Penelope Software Features

Penelope’s comprehensive set of features makes it the best case management software for the clinical and administrative operations of human and social service organizations – take a look below!

If you have any questions, we’d love to answer them! Just fill out the form at the bottom of the page and we’ll respond as soon as we can.

Smart Forms

Eliminate paper forms, improve accuracy, and reduce data entry with a configurable tool that doesn’t require an I.T. degree to use.

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Engage

With this mobile-friendly solution, your clients can connect with their service provider and fill out forms anywhere, anytime.

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Add.Me

Add.Me Web Forms and Add.Me Import are two simple ways to bring new clients into Penelope.

Reports

Get stats quickly or organize your data in an unlimited number of ways with flexible reporting and data export options.

Collaboration Suite

Keep your staff in the loop and connected to each other, while staying on top of their tasks, reminders, and appointments.

Automated Workflows

Alert the right people and escalate issues automatically, while making sure nothing falls through the cracks again.

Scheduling

Keep track of your staff, clients, and resources, and get a snapshot of what’s going on at your organization at any time.

SMS and Email

Keep your clients on track and help reduce no-shows with automated appointment reminders delivered by email or text.

Billing

Manage all your invoices, payments and credits for clients and funders with a convenient, out-of-the-box billing module.

Security and Rules

Guard your clients’ confidential data with over 100 role-based security settings that restrict your staff to the information they need to see.

Referrals

Get a complete picture of each client’s journey from intake to aftercare with comprehensive referral tracking.

NDIS & DSS-DEX

Easily manage all your NDIS and/or DSS-DEX reporting needs in a user-friendly application.

Penelope Online Dashboards

Dazzle your stakeholders with stunning reports that use Tableau data visualization software to increase your organization’s business intelligence.

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