Bonterra Case Management

What Bonterra Case Management is

Bonterra Case Management is a cloud system for organizing case intake, participant records, workflows and reporting. It runs on the web and iOS and includes intake forms, custom case fields, workflow automation, audit trails and reporting dashboards. Apricot Essentials provides form design, document storage, enrollment and exits, caseloads, network referrals, reporting, email triggers, mobile access, role permissions and record audits. Apricot Pro adds form logic, smart fields, scheduling, internal referrals, custom workflows, rules, alerts, participant portals, advanced audits and multifactor authentication. Apricot Enterprise adds aggregate and results reporting, inventory management, dashboards, single sign-on, a sandbox site, SFTP imports and API access. Pricing is on request, with no plan prices listed. Bonterra Case Management was founded in 2021 and is headquartered in Austin, Texas, United States.