About Penelope

Penelope is a configurable, cloud-based case management software platform designed for human service organizations who provide a variety of services across multiple locations.

Everything from outcomes and treatment history, to service plans, notes, smart forms, alerts, workflows, signature capture, attachments, reminders, referrals, and scheduling are all in one place. Penelope brings together all aspects of an organization’s operations into a comprehensive, and coherent system designed from the ground up to coordinate and help improve service delivery.

Penelope is bolstered by a growing suite of client engagement options designed to both save administrative time and improve the experience of our customers' clients. These include the Add.Me self-intake web form and bulk upload tool, and a mobile client portal named ClientConnect that allows an organization's clients to complete documentation, book appointments, make payments, and more, all from their mobile device.

Athena Software has been built on a culture of innovation, collaboration, customer service, and commitment to security and community. These attributes ensure that all of our clients are treated with respect and are viewed as partners by each of our staff members.

Key benefits of Penelope

  • Ease frustration for your clients and staff with a configurable case management system that maintains a single source of truth about your clients while reducing the need for multiple solutions.
  • Improve the client experience with Penelope's client engagement options like Add.Me, a self-registration form that saves time on intakes and data entry, and ClientConnect, our mobile customer portal that gives your clients a secure and convenient place to update their profile, view and book appointments, connect with their provider, and complete documentation, all on their phone or laptop.
  • Get stats quickly or organize your data in an unlimited number of ways with flexible reporting and data export options, including more than 100 built-in reports and optional dashboard reporting with Tableau.
  • Eliminate paper forms, improve accuracy, and track client assessments, scoring, and progress with our configurable smart forms, and use our automated workflows and collaboration tools to increase efficiency and reduce errors and miscommunication.
  • Increase security with our cloud-based platform that allows staff to collaborate and communicate securely, while ensuring role-based access to confidential records.
  • Our experienced and friendly deployment and support teams have been helping organizations achieve their mission for almost 20 years, and are committed to the very highest standards of customer service to help you realize the benefits of your investment.
  • Devices

    Business size

    S M L


    United States, Canada, United Kingdom, Australia

    Supported Languages



    View 2 more
    Penelope video
    Penelope screenshot:


    Total features of Penelope: 31

    • Activity Dashboard
    • Administrative Reporting
    • Alerts / Escalation
    • Appointment Management
    • Assessment Management
    • Automated Billing
    • Case Management
    • Client Management
    • Client Portal
    • Collaboration Tools
    • Configuration Management
    • Electronic Signature Capture
    • Email Invitations & Reminders
    • Employee Management
    • Employee Portal
    • Event Triggered Actions
    • Follow-up Scheduling
    • Forum / Discussion Board
    • HIPAA Compliance
    • Multi-Channel Communication
    • Multi-Location
    • Progress Reports
    • Real Time Notifications
    • Reminders
    • Reporting & Statistics
    • Rules-Based Workflow
    • SMS Integration
    • SSL Security
    • Surveys & Feedback
    • Task Management
    • Workflow Management



    #1 Alternative to Penelope
    Casebook is a human services management software that helps welfare organizations handle inspections, documentation,...

    Noble Child

    #2 Alternative to Penelope
    Noble Child is a child welfare information software designed to help government agencies and non-profit organizations...


    #3 Alternative to Penelope
    Notehouse is a relationship management software which enables professionals such as lawyers, guidance counselors, HR...


    #4 Alternative to Penelope
    KaleidaCare is a foster care management software to help social service agencies manage billing, cases, and clients....


    Overall rating

    4.3 /5
    Value for Money
    Ease of Use
    Customer Support

    Already have Penelope?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 69
    Marie S.
    Overall rating
    • Industry: Individual & Family Services
    • Company size: 501-1,000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 9.0 /10

    I like this program!!

    Reviewed on 14/11/2018

    At first it was daunting as there is SO much information but once we figured it out I love it!

    At first it was daunting as there is SO much information but once we figured it out I love it!
    I'm part of the team that works on our documentation to make things flow easier. It's great to be able to tailor it to our company needs.


    Being able to read my staff input by generating a report whenever I need it.
    Being able to pull reports to the tableau so I can see my numbers just like that.


    Only being able to access from work computers with the VPN installed there. Would be great to be able to access from personal computers.

    Miguel M.
    Overall rating
    • Industry: Hospital & Health Care
    • Company size: 501-1,000 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Penelope from the Perspective of Reporting and Program Surveillance

    Reviewed on 21/09/2020

    I was hired to obtain, process and analyze the raw Penelope data because the built in reports were...

    I was hired to obtain, process and analyze the raw Penelope data because the built in reports were not sufficient for our reporting purposes. To be fair to Athena, I've observed this is true with any database system; built in reports for any database are static and the reporting needs of non-for-profit organizations are dynamic and shift at least annually.

    Initially, I had trouble using my credentials to log into Penelope's ODBC interface. It took a couple of months for Athena to figure out the issue was on their end. Once I was able to download the data, I had to figure out where everything was at and how to link it together. Athena's data dictionaries were invaluable, but you have to become familiar with the databases to correctly merge them and prepare the data. Now I can track anything entered into Penelope.


