Bonterra Case Management

Case Management Software | Bonterra Tech

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About

Bonterra Case Management is a secure, flexible, and easy-to-use case management solution for nonprofits of all sizes.

Features

Accounting

Appointment Management

Billing

Budgeting & Forecasting

Bylaw Management

Campaign Management

Case Notes

Certification & Licensing

Charts

Claims Management

Client Management

Compliance Management

Confirmations/Reminders

CRM

Customizable Forms

Dashboard of activities

Document Management

Electronic Payments

Electronic Prescribing

Event Management

Financial Management

Fixed Asset Management

Forms Management

Fundraising Management

Goal Setting/Tracking

Grant Management

HIPAA Compliant

Initial assessments

Issuance of permits

Management Donor Management

Medical Billing

Medical History Records

Patient Portal

Patient Records Management

Registration Management

Reports & Analytics

Reports & Statistics

Role-Based Permissions

Scheduling

Secure Messaging

Subscription Management

Tax & Valuation

Time Tracking

Tracking Reports

Training Management

Treatment Planning

Volunteer Management

Work Order Management

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