Bonterra Penelope

Bonterra Penelope is a case management product for nonprofit and public sector leaders coordinating essential services and measuring outcomes. Its listed modules include client communication, medication management, reporting, and outcome measurement. Clients can use ClientConnect, a mobile portal for secure communication with staff.

A medication management module connects Penelope with DrFirst Rcopia through a two-way interface that shares patient demographic, allergy, and diagnosis information and supports single sign-on from Penelope. Rcopia supports prescription management, interaction checks for drugs and allergies, patient eligibility and formulary information, medication history, and electronic prescribing of controlled substances through EPCS Gold. Penelope Online Dashboard provides Tableau access and standard reports for one Penelope database. The ORS Measures module includes several measure sets and OpenFit, an API for statistical information used to monitor and measure outcomes. Penelope is listed for Android, iOS, web, and API. Pricing is not published and must be requested.

Penelope combines case management with listed modules for client communication, medication management, reporting, and outcome measurement. Pricing is not published, so prospective customers need to request it.

Penelope suits nonprofit and public sector agencies coordinating services and tracking outcomes. Its listed modules may also suit teams needing client communication, medication management, or reporting within case management.

Overview

Bonterra Penelope is case management software for nonprofit and public-sector organizations coordinating essential services. It is best suited to agencies whose work calls for structured outcome measures or medication workflows alongside case records. Its specialized modules are compelling, but custom pricing and uncertainty about current product availability make it a choice to verify before building a procurement plan around it.

Key features

Custom intake forms and outcome tracking support consistent information gathering and follow-up. That combination suits teams that need to assess results as part of service delivery, rather than simply keep case records.

ClientConnect is a mobile portal for secure communication between clients and staff. It offers a dedicated channel for client contact, though the portal’s mobile description does not establish specific device compatibility or workflows.

The medication management module integrates DrFirst Rcopia through a two-way interface that shares patient demographics, allergies, and diagnoses; it also supports single sign-on from Penelope. Rcopia can be used to create and manage prescriptions, check drug and allergy interactions, view eligibility, formulary information and medication history, and electronically prescribe controlled substances through EPCS Gold. This is a strong fit for organizations with medication responsibilities, but may be unnecessary complexity for agencies focused on nonclinical services.

Penelope Online Dashboard provides access to Tableau reporting and a package of standard reports for one Penelope database. That defined scope is useful for teams that need reporting across a database, but organizations should assess whether one database and the standard-report package fit their needs.

The ORS Measures module includes ORS, SRS, CORS, CSRS, YCORS and GSRS content, plus OpenFit, an API for statistical information used to monitor and measure outcomes. This makes outcome measurement a substantive part of the offering rather than an afterthought.

Pricing

Penelope is paid software with custom pricing; request a quote. No seat count, usage quota, trial, or renewal term is established, so buyers should confirm those terms along with module costs before comparing budgets. Bonterra’s case management pricing page presents Apricot plans and a request-pricing option, not Penelope pricing. The product navigation currently features Apricot and Apricot for Government, while legacy product terms still cover Penelope modules, making confirmation of availability an important first step.

Platforms

Penelope is listed for Android, iOS, web, and API access. ClientConnect is described as a mobile portal, while the medication and reporting modules add specialized workflows for organizations that need them.

Who it's for

Nonprofits and public-sector agencies coordinating essential services are the core audience. Penelope is most appropriate when client communication, medication management, reporting, or formal outcome measurement must sit alongside case management. Agencies seeking only straightforward case records, or those that need a clearly priced plan before engaging a vendor, should compare alternatives.

Pros and cons

• Pros: Custom intake forms and outcome tracking support consistent service records and follow-up.
• Pros: Rcopia adds prescription management, interaction checks, medication history, and controlled-substance e-prescribing for medication-related programs.
• Pros: ClientConnect provides a secure client-to-staff communication portal, and Tableau reporting includes standard reports for one database.
• Cons: Custom pricing means buyers cannot assess cost or plan limits without requesting a quote.
• Cons: Penelope’s current availability should be confirmed, given Bonterra’s current case-management navigation emphasizes Apricot products while legacy terms still reference Penelope modules.

Alternatives

For a broader grant-management search, browse Grant Management Software or Nonprofit Case Management Software.

OpenWater Grant Management is another paid option with Android and web platforms and a custom subscription quote based on usage needs; consider it when usage-based grant-management pricing is a better fit than Penelope’s case-management focus.

AIMS Grant Management Software has a Foundation plan starting at £43,000 annually for single or low-complexity schemes with limited configuration. Choose it when that grant-scheme scope and published starting price suit your requirements; it is not a direct substitute for Penelope’s case-management modules.

NonProfit+ offers quote-based pricing with unlimited users, which may suit organizations prioritizing an uncapped user count.

Euna Budget is a paid web option with professional and enterprise plans, which may suit organizations looking for budget software rather than case management.

SmartyGrants is a paid web option with a free trial; consider it when trying grant-management software before purchase matters.

Benevity Employee Groups uses custom-scoped pricing quoted to the organization and has no free plan, making it an option for programs seeking employee-group software.

Blackbaud Financial Edge NXT has paid custom pricing and may include implementation, training, and ongoing support; consider it when those services matter for a financial-management purchase.

CommunityForce is another paid awards-management option.

Verdict

Penelope is a strong candidate for nonprofits and public agencies that need case coordination with dedicated outcome measures, client communication, or medication workflows. Its breadth is the main reason to choose it; custom pricing and the need to confirm current availability are the main reasons to look elsewhere or delay a decision until Bonterra confirms the fit.