---
description: Reviews zu Bonterra Penelope Software: Systemübersicht, Funktionen, Preisinformationen und Ratings & Reviews. Entdecke kostenlose Live-Demos und vergleiche Bonterra Penelope mit ähnlichen Programmen.
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title: Bonterra Penelope | Bewertungen, Preise und Demos – SoftwareAdvice DE
---

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# Bonterra Penelope

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> Penelope ist eine cloudbasierte Fallmanagementlösung für gemeinnützige Organisationen, Regierungsbehörden, Universitäten sowie Gesundheits- und Sozialdienstleistungsunternehmen. Zu den wichtigsten Funktionen gehören Planung, Notizen, intelligente Formulare, automatisierte Workflows, E-Mail- und SMS-Erinnerungen, Tools für die Mitarbeiterkommunikation, die Verwaltung von Empfehlungen und Wartelisten sowie Berichte.&#10;&#10;&#10;Mit der Automatisierungs-Engine können Nutzer Workflows, Aufgaben, Benachrichtigungen und Warnungen sowie Aktionsauslöser festlegen. Nutzer können zeit- oder ereignisbasierte Workflows erstellen, die ihren Anforderungen entsprechen. Die Lösung bietet mehrere vorgefertigte Berichte zu demografischen Daten von Kunden, Statistiken zur Servicebereitstellung, Kundenergebnissen und mehr. Nutzer können diese Berichte in Microsoft Excel, Crystal Reports oder MS-Access exportieren. Die Lösung lässt sich auch in Tableau, eine Lösung, die bei der Erstellung von Datenvisualisierungen hilft, integrieren.&#10;&#10;&#10;Das Unternehmen bietet eine mobile Funktion namens Engage for Penelope an, mit der Nutzer Dokumente ausfüllen und Gespräche mit Anbietern auf ihren Smartphones oder sonstigen mobilen Geräten ausführen können.
> 
> Bewertung: **4.2/5** von 75 Nutzern. Top bewertet für **Weiterempfehlungsquote**.

-----

## Kurzstatistiken und Ratings

| Metrik | Bewertung | Detail |
| **Gesamt** | **4.2/5** | 75 Nutzerbewertungen |
| Bedienkomfort | 3.7/5 | Auf Basis der Gesamtbewertungen |
| Kundenbetreuung | 4.1/5 | Auf Basis der Gesamtbewertungen |
| Preis-Leistungs-Verhältnis | 4.0/5 | Auf Basis der Gesamtbewertungen |
| Funktionen | 3.9/5 | Auf Basis der Gesamtbewertungen |
| Empfehlungsprozentsatz | 80% | (8/10 Weiterempfehlungsquote) |

## Über den Anbieter

- **Unternehmen**: Bonterra
- **Region**: Washington, USA
- **Gegründet**: 2014

## Gewerblicher Kontext

- **Startpreis**: 400,00 $
- **Zielgruppe**: 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+
- **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop)
- **Unterstützte Sprachen**: Englisch
- **Verfügbare Länder**: Australien, Irland, Kanada, Neuseeland, Vereinigte Staaten, Vereinigtes Königreich

## Funktionen

- Abrechnung & Rechnungsstellung
- Ad-hoc-Berichterstattung
- Administrative Berichterstattung
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Alerts/Escalation
- Anfangsbeurteilung
- Anpassbare Berichte
- Anpassbare Felder
- Anpassbare Formulare
- Anpassbare Vorlagen
- Anwesenheitsmanagement
- Aufgabenmanagement
- Aufgabenplanung
- Behandlungsplanung
- Berechtigungsverfolgung
- Berichterstattung / Analyse
- Berichterstattung und Statistik
- Beurteilung-Management
- Buchhaltung

## Integrationen (2 insgesamt)

- Dr. First
- Tableau

## Optionen für Kundensupport

- E-Mail/Helpdesk
- FAQ/Forum
- Wissensdatenbank
- Telefon-Support
- Chat

## Category

- [Zertifizierte EHR-Software](https://www.softwareadvice.de/directory/350/onc-atcb-certified-emr-software/software)

## Ähnliche Kategorien

- [Zertifizierte EHR-Software](https://www.softwareadvice.de/directory/350/onc-atcb-certified-emr-software/software)
- [EHR-Software für psychische Gesundheit](https://www.softwareadvice.de/directory/16/mental-health-emr-billing-software/software)
- [Fallmanagement Software für Soziale Arbeit](https://www.softwareadvice.de/directory/4089/social-work-management/software)
- [ePA & medizinische Rechnungssoftware für Mac](https://www.softwareadvice.de/directory/426/mac-emr/software)
- [Analyse Tools für freie Berufe](https://www.softwareadvice.de/directory/3650/practice-analytics/software)

## Alternativen

1. [TheraNest](https://www.softwareadvice.de/software/390303/theranest) — 4.4/5 (1029 reviews)
2. [SimplePractice](https://www.softwareadvice.de/software/81975/simplepractice) — 4.6/5 (2822 reviews)
3. [athenaOne](https://www.softwareadvice.de/software/1106/athenacollector-athenaclinicals) — 3.8/5 (907 reviews)
4. [Noteable](https://www.softwareadvice.de/software/343763/noteable) — 4.7/5 (81 reviews)
5. [Sigmund Software](https://www.softwareadvice.de/software/3580/emr-x) — 3.5/5 (35 reviews)

## Nutzerbewertungen

### "I like this program\!\!" — 5.0/5

> **MARIE** | *14. November 2018* | Einzel- & Familiendienstleistungen | Empfehlungsbewertung: 9.0/10
> 
> **Vorteile**: Being able to read my staff input by generating a report whenever I need it.&#10;Being able to pull reports to the tableau so I can see my numbers just like that.
> 
> **Nachteile**: Only being able to access from work computers with the VPN installed there. Would be great to be able to access from personal computers.
> 
> At first it was daunting as there is SO much information but once we figured it out I love it\!&#10;I'm part of the team that works on our documentation to make things flow easier. It's great to be able to tailor it to our company needs.

