Halo for Substance Misuse Services
Substance Misuse Caseload Manager
Mental Health KPI Dashboard
Halo substance misuse
software is easy to use
and trusted by some
of the largest addiction
services across the UK.
What's included?
Supporting complex substance misuse cases means you need an all-encompassing system
This list isn't exhaustive but hopefully gives you an idea of how comprehensive Halo software is
Manage Episodes

Referral Management

  • Wizard feature guides you through the process
  • Use any available formsets
  • Checks against previous clients to avoid duplicate records

Assessment Forms

  • Halo forms are configured to your requirements
  • New forms are pre-filled based on data available via sharing
  • Referrals from other teams will provide current data as prefill
  • Pre-filled data shows its age by colour coding
  • All mandatory data such NDTMS is embedded
  • All data updates are logged in the audit trail

Event Journals

  • Global Event journal shows all client events
  • Specific journals provide data specific columns
  • Filtering function
  • Form Editing
  • History and comparison feature
Day-to-day

Client Console

  • Complete case management including care plans and outcome monitoring
  • Headline Dashboard overview
  • Episode Timeline
  • Console panel provides configurable display of status lists and tools

Caseload Manager

  • Filter client records by Team or Worker
  • View Client status
  • Filter for clients
  • Colour coded (traffic light) alerts
  • Direct access to contact form
  • Direct access to event journals

Calendar

  • Worker and client calendars
  • Book 1:1s and clinic slots
  • Display clinics by worker, locality or purpose
  • Manage group sessions eg attendance, notes etc
  • All notes cascade to client’s file
  • Recur clinics on weekly or monthly basis

Prescribing

  • High Volume batch runs
  • Singles or batch printing
  • Auto incrementing
  • Serial Number management
  • Pharmacy Setup
  • Bank Holiday and weekly closure days
  • Script finder

Stored Documents

  • Upload any file or scanned document
    (drag and drop feature)
  • Create a repository of correspondence and activity
  • Filter by type or date
  • Add comments to help identify key files
  • Search function

Mail Merge

  • Any number of template documents
  • All outputs stored in Event History
  • Users can add ad-hoc details
Reporting

NDTMS

  • Always up-to-date new NDTMS data-sets
  • All NDTMS data is captured in front line assessment forms
  • NDTMS Data preview available
  • NDTMS extract and file validation is pre-run nightly
  • Validation is embedded into forms
  • Validation reports show errors per team, rule and worker
  • Unique click and fix feature for any NDTMS errors

Outcome Tools

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

KPI Summary

  • User created Saved Reports are run automatically every night
  • Nightly output is compiled into the KPI Summary for ‘at a glance’ access
  • Contract compliance at a glance
  • User generated auto-run reports
  • Auto reports create graph panels
  • Graphs support series filtering

Reporting

  • Aggregate reporting with a single click
  • Create Saved Reports
  • Select any columns
  • Create filters
  • Multi column sorting
  • Multi series graphing

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

  • One click to event journals
  • Colour coded timed alerts
  • One click to add a contact
  • Click alerts to open forms for action
  • Filter records by Team or Worker
  • Filter for clients or alert type

This is the main case file, the central repository for the client information. Notes added at the Caseload Manager or Calendar can all be viewed here.

  • 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 updated nightly 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
  • 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

Carry out a prescription search to find all scripts for a client or a period of time. You can then carry out a number of activities on the scripts returned.

Halo Prescribing search screen
  • High Volume batch runs
  • Singles or batch printing
  • Auto incrementing
  • Serial Number management
  • Pharmacy Setup
  • Bank Holiday and weekly closure days

Halo has an automatic validation feature which takes you to each episode showing any errors. This is shown below.

  • NDTMS extract and validation pre-run nightly
  • Validation reports show errors per team, rule and worker
  • Unique click and fix feature for NDTMS errors

You can 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 mandatory NDTMS is embedded
  • All data updates are logged in the audit trail

Halo has a number of options to show your outcomes. This is the most basic, a TOPs tracker report, it can be accessed through the client console at any time.

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

Book appointments for multiple clients, locations or workers. All appointment notes linked to your clients file. Watch the video to see how easy it is

  • 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
Quick Start Package
for Halo Substance Misuse
£600 per month

Cancel any time

Substance Misuse pricing table
Get in touch for a quote or demo?