Penelope

Cloud-based case management software for human services.

4.3 /5 (61 reviews) Write a Review!

Penelope Overview

What is Penelope?

Penelope is a configurable, cloud-based case management software platform designed for human service organizations who provide a variety of services across multiple locations.

Everything from outcomes and treatment history, to service plans, notes, smart forms, alerts, workflows, signature capture, attachments, reminders, referrals, and scheduling are all in one place. Penelope brings together all aspects of an organization’s operations into a comprehensive, and coherent system designed from the ground up to coordinate and help improve service delivery.

Penelope is bolstered by a growing suite of client engagement options designed to both save administrative time and improve the experience of our customers' clients. These include the Add.Me self-intake web form and bulk upload tool, and a mobile client portal named ClientConnect that allows an organization's clients to complete documentation, book appointments, make payments, and more, all from their mobile device.

Athena Software has been built on a culture of innovation, collaboration, customer service, and commitment to security and community. These attributes ensure that all of our clients are treated with respect and are viewed as partners by each of our staff members.

Penelope Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Penelope Features

Devices
Business size
S M L
Markets
Australia, Canada, Europe, United Kingdom, United States
Supported Languages
English

Screenshots

Penelope screenshot:
Penelope screenshot:

Penelope Reviews for UK Users

Penelope Reviews for UK Users

Overall rating
4.3
/
5
Excellent
32

Very good
22

Average
1

Poor
4

Terrible
2

Value for Money
4.2
Features
4
Ease of Use
3.7
Customer Support
4.2
89% recommended this app
Marie S.

I like this program!!

At first it was daunting as there is SO much information but once we figured it out I love it!
I'm part of the team that works on our documentation to make things flow easier. It's great to be able to tailor it to our company needs.


Linda C.

Penelope User Review

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.


Grant H.

UI is poor. Reporting function only in PDF. not SMS friendly. Case file structure = privacy...


Elena M.

Customizable Software with Excellent Support

Overall, Penelope has been a great asset to our organization. It has helped to gather our data into one secure location for all staff to access. We love the ability to configure Penelope to best fit our organization, and we look forward to the reporting updates in the near future.


Trish B.

Penelope has been a great tool for our programs. I have enjoyed learning all she has to offer


Marie S.
Industry: Individual & Family Services
Company size: 501-1,000 Employees

I like this program!!

Used Daily for 2+ years
Reviewed on 14/11/2018
Review Source: Capterra

At first it was daunting as there is SO much information but once we figured it out I love it!
I'm part of the team that works on our documentation to make things flow easier. It's great to be able to tailor it to our company needs.

Pros

Being able to read my staff input by generating a report whenever I need it.
Being able to pull reports to the tableau so I can see my numbers just like that.

Cons

Only being able to access from work computers with the VPN installed there. Would be great to be able to access from personal computers.

Rating breakdown

Ease of Use

Likelihood to recommend: 9.0/10

Linda C.
Industry: Mental Health Care
Company size: 51-200 Employees

Penelope User Review

Used Daily for 2+ years
Reviewed on 07/12/2016
Review Source: Capterra

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.

Pros

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.

Cons

I would like to have a report writer system build into Penelope instead of using pivot tables to create customized reports.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Grant H.
Industry: Nonprofit Organization Management
Company size: 201-500 Employees

UI is poor. Reporting function only in PDF. not SMS friendly. Case file structure = privacy issues

Used Daily for 2+ years
Reviewed on 25/08/2017
Review Source: Capterra

Pros

it has a diary schedule linked to cart items. it's god if you only want Penelope to do one thing, ie, ATAPS service & payments

Cons

UI poor resulting in clunky data entry and more time spent entering data.
not mobile / tablet friendly
Reporting function does not provide dashboard, only reports in pdf or that you have to cut and past into Excel.
Case file / service file structure creates privacy issues - we may have to move away from this product on the basis of legal advice
Lack of technical support available in Australia

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Elena M.
Industry: Individual & Family Services
Company size: 51-200 Employees

Customizable Software with Excellent Support

Used Daily for 6-12 months
Reviewed on 27/03/2020
Review Source: Capterra

Overall, Penelope has been a great asset to our organization. It has helped to gather our data into one secure location for all staff to access. We love the ability to configure Penelope to best fit our organization, and we look forward to the reporting updates in the near future.

Pros

The ability to unite multiple programs with varying services is by far the best feature. This software allows us to track our families and the services they utilize, regardless of location and which program they attend. The ease of access to log into Penelope and the extensive help support (trainings, guides available on the website, and direct technical support) are additional key features Athena excels in.

Cons

In the beginning, it was a bit challenging to integrate this software with our current business processes. The inability to export data using Excel is the most challenging. Although there is an option to export data, it requires further training and time especially with merging pertinent identifying and service information.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Trish B.

Penelope has been a great tool for our programs. I have enjoyed learning all she has to offer

Used Daily for 1+ year
Reviewed on 25/08/2017
Review Source: Capterra

Pros

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.

Cons

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.

Rating breakdown

Ease of Use
Customer Support

User recommendation
8/10
Based on 61 user ratings
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Penelope Pricing

Penelope Pricing

Starting from
N/A
Free Trial
Subscription
Value for money
Value for Money
4.2/5
Based on 61 user ratings
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Penelope Features

Penelope Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Case Management
Compliance Management
Custom Forms
Customisable Reporting
Data Import/Export
Document Management
Geographic Maps
Inventory Management
Reporting & Statistics
Self Service Portal
Task Management
Third Party Integration
Work Order Management
Workflow Management
Features
4/5
Based on 61 user ratings
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Categories

Video Tutorials

Video Tutorials

Additional information for Penelope

Additional information for Penelope

Key features of Penelope

  • Accounts Receivable and EDI 837P claim generation
  • Administrative reporting
  • Alerts / escalation
  • Appointment reminders
  • Appointment reminders
  • Appointment scheduling
  • Assessment & treatment plans
  • Automated billing
  • Automated workflows
  • Care planning
  • Case management
  • Client portal
  • Collaboration tools
  • Configurable intake and smart forms
  • Discussions
  • Electronic signature capture
  • Email invitations & reminders
  • Employee portal
  • Event triggered actions
  • Follow-up scheduling
  • HIPAA compliance
  • Mulit-practice
  • Multi-channel communication
  • Online dashboards
  • Over 100 built-in reports, and flexible reporting options
  • Progress notes
  • Real time notifications
  • Referrals management
  • Reporting & statistics
  • Rules-based workflow
  • SMS integration
  • Scheduling
  • Security & encryption
  • Staff and client engagement tools
  • Staff management
  • Surveys & feedback
  • Task management
  • Workflow management

Benefits

  • Ease frustration for your clients and staff with a configurable case management system that maintains a single source of truth about your clients while reducing the need for multiple solutions.
  • Improve the client experience with Penelope's client engagement options like Add.Me, a self-registration form that saves time on intakes and data entry, and ClientConnect, our mobile customer portal that gives your clients a secure and convenient place to update their profile, view and book appointments, connect with their provider, and complete documentation, all on their phone or laptop.
  • Get stats quickly or organize your data in an unlimited number of ways with flexible reporting and data export options, including more than 100 built-in reports and optional dashboard reporting with Tableau.
  • Eliminate paper forms, improve accuracy, and track client assessments, scoring, and progress with our configurable smart forms, and use our automated workflows and collaboration tools to increase efficiency and reduce errors and miscommunication.
  • Increase security with our cloud-based platform that allows staff to collaborate and communicate securely, while ensuring role-based access to confidential records.
  • Our experienced and friendly deployment and support teams have been helping organizations achieve their mission for almost 20 years, and are committed to the very highest standards of customer service to help you realize the benefits of your investment.
  • Penelope FAQs

    Penelope FAQs

    Below are some frequently asked questions for Penelope.

    Q. What type of pricing plans does Penelope offer?

    Penelope offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Available

    Q. What are the main features of Penelope?

    Penelope offers the following features:

    • Accounts Receivable and EDI 837P claim generation
    • Administrative reporting
    • Alerts / escalation
    • Appointment reminders
    • Appointment reminders
    • Appointment scheduling
    • Assessment & treatment plans
    • Automated billing
    • Automated workflows
    • Care planning
    • Case management
    • Client portal
    • Collaboration tools
    • Configurable intake and smart forms
    • Discussions
    • Electronic signature capture
    • Email invitations & reminders
    • Employee portal
    • Event triggered actions
    • Follow-up scheduling
    • HIPAA compliance
    • Mulit-practice
    • Multi-channel communication
    • Online dashboards
    • Over 100 built-in reports, and flexible reporting options
    • Progress notes
    • Real time notifications
    • Referrals management
    • Reporting & statistics
    • Rules-based workflow
    • SMS integration
    • Scheduling
    • Security & encryption
    • Staff and client engagement tools
    • Staff management
    • Surveys & feedback
    • Task management
    • Workflow management

    Q. Who are the typical users of Penelope?

    Penelope has the following typical customers:

    Large Enterprises, Mid Size Business, Non Profit, Public Administrations

    Q. What languages does Penelope support?

    Penelope supports the following languages:

    English

    Q. What type of pricing plans does Penelope offer?

    Penelope has the following pricing plans:

    Subscription

    Q. Does Penelope support mobile devices?

    We do not have any information about what devices Penelope supports

    Q. What other apps does Penelope integrate with?

    Penelope integrates with the following applications:

    Tableau

    Q. What level of support does Penelope offer?

    Penelope offers the following support options:

    Phone Support, Online Support, Knowledge Base, Video Tutorials, Forum, FAQs