-----

### "EXcellent system for client files and caseload management" — 4.0/5

> **Susan** | *19. März 2021* | Non-Profit-Organisation Management | Empfehlungsbewertung: 9.0/10
> 
> **Vorteile**: The user interface for our frontline counsellors is very intuitive which is efficient in getting new users up and running and is excellent for day-to-day casen documentation and file management
> 
> **Nachteile**: Customization of the software  was a challenge for us to understand our needs with respect to the many different functions and options available - using the sandbox was helpful in working out a few of the errors we made in planning
> 
> We love Penelope for report writing and for documenting outputs for different projects including quality assurance reviews - we know that we are not using Penelope to it's full capacity and there is a lot more potential for improved and different methods of  reporting.

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### "Want to leave this service but they hold your data hostage" — 1.0/5

> **Christine** | *6. November 2023* | Psychische GesundheitsfÃ¼rsorge | Empfehlungsbewertung: 0.0/10
> 
> **Vorteile**: Theres not much that I can think of that I like about it. Have seen several much better more user friendly options. There are apps like asana for task management and harvest for time tracking and many invoicing apps that work better for cheaper.
> 
> **Nachteile**: very outdated and not user friendly. Cant keyword search so case notes become a wall of  unusable info. Cant run excel reports, only clunky pdf ones. takes way too many clicks to do anything. poor customer service even though we've been customers almost 10 years. will only provide you client data to you ONCE for free and only in coding format that only an IT professional could use. Want to charge twice the cost of a years service for them to extract the data in a usable format. They say this will take 35 hours-- shouldnt they have the code and process for that down pat, as something they do all the time? make it impossible to leave the service unless you want to abandon all of your historical data and manually input your clients into a new system or pay an exorbanent amount of money. feel taken advantage of. they are not staying current with competitors.
> 
> Extremely poor experience. Cannot even describe how obtuse the customer service and technical support is

-----

### "Penelope from the Perspective of Reporting and Program Surveillance" — 5.0/5

> **Miguel** | *21. September 2020* | Krankenhausversorgung & Gesundheitswesen | Empfehlungsbewertung: 8.0/10
> 
> **Vorteile**: Penelope is comprehensive in terms of documenting service appointments, client assessments, referrals, notes, agency workshops and meetings, etc. One can access the raw data via ODBC and prepare the data for reporting, projections for grant writing or program surveillance. One can also use the built in reports for these. There is a feature that allows appointments to sync with Microsoft Outlook that is very handy. Athena Software has a lot of documentation for Penelope that I have found extremely helpful.  Managers can look at staff caseloads easily.
> 
> **Nachteile**: I found that support for accessing the raw data, especially in terms of data preparation is very limited unless you pay for a support meeting. They do provide data dictionaries and data maps which I found very helpful. Using login credentials for downloading the data can be frustrating initially because they are not immediately actualized by the engineers. Once that occurs, ODBC works fine and is reliable.  With other issues Athena responds fairly quickly.  Also, they do not provide support for using R. Thankfully, there is sufficient documentation from R developers that enabled me to figure it out.
> 
> I was hired to obtain, process and analyze the raw Penelope data because the built in reports were not sufficient for our reporting purposes. To be fair to Athena, I've observed this is true with any database system; built in reports for any database are static and the reporting needs of non-for-profit organizations are dynamic and shift at least annually.  &#10;&#10;Initially, I had trouble using my credentials to log into Penelope's ODBC interface. It took a couple of months for Athena to figure out the issue was on their end. Once I was able to download the data, I had to figure out where everything was at and how to link it together. Athena's data dictionaries were invaluable, but you have to become familiar with the databases to correctly merge them and prepare the data.  Now I can track anything entered into Penelope.

-----

### "many used" — 5.0/5

> **Alyce** | *15. September 2020* | Non-Profit-Organisation Management | Empfehlungsbewertung: 8.0/10
> 
> **Vorteile**: The engage tool (client communication) has made a big difference to our interactions with clients, particularly during COVID lockdowns. The customer service and support is always quick, informed and flexible to our needs. Our particular business pushed the Penelope system slightly out of its intended scope, but the Athena team has been so flexible with us and very creative in solving our issues.
> 
> **Nachteile**: The software can be difficult to configure and test. The testing environments are extremely helpful for this, but as with all software, it can be impossible to understand the ramifications of system changes without testing each and every expected output. I have seen systems that do this a little better than Athena's Penelope.
> 
> We are a unique organization in many ways, (arent we all) and the configuration of the software was an undertaking not for the faint of heart. We did have issues where Athena struggled to understand our business model during configuration. Once we overcame this issue, Athena has been very flexible, understanding and creative in helping us maximise the softwares uses to our organizations specific needs. We have found great value for money in this partnership.

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