Bonterra Case Management

What Bonterra Case Management is

Bonterra Case Management is a cloud-based system for handling case intake, participant records, workflows, and reporting. It supports intake forms, custom case fields, workflow automation, audit trails, and reporting dashboards. The product runs on the web and iOS, and its plan details include mobile access. Bonterra offers three Apricot plans, with pricing available on request. Apricot Essentials covers form design and document storage, enrollment and exits, caseloads, network referrals, native and compliance reporting, email triggers, mobile access, role-based permissions, and record audits. Apricot Pro adds form logic and smart fields, scheduling, internal referrals, custom workflows, rules and alerts, participant intake and portals, advanced record audits, and multifactor authentication. Apricot Enterprise includes Pro features along with aggregate and results reporting, inventory management, dashboards, single sign-on, a sandbox site, automated SFTP imports, and API access. Bonterra Case Management is based in Austin, Texas, United States, and was founded in 2021. The plan structure spans core case records and reporting through expanded workflow, security, reporting, and access features.

Who it suits

Bonterra Case Management suits organizations that need to manage case intake, participant records, workflows, and reporting through a cloud service. Its three Apricot plans offer different capabilities for teams needing features such as participant portals, advanced audits, dashboards, or API access.

Limits

Apricot Essentials includes core forms, caseloads, referrals, reporting, mobile access, permissions, and record audits. Form logic, custom workflows, participant portals, and multifactor authentication are listed in Pro; Enterprise adds features such as single sign-on, SFTP imports, and API access.

Getting started

1. Visit the Bonterra Case Management website.
2. Choose between Apricot Essentials, Apricot Pro, and Apricot Enterprise based on the listed features.
3. Request pricing from Bonterra.
4. Use the service on the web or iOS.

Verdict

Choose Bonterra Case Management if your organization needs cloud-based case records, intake, workflow, and reporting tools across tiered Apricot plans. Ask Bonterra for pricing, and look elsewhere if web and iOS do not fit your platform needs.