This is the main case file, the central repository for the client information. Notes added at the Caseload Manager or Calendar can all be viewed here.

• Complete case management
• Access care plans and outcomes
• Headline Dashboard overview

• Episode Timeline
• Access to stored documents
• Mail merge and messaging

This page shows your KPI results in a graph form. These are updated nightly so you’ll always see the most up to date information.

• User generated auto-run reports
• Auto reports create graph panels
• Graphs support series filtering

• Saved Reports run automatically every night
• Contract compliance at a glance

Adding a referral is quick and easy with Halo’s wizard. The following video will take you through the steps.

• Wizard feature guides you through the process
• Use any available formsets
• Checks against previous clients to avoid duplicate records

Carry out a prescription search to find all scripts for a client or a period of time. You can then carry out a number of activities on the scripts returned.

• High Volume batch runs
• Singles or batch printing
• Auto incrementing

• Serial Number management
• Pharmacy Setup
• Bank Holiday and weekly closure days

Halo has an automatic validation feature which takes you to each episode showing any errors. This is shown below.

• NDTMS extract and validation pre-run nightly
• Validation reports show errors per team, rule and worker
• Unique click and fix feature for NDTMS errors

You can set up KPI reports for monthly or quarterly reviews. These are automatically updated so you’ll always see the most up to date information.

• User generated auto-run reports
• Auto reports create graph panels
• Graphs support series filtering

• Saved Reports run automatically every night
• Nightly output in KPI Summary
• Contract compliance at a glance

The image below shows the start of a standard comprehensive assessment form. There is always the option of swapping in your own bespoke form.

• Halo forms configured to your requirements
• Pre-filled fields avoid re-capturing data
• New forms are pre-filled based on data sharing

• Data from other teams will provide pre-fill
• All mandatory NDTMS is embedded
• All data updates are logged in the audit trail

Halo has a number of options to show your outcomes. This is the most basic, a TOPs tracker report, it can be accessed through the client console at any time.

• Automated TOP alerts for workers
• TOP – AOR and YPOR aware
• Full historic and planning reporting

• TOP tracker graphing
• TOP change reporting

Book appointments for multiple clients, locations or workers. All appointment notes linked to your clients file. Watch the video to see how easy it is

• Worker and client calendars
• Book 1:1s and clinic slots
• Display clinics by worker, locality or purpose

• Manage groups eg attendance, notes
• All notes cascade to client’s file
• Recur clinics on weekly or monthly basis

Halo’s reporting function is extensive but very easy to use. The below screen is starting from scratch, but you can also save reports to use again.

• Aggregate reporting with a single click
• Create Saved Reports
• Select any columns

• Create filters
• Multi column sorting
• Multi series graphing

The Event journal holds all of the other journals as shown below. These different screens can be navigated from within the event journal.

• Filtering function
• Form Editing
• History and comparison feature

• Global Event journal shows all client events
• Specific journals provide data specific columns

The stored documents module sits within the client console. You can add any type of document then filter by notes or date or episode/journey. Here’s a quick snapshot.

• Filter by type or date
• Add comments to help identify key files
• Search function

• Upload any file type (drag and drop feature)
• Create a repository of correspondence and activity