Mental Health Management Software

Software to support your mental health organisation

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CRM Software for Mental Health Professionals

Our Mental Health CRM software enables businesses to organise and manage patient records, correspondence, stakeholders, referrals, and more, in order to increase efficiency and ultimately deliver a better service.

Common Challenges Mental Health Organisations Face

Difficulty finding a modern, useable scalable and customised system that suits your processes

Currently using an expensive legacy system, or one that is poorly implemented or ill fitting

Heavily reliant on spreadsheets, multiple data silos and word documents

Current system/processes make day-to-days harder and tasks could be performed more efficiently

Manual processes and inconsistent communication with service users

Key Features

  • Stakeholder management
    • Track funders and referrers and manage engagement with them
    • 360-degree view of service user/client including all associated interactions, referrals, sessions, outcomes
    • Track connections between the client and external stakeholders (e.g., CCG, Local Authority, GP, Next of Kin)
    • Track client medication
  • Referral management
    • Create referrals manually or from website submissions directly by referrers
    • Track funding arrangements and decisions
    • Track initial assessments
  • Service Delivery/Episode Tracking
    • Sessions booked and attended
    • Discharge process
  • Outcome tracking
    • Utilising Customer Voice survey capability to send, capture, store and analyse Core 10 outcome measures
    • Automate the sending of core 10 on a regular basis
    • Analyse responses to identify trends for each client
  • Correspondence
    • Use Email and SMS templates to provide consistent interactions
  • Mobility
    • Full feature mobile app, providing full solution features on mobile or tablet
  • Reporting
    • Workload management dashboards to track daily tasks
    • Power BI management dashboard to provide insight into data captured
  • Outcome tracking
    • Utilising Customer Voice survey capability to send, capture, store and analyse Core 10 outcome measures
    • Automate the sending of core 10 on a regular basis
    • Analyse responses to identify trends for each client
  • Correspondence
    • Use Email and SMS templates to provide consistent interactions
  • Mobility
    • Full feature mobile app, providing full solution features on mobile or tablet
  • Reporting
    • Workload management dashboards to track daily tasks
    • Power BI management dashboard to provide insight into data captured

Benefits of our