Apricot
Clinical documentation software
Health care software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if Apricot and its alternatives fit your requirements.
Contact the product provider
Free Trial unavailableFree version unavailable
Small
Medium
Large
-
What is Apricot
Apricot is a cloud-based case management and records system used by human services and community health organizations to capture client information, manage service delivery workflows, and support reporting. It is commonly used by nonprofits and public-sector programs for intake, assessments, service plans, outcomes tracking, and compliance documentation. The product emphasizes configurable forms and workflows rather than a traditional medical EHR focused on billing and clinical coding. It is sold as part of Social Solutions’ Apricot platform under Bonterra.
Configurable forms and workflows
Apricot provides tools to build and modify intake forms, assessments, and program-specific workflows without requiring a full custom software build. This supports organizations that run multiple programs with different data requirements. Configuration helps standardize documentation across staff while still allowing program-level variation.
Case management oriented design
The platform is designed around client records, service episodes, and outcomes tracking, which aligns with human services delivery models. It supports longitudinal client histories and program participation tracking rather than only visit-based documentation. This can fit organizations that need to document services across multiple touchpoints and staff roles.
Reporting and outcomes tracking
Apricot includes reporting capabilities intended for program monitoring and funder or grant reporting. It supports capturing structured data that can be aggregated for outcomes and compliance metrics. This is useful for organizations that must demonstrate service impact and maintain audit-ready records.
Not a full medical EHR
Apricot is typically positioned for human services case management rather than comprehensive clinical EHR workflows. Organizations needing deep clinical features such as specialty charting, e-prescribing, or tightly integrated medical billing may find gaps. In those cases, it may require integration with other healthcare systems.
Configuration can require expertise
Because the product relies on configurable forms, fields, and workflows, initial setup and ongoing changes can require dedicated administrative effort. Data model decisions made early can affect reporting and usability later. Some organizations may need vendor services or trained internal administrators to maintain consistency.
Integrations vary by deployment
Integration needs (e.g., identity management, data exchange with other systems, or analytics tooling) can depend on the specific Apricot edition and purchased modules. Organizations may need to validate available APIs, export options, and supported connectors during procurement. This can add time to implementation planning for environments with complex interoperability requirements.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Apricot Essentials | Request pricing (contact sales) | Foundational case-management features listed by vendor: Form Designer, Document Folder, Template Library, Enrollment & Exits, Caseloads, Native Reporting; initial storage allotment: 1GB; includes 2 administrative user assignments. |
| Apricot Pro | Request pricing (contact sales) | Advanced capabilities: Form Logic, Smart Fields, Schedule, Internal Referrals, Compliance Reporting; initial storage allotment: 5GB; includes 2 administrative user assignments; Apricot Pro includes an allotment of 5,000 Connect text messages/month (overages charged). |
| Apricot Enterprise | Request pricing (contact sales) | Enterprise capabilities: Results Reporting, Inventory Dashboard, single sign-on (SSO), API access, advanced dashboards; initial storage allotment: 10GB; includes 2 administrative user assignments; Apricot Enterprise includes an allotment of 5,000 Connect text messages/month (overages charged). |
Seller details
Bonterra Tech, LLC
Austin, TX, USA
2021
Private
https://www.bonterratech.com/
https://x.com/BonterraTech
https://www.linkedin.com/company/bonterra-tech/
