penelope client information and case management software

THIS IS THE ONE

YOU’VE BEEN WAITING FOR

athena software

Penelope is a powerful, integrated case management solution that will help transform the way your organization engages with clients, works collaboratively, demonstrates outcomes and delivers quality, best practice services.

Trusted by governments, hospitals, school boards, police services, universities and hundreds of not-for-profit social service agencies across 15 countries around the world, Penelope is a highly flexible and configurable cloud-based platform that seamlessly brings together your clinical services, administrative operations, billing and reporting.

Our innovative and intuitive software is just one key to your agency’s - and client’s! - success. Penelope is delivered as part of a suite of comprehensive end to end solutions designed to provide maximum benefit to your organization during all stages of your transformational journey.

meet Penelope.

Simple.

Smart.

Connected.

WORKFLOW AUTOMATION

EASY FOR IT DEPT

COLLABORATION & ENGAGEMENT

“Athena Software is a

world leader in

case management software.

Athena's new Collaboration

Suite enables agencies around

the world to connect with clients

using smart communication and

workflow tools in a way that

reflects how our clients live and

work.”

Adam Fletcher, Relate UK

Penelope provides a robust feature-set designed to effectively manage client services with secure mobility, administrative efficiency and quality value-based care in mind. Feature highlights include advanced workflow automation, smart forms, embedded assessments, integrated calendaring, direct client engagement and innovative collaboration tools.

We provide a rock-solid cloud-based service to minimize risk, ease deployment within your technical infrastructure and reduce IT investment.

Athena’s Global Services team uses proven best in class implementation and change management methodologies - our Penelope Excellence Pathways - to ensure that your agency realizes the maximum benefits from your transition to Penelope. Our Athena Advantage Services experts can create customized platform extensions, business intelligence solutions and real time integrations to add even more value to your Penelope implementation.

Our technical support services are always at the ready to help your agency continue to benefit from Penelope for years to come.

a well-designed Solution.

SUCCESS

EXPERT IMPLEMENTATION

SERVICES

SECURE CLOUD SERVICES

RESPONSIVE TECHNICAL SUPPORT BUSINESS

INTELLIGENCE TOOLS

INNOVATION/ UPGRADES

CUSTOM TAILORED SERVICES

CONNECT

“It's kind of like a living organism.

It helps us think fast,

it helps us be more responsive,

it helps us in our planning.”

Roma Balzer,

Te Runanga o Kirikiriroa

New Zealand

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comprehensive Feature-set.

”It's clearly a perfect

solution for an organization

that is as distributed as we are, as diverse as we are,

with locations in the

different places that we

have and with the needs

that we have”

Richard Stables, Headway Ireland

SIMPLE

SMART

CONNECTED

SECURE

TRUSTED

DEEP INDUSTRY KNOWLEDGE

RELIABLE

TRANSPARENT

FRIENDLY

EASY TO USE

GLOBAL CLIENT BASEPROVEN TRACK

RECORD

FLEXIBLE

INNOVATIVEPRIVACY STANDARDS COMPLIANT

ROBUST

CONTINUALLY IMPROVING

MOBILE

COMPREHENSIVE VISIONARYBEST IN CLASS SOLUTION

HIGHLY CONFIGURABLE

AGILE

SCALABLE

INTEGRATED FUNCTIONALITY

EFFECTIVE PATHWAYS TO

EXCELLENCE

RESPONSIVE SUPPORTENTERPRISE READY

STREAMLINED BUSINESS PROCESSES

Penelope’s deep functionality presents a “tool” for every occasion, supporting sleek, streamlined and nimble operations across the enterprise.

SCHEDULING / CALENDARING w/ PUSH TO EXCHANGE/ OUTLOOK

CLINICAL PROGRESS/ SESSION NOTES & SERVICE PLANNING TOOLS

DIRECT CLIENT ENGAGEMENT TOOLS & CLIENT EMAIL / SMS REMINDERS

WORKFLOW AUTOMATION w/ ALERTS, TASKS, MESSAGING, REMINDERS

ADVANCED SMART FORMS, ASSESSMENTS & DOCUMENTS MANAGEMENT

OUTCOMES EVALUATION & PERFORMANCE MANAGEMENT

EXTENSIVE REPORTING & BUSINESS INTELLIGENCE CAPABILITIES

WAITLISTS, REFERRALS MANAGEMENT & ACCOUNTS RECEIVABLES / BILLING

INNOVATE

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Working together collaboratively is not only efficient, it will lead to better outcomes (and better service!) for your clients. Penelope provides a suite of collaboration tools that empower your staff with up-to-date, real time information on their clients, tasks and other responsibilities. Even without logging in, Penelope will “push” no t i fica t ions , a l e r t s , mee t ings and communications to staff’s smart phones via SMS/ email so that staff are always kept in the loop and up to date. As soon as they login, Penelope presents pop-up messaging / alerts and features a robust unified inbox t ha t b r i ngs t oge the r a l l a spec t s o f t he i r communications, workflow and client work into one convenient dashboard and integrated workspace.

