Bonterra Penelope vs CaseLight

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.

CaseLight is an open-source case management system for organizations doing frontline human-services work. It records clients and families, program enrollment, assessments, case notes, and case history, while reporting and monitoring features turn frontline records into information funders request. Organizations can self-host on Linux; the quickstart requires Docker and Docker Compose. Lighthouse also offers managed hosting, deployment, and customization for an organization’s build, fields, and workflows, with pricing based on organization size. Managed hosting includes patching, backups, secure infrastructure, and an in-kind service-level agreement. CaseLight is a modernized fork of OSCaR and uses the AGPL-3.0 license. The maker says each organization has an isolated database, sensitive fields are encrypted at rest, traffic uses HTTPS, and staff use multi-factor authentication including passkeys. An append-only audit log records who viewed or changed information. CaseLight is available on Linux, self-hosted, and web platforms, with a free plan and paid services priced on request. The current pilot excludes the Khmer locale, Thredded community forum, and v1 mobile API.