Bonterra Penelope vs CaseFlow

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.

CaseFlow is case management software for health and human services organizations, nonprofits and NGOs. It tracks case status and can alert staff to tasks, target dates, appointments and dependencies on outside agencies. Organizations can adapt workflows and data collection as client needs change. The software fills Word and PDF templates with case information and includes standard reports; custom reporting is available for a fee. CaseFlow Mobile supports customized forms and offline data collection that syncs when a device reconnects. It is cloud-hosted, requires an internet connection and stores data on its servers. It runs on Android, iOS, macOS, web and Windows. The Base Package costs $150 a month, or $1800/year, plus a $1995 setup fee. It includes two users, one custom workflow, unlimited cases and documents, email notifications, standard reports, spreadsheet import/export, two hours of live online training and unlimited support for a designated contact. Additional users, mobile apps, integrations and other features are listed as add-ons. CaseFlow does not provide full CMS or EMR capabilities.