Like a powerful, secure and multifaceted social (“social work”) network, staff can collaborate together on client admissions, assignment, case planning, care reviews, referrals, evaluations, group services, shift notes, projects, critical incidents and any other direct or indirect aspect of service.

working together for Better Outcomes.

TASKS

ALERTS REMINDERS

ARRIVALS

CONVERSATIONS DISCUSSIONS

COLLABORATION TOOLS

COLLABORATE

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BUSINESS RULES

CONDITIONAL LOGIC

EVENT BASED TRIGGERS

FIELD MONITORINGTIME BASED

TRIGGERS

NOTIFICATION/ ASSIGNMENT / ESCALATION Quality

Assurance

Your agency can achieve new levels of efficiency, service impact and quality assurance by extending Penelope’s collaboration tools with our powerful workflow automation framework.

Build complex business rules with specific conditions` related to the attributes of the service, client or staff - even the answers in a custom smart form (or assessment score or classification of a score or change in score! ). The rules can be configured to fire at specific time-based intervals while event based triggers will fire based on system events (eg. new client added to case load, client added to waitlist, appointment created, cancelled, signature required for document etc.). Another powerful trigger for workflow is Penelope’s ability to monitor specific user-assignable fields for either specific values or changes in values (eg. demographic fields, client age, language needs, disabilities, safety concerns etc.).

Our workflow tools generate tasks - such as alerts, notifications, smart forms, checklists of forms, reminders etc. that are assigned to specific staff, categories of staff or even clients! Tasks and communications can be sent to mobile devices in real time as well as popping up on screen and saving in the staff person’s unified inbox in Penelope for maximum efficiency. Supervisors can monitor task completion of their staff from their own dashboard. Nothing will fall through the cracks ever again!

AUTOMATEworkflow Automation.

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EMAILED LINK TO CLIENT

CLIENT/ CAREGIVER / FAMILY MEMBER

WORKFLOW AUTOMATION

COMPLETE SMART FORM ON MOBILE

DEVICE

COMPLETED DATA FORMS PART OF

CASE FILE

STAFF MESSAGES CLIENT OR ADDS

TO CLIENT DISCUSSION

RESPOND OR ADD TO DISCUSSION ON

MOBILE DEVICE

NOTIFICATION

Penelope not only provides powerful collaboration, communication and workflow tools for your staff and stakeholders, you can also leverage these tools to create powerful new ways to deepen your engagement with clients as well!

You can use Engage - Penelope’s client engagement portal - to automatically send custom smart forms to clients to complete online. For example, first day paperwork, feedback and satisfaction surveys, a f tercare fo l lowup, re fer ra l forms, wa i t l i s t communications, pre-service documents/ information, health education materials, even items like agency news, group information and confirmation that services were delivered (eg. home-based care).

‣ fully responsive design is mobility optimized to work on any device - especially phones!

‣ WCAG AA accessibility compliant ‣ secure, encrypted data transfer with no residual

data cache on the client’s device ‣ p r o v i d e s e - C o u n s e l l i n g p l a t f o r m /

asynchronous chat for work with remote clients or communications with family members and caregivers

improving Client Engagement.

ENGAGE

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We recognize the absolutely profound role that Penelope Case Management plays in the social service enterprise - it really is the engine at the heart of the business.

Embedding Penelope into the enterprise is not primarily an IT project but rather a business change project and so it is essential that the deployment is shaped around the impact upon the business and informed by deep industry knowledge.

Our experienced Penelope Excellence professionals deliver implementation P a t h w a y s w i t h a r i g o u r t h a t acknowledges the importance and interdependent nature of both project management and change management in order to generate maximum, consistent and sustainable benefits for your enterprise.

best in class Deployment.

"Your wonderful staff members

we’ve worked with exemplify great customer service and support as they are highly effective and efficient.

Thank you for having such motivated and committed

employees. It makes a huge

difference to the customer."

Michaell Rose LCSW Hoag Hospital, USA

IT STRATEGY

PROJECT MANAGEMENT

BUSINESS ANALYSIS

DESIGN & CONFIGURATION

TEST BUSINESS PROCESSES

CHANGE MANAGEMENT

USER TRAINING

GO LIVE/ POST IMPLEMENTATION

SUPPORT

EFFECTIVE DEPLOYMENT

EVOLVE

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We know how important data privacy, security and availability are to your enterprise. We also know how costly it can be for organizations to purchase, deploy and manage the kind of complex technical infrastructure required for high performing, ava i l ab l e , redundan t and secu re operations.

