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 →Referral received
AdministratorReferral documented with source, presenting need, and initial eligibility assessment.
System: Referral record created and assigned to admissions coordinator.
Pre-admission assessment
ClinicianClinical assessment completed and recorded against the referral. Outcome and recommendation documented.
System: Assessment form attached to referral. Status updated to Assessment Complete.
Placement confirmed
ManagerPlacement decision approved. Unit and room assigned. Admission date set.
System: Resident record created. Unit occupancy updated. Admission date confirmed.
Admission forms completed
Key WorkerAll required admission documentation completed and signed — consent, care agreement, personal profile.
System: Admission forms marked complete. Care programme initialised.
Initial care plan activated
ClinicianInitial 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 →Clinical assessment scheduled
AdministratorA 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.
Assessment completed and validated
ClinicianClinician 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 →Resident profile activated
Key WorkerResident 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.
Ongoing status and flags maintained
Key WorkerStatus 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 →Daily timeline reviewed
ManagerStaff review occupancy, admissions and the day’s scheduled activities at shift handover.
System: Timeline dashboard refreshed with live occupancy and schedule data.
Scheduled activities run and logged
Key WorkerActivities, 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 →Group session facilitated
ClinicianFacilitator runs the scheduled group session using structured discussion prompts and a session timer.
System: Session record created with module, timer and participant list.
Observations captured by tap
ClinicianObservations 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 →Incident reported
Key WorkerStaff member records the incident immediately or as soon as practicable after the event.
System: Incident record created with timestamp. Notifications dispatched to designated persons.
Designated person acknowledges
ManagerPerson in charge reviews and formally acknowledges the incident report.
System: Acknowledgement logged. Escalation flag set if severity threshold met.
Investigation assigned
ManagerInvestigation assigned to the appropriate person with expected completion date.
System: Investigation record created and linked to incident. Due date reminder scheduled.
Findings and actions recorded
AuditorInvestigation findings, root cause analysis, and corrective actions documented with assigned owners.
System: Corrective actions created with assigned owner and due dates. Overdue alerts configured.
Incident formally closed
ManagerAll 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 →Care plan reviewed against goals
ClinicianScheduled 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.
Trend reporting reviewed by managers
ManagerManagers 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 →Discharge planning initiated
ClinicianDischarge is planned against the resident’s progress, with aftercare and community handover requirements identified.
System: Discharge record created. Aftercare checklist generated.
Discharge formally recorded
ManagerDischarge 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 →Record continued into community care
Key WorkerWhere relevant, the same service-user record continues into community-based support rather than starting again.
System: Record linked to Community Services module. Practitioner assigned.
Ongoing outreach and review
Key WorkerCommunity practitioners continue appointments, outreach visits and periodic review against the same continuous record.
System: Outreach visits and appointments logged against the continued record.