Follow-ups & Workflow
Follow-ups
Structured follow-up workflows after services, referrals, or case events.
Product support
Documented support
- Bonterra ETO by Bonterra
Time-Based Alert use cases: follow-up 7 days after intake, 90 days after enrollment, 30-day no-contact flags (newsletter).
vendor reported
- Exponent Case Management by Exponent Partners
Referrals recorded with follow-up requests (human services page).
vendor reported
- QG Case by QuesGen Systems, Inc.
Follow-ups / Activities are explicitly listed.
vendor reported
Partial / qualified support
- Bonterra Apricot by Bonterra
Alerts/workflows can drive follow-up but no distinct follow-up object is documented.
vendor reported
- Casebook by Casebook PBC
Tasks, recurring workflow tasks and deadlines support follow-up workflows, but a separate universal follow-up object was not established.
vendor reported
- Clarity Human Services by Bitfocus
Referral hand-off coordination with notes/alerts and full referral histories (coordinated entry page).
vendor reported
- Salesforce Public Sector Solutions by Salesforce
Regular follow-ups to monitor participant progress described as workflow, not a named feature (Trailhead).
vendor reported
4 researched products have not yet been verified for this capability — that is a research gap, not an assessment.
Commercial availability
Where plan-level research exists, availability by plan or add-on. Examples reflect only the products researched so far.
- Included QGCase Essentials plan of QG Case