    Penelope is comprehensive in terms of documenting service appointments, client assessments, referrals, notes, agency workshops and meetings, etc. One can access the raw data via ODBC and prepare the data for reporting, projections for grant writing or program surveillance. One can also use the built in reports for these. There is a feature that allows appointments to sync with Microsoft Outlook that is very handy. Athena Software has a lot of documentation for Penelope that I have found extremely helpful. Managers can look at staff caseloads easily.


    I found that support for accessing the raw data, especially in terms of data preparation is very limited unless you pay for a support meeting. They do provide data dictionaries and data maps which I found very helpful. Using login credentials for downloading the data can be frustrating initially because they are not immediately actualized by the engineers. Once that occurs, ODBC works fine and is reliable. With other issues Athena responds fairly quickly. Also, they do not provide support for using R. Thankfully, there is sufficient documentation from R developers that enabled me to figure it out.

    Grant H.
    Overall rating
    • Industry: Nonprofit Organisation Management
    • Company size: 201-500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    UI is poor. Reporting function only in PDF. not SMS friendly. Case file structure = privacy...

    Reviewed on 25/08/2017


    it has a diary schedule linked to cart items. it's god if you only want Penelope to do one thing, ie, ATAPS service & payments


    UI poor resulting in clunky data entry and more time spent entering data.
    not mobile / tablet friendly
    Reporting function does not provide dashboard, only reports in pdf or that you have to cut and past into Excel.
    Case file / service file structure creates privacy issues - we may have to move away from this product on the basis of legal advice
    Lack of technical support available in Australia

    Alyce W.
    Overall rating
    • Industry: Nonprofit Organisation Management
    • Company size: 1,001-5,000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    many used

    Reviewed on 15/09/2020

    We are a unique organization in many ways, (arent we all) and the configuration of the software was...

    We are a unique organization in many ways, (arent we all) and the configuration of the software was an undertaking not for the faint of heart. We did have issues where Athena struggled to understand our business model during configuration. Once we overcame this issue, Athena has been very flexible, understanding and creative in helping us maximise the softwares uses to our organizations specific needs. We have found great value for money in this partnership.


    The engage tool (client communication) has made a big difference to our interactions with clients, particularly during COVID lockdowns. The customer service and support is always quick, informed and flexible to our needs. Our particular business pushed the Penelope system slightly out of its intended scope, but the Athena team has been so flexible with us and very creative in solving our issues.


    The software can be difficult to configure and test. The testing environments are extremely helpful for this, but as with all software, it can be impossible to understand the ramifications of system changes without testing each and every expected output. I have seen systems that do this a little better than Athena's Penelope.

    Betty N.
    Overall rating
    • Industry: Nonprofit Organisation Management
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 7.0 /10

    Case Management with Penelope - Volunteer Users

    Reviewed on 26/09/2020

    It is positive - the reports are essential for being able to accuracy report our statistics...

    It is positive - the reports are essential for being able to accuracy report our statistics regarding the activities utilized by our clients. The Case Management is very important to keep the records that are so important - other agencies come to us for our statisitics.


    We have been able to create a procedures manual for our volunteers based on your instructions to do the very specific tasks they need to know for recording activities and events for which they are responsible. Their experience with case management features is limited; however, even our less computer familiar volunteers are able to perform well. Procedures, once learned, can easily be conveyed by experienced volunteers to our new volunteers.


    There is a lot of capability of this software - as more in learned, it becomes more valuable; but the learning curve can be difficult for volunteers who come in to volunteer may once or twice for a 4 hours shift in a month. Re-learning/retraining is a constant - hence, our procedures manual.

    Showing 5 reviews of 69 Read all reviews

    Penelope FAQs

    Below are some frequently asked questions for Penelope.

    Penelope offers the following pricing plans:

    • Pricing model: Subscription
    • Free Trial: Available

    Penelope offers the following features:

    • Accounts Receivable and EDI 837P claim generation
    • Administrative reporting
    • Alerts / escalation
    • Appointment reminders
    • Appointment scheduling
    • Assessment & treatment plans
    • Automated billing
    • Automated workflows
    • Care planning
    • Case management
    • Client portal
    • Collaboration tools
    • Configurable intake and smart forms
    • Discussions
    • Electronic signature capture
    • Email invitations & reminders
    • Employee portal
    • Event triggered actions
    • Follow-up scheduling
    • HIPAA compliance
    • Mulit-practice
    • Multi-channel communication
    • Online dashboards
    • Over 100 built-in reports, and flexible reporting options
    • Progress notes
    • Real time notifications
    • Referrals management
    • Reporting & statistics
    • Rules-based workflow
    • SMS integration
    • Scheduling
    • Security & encryption
    • Staff and client engagement tools
    • Staff management
    • Surveys & feedback
    • Task management
    • Workflow management

    Penelope has the following typical customers:

    Large Enterprises, Public Administrations, Non Profit, Mid Size Business

    Penelope supports the following languages:


    We do not have any information about what devices Penelope supports

    Penelope integrates with the following applications:


    Penelope offers the following support options:

    Phone Support, Online Support, Knowledge Base, Video Tutorials, Forum, FAQs

    Related categories

    See all software categories found for Penelope.