Penelope

Cloud-based case management software for human services.

4.3 /5 (69 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
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

Penelope video Penelope screenshot:

Penelope Reviews for UK Users

Penelope Reviews for UK Users

Overall rating
4.3
/
5
Excellent
35

Very good
26

Average
2

Poor
4

Terrible
2

Value for Money
4.1
Features
4
Ease of Use
3.7
Customer Support
4.2
88% 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.


Miguel M.

Penelope from the Perspective of Reporting and Program Surveillance

I was hired to obtain, process and analyze the raw Penelope data because the built in reports were not sufficient for our reporting purposes. To be fair to Athena, I've observed this is true with any database system; built in reports for any database are static and the reporting needs of non-for-profit organizations are dynamic and shift at least annually.

Initially, I had trouble using my credentials to log into Penelope's ODBC interface. It took a couple of months for Athena to figure out the issue was on their end. Once I was able to download the data, I had to figure out where everything was at and how to link it together. Athena's data dictionaries were invaluable, but you have to become familiar with the databases to correctly merge them and prepare the data. Now I can track anything entered into Penelope.


Grant H.

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


Alyce W.

many used

We are a unique organization in many ways, (arent we all) and the configuration of the software was an undertaking not for the faint of heart. We did have issues where Athena struggled to understand our business model during configuration. Once we overcame this issue, Athena has been very flexible, understanding and creative in helping us maximise the softwares uses to our organizations specific needs. We have found great value for money in this partnership.


Betty N.

Case Management with Penelope - Volunteer Users

It is positive - the reports are essential for being able to accuracy report our statistics regarding the activities utilized by our clients. The Case Management is very important to keep the records that are so important - other agencies come to us for our statisitics.


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

Miguel M.
Industry: Hospital & Health Care
Company size: 501-1,000 Employees

Penelope from the Perspective of Reporting and Program Surveillance

Used Daily for 1+ year
Reviewed on 21/09/2020
Review Source: Capterra

I was hired to obtain, process and analyze the raw Penelope data because the built in reports were not sufficient for our reporting purposes. To be fair to Athena, I've observed this is true with any database system; built in reports for any database are static and the reporting needs of non-for-profit organizations are dynamic and shift at least annually.

Initially, I had trouble using my credentials to log into Penelope's ODBC interface. It took a couple of months for Athena to figure out the issue was on their end. Once I was able to download the data, I had to figure out where everything was at and how to link it together. Athena's data dictionaries were invaluable, but you have to become familiar with the databases to correctly merge them and prepare the data. Now I can track anything entered into Penelope.

Pros

Penelope is comprehensive in terms of documenting service appointments, client assessments, referrals, notes, agency workshops and meetings, etc. One can access the raw data via ODBC and prepare the data for reporting, projections for grant writing or program surveillance. One can also use the built in reports for these. There is a feature that allows appointments to sync with Microsoft Outlook that is very handy. Athena Software has a lot of documentation for Penelope that I have found extremely helpful. Managers can look at staff caseloads easily.

Cons

I found that support for accessing the raw data, especially in terms of data preparation is very limited unless you pay for a support meeting. They do provide data dictionaries and data maps which I found very helpful. Using login credentials for downloading the data can be frustrating initially because they are not immediately actualized by the engineers. Once that occurs, ODBC works fine and is reliable. With other issues Athena responds fairly quickly. Also, they do not provide support for using R. Thankfully, there is sufficient documentation from R developers that enabled me to figure it out.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

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

Alyce W.
Industry: Nonprofit Organization Management
Company size: 1,001-5,000 Employees

many used

Used Daily for 2+ years
Reviewed on 15/09/2020
Review Source: Capterra

We are a unique organization in many ways, (arent we all) and the configuration of the software was an undertaking not for the faint of heart. We did have issues where Athena struggled to understand our business model during configuration. Once we overcame this issue, Athena has been very flexible, understanding and creative in helping us maximise the softwares uses to our organizations specific needs. We have found great value for money in this partnership.

Pros

The engage tool (client communication) has made a big difference to our interactions with clients, particularly during COVID lockdowns. The customer service and support is always quick, informed and flexible to our needs. Our particular business pushed the Penelope system slightly out of its intended scope, but the Athena team has been so flexible with us and very creative in solving our issues.

Cons

The software can be difficult to configure and test. The testing environments are extremely helpful for this, but as with all software, it can be impossible to understand the ramifications of system changes without testing each and every expected output. I have seen systems that do this a little better than Athena's Penelope.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Betty N.
Industry: Nonprofit Organization Management
Company size: 2-10 Employees

Case Management with Penelope - Volunteer Users

Used Daily for 1+ year
Reviewed on 26/09/2020
Review Source: Capterra

It is positive - the reports are essential for being able to accuracy report our statistics regarding the activities utilized by our clients. The Case Management is very important to keep the records that are so important - other agencies come to us for our statisitics.

Pros

We have been able to create a procedures manual for our volunteers based on your instructions to do the very specific tasks they need to know for recording activities and events for which they are responsible. Their experience with case management features is limited; however, even our less computer familiar volunteers are able to perform well. Procedures, once learned, can easily be conveyed by experienced volunteers to our new volunteers.

Cons

There is a lot of capability of this software - as more in learned, it becomes more valuable; but the learning curve can be difficult for volunteers who come in to volunteer may once or twice for a 4 hours shift in a month. Re-learning/retraining is a constant - hence, our procedures manual.

Rating breakdown

Ease of Use

Likelihood to recommend: 7.0/10

User recommendation
8/10
Based on 69 user ratings
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Penelope Pricing

Penelope Pricing

Starting from
N/A
Free Trial
Subscription
Value for money
Value for Money
4.1/5
Based on 69 user ratings
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Penelope Features

Penelope Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Case Management
Compliance Management
Custom Forms
Customisable Reporting
Document Management
Document Storage
Geographic Maps
Inventory Management
Records Management
Reporting & Statistics
Self Service Portal
Task Management
Third Party Integration
Work Order Management
Workflow Management
Features
4/5
Based on 69 user ratings
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Categories

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 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 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, Public Administrations, Non Profit, Mid Size Business

    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