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ETO Packages and Add-Ons | What is included in my ETO Instance?
ETO Packages and Add-Ons | What is included in my ETO Instance?

What is included in the Touchpoint Bundle? Add-Ons? What is ETO?

Updated over a week ago

ETO is a comprehensive outcomes and case management tool for large nonprofits, government agencies, and community collaboratives. This powerful platform was built to handle multiple partners, high volumes of programs, advanced security protocols, and multifaceted reporting and analytics initiatives.


  • Case Management & Service Planning – Track client data, program enrollments, cases, service planning, and delivery in one place

  • Outcomes Measurement & Management – Ensure you are not only tracking outcome achievement but managing to outcomes

  • System Integration – Share data and integrate between systems with our open API and automated file transfers

  • Best In Class Reporting – Utilize the most comprehensive reporting suite in the market

  • Flexible & Form Building Tools – Configure forms as needed inclusive of time saving data validation and conditionality features

  • Workflows, Approvals, & Alerts – Ensure program fidelity and streamline processes through workflow, alerting and digital signature features

  • Configurable Dashboards – Gain end-to-end views through configurable dashboards

  • Compliant, Best Practice Configurations HIPAA, FERPA, HUD, Fedramp, and NIST compliant

Efficiencies Gained by ETO Users:

  • 50% reduction in time spent managing data integrity

  • 50% reduction in cost of system and process modifications

  • 50% reduction in "back office" time spent managing service delivery

  • 40% reduction in time spent on custom reports

  • 75% reduction in time spent on standard reports

  • 5% increase in funding

ETO Legacy and Base Experience

The below features are standard in all ETO instances.

See Legacy and Base sections for additional features.

Demographic and program enrollment tracking for participants. Track participants across the enterprise, identify duplicates, and customize demographics on a program or enterprise scale.

Track entities like Staff members, third-party organizations, and other external entitles program engagement, attributes, and more!

ETO Caseloads allow Staff to have an assigned list of Participants. These Caseloads can be managed by Staff or managers, though our best practices recommend a manager be primarily in charge of setting up Caseloads.

Many standard reports exist in ETO to track TouchPoints, enrollments, demographics, and more!

Upload Touchpoint, Participant, Referral, Caseload, and Collection data in bulk through Batch Upload.

Refer a participant or multiple participants to programs in the same site or across the enterprise. Referrals are included in legacy and base experience.

Help staff navigate ETO by creating standard dashboards and dashboard messages.

ETO TouchPoint Experience (Base Instance)

ETO Base instance is browser-neutral!

If upgrading from Legacy ETO, customers will have access to the TouchPoint experience. TouchPoints provide a simple and robust solution to data tracking. Use TouchPoints to track To-Do's, Attendance, GIS Coordinates, file uploads, and more!

If upgrading from Legacy ETO, customers will have access to our robust reporting platform, ETO Results. Track outcomes, demographics, program enrollments, and more in one location.

Use barcode scanners to take attendance in ETO.

Refer a participant or multiple participants to programs in the same site or across the enterprise.

Track groups of people who meet regularly through collections. Track attendance data, group attributes, and more!

Use the ETO Schedule to integrate user schedules with ETO. Track participant appointments and schedule appointments with ease!

TouchPoint Bundle

Contact your Account Manager at if you are interested in upgrading to the TouchPoint Bundle.

Alerts are intended to keep users up-to-date on a participant’s progress by notifying users in real-time whenever a key action takes place.

Organizational protocols can often be difficult to stick to unless the procedures are easy to follow. ETO workflows organize and enforce best practices by linking required checkpoints into a streamlined process. Workflows walk staff through prescribed checkpoints, easily allowing them to determine when a client meets the requirements and what step to take next in ETO.

Connect allows administrators to distribute intake forms directly to potential participants. Connect also provides participants with the ability to complete TouchPoints and Demographics on their own. Connect is our most dynamic tool when it self-service and registration for ETO.

If your organization would like to notify users in different sites of TouchPoints, Referrals, and other requests for participants on their caseload, then Approval Forms will give you this ability right in ETO.

Signatures can be collected in TouchPoints via any touchscreen device such as an iPad or via mouse or laptop trackpad.

Verify your user's logins by enabling MFA. Users will receive a text code to verify their login to ETO. Admins on the TouchPoint Bundle should contact support at when they are ready to turn on MFA.

Single sign-on, or SSO, is an authentication process that allows a user to log in with a single set of credentials to multiple, independent software systems. Admins on the TouchPoint Bundle should contact Support at when they are ready to turn on Federated SSO.

Note: ETO is not an SSO provider. This feature is meant to link ETO to your existing SSO configuration. If you do not currently have SSO set up and running in your organization, please contact your internal IT team. If you are currently using SSO elsewhere in your organization, and would like to include ETO, you will use this feature to do so.

Other Add-Ons

If interested, please contact your Account Manager at to request information regarding these features.

Transfer data in bulk through SFTP utilizing ETO's Batch Upload tool.

Many organizations may need to extract most or all their data within their lifecycle at Bonterra. Some organizations require regular back-ups of the data for security or auditing purposes. Check out what we can offer!

ETO Software's API allows social impact organizations to create functional applications or integrations through remote execution. Authentication is performed by making REST-based web service requests with an active ETO account. Your ETO solution will need the API feature enabled.

A sandbox is a secondary environment where Users can practice working in a mock ETO space, created by taking a snapshot of a product database that includes all configuration and client data.

Add the HMIS template to your ETO instance to take HUD-specific Touchpoints, validate data, and utilize ETO's in-house HMIS reporting tool to produce APR, CAPER, and more.

ETO BO Rest API allows users to run ETO Results queries and retrieve the data through an API. This feature replaces previously used Query as a Web Service functionality.

ETO Legacy

ETO Legacy can no longer be purchased. Listed below are features considered Legacy.

The following features are only supported with these browser settings.

  1. Assessments

  2. Points of Service Efforts/Composites

  3. Effort Qualifiers

  4. Build/Manage Service Plans

  5. Query Wizard

  6. Process Wizard/Manage Processes

  7. Employment/Education/Drug/Criminal Records

  8. Legal cases (depreciated)

  9. ETO Legacy Reports

  10. Attendance Upload

  11. Upload Files (The newer version is Batch upload)

  12. View/Edit time Sheets

  13. Program Measures

Groups, Referrals, and older Entity pages are considered 'legacy' as they have newer features or page equivalents in the software. However, Groups, Referrals, and Entities will remain in ETO base instances.

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