Bonterra News August 2026 | Apricot
August 2026
Welcome to the August edition of Bonterra News!
Read on to learn more about what’s new and what’s coming for our Case Management customers.
Featured
Take control of your Participant Snapshots
Based on your feedback, admins now have more control over what appears in Que-generated Participant Snapshots. Previously, there was no way to exclude specific Tier 2 forms from the Tier 1 Document Folder summary. Now there is!
A new “Exclude from AI summarization” checkbox in Tier 2 form properties lets you decide which forms Que pulls into the snapshot. Check the box, and that form stays out of your summary.
Head to your form properties to get started.
What’s new
Sign-in and sign-out are now built into the Registration Grid
Tracking attendance just got faster for organizations utilizing Registration Grid. The Registration Grid now includes a dedicated sign-in/sign-out view — select a participant, capture their signature, and the system automatically records the timestamp and witnesses the entry.
The view activates automatically when your Tier 2 form has a qualifying signature field. It also supports a kiosk workflow, so participants or parents/guardians can sign in directly without an Apricot login.
See how Sign-In / Sign-Out works
What’s coming: Apricot
CAN/ANZ: Apricot’s new login experience is almost here
Apricot’s new login experience is already live for US customers, and it’s gradually rolling out to Canada, Australia, and New Zealand next month.
The new experience replaces the existing Apricot login page with a refreshed, more secure sign-in flow — while keeping everything inside Apricot exactly as it is. You’ll sign in using your Bonterra account, and the first time you log in after the update, you’ll be prompted to verify your email address.
Scheduled rollout dates:
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Canada: starting September 2
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Australia/New Zealand: starting September 3
This rollout is gradual and will apply to all users by October 1. No action is required before the update goes live. When it does, sign in as usual and follow any on-screen prompts.
Apricot Mobile and Note Capture: Field documentation on the go
Apricot Mobile is a dedicated mobile app coming soon to iPhone and Android — a purpose-built experience for field-based work, separate from the current mobile view of Apricot.
The first skill available in Apricot Mobile will be Note Capture, AI-powered by Bonterra Que. Speak your notes after an interaction and Note Capture converts your voice into structured text, mapped directly into the right fields in your form — so details stay accurate and documentation happens in the moment.
Note Capture will soon be available to U.S.-based Apricot organizations in open beta. Read the article below to learn more about what Note Capture can do for you.
Early Intervention Signals: a new way to spot who needs attention
Early Intervention Signals is an upcoming AI-powered Que skill that flags when a participant may need follow-up — based on risk and protective indicators your admin configures using your program's existing forms and fields.
Que evaluates those indicators nightly and surfaces the participants who need attention, so staff start the day knowing who to call first instead of manually sifting through records.
The feature is currently in closed beta. If you're interested in joining or helping shape it, contact em.rattini-reich@bonterratech.com. Otherwise, watch for future emails and in-app announcements to find out when it’s available in open beta.
Events & training: Apricot
Wednesday, September 9 at 1:30pm CT
The Power of Collective Impact: Coordination Across Partners, Systems, and Programs
This session introduces the collective impact framework and shows how it translates into real coordination — across programs, partners, and the systems your clients navigate every day. You'll leave with a clearer picture of what makes multi-organization work succeed, and how your data practices either strengthen or undermine that work.
We're diving into:
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What collective impact actually means — and its five core components
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Why fragmented data undermines coordination
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How shared measurement drives learning and accountability
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See how shared measurement works in practice, giving partners a unified view of the data that drives coordination and outcomes.
Wednesday, September 16 at 1:30pm CT
Ask the Experts: Service Provider Networks and Impact Hub
Service Provider Networks connect organizations. Data Standards align how they collect information. Impact Hub is where that work becomes visible — and all three work together more than most admins realize.
Whether your questions are about network membership and Data Standard sharing, how to adopt or map a standard as a network member, what it takes to get data flowing into Impact Hub, how visibility and access work across sites and organizations, or what to do when something isn't behaving the way you expected — this panel has you covered.
Wednesday, September 23 at 1:30pm CT
Built to Grow: Using Outcome Measurement to Strengthen Your Programs
The work your team does every day creates real change — outcome measurement is how you capture it. This session walks through a practical, four-step approach to outcome measurement you can apply to your existing processes and reports right away.
Here's what we'll explore together:
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Defining your outcome measure
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Collecting the data that matters
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Maintaining data integrity across your team
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Assessing outcomes — and acting on what you find
Important Dates
Upcoming Office Closures
Monday, September 7 - Labor Day ( US | CA | UK )
Friday, September 25 - AFL Grand Final Friday ( AU )
Wednesday, September 30 - National Day for Truth and Reconciliation ( CA )
Monthly Maintenance:
Australia
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Friday, September 4, 9:00am - 1:00pm ET
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Friday, October 2, 9:00am - 1:00pm ET
North America
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Monday, September 7, 1:00am - 5:00am ET
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Monday, October 5, 1:00am - 5:00am ET
During this time users may encounter intermittent errors. Users are recommended to try their operation again or wait until the completion of the maintenance window.
Please visit the Bonterra Status Page to view all upcoming scheduled maintenance windows.