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🔧 Bonterra Case Management

Bonterra Case Management

Powering those who power social good.

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Overview

Bonterra Case Management is a comprehensive software solution designed to help nonprofits and public sector agencies streamline operations and enhance service delivery. It provides tools for managing the entire client lifecycle, from intake and documentation to service tracking and outcomes reporting, enabling organizations to improve efficiency and demonstrate impact.

✨ Key Features

  • Client Intake and Assessment
  • Customizable Data Collection Forms
  • Service and Attendance Tracking
  • Workflow Automation
  • Reporting and Dashboards
  • Document Storage
  • Secure and Flexible Security Settings

🎯 Key Differentiators

  • Unified platform for various nonprofit functions.
  • Focus on connecting service delivery to measurable outcomes.

Unique Value: Provides a holistic view of a nonprofit's operations by integrating case management with other critical functions like fundraising and grant management.

🎯 Use Cases (5)

Aging Services Homelessness Services Family and Youth Services Workforce Development Victim Services

✅ Best For

  • Streamlining client data collection for senior services.
  • Tracking service delivery for Area Agencies on Aging.
  • Reporting on program outcomes for grant funding.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Organizations needing extensive medical billing features.

🏆 Alternatives

CaseWorthy WellSky Eccovia

Offers a broader suite of tools for nonprofits compared to standalone case management systems.

💻 Platforms

Web API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies by plan tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

Contact for pricing

✓ 14-day free trial

Visit Bonterra Case Management Website →