scheduling
    • Security & encryption
    • Staff and client engagement tools
    • Staff management
    • Surveys & feedback
    • Task management
    • Workflow management

    Q. Who are the typical users of Penelope?

    Penelope has the following typical customers:

    Large Enterprises, Mid Size Business, Non Profit, Public Administrations

    Q. What languages does Penelope support?

    Penelope supports the following languages:

    English

    Q. What type of pricing plans does Penelope offer?

    Penelope has the following pricing plans:

    Subscription

    Q. Does Penelope support mobile devices?

    We do not have any information about what devices Penelope supports

    Q. What other apps does Penelope integrate with?

    Penelope integrates with the following applications:

    Tableau

    Q. What level of support does Penelope offer?

    Penelope offers the following support options:

    FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials