Would you like to access Penelope Learning Academy, but don’t have an account yet? Reach out to your LMS Administrator as they can create for you.

Does your agency not have an LMS Administrator or you need help troubleshooting your access? Create a case for our Training team through the portal or by emailing the Training Team: trainingteam@bonterratech.com

If you already has access but can't access anymore or forgot your password, you can use the “I’ve forgotten my username/password” feature on the login page.

If you need access ASAP to training material, please visit the following Self Sign-Up webpage and chat with our Support Team through Penelope to receive your CODE.

At the Penelope Learning Academy you will find the following training material:

1 - Penelope System Training

The purpose of Penelope online training is to provide a platform where Penelope users can learn about Penelope’s functionality and capabilities in an engaging and fun way. The online training takes on a blended learning approach to help maximize the users learning potential and includes features such as content rich videos that can be accessed on any mobile device as well. In addition to this the user can see how many courses they have passed, how many courses they have completed, course progress, time spent learning and how many certifications they have been awarded.

This training covers information for Customer Service, Front Desk Staff, Practitioners, and Managers.

Approximate duration: 4hrs 20min.

2 - Penelope Reporting 101

This webinar will give customers an overview of reporting options available in Penelope, including the ability to access over 150 built-in reports, pull data into third-party apps like Excel, and create impressive data visualizations using Tableau, our add-on reports suite.

This presentation will cover the following topics:
- Standard Penelope built-in reports
- Extract data directly from Penelope database (ODBC)
- Tableau Server reports
- Document data lists and data fields
- Custom reporting solutions

Duration: 30 mins

3 - Penelope Billing

The purpose of Penelope online training is to provide a platform where Penelope users can learn about Penelope’s functionality and capabilities in an engaging and fun way. The online training takes on a blended learning approach to help maximize the users learning potential and includes features such as content rich videos that can be accessed on any mobile device as well. In addition to this the user can see how many courses they have passed, how many courses they have completed, course progress, time spent learning and how many certifications they have been awarded.

1. Individual Accounts, Billing Overview, Quick Pay, & Payments
2. Deposits, Debits & Credits
3. Fee For Service, Service Fee Override, Sliding Scale, Admin Setup for Sliding Scale
4. Funder & Funder Account Page, Creating Invoices in Batch Mode
5. Public, Group & Private Policies, & Billing Sequence
6. Returns & Recovery, Coverage Maintenance & Expiry
7. EDI 837p, CMS, EDI 835 & EOB

Approximate duration: 2.5 hrs.

Meet Penelope

At this website, you will find a brief information about Penelope as per below:

Our configurable case management software, Penelope, helps hundreds of social service and nonprofit organizations around the world work more efficiently while making their clients’ lives easier. It was designed specifically to meet the reporting, billing, and service tracking needs of agencies like yours, all while keeping client data safe. Take a minute to get acquainted!

Everything you need in one place

Features:

1 - Client Engagement ;

2 - Reporting;

3 - Core Functions;

4 - Add-Ons

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