Penelope Review

Penelope is a cloud-based case management solution for nonprofits, governments, universities, and health and social service providers. Key features include scheduling, notes, smart forms, automated workflows, email and SMS reminders, staff communication tools, referral and waitlist management and reporting. The automation engine allows users to set up workflows, tasks, notification alerts, and action triggers. Users can create time-based or event-based workflows to suit their needs. Provides multiple pre-built reports on customer demographics, service delivery statistics, customer results, and more. Users can export these reports to Microsoft Excel, Crystal Reports or MS-ACCESS.

PENELOPE – TUTORIAL

Let’s take a look to this tutorial to better understand how to use this social services management software:

PENELOPE – FEATURES

• Engage clients in their care: improve your clients’ outcomes, behaviors and experiences by enabling them to participate in their care using mobile engagement tools
• ClientConnect: the customer portal puts customers in charge of their care by giving them access to health information, allowing them to request appointments, send messages to their service providers and more
• Smart forms: eliminate paper forms, improve accuracy and reduce data entry with our intelligent and configurable document creation tool
• Automated workflows: use configurable action triggers to send notifications and alerts, such as SMS and email appointment reminders, to staff and customers
• Planning: keep track of staff, customers and resources and get a snapshot of what is happening in your organization at any time
• Billing: manage all your invoices, payments and credits for customers and lenders with a convenient ready-to-use billing module
• Get the data you need: organize your data in an unlimited number of ways with our flexible reporting and export options
• Predefined report library: with over 130 predefined reports, the library provides you with vital statistics in just a few clicks
• Online dashboard: create impressive data visualizations with Tableau, our suite of additional reports
• Data export options: easily export your data with access to an ODBC (Open Database Connectivity) driver
• Medication management: simplify patient care with direct access to medication management.