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Case Management Tools

A unified solution to help you collect actionable program data, develop comprehensive reports, and share how you’re impacting your community.

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Use case management tools to easily measure and demonstrate your impact

Showcase your impact with case management tools that help you accurately manage data, visualize program progress, and easily demonstrate outcomes — so you can secure more funding

How it works

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See how our case management tools can help you demonstrate impact

Collect the right data to demonstrate your organization’s impact with easily customizable forms. Make data collection even simpler with our library of common assessments, intervention record templates, and pre-configured forms tailored to common compliance standards. 

Quickly develop custom reports with built-in reporting and insights tools. Track high-level insights to ensure programs are staying on track, dig deeper into comprehensive data across your programs, or take a closer look at a specific program, staff member, or participant’s outcomes. 

Take the complexity out of compliance reporting. Develop standardized compliance reports to ensure your organization is always prepared to meet private funder, county, state, or federal requests. 

Keep track of participant attendance and engagement in programs and events to determine which programs and events are successful and where they could use improvement. Collect direct participant feedback through secure web forms for actionable insights to improve programming and individual care plans. 

Stronger data, stronger outcomes

Award-winning case management tools

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Learn more about our case management tools

The right software to enhance your data management and impact measurement

Frequently asked questions

A case management tool is a software application designed to streamline and automate the process of managing caseloads, clients, and resources within public sector and nonprofit organizations. Our Bonterra case management tool helps centralize data, automate tasks, and provides real time insights to help you empower organizations to enhance productivity and transparency while improving participant engagement. 

Our built-in compliance reports are centrally updated to adhere to the most recent data and security standards. They are updated any time there is a change in regulations or policy. They can be customized to your specific needs or sent as is to funders. 

Our system allows you to develop a number of different assessments, surveys, screenings, etc. to track and measure the impact of your programs. It intakes, analyzes, and visualizes key participant data for you in one convenient reporting dashboard, plus you can develop reports to demonstrate key data points. 

Bonterra Impact Management takes comprehensive measures to ensure that data is kept safe, confidential, and recoverable in the case of a disaster. Our software meets current HUD Domestic Violence, HMIS, and Social Security Administration data management and security protocols, as well as minimum required FERPA and HIPAA standards. Bonterra’s office sits behind a ForcePointTM firewall which extensively controls, tracks, and reports access to our internal infrastructure. Your data is automatically encrypted while in transit between your computer and our servers through Transport Layer Security (TLS). Additionally, we partner with AWS, which adheres to SOC 1/SSAE 16/ISAE 3402 (formerly SAS70), SOC 2, SOC 3, PCI DSS Level 1, and ISO 270012.

Ready to increase your impact?