How it Works

Admission to community follow-up, one continuous flow

Nine stages, one continuous operational record. This is the complete journey a resident moves through, and what the system does at each stage.

Every action recorded

Every user entry creates a traceable audit trail.

Structured workflows

Forms do not allow steps to be skipped or mandatory fields omitted.

Audits at any time

Inspectors can access compliance records at any point.

Role-based

Access to functions is tied to user roles defined by the service.

Stage 1 of 9

Admission

The sequence from referral to confirmed placement — eligibility, pre-admission assessment, and unit allocation.

Admissions
  1. Referral received

    Administrator

    Referral documented with source, presenting need, and initial eligibility assessment.

    System: Referral record created and assigned to admissions coordinator.

  2. Pre-admission assessment

    Clinician

    Clinical assessment completed and recorded against the referral. Outcome and recommendation documented.

    System: Assessment form attached to referral. Status updated to Assessment Complete.

  3. Placement confirmed

    Manager

    Placement decision approved. Unit and room assigned. Admission date set.

    System: Resident record created. Unit occupancy updated. Admission date confirmed.

  4. Admission forms completed

    Key Worker

    All required admission documentation completed and signed — consent, care agreement, personal profile.

    System: Admission forms marked complete. Care programme initialised.

  5. Initial care plan activated

    Clinician

    Initial care plan drafted, reviewed with resident, and formally activated.

    System: Care programme status set to Active. First review date scheduled automatically.

Stage 2 of 9

Assessment

Structured, HSE-aligned clinical assessment, completed digitally with assisted dictation and validation.

Clinical Assessments
  1. Clinical assessment scheduled

    Administrator

    A structured HSE-aligned assessment is scheduled against the resident’s record, with the relevant form template attached.

    System: Assessment form instance created and linked to resident record.

  2. Assessment completed and validated

    Clinician

    Clinician completes the assessment digitally, using assisted dictation where useful, with mandatory fields validated before submission.

    System: Form validated, signed, and version locked against the resident record.

Stage 3 of 9

Resident Management

The resident profile becomes the single reference point for status, care team and legal context throughout the stay.

Residents
  1. Resident profile activated

    Key Worker

    Resident status, unit assignment and care team are set from the confirmed admission, becoming the single reference point for the stay.

    System: Resident record status set to Active. Care team notified.

  2. Ongoing status and flags maintained

    Key Worker

    Status changes, flags and legal/consent updates are recorded against the resident as they occur, not batched for later.

    System: Resident record updated in real time. Change history retained.

Stage 4 of 9

Daily Operations

Occupancy, admissions and the day’s schedule are reviewed and run against a live operational timeline.

Timeline
  1. Daily timeline reviewed

    Manager

    Staff review occupancy, admissions and the day’s scheduled activities at shift handover.

    System: Timeline dashboard refreshed with live occupancy and schedule data.

  2. Scheduled activities run and logged

    Key Worker

    Activities, appointments and roll calls proceed against the schedule, with missed items flagged automatically.

    System: Activity outcomes logged. Missed-event alerts dispatched to assigned staff.

Stage 5 of 9

Group Therapy

Structured group sessions with tap-based observation capture instead of typed notes.

Group Therapy
  1. Group session facilitated

    Clinician

    Facilitator runs the scheduled group session using structured discussion prompts and a session timer.

    System: Session record created with module, timer and participant list.

  2. Observations captured by tap

    Clinician

    Observations and quick comments are captured by tapping pre-built terms during the session, then reviewed into categorised notes.

    System: Structured note lines generated per resident from tapped terms.

Stage 6 of 9

Incident Reporting

How incidents are recorded, escalated, investigated, and formally closed within the system.

Incident Management
  1. Incident reported

    Key Worker

    Staff member records the incident immediately or as soon as practicable after the event.

    System: Incident record created with timestamp. Notifications dispatched to designated persons.

  2. Designated person acknowledges

    Manager

    Person in charge reviews and formally acknowledges the incident report.

    System: Acknowledgement logged. Escalation flag set if severity threshold met.

  3. Investigation assigned

    Manager

    Investigation assigned to the appropriate person with expected completion date.

    System: Investigation record created and linked to incident. Due date reminder scheduled.

  4. Findings and actions recorded

    Auditor

    Investigation findings, root cause analysis, and corrective actions documented with assigned owners.

    System: Corrective actions created with assigned owner and due dates. Overdue alerts configured.

  5. Incident formally closed

    Manager

    All corrective actions verified complete. Incident record closed with sign-off.

    System: Incident status set to Closed. Full record locked. Audit trail preserved.

Stage 7 of 9

Progress Monitoring

Care plan reviews and operational trend reporting drawn directly from the live record.

Care Planning
  1. Care plan reviewed against goals

    Clinician

    Scheduled care plan review compares current status against the goals set at admission, with multi-disciplinary input.

    System: Review outcome recorded. Next review date scheduled automatically.

  2. Trend reporting reviewed by managers

    Manager

    Managers review resident and unit-level trends drawn directly from operational data ahead of team meetings.

    System: Report generated from live operational data, no manual collation required.

Stage 8 of 9

Discharge

Discharge planning, aftercare checklists, and the formal record of a completed residential stay.

Residents
  1. Discharge planning initiated

    Clinician

    Discharge is planned against the resident’s progress, with aftercare and community handover requirements identified.

    System: Discharge record created. Aftercare checklist generated.

  2. Discharge formally recorded

    Manager

    Discharge is confirmed, unit occupancy updated, and the resident record locked to its final residential state.

    System: Resident status set to Discharged. Unit occupancy updated. Record retained for audit.

Stage 9 of 9

Community Follow-up

The same record continues into community-based support — no re-entry, no lost history.

Community Services
  1. Record continued into community care

    Key Worker

    Where relevant, the same service-user record continues into community-based support rather than starting again.

    System: Record linked to Community Services module. Practitioner assigned.

  2. Ongoing outreach and review

    Key Worker

    Community practitioners continue appointments, outreach visits and periodic review against the same continuous record.

    System: Outreach visits and appointments logged against the continued record.

Next Step

Explore the operational modules

View the specific modules available, or get in touch to discuss how it would suit your service.