Who Uses This Software?

Penelope case management software is used primarily by mid-sized to large agencies in mental / behavioral health, human services, health and social services, governments, and universities worldwide.


Average Ratings

14 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Athena Software
  • www.athenasoftware.net
  • Founded 2001
  • Canada

About This Software

Penelope is web-based case management software designed for nonprofits and social service agencies. Along with state-of-the-art communication and automated workflow tools, Penelope is mobile-friendly and has all you need for intakes, billing, scheduling, document templates, client communication, reminders, and reporting. Your data is safe in our secure SaaS environment, and you'll benefit from the world-class deployment, support and professional services we provide to agencies worldwide.


Features Checklist

  • Activity Tracking
  • Assessment Notes
  • Billing & Invoicing
  • Calendar Management
  • Candidate Identification
  • Case List Management
  • HIPAA Compliant
  • Medical History Records
  • Patient Records
  • Referral Management
  • Treatment Planning

Product Reviews

iTS GREAT

May 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I really like the reports feature. I am able to run a report on almost everything that I have to discuss and report on on a weekly basis.

Cons: I not really fond of the date range on the reports feature. If it is possible can it include the setting "last week" or "previous week".

Awesome easy to use

May 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It makes everything a lot easier to find regarding clients and workers. It helps programs run smoothly on the paperwork side.

Penelope has allowed our staff to work more cohesively by providing a user friendly database.

May 05, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: For the first time our organization has been able to capture better client and partner data that has allowed our multiple departments to work more cohesively. The ease of use of the Smart Documents and Forms has enhanced the way we gather demographic and program information for grants and funding purposes. While the overall functionality of the database has been very helpful to capturing client and partner data, we hope further updates with the Search function and Calendar will better serve our organizational needs, for example searching by Event Description (specifically Indirect Events). Both the launch support and technical support team have been wonderful to work with and respond quickly to our inquiries.

Overall: Cloud Based, Easy to create Forms, and Smart Docs are great features. Reports within Penelope are great for capturing basic information. Easy for most staff to use.

Cons: It'd be helpful if more fields were more customizable and if reports could be more specific (more Breakdown options) in Penelope instead of having to utilize the Open Database Connectivity. Search function includes many fields to filter by, but not all the fields that we need- would like better customizable search options.

Excellent customer service! Very easy to use the site!

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: It is nice that you can build the site around your company. When you have questions, a support staff member is very quick in response.
We have 6 programs running out this program, which makes it easy to gather demographic data for all of them, in one place!

Cons: The only negative was fixed. I had trouble trying to run cross reports for all our programs, but with granted access, I am now able to pull from an Excel spreadsheet for any report.

Overall: This program is primarily used for reporting on our cliental. This software coincides with what we are looking for as we can build it around our company!

Going Paperless

Apr 20, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Features

Cons: Lack of functionality

Overall: We are happy we decided to go with the penelope emr system. It takes some getting used to in the begging but our staff can certainly say that it has made our lives easier. What I love most is the upgrades, constant changes, and updates. In the future, penelope will probably upload docs on its own, lol.

Recommendations to other buyers: Keep upgrading, it makes all the difference.

Penelope Review

Feb 21, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Comments: Penelope is a robust case management software that has numerous flexible areas to meet the demands of differing social service agencies. Our agency, consisting of 50 clinicians, has mental health contracts with state, county and insurances -- all of which Penelope can manage quite well.
Service and support are usually responsive. Although we are struggling to get Athena software to add some new features that most health care software has already incorporated, such as integrated client sign ins.
There are some innovative features such as incorporate the ORS and field to add other outcomes measures.
Canned reports meet basic needs, but custom reports are not only possible, but are utilized by us on a routine basis.
Overall we are satisfied with Penelope.

We love Penelope!

Feb 21, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Comments: We have been using Penelope at our organization for about 6 months now. We find that it is easy to use and also easy to teach others how to use. It is good to be able to collect our data in such an accessible spot!

Org Went Paperless

Feb 15, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: MOST FEATURES HELPFUL

Cons: FEATURES WE MAY NEED TO PAY FOR, WHICH SEEM TO BE A PART OF DATABASE.

Overall: I love penelope, as the person who built out our shell. I've trained over 200 ppl in 6 months. Savvy users find easy, others need additional sessions. As far as implementing the system to fit our needs, most options works for us, other items we may need to pay the additional fees in order to implement. Overall, it has a life saver.

Signed- NOT A COMPUTER PROGRAMMER, BASIC PC/DATABASE/COMPUTER SKILLS.

Recommendations to other buyers: Provide and send more detailed updated tutorials and workflows as the systems update and change. Be aware of system features that need to implemented/escalated which may hold a company back from moving forward, stay in contact with the person who demanded the change and let them follow the status of escalated events.

We love our "Penny"

Feb 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: User friendly

Cons: Would like easier use of documents

Overall: In our company we refer to the Penelope Software familiarly as Penny. She is our friend in so many ways! She makes documentation, scheduling, reporting, payroll, invoicing easy! So much time is saved. She is User friendly as well making auditing for accountability and accuracy a breeze. I would recommend the software to anyone.

We love Penelope!

Feb 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: The reports are easy to to understand - especially to non-user stakeholders and our clients. The forms are easy to create and adjust, and the billing/ cart system is easy for my staff to use for their billable hours.

Overall: We are a care coordination division of a TPA, providing case management, utilization management, care transitions, and chronic condition management services to 80,000 members. Penelope has been so easy for us to use. The nurses love it, because they can communicate with other team, have our MD remotely look at notes, and we can easily pull case reports for underwriters.
I used Penelope in my former job, and when we did this start up, it was the first thing I thought of to use. The support staff are friendly and understanding, and are great with training. I would highly recommend.

Excellent for group psychotherapy practice

Feb 01, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: All inclusive

Cons: So much to learn in the beginning

Overall: We have used Penelope for a few years now. We are able to log, bill, schedule, remind for appointments. It is easy once you get the hang of it. The customer support couldn't be kinder and more patient.

Flexible, configurable and reliable (so far)

Feb 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: Powerful feature set and configurability. Cloud based.

Cons: Interface could do with some tweaks to improve navigability

Overall: I've been using Athena's Penelope Case Management Tool in our Community Acquired Brain Injury service for over 8 years. In that time it's proven itself a valuable and reliable source of organisational data as well as an essential tool for sharing person-centred information within a multi-d team.

It's powerful out of the box, but can be configured to many different kinds of interaction. Being cloud based, it makes accessing the records you need easy, whether you're working onsite or off.

Athena have managed to evolve the system impressively, and it has more than kept pace with changes in the way we work and use technology.

Penelope User Review

Dec 07, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

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.

Overall: 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.

Recommendations to other buyers: No

Layers Upon Layers

Nov 04, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Integrated data

Cons: Not overly intuitive

Overall: Penelope is used at my workplace to document client interactions. In many ways, the system is complex and integrated. It allows our 110-member staff to record information in the correct categories. We are able to source the data collected from Penelope and integrate it into our excel spreadsheets. There are some bugs that create mild frustration, but overall, it was programmed by a specialist here to suit our needs. I am grateful we have the program.

Recommendations to other buyers: When someone closes out of the software, it should log them out as well