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Rebekah Eslao
Community Manager
August 28, 2026

Thanks to all who joined our first Community Connect!

  • August 28, 2026
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Hey everyone! 

We wrapped Community Connect yesterday thanks to all who joined and registered! If you missed it or just want to revisit the conversation, you can catch the full replay here: Community Connect: AI in the Work and What It Means for Case Management

We talked through with ​@Em Rattini-Reich  what AI actually looks like in case management workflows — and what's coming in Bonterra Que . For a lot of teams, AI is still new territory, and that's okay. These skills are designed to meet you where you are and give your staff more time, clearer insight, and a better shot at delivering services to more people.

Here's a quick look at what's on the horizon:

  • Participant Snapshot (now in open beta!) helps staff quickly understand a participant's context without digging through records or piecing together notes across multiple forms. The full picture, right when you need it.
  • Note Capture turns field notes, voice memos, and informal interactions into clear, consistent case records — so nothing gets lost between the field and the file.
  • Early Intervention Signals helps staff stay on top of caseloads so at-risk participants don't fall through the cracks when volume gets high.

Which part of your workflow feels most overwhelming right now, and where do you think Que could help most? Share your thoughts below. 💬

 

 

And before we move on — a big congratulations again to our August Top Contributors:@Naomi Katz  , ​@Hollie C. ., and @L.Perez ! 🎉 Thank you for showing up, sharing your knowledge, and making this community better for everyone.