Bonterra Penelope vs CareTogether CMS

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. The medication management module connects 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 creation and management, drug and allergy interaction checks, patient eligibility and formulary information, medication history, and electronic prescribing of controlled substances through EPCS Gold.

Penelope Online Dashboard reporting provides Tableau access and standard reports for one Penelope database. 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. Penelope is listed for Android, iOS, web, and API. Pricing is not published; Bonterra's case management pricing page presents Apricot plans and a request-pricing option, but not Penelope prices. Bonterra's current case management navigation lists Apricot and Apricot for Government, while legacy product terms still include Penelope-specific modules.

CareTogether CMS is open-source case management software for nonprofits supporting families and children through local human services. It combines case intake forms and workflow automation with customizable volunteer roles and permissions. Clients, volunteers, and staff can use the same platform, and organizations can send bulk texts to volunteers who have opted in, either to everyone or a selected group. The platform is listed for web, API, Linux, macOS, self-hosted, and Windows use, with hybrid deployment. Its security documentation describes separate data containers for organizations in the multitenant hosted environment and access filtered by an authorization model. Storage uses Azure immutability guarantees, and edits leave a permanent version history. The project says storage uses Azure RA-GZRS and retains at least six data copies across primary and secondary regions. CareTogether is licensed under AGPL-3.0, which requires hosted derivatives to make their source code and modifications available under that license. The product name and logo are exempt, and using the CareTogether CMS name for a hosted version requires written permission. Pricing is available on request.