Our SaaS/ Cloud service removes these worries and frees up your enterprise to focus on improving the lives of your clients.

Athena’s robust r isk management framework is a meticulously planned and implemented system of measures and technical and physical safeguards to protect your data from unauthorized a c c e s s , p ro t e c t y o u r d a t a f ro m catastrophic loss and maximize uptime and availability .

rock solid Cloud Services.

Secure.

RISK MANAGEMENT FRAMEWORK

Local.

USA* COMING SOON

NEW ZEALANDAUSTRALIACANADA

Scalable.

AVAILABILITY

Compliant.

HIPAA/ PIPEDA/ HITECH Guaranteed.

UPTIME GUARANTEE

Easy.

EASY FOR IT DEPT

"I've worked with major

corporations and universities and

I am really impressed with

Athena's hosted server and its capacity to deliver optimal results

day after day. This secure data

centre works better than many

other organizations with millions

invested in IT and cloud hosting."

Peter S, W.J. Stelmaschuk and

Associates, Canada SECURE

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tailored for you Specialized Services.

Custom Needs.

As amazing and flexible as Penelope is, there may be times where some additional “connective” work is needed to bridge a unique gap between Penelope and other information systems (eg. Finance, HR, government reporting bodies) or legacy data.

We can also add significant value by creating custom reporting dashboards or output files, web service integrations to sync or securely share data with third party systems or extend the benefits of Penelope for your organization through bespoke application customization. Sometimes all that is needed is some help building out or configuring the system.

Our multi-disciplinary Specialized Services team is well equipped to provide creative t a i l o re d s o l u t i o n s t o y o u r u n i q u e requirements.

CUSTOM INTEGRATIONS

CUSTOM REPORTING

DATA MIGRATION

CUSTOM CONFIGURATION

SOFTWARE CUSTOMIZATION

“Penelope has revolutionized my

outpatient mental health and substance

abuse treatment practice.

It has cut my time for billing in more than

half, which leaves me more time to spend with my staff and clients. I highly

recommend Penelope for any size

practice."

Melody Kipp, Life and Work Soulutions, USA INTEGRATE

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partners for Growth.

”We're with the right people.

I’m in partnership now with

somebody who can actually help

me work out what it is that I'm

doing with the system, and that

was really important for me."

Judith Cross,

Relationships Australia

South Australia

We are passionate about driving social impact - about empowering innovation in social services through tools that enhance client engagement, promote collaboration and accountability and that support emerging trends in service delivery best practices.

We have a proud track record o f success spann ing 15 dynamic years, 15 countries on 5 c o n t i n e n t s a n d encompassing over 20,000 users.

We are based in Waterloo Ontario Canada with staff in the USA, Australia, New Zealand and Europe.

GROW

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optional add-on Modules.

Athena has partnered with the International Center for Clinical Excellence and ACE Health to in tegrate Dr. Scot t Mi l le r ’s Feedback Informed Treatment (FIT) / Partners for Change Outcome Management System (PCOMS) into Penelope. These optional add-on tools provide an easy to implement, evidence-based, client-centred way to measure client engagement and progress in treatment.

Bring your data to life with Athena’s Dashboard subscription services. With our optional add-on Dashboard SaaS service, you will instantly have access to a suite of core Penelope Dashboards in a stunning visual and interactive format.

ORS/ SRS.

Online Dashboards.

DSS/ DEX Web Service Integration.

NDIS XML

Integration.

Athena is the leading provider of web service data for the Austral ian Data Exchange program which covers Family Relationship Services, FRC, Mediation and other services. Our unique real time sync tightly integrates DSS data collection ( including the partnership approach data e lements ) seamlessly with Penelope workflows.

Penelope features a simple and intuitive way to generate NDIS XML reporting as a natural bi-product of streamlined service del ivery - including NDIS Service Categories, drawdown against individual limits and fees.

"I don't think I'd know what to do

without having Penelope.

All of us in the clinical department

would be lost, every staff person;

support and direct service staff use it

and feel comfortable with it.

Linda Castle,

Family Conservancy, USA

EXTEND

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penelope case management software

athena software

www.athenasoftware.net info@athenasoftware.net

1st floor, 33 Dupont Street East Waterloo, Ontario  Canada N2J 2G8

NORTH AMERICA 1.866.806.6014 AUSTRALIA 02 8005 8037 UK 020 3239 1689 NZ 027 228 0105 FAX 519.570.3147