Bonterra ApricotBonterra
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GridSocialSocialRoots.ai
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Related Products
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About
Bonterra Apricot is case management software for nonprofits and public sector organizations that helps teams strengthen outcomes, simplify workflows, and measure impact. The platform centralizes participant and program data so staff can manage services, referrals, reporting, compliance, and engagement from one system. Bonterra Apricot includes Bonterra Que, an AI assistant that helps staff summarize participant history, capture notes, identify early intervention signals, review data integrity, and work faster inside existing case management workflows. The platform supports standardized processes, best-practice templates, streamlined workflows, direct participant-case worker connections, and secure data management. Apricot is available in Essentials, Pro, and Enterprise tiers with features such as reporting, analytics, smart forms, scheduling, referrals, auditing, dashboards, single sign-on, inventory management, and API access.
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About
GridSocial by SocialRoots.ai is a closed-loop referral and care coordination platform designed for healthcare providers, community-based organizations, and social service networks. It enables organizations to create, route, and track referrals end-to-end, ensuring every request is completed with full visibility across stakeholders.
Our platform supports intelligent intake, automated referral routing based on eligibility and urgency, real-time tracking, and outcome reporting. With integration to leading EHR systems such as Oracle Health (Cerner), EPIC, AdvancedMD, and NextGen, GridSocial enhances interoperability and streamlines workflows.
Key capabilities include customizable workflows, secure collaboration tools, partner network management, and real-time dashboards. GridSocial helps organizations reduce care gaps, improve referral success rates, and address social determinants of health (SDoH).
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Bonterra Apricot is best suited for nonprofits, public sector agencies, social service organizations, case managers, program managers, health and human services teams, community organizations, funder reporting teams, and social good organizations that need nonprofit case management, participant tracking, AI assistance, standardized data, workflows, referrals, reporting, analytics, compliance, data security, and impact measurement
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Audience
Healthcare providers, hospitals, payers, clinics, community-based organizations (CBOs), social service agencies, government health programs, and care coordination teams focused on managing referrals and addressing social determinants of health (SDoH).
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
Contact for pricing
Pricing is customized based on implementation scope, integrations, users, and care coordination requirements. Contact us for details.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBonterra
Founded: 2021
United States
www.bonterratech.com/product/apricot
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Company InformationSocialRoots.ai
Founded: 2024
United States
www.socialroots.ai/closed-loop-referral-system
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Categories |
Categories |
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Social Work Case Management Features
Case Notes
Client Management
Document Management
Forms Management
Goal Setting / Tracking
Program Management
Referral Management
Reporting & Statistics
Scheduling
Volunteer Management
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Integrations
EpicCare EMR
Oracle Health EHR
athenaOne
eClinicalWorks
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