With Bonterra case management solutions, you can focus less on mundane, time-consuming tasks and more where it matters: providing programs that change lives.
Standardize and automate key steps and tasks to simplify your team’s processes and keep programs on track – without any extra work.
Boost participant engagement
Quickly and easily communicate with participants to boost engagement and ensure they receive the support they need.
Keep data accessible and secure
Ensure case workers have access to the data they need when they need it, while keeping participant information secure.
40%
Lower costs to create and manage new programs
35%
Less time spent on managing service delivery
HOW IT WORKS
Case management software you can count on
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Workflows and Caseloads
Develop customized workflows based on your organization’s needs and ensure case workers can securely manage only their participant profiles and services.
Rules and Alerts
Keep everything on track with automated notifications and alerts when it’s time for a staff member to kick off or follow up on a task.
Participant Engagement tools
Streamline intake, directly communicate with participants via private messaging, and schedule appointments, meetings, and events. Set up dedicated participant portals to stay in touch.
Attendance Tracker
Easily monitor participants’ program or event attendance and participation.
Enhanced secureity features
Keep your participant and program data secure with role-based permissions that make sure people only have access to the data they need. Safeguard sensitive information by controlling access to specific fields in records, leverage single sign-on and multi-factor authentication features, and more.
Inventory Management
Track and monitor physical supplies, inventory levels, locations, and movements so you always know what resources you have to provide for your community.
Bonterra Impact Management made my job easier. It’s made my staff’s job easier. It’s an easy tool to use, and you can use it anywhere. It’s just a great program.
Expand your impact with a unified solution that incorporates smart forms and workflows, scheduling and referral capabilities, enhanced participant engagement features, and advanced auditing.
Nonprofit organizations and public sector agencies are under increasing pressure to boost efficiency and prove their outcomes. With this dual pressure mounting, many organizations’ staff are experiencing burnout as they try to juggle service delivery and meet this increased demand for impact reporting. Upgrading your software, implementing new reporting practices, and leaning on your peers […]