Service plans
Connect assessed needs to agreed services, owners, due dates and expected outcomes.
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.
CASE WE-0042
DELIVERY PROGRESS
67%2 of 3 services on track
Next follow-up
Legal referral
14 June · 10:30
What this changes
Each capability is designed to make daily work more understandable while preserving the controls and evidence behind it.
Connect assessed needs to agreed services, owners, due dates and expected outcomes.
Turn plans into concrete actions and surface overdue or high-priority work.
Share the minimum necessary information and track acceptance, rejection or return.
Keep the reason and permission for sharing visible alongside the referral.
See unmet needs, waiting times and delivery patterns without exposing identities.
Maintain a dependable record of who agreed to do what and when.
How it works
Move beyond a referral sent by email and never seen again.
Connect a need or case plan objective to a service.
Record consent, destination, purpose and minimum shared data.
Follow status, appointments, actions and partner feedback.
Document whether the service met the need and what comes next.
Operational outcomes
Important assurance
Referral workflows can be configured so external partners receive only the information relevant to their role, while the primary case record stays protected.
Continue exploring
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