Halo for Mental Health and Wellbeing
Mental Health Caseload Manager
Mental Health KPI Dashboard
Use Halo to streamline
your mental health
case management
processes and gain
insights to guide
service improvement.
Why Halo for Mental Health Services?

Whether you support clients with depression, anxiety, eating disorders or social isolation Halo’s features will help you work more efficiently and give you the outcome data with ease. There is also a provision for young people services. At Halo we support partnership working and have developed a module specifically for this purpose.

Find out more about the caseload manager, client console and other features below.

Integrated Referrals
  • Referrals via public screening portal
  • Profiled cases for allocation
  • Allocate cases by location / type
  • Need status for planning and progress tracking
Appointments
and Assessments
  • Secure team calendar
  • Add client notes through calendar
  • Stored documents
  • Mail merge facility
  • SMS messaging
Reporting
  • Referral sources
  • Caseload and workload
  • Outcomes
  • Wait times
  • Automated graphing for KPIs

Showing a list of your clients along with alerts for tasks due soon. Add a contact note or see their progress in one click.

Mental Health Caseload Manager
  • Direct access to event journals
  • Colour coded (traffic light) alerts
  • Direct access to contact form
  • Open forms for action
  • Filter client records by Team or Worker
  • Filter for clients or alert type

The client console gives you to access to all information relating to the client.

Mental Health Client Console
  • 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 automatically updated so you’ll always see the most up to date information.

Mental Health KPI Dashboard
  • 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

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

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

Halo KPI Summary
  • 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 Comprehensive Risk 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 data updates are logged in the audit trail

Halo has a number of options to show your outcomes. The outcome star can be changed to include your preferred criteria.

Halo Outcome Polar chart
  • Automated TOP alerts for workers
  • TOP – AOR and YPOR aware
  • Full historic and planning reporting
  • TOP tracker graphing
  • TOP change reporting

The calendar has many functions that will help your team stay organised and more efficient around appointments. Here we show you how to add a new event.

  • 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.

Halo reporting wizard
  • 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.

Halo Event Journals
  • 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

Allowing for single or batch run, the mail merge feature can hold all of your letter templates with the option to change dates before printing. Below is the main screen for mail merge.

Halo mail merge
  • Any number of templates documents
  • All outputs stored in Event History
  • Users can add ad-hoc notes and content
Quick Start Package
for Halo Mental Health
£450 per month

Cancel any time

Halo Pricing for Mental Health client management system
Get in touch for a quote or demo