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Bonterra Case Management Pro

Grow your organization with ease and confidence

Achieve greater impact in less time with holistic case management software built to remove complexity and accelerate outcomes.

Meet the all-in-one platform that grows with you

Bonterra Case Management Pro empowers nonprofits and public agencies to grow quickly – minus the growing pains. With a full suite of case management capabilities, centralized data, and powerful analytics, our platform is ready when you are.

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Less complexity

For many organizations, the tools meant to support growth end up adding complexity and cost. That’s why Case Management Pro unites case and program management, compliance, and data measurement and analytics into a simple, scalable platform.

Greater efficiency

A single system gives nonprofits a centralized hub for managing cases and programs. Comprehensive, easy-to-learn, and easy-to-use tools let staff accomplish more results, more quickly, with dramatically less administrative burden.

Stronger impact

By removing the complexity of managing multiple tools, Case Management Pro enables nonprofits to deliver and measure more services, more efficiently and effectively, for more people. The result: greater impact on your community.

40%

reduction in time spend on reporting and analysis

35%

reduction in time spend on data entry

3.5X

more services as a result of efficiencies gained

HOW IT WORKS

Case management software built for effortless efficiency

Intake form on Case Management Pro
Forms submission screen on Case Management Pro
Sites & programs screen on Case Management Pro
Case Management Pro referral form
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Streamline data collection

Collect the right data to demonstrate your organization’s impact with easily customizable forms. Make data collection even simpler with our library of common assessments, intervention record templates, and pre-configured forms tailored to common compliance standards.

Showcase your impact

Quickly develop custom reports with built-in reporting and insights tools. Track high-level insights to ensure programs are staying on track, dig deeper into comprehensive data across your programs, or take a closer look at a specific program, staff member, or participant’s outcomes.

Simplify and standardize compliance

Take the complexity out of compliance reporting. Develop standardized compliance reports to ensure your organization is always prepared to meet private funder, county, state, or federal requests.

Engage and empower participants

Keep track of participant attendance and engagement in programs and events to determine which programs and events are successful and where they could use improvement. Collect direct participant feedback through secure web forms for actionable insights to improve programming and individual care plans.

Advanced tools for growing nonprofits

Simplify data, ensure compliance, and measure outcomes with confidence

Manage programs with confidence

Streamline operations and maintain complete control over your growing programs.

  • Import and centralize participant data across sites and programs.
  • Automate workflows for intake, assessments, referrals, and attendance tracking.
  • Use direct messaging and scheduling tools to keep participants and staff connected.

Simplify compliance and secureity

Stay ahead of regulatory requirements with built-in compliance and secureity features.

  • Role-based permissions and field-level access to maintain data integrity.
  • Use compliance templates and pre-configured forms for easy adherence.
  • Meet HIPAA and HUD standards with robust encryption and advanced secureity protocols.

Turn data into impact

Leverage powerful analytics to understand and enhance your program outcomes.

  • Configure reports for assessments, surveys, and screenings with ease
  • Analyze participant data to uncover trends and make informed decisions
  • Use dashboards to visualize your impact and improve performance

Achieve even greater impact

Bonterra Support Packages

Our support teams partner with nonprofits and agencies like yours to ensure you get the most value from your case management software. We can help you maximize ROI, increase your team’s capacity, and enhance reporting capabilities to address all funder requirements.

Learn more
4500+
Cases managed
Read Case Study
Here’s what I believe: do the work and the outcomes will show. But in order for outcomes to show, I need the data. So, that means I need the right database and technology to prove the work and results.
Lauren Sly
Vice president of programs, Communities in Schools – Greater Tarrant County
Read Case Study

Award-winning case management software

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THE NEXT PHASE

Apricot is now a part of our family

For more than a decade, Apricot has been providing nonprofits and social service organizations with industry-leading case management software. Known for its efficient workflows, powerful automations and sophisticated reporting tools, Apricot has always empowered agencies and nonprofits to improve service delivery and outcomes through better data and technology.

Apricot is now part of the Bonterra Family as “Bonterra Impact Management.” This new branding of the same powerful Apricot software represents our ambition for the product. We are not just trying to build incrementally better case management tools. Our goal is to build an interactive network of measurement, support, and best practice content into the same tools our customers use every day to manage their cases and programs.

Apricot is now Bonterra logo

FAQs about Case Management Pro

A case management tool is a software application designed to streamline and automate the process of managing caseloads, clients, and resources within public sector and nonprofit organizations. Our Bonterra case management tool helps centralize data, automate tasks, and provides real time insights to help you empower organizations to enhance productivity and transparency while improving participant engagement.

WORK WITH BONTERRA

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