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From need to delivered support

Coordinate services without breaking the continuity of care.

Plan support, assign actions, make referrals and follow delivery from the same case record. Teams can see what was requested, what was accepted and what still needs attention.

Every service has an owner, a status and a next step.

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ENAM

CASE WE-0042

Services & referrals

Service plan3 services
Safety planningCompleted · 08 Jun
Psychosocial supportIn progress · Owner: Maria
Legal referralAccepted · Follow-up 14 Jun

DELIVERY PROGRESS

67%

2 of 3 services on track

Next follow-up

Legal referral

14 June · 10:30

What this changes

Strong structure, without the heavy interface.

Each capability is designed to make daily work more understandable while preserving the controls and evidence behind it.

01

Service plans

Connect assessed needs to agreed services, owners, due dates and expected outcomes.

02

Tasks and follow-up

Turn plans into concrete actions and surface overdue or high-priority work.

03

Controlled referrals

Share the minimum necessary information and track acceptance, rejection or return.

04

Sharing decisions

Keep the reason and permission for sharing visible alongside the referral.

05

Service gaps

See unmet needs, waiting times and delivery patterns without exposing identities.

06

Partner accountability

Maintain a dependable record of who agreed to do what and when.

How it works

A closed loop for service delivery

Move beyond a referral sent by email and never seen again.

  1. 01

    Identify the need

    Connect a need or case plan objective to a service.

  2. 02

    Agree and refer

    Record consent, destination, purpose and minimum shared data.

  3. 03

    Track delivery

    Follow status, appointments, actions and partner feedback.

  4. 04

    Review the result

    Document whether the service met the need and what comes next.

Operational outcomes

What teams should feel in practice.

  • Fewer missed follow-ups
  • Clearer partner responsibilities
  • Visible unmet needs
  • More reliable service reporting

Important assurance

Coordination with boundaries

Referral workflows can be configured so external partners receive only the information relevant to their role, while the primary case record stays protected.

See how this fits your programme.

Walk through your case journey, access model and reporting needs with us.

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