Everyday Tools in Penelope
Making operations simple
Smart forms
Penelope’s built-in smart forms are flexible, powerful, and easy to create and update on your own with no need for expensive and time-consuming customization.
Create an unlimited number of forms, outcomes assessments, letter templates, and surveys, for ultimate flexibility in tracking intake information and demographics, consent forms, as well as client history, demographics, treatment planning, and goal tracking.
With smart forms you can avoid duplication and unnecessary work while improving the accuracy of your data.
Auto-population
Save time and avoid tedious retyping by allowing Penelope smart forms to pull information from your database. Clients’ names, dates of birth, or other custom information can automatically appear in smart form fields as required.
Conditional questions
Questions, sections, or entire pages of documents can be shown or hidden based on the way smart form questions are answered.
Document flags
Flag workers based on the answers to questions in Penelope smart forms. Paired with workflow automation, these flags can automatically trigger other tasks, notifications, and alerts.
Revision control
Documents (or revisions of documents) can be locked to prevent editing or deletion. Signatures can be collected electronically with a mouse, a stylus, or even with your finger.
Client-facing
Send smart forms to clients ahead of time with ClientConnect. Forms can be filled out by your clients on any device and then sent back via Penelope at your client’s convenience!
Standard Assessments
For many social service organizations, building industry standard documents and assessments in their client management system can take a great deal of time, effort, and cost.
Penelope offers a suite of pre-built documents and assessments that focus on a variety of personal and social metrics.
Standard, pre-built assessments can eliminate these barriers and leave more time for your staff.
Scheduling
Make scheduling simple
Penelope’s visual scheduler makes it easy to see when staff and clients are available for appointments or events.
Both service providers and admin staff can schedule appointments for clients and add additional case members, workers, and other contacts as needed.
Reserve resources
To help manage the tracking of your agency’s resources, you can sort them into categories like rooms, AV equipment, vehicles, or computers—whatever works best for you!
Book recurring appointments
Schedule recurring appointments by setting the cycle to repeat daily, weekly, bi-weekly, or on a custom schedule.
View staff availability
Staff can indicate their availability in Penelope by using the scheduling tool to book time for staff meetings, administrative work, or time spent out of the office.
Automated Workflows
Workflows are defined by the user and there’s no limit to the number you can create.
Time-based triggers
Workflows can be designed to trigger based on the time before or after an event, or at a key point in a client’s treatment. Penelope can even let your finance team know when an invoice hasn’t been paid in time.
Event-based workflows
Penelope can set automated workflows in motion for each new intake, unsigned document, change in field values, service-related deadline, form completion, and more!
Billing
Track accounts receivable
Penelope includes an accounts receivable billing module that allows you to invoice clients and funders while keeping track of payments, credits, and debits.
Keep records up to date
Track funds in real time and use our automated workflows to prompt staff to modify client coverage or warn them when a coverage is due to expire.
Manage insurance billing and grant funding
Add an unlimited number of third-party funders and insurance companies with our flexible billing module and create client-specific policies and coverage limits as needed. You can also use Penelope to accurately track spend-down of grant funds.
Create financial reports
Create a variety of billing reports including account statement reports, aging reports, and diagnostic reports that help you identify things like unpaid invoices and payments that haven’t been applied.
Online payment
Want to give your clients the option to check their account balance and pay bills right from their mobile phone? ClientConnect may be for you!