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Bonterra Case Management Overview

Bonterra Case Management is an all-in-one nonprofit software solution designed to streamline operations and enhance service delivery for organizations. This robust platform offers tools for managing client intake, case documentation, and service tracking, ensuring that nonprofits can effectively support their beneficiaries. With Bonterra, case managers can easily access client information, collaborate with team members, and monitor progress toward goals. The software also features reporting capabilities, allowing organizations to assess program effectiveness and demonstrate impact to stakeholders. By implementing Bonterra Case Management, nonprofits can improve operational efficiency, enhance client services, and foster better community engagement.

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Contact Details

  • Vendor Name Bonterra
  • Founded 2014
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Consumer Services, Non-profit Organization Management

Bonterra Case Management Features

  • Arrow Icon Work Order Management
  • Arrow Icon Taxation & Assessment
  • Arrow Icon Document Management
  • Arrow Icon Compliance Management
  • Arrow Icon Code Enforcement
  • Arrow Icon Self Service Portal
  • Arrow Icon Inventory Management
  • Arrow Icon Fixed Asset Management
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Permit Issuance
  • Arrow Icon For Government
  • Arrow Icon Process/Workflow Automation
  • Arrow Icon Inspection Management
  • Arrow Icon Financial Management
  • Arrow Icon Alerts/Escalation
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Employee Management
  • Arrow Icon Goal Setting/Tracking
  • Arrow Icon Self Service Portal
  • Arrow Icon Appointment Management
  • Arrow Icon Document Management
  • Arrow Icon Task Management
  • Arrow Icon HIPAA Compliant
  • Arrow Icon Training Management
  • Arrow Icon Volunteer Management
  • Arrow Icon Time Tracking
  • Arrow Icon Certification & Licensing
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forms Management
  • Arrow Icon Scheduling
  • Arrow Icon Calendar Management
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Employee Management
  • Arrow Icon Medical Billing
  • Arrow Icon Self Service Portal
  • Arrow Icon Compliance Tracking
  • Arrow Icon Records Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Task Scheduling
  • Arrow Icon Forms Management
  • Arrow Icon EMR/EHR
  • Arrow Icon Claims Management
  • Arrow Icon E-Prescribing
  • Arrow Icon Appointment Scheduling
  • Arrow Icon Charting
  • Arrow Icon Confirmation/Reminders
  • Arrow Icon For Mental/Behavioral Health
  • Arrow Icon Treatment Planning
  • Arrow Icon Initial Assessments
  • Arrow Icon Committee Management
  • Arrow Icon Fundraising Management
  • Arrow Icon Dues Management
  • Arrow Icon Volunteer Management
  • Arrow Icon CRM
  • Arrow Icon Donor Management
  • Arrow Icon Communication Management
  • Arrow Icon Event Management
  • Arrow Icon Customizable Forms
  • Arrow Icon Member Database
  • Arrow Icon Accounting
  • Arrow Icon Registration Management
  • Arrow Icon Grant Management
  • Arrow Icon Customizable Branding
  • Arrow Icon Membership Management
  • Arrow Icon Electronic Payments
  • Arrow Icon Campaign Management
  • Arrow Icon Referral Management
  • Arrow Icon Eligibility Verification
  • Arrow Icon Case List Management
  • Arrow Icon HIPAA Compliant
  • Arrow Icon Patient Management
  • Arrow Icon Treatment Planning
  • Arrow Icon Medical History Records
  • Arrow Icon Candidate Profiles
  • Arrow Icon Document Management
  • Arrow Icon Task Management
  • Arrow Icon Payment Processing
  • Arrow Icon Patient Records Management
  • Arrow Icon Calendar Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Activity Dashboard
  • Arrow Icon Progress Reports
  • Arrow Icon Appointment Management
  • Arrow Icon Charting
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Case Management
  • Arrow Icon Goal Setting/Tracking
  • Arrow Icon Scheduling
  • Arrow Icon Case Notes
  • Arrow Icon Program Management
  • Arrow Icon Referral Management
  • Arrow Icon Client Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Volunteer Management
  • Arrow Icon Forms Management
  • Arrow Icon Document Management

Bonterra Case Management Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • NA

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Bonterra Case Management FAQs

Bonterra Case Management is an all-in-one nonprofit software solution designed to streamline operations and enhance service delivery for organizations. This robust platform offers tools for managing client intake, case documentation, and service tracking, ensuring that nonprofits can effectively support their beneficiaries. With Bonterra, case managers can easily access client information, collaborate with team members, and monitor progress toward goals. The software also features reporting capabilities, allowing organizations to assess program effectiveness and demonstrate impact to stakeholders. By implementing Bonterra Case Management, nonprofits can improve operational efficiency, enhance client services, and foster better community engagement.

  • No, Bonterra Case Management does not offer a free version.

  • Yes, Bonterra Case Management offers a free trial.

  • No, Credit Card details are not required for the Bonterra Case Management trial.

  • No, Bonterra Case Management does not offer an API.

  • Bonterra Case Management offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Bonterra Case Management offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Bonterra Case Management supports the following languages:
    • English

  • Following are the typical users of the Bonterra Case Management:
    • Self-Employed , Small-Business , Midsize-Business

  • Bonterra Case Management supports the following deployment:
    • Cloud Hosted

  • Bonterra Case Management supports the following devices and operating systems:
    • Web-Based , iPhone , Android

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