Bonterra Case Management (formerly Apricot) Reviews & Product Details

Bonterra Case is easy to use and gets the job done. It is helpful to be able to use multiple features to locate a client (eg, phone number, name, and counselor name, among others) Review collected by and hosted on G2.com.

Every now and then I have issues with locating a client. I've been using this software for over 5 years now and this is very rare. But, knowing the client exists you just keep searching. It might be a matter of using their phone number, or just logging off and then logging back on. I would say this is an uncommon occurrence on the average. Our clinic does not use billing and some clients use aliases due to our services being confidential. So it might be trickier since we don't use full names with our documentation. Review collected by and hosted on G2.com.

Bonterra is easy to use and follow along. Bonterra was also easy to learn and is user friendly to maintain. The list of item gise the user the order to follow when enetering in information. From the overview aspect it is easy to look at. Review collected by and hosted on G2.com.

The least helpful aspect of this program is the timeout feature. While typing in lenghty progress notes it always a good idea to save regulraly and often or one can loose their notes. The secon issues comes while trying to uese the View Folder function- soemtimes an error message pops up and the entire page will not load. This doesn't happen often, however whne it does it seems to be an all day issue. Loggin out and back in doesn't seem to fix it. Review collected by and hosted on G2.com.

I like the ease of use compared to some othere electronic record programs that I have used in the past. I like the path feature that will walk you through the next steps of a specific new client. I have one time had to use the customer support feature and had no problems reaching the assistance that I needed. The program is easy to navigate on a daily basis. Review collected by and hosted on G2.com.

I can not think of anything that I do not like, I know that organizationally there are things that we would like to add to other things but we have not explored if the program will allow us to make those changes. Review collected by and hosted on G2.com.

This system is efficient and it provided the much need information I need as a case manager for current and former clients and in this field that is vital. Review collected by and hosted on G2.com.

There is not much I dislike about this sytem as I stated before it is not complex as other systems that most non-profits utilize and it provides you with the information we need as a case manager. Review collected by and hosted on G2.com.

Bonterra Case Management (formerly Apricot) has been a great tool to operate and navigate through for case management and collecting data. The customer support is quick and easy to get a resolve. It has been easy to implement any changes and to be able to navigate through any updates presented, along with any integrations that are presented as well. I use Bonterra Case Management (formerly Apricot) on a daily basis, throughout the day. Review collected by and hosted on G2.com.

I am new to using Bonterra Case Management (formerly Apricot) and currently I do not have any major issues that I do not believe needs attention. There was a slight issue with timinig out quicker than the alotted time out given but I believe that has now been resolved. Review collected by and hosted on G2.com.

The layout of the page is easy to navigate. I like that you can apply many filters to search for clients or specific data. Adding case notes and other information is really simple. And the report running feature is especially helpful. I use this platform regularly and I appreciate how easy it is to use. I almost never come across something that I need assistance with. Review collected by and hosted on G2.com.

Sometimes the reports don't update immediately when you add new information under a client, such as direct client assistance. I've had to run the report multiple times. Review collected by and hosted on G2.com.

Using the platform to build forms and generate reports is straightforward, and Bonterra's ability to keep all our client information organized is absolutely crucial. Review collected by and hosted on G2.com.

Sometimes there are discrepancies when running parallel reports, but this can be resolved with careful form construction. Review collected by and hosted on G2.com.

I like the ease of access the most. The site is very user friendly and every button/option available serves a purpose. I learned the site pretty quickly in the past few months that our organization implemented it, and it has made my daily usage/case management much more streamlined. Review collected by and hosted on G2.com.

The main downside I have experienced wtih this site is that it times out fairly quickly. I often have the site up in the background while I work on other things, and when I return to the site, it logs me out and I must re-sign in. This is not a huge issue, as I am sure there is some sort of security reason for this feature. Review collected by and hosted on G2.com.

That whenever I have a question about the program, all I need to do is create and IT ticket and I get the answer usually that same day Review collected by and hosted on G2.com.

I am always learning a new way that things have to be done. And sometimes its very different to the way I was taught Review collected by and hosted on G2.com.

For those starting from scratch, the number of pre-made templates allow New forms to be implemented quickly. User-friendly Drag-and-Drop Interfaces allow easy database creation for those whom have an Idea of what they want to accomplish keeping track of. The Ability to use Form Logic to control the visibility of specific data fields depending on what is input into particular fields allow Forms to be made easier for the Daily Data-Entryist to be guided based on input. Support for Administrative users is Excellent, with live chat available during the daily support availability windows. Review collected by and hosted on G2.com.

For those already "In the Know" of how to Create / Maintain databases, BCM (Apricot) Can seem Highly restrictive without learning the workarounds. Data input forms cannot be customized with fields set in precise positions: They can be rearranged visually for Data-entry, but not precise enough for form-filling. Review collected by and hosted on G2.com.