Create and customize forms tailored to their organization's specific data collection requirements.
Store and manage all associated documents and records related to forms and participants in a central location.
Streamline compliance and standardized data capture through pre-configured form packs.
Access common assessments and intervention recording templates for efficient data entry.
Guide users through form completion with step-by-step logic and field validation.
Create associations and connections between forms for enhanced data linking and analysis.
Manage participant enrollment and program exits efficiently to track progress and outcomes.
Enable case workers to securely manage only their participant profiles and services, streamlining the case management processes.
Enable secure and efficient referral management between organizations for expanded participant support.
Book and manage appointments directly into a staff member’s calendar.
Facilitate internal referrals between programs within the organization for comprehensive participant support.
Generate comprehensive reports with built-in tools for data analysis and visualization.
Acceleration your form-creation process by accessing a selection of pre-designed forms based on common use cases from across the Bonterra Impact Management customer base.
Distribute key messages and insights through interactive reports for enhanced communication and collaboration.
Generate standardized reports to ensure compliance with federal and state regulations.
Generate high-level summaries of data for quick insights into performance and outcomes aggregated across your programs.
Leverage advanced reporting capabilities that are far more powerful and customizable than native reporting to generate in-depth analysis and evaluation of program impact.
Monitor inventory levels and distribution for efficient resource management.
Track participant attendance and engagement for program evaluation and improvement.
Automate email notifications based on predefined triggers and events for efficient communication.
Access essential features and functionalities on-the-go via mobile devices for enhanced productivity.
Design and manage customizable workflows to streamline business processes and task assignments.
Set up automated notifications and alerts to streamline workflow management and ensure timely interventions.
Implement multi-form logic to automate complex workflow processes and ensure data consistency.
Set up time-based alerts to ensure timely actions and follow-ups on critical tasks and deadlines.
Organize and manage multiple programs within a centralized platform for efficient administration.
Assign granular access permissions based on user roles to maintain data security and integrity.
Control access to specific fields within records to safeguard sensitive information and ensure data privacy.
Enforce strong password policies and inactivity checks to enhance account security.
Share files securely within the platform to facilitate collaboration and information sharing.
Track and monitor changes made to records for accountability and compliance purposes.
Implement advanced auditing capabilities for comprehensive record tracking and analysis.
Organize and manage multiple sites within a centralized platform for efficient administration.
Manage site-specific configurations and settings to customize the platform according to organizational needs.
Enhance account security by requiring multiple forms of authentication during login.
Allows users to leverage their organization's secure identity provider to log into the solution.
Create a separate sandbox environment for testing and experimentation without impacting live data.
Create and deploy secure web forms to collect participant data and feedback securely.
Streamline the intake process for participants by capturing essential information efficiently.
Provide participants with access to dedicated portals for information sharing, communication, and collaboration.
Facilitate direct communication between users and participants through private messaging features.
Schedule appointments, meetings, and events with participants efficiently using integrated scheduling tools.
Create multiple records simultaneously in batches to streamline data entry processes.
Monitor participant attendance and participation in programs or events.
Track and manage inventory levels, locations, and movements efficiently within the system.
Import data from external sources into the platform efficiently using intuitive import tools.
Set up automated imports from SFTP servers to streamline data transfer processes.
Integrate with external systems and applications using API access for seamless data exchange.
Each of the Impact Management solutions above come with 2 administrative user assignments. Customers can choose to purchase more administrative user licenses. Each license comes with basic user training.
Customers can purchase additional storage by choosing one of three storage allotment add-ons: Up to 10GB, up to 50GB, or up to 100GB. Each solution comes with an initial allotment: Essentials – 1GB, Pro – 5GB, Enterprise – 10GB.
Impact Management Pro and Enterprise come with an allotment of 5,000 Connect text messages per month. Overages will be charged on usage above that amount. Customers who wish to proactively purchase more text messages can do so in increments of 5,000 more text messages per month.
Customers who purchase Impact Management Pro or Enterprise and have at least 20 user licenses have the option of purchasing a “Guest User Module.” This add-on comes with 50 external “Guest Users” for up to five forms.
Customers who purchase the Impact Management Pro can choose to purchase our “Data Integration” SKU, which gives them access to the “Automated Imports (SFTP)” and “API Access” features listed above. Otherwise, these features are reserved for Impact Management Enterprise customers.
