Bonterra Penelope vs CaseWorthy

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.

CaseWorthy provides cloud case and program management software for coordinating whole-person care and reporting outcomes across human services. It serves nonprofits, government agencies, and community organizations in areas such as aging, behavioral health, homelessness, workforce development, veterans services, and survivor services. The platform includes intake forms, secure client records, configurable workflows, automated notifications, case notes, document management, and client and partner portals. Its apBuilder tools let organizations create and edit fields, forms, workflows, reports, and dashboards without external developers or custom code. Reporting includes standard, ad hoc, and funder-ready options, with built-in analytics and dashboards. CaseWorthy describes more than 40 integration capabilities, including Salesforce, DocuSign, QuickBooks, and Google Maps. Cara provides AI-assisted summaries and insights; the company says people retain decision-making responsibility and customer data is not shared with external AI providers. The ServTracker Mobile Home Care App is available for iOS and Android, with a subscription required to activate an account. Pricing is on request.