Bring billing into your case management software

About Penelope

Penelope by Social Solutions is a case management software with billing functionality built-in. This software is a configurable and secure client management system designed to help social good organizations save time for their staff, improve data quality and reporting, and better serve and connect with their participants. With integrated billing capabilities, Penelope enables your organization to perform better and help more people.

Manage all your invoices, payments and credits for participants and funders with a comprehensive accounts receivable billing module. Keep clients engaged and collect the data you need with Penelope.

Features

  • Integrated billing capabilities: Streamline efficiencies with an accounts receivable billing module.
  • Grant tracking: Track spending of grant funding at a service level to demonstrate transparency to funders.
  • Best practice forms and reports library: Get started with proven templates and custom reporting options.
  • Advanced results reporting: Generate richer insights to make informed, proactive decisions.
  • Direct messaging: Send appointment reminders via text and email.
  • Client connect: Improve the client experience with a mobile portal that allows them to participate more closely in their care.
  • Automated workflows: Allow staff to spend less time on manual tasks and establish best practices.
  • Scheduling: Keep track of your staff, clients and resources, and get a snapshot of what’s going on at your organization at any time.

Managing multiple programs and measuring your agency’s impact can become almost impossible when using a variety of systems, spreadsheets, or pen and paper. Penelope is a configurable and secure client management system designed to help social good organizations save time for their staff, improve data quality and reporting, and better serve and connect with their participants.

Product Overview

Other Software by Social Solutions

User Reviews of Penelope

★★★★★
★★★★★
Submitted on February 24th, 2022 by Chad Cheshire from Volunteers of America Southeast

We wanted to be able to adapt to that as needed and really have the ability for the system to do what we need it to do. Once you get them built, the system works on its own moving forward.

Our intake time was cut dramatically. Now, because of Penelope, it streamlines the process and the time to do an enrollment is cut probably in half, but also the number of days it takes to enroll someone into the program is cut.

We went from five spreadsheets down to zero. It used to take a day to find all that data in the spreadsheets and compile the report to send to my senior leadership, and now I can just run two reports in Penelope and there’s my data.

★★★★★
★★★★★
Submitted on February 24th, 2022 by Edgardo Monroy from Family Services of Tulare County

Since implementing Penelope, our organization is now able to monitor employee caseloads and client appointments to develop productivity benchmarks.