Penelope is a cloud-based case management solution for nonprofits, governments, universities and health and social services providers. Primary features include scheduling, notes, smart forms, automated workflows, email and SMS reminders, staff communication tools, referral and wait list management and reports.
The automation engine allows users to set workflows, tasks, notifications alerts and action triggers. Users can create time or event-based workflows to suit their requirements. It provides multiple pre-built reports on client demographics, service provision stats, client outcomes and others. Users can export these reports to Microsoft Excel, Crystal Reports, or MS-ACCESS. It also offers integration with Tableau that helps in creating data visualizations.
They offer a mobile feature named Engage for Penelope that allows users to fill documents and conduct discussions with providers from their smartphones or mobile devices.
Linda C. Especialidade: Clínica de saúde mental Número de funcionários: 51-200 funcionários
07/12/2016
07/12/2016
We have used Penelope Case Management system since 2003. It is very versatile and many changes have been done to make it portable and easy to use. The ability to create documents for our own needs is a fantastic function of the system. We have created Initial Assessments, Progress/Closing Documents, activity notes and outcome tracking forms all for our specific needs. The ability to customize fields at all levels for the system to track information we need for grants and statistics is also very helpful.
I would recommend this system to any one agency or organization that tracks a variety of data elements and wants to organize your data to meet your needs.
The versatility. It has a ton of user defined fields that can be setup in any combination that works for your agency. Billing is relatively simple and creating service units and activities is easy to do. Tech support has been very good over the years and the system is very rarely down. System outage issues just don't exist.
I would like to have a report writer system build into Penelope instead of using pivot tables to create customized reports.
Yes
Trish B.
25/08/2017
25/08/2017
I like the ease of reporting functionality. It is very easy for me to see how often our clients are being serviced & how they are progressing within our programs. I like being able to link records with family members so we can get a wholistic view of what is happening with more than one client in a family group. The technical support that has been given to us has been fantastic.
Penelope is more suited to a clinical environment. There are a number of features within Penelope that we do not use. Some screens are hard to navigate & has some functions that are not relevant to our program needs. In the beginning of the process members of the Penelope project team with MPREC had a teleconference with customer rep. This was a very long drawn out meeting & was one that all of us did not get any benefit out of. Please when introducing your product find a better person to try to sell the program. Her presentations were very monotone & quite boring. We found ourselves drifting away from the meeting.
Roslyn L. Especialidade: Serviços a indivíduos e famílias Número de funcionários: 2-10 funcionários
26/08/2019
26/08/2019
With Penelope, we are able to share necessary client information with other case managers with greater ease and efficiency. Scheduling for client appointments is centralized and contains all the data that is needed so that clients and service providers never miss an appointment. Using Penelope has saved our organization countless hours in searching for information and communicating with each other.
The best part about this software is the customer support that comes with it. We were able to customize it with the help of the Athena team to meet all of our case management needs.
It's hard to say what we like least about the software because it has been so helpful in meeting the needs for which we purchased it. It does take a little while to get used to using it and to learn all the facets but once you do, it's very easy to use.
Michele M. Especialidade: Clínica de saúde mental Número de funcionários: 13-50 funcionários
23/01/2019
23/01/2019
Penelope has many features that other software does not, like pulling statistical reports and tracking anonymous client interactions. It gives flexibility in some areas to customize and tailor your software experience to your organization. Generally, it functions well for its purpose.
Penelope is difficult to learn and is not very intuitive to use. It's not visually appealing. The statistical reports don't always have the capability to capture the information you need. There are quite a few small, annoying processes that leave new users frustrated (like re-opening a case file and having to delete the "end date" before you can put in new information. Shouldn't re-opening it automatically invalidate the end date?)
Sarah G. Especialidade: Seguros Número de funcionários: 51-200 funcionários
08/02/2017
08/02/2017
We are a care coordination division of a TPA, providing case management, utilization management, care transitions, and chronic condition management services to 80,000 members. Penelope has been so easy for us to use. The nurses love it, because they can communicate with other team, have our MD remotely look at notes, and we can easily pull case reports for underwriters.
I used Penelope in my former job, and when we did this start up, it was the first thing I thought of to use. The support staff are friendly and understanding, and are great with training. I would highly recommend.
The reports are easy to to understand - especially to non-user stakeholders and our clients. The forms are easy to create and adjust, and the billing/ cart system is easy for my staff to use for their billable hours.
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