Bonterra News June 2026 | Apricot
June 2026
Welcome to the June edition of Bonterra News!
Read on to learn more about what’s new and what’s coming for our Case Management customers.
Featured Events: Apricot and ETO
Wednesday, July 15 at 1:30pm CT
Streamlining Case Management Workflows: How Strategic Processes Multiply Team Efficiency
Inefficient workflows can drain your team's energy, delay participant progress, and waste capacity you could use for real impact. This session shows you why streamlining workflows matters and where to start — so your team can reclaim time and focus on impact.
Let's identify where inefficiencies are costing you time and how to systematically redesign them. The result is a leaner operation and a team that has real capacity for the work that matters.
Wednesday, July 29 at 1:30pm CT
Setting Your Team Up for Success: From Onboarding to Ownership
Does your team training end at the first login? This session gives you a plan for onboarding that actually sticks. You'll leave with practical strategies you can use right away to help your team feel comfortable and confident with Apricot or ETO.
When your team feels confident and owns their tools, they work better and serve clients better. That confidence starts with thoughtful onboarding.
What’s new: Apricot
Participant Snapshot is here — get up to speed before every interaction
Participant Snapshot is the first AI-powered skill in Bonterra Que, and it’s live for all U.S. Apricot users in open beta at no additional cost.
Before a handoff, home visit, or coverage situation, you can generate an on-demand summary of a participant's recent activity directly in the Document Folder. It's there to help you get oriented fast — not to make decisions for you.
A few things to know:
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The snapshot is not saved to the participant's record and won't change how you document or manage cases.
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Participant data is never stored or used to train LLMs.
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Administrators can disable Participant Snapshot for their organization at any time via the A La Carte Features page.
Note: If you do not see this feature enabled in your Apricot environment, please reach out to your Administrator for more information.
Want to see Participant Snapshot in action? Access the recording of our June Product Updates event to view the feature demo.
Check out Participant Snapshot
Apricot Community is live in Bonterra Central!
Apricot Community has launched inside Bonterra Central — the same place where you find help articles, training, events, and product updates. The Community gives you a dedicated space to ask questions, share tips, and connect with other Apricot users.
If you haven't set up your Bonterra Central account yet, it only takes a few minutes to get started.
Join the Changemakers' Circle: Our stage. Your spotlight.
You and your organization are doing incredible work - and we'd like to celebrate it!
By joining Bonterra's Changemakers' Circle, you can share your story, spotlight your success, and inspire the broader social good community. As a member, you'll get invitations to participate in advocacy opportunities that fit your schedule - you get to choose how you participate!
Please note that the Changemakers' Circle is only available to Bonterra Apricot customers at this time.
What’s coming: Apricot
Updated Apricot Connect interface coming July 2
The Connect interface is getting a new look. The updated design is cleaner, more accessible, and more secure — and nothing about how you use Connect is changing.
The new UI is opt-in for all user types, and the legacy interface remains available even after you switch. Admins can opt in from My Preferences, and Connect users and participants will see a banner on login with the option to try it out.
Canada and Australia/New Zealand: Apricot’s new login experience is coming
Apricot’s new login experience is already live for US customers, and it’s heading to Canada and ANZ this summer.
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: Evening of July 22
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Australia/New Zealand: Early morning August 7 (local time)
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 are on the way
Apricot Mobile is a dedicated mobile app coming 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, 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 is currently in closed beta. If you're interested in joining the upcoming open beta, contact em.rattini-reich@bonterratech.com. If you'd like a heads up when the app is available, watch for future emails and in-app announcements.
Thank you to everyone who participated in the 2026 Case Management Product Surveys!
We closed responses last week and we’re already diving into what you told us. Whether you’re managing cases on the frontline, running operations from the back office, or analyzing data to track outcomes, your feedback matters. We’ll be digging deeper into these issues in the coming months, so be on the lookout for future feedback opportunities.
Events & training: Apricot
Wednesday, July 8 at 1:30pm CT
Apricot Product Updates
This expert-led product release event will provide an updated look at what has changed in Apricot during the past month.
In this session, you will:
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Dive deep into new product releases
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Experience a demo of the applicable changes
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Get your questions answered during an extended Q&A session
The presentation and demonstration portion of our session will last around 20-30 minutes, leaving ample time for you to ask questions and get clarification on any product enhancements we cover.
Wednesday, July 22 at 1:30pm CT
Ask the Experts: Live Q&A
Apricot Ask the Experts is a live, interactive Q&A designed entirely around you. Each session features a rotating panel of Apricot experts from across Bonterra — including Product, Support, Customer Success, and more — ready to tackle your questions.
Submit your questions when you register, and we’ll shape the conversation around what matters most to you. Whether you’re troubleshooting workflows, exploring best practices, or looking for recommendations, our experts will provide practical guidance you can use right away.
Important Dates
Upcoming Office Closures
Wednesday, July 1 - Canada Day ( CA )
Friday, July 3 - Independence Day ( US )
Friday, July 17 - Nelson Mandela International Day ( UK )
Monday, August 3 - Heritage Day / Civic Day / Simcoe Day ( CA )
Apricot Monthly Maintenance:
Australia
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Friday, July 3, 9am - 1pm ET
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Friday, July 31, 9am - 1pm ET
North America
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Monday, July 6, 1am - 5am ET
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Monday, August 3, 1am - 5am 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.
Help Center
Contact Support > https://www.bonterratech.com/support
Bonterra Academy > https://www.bonterratech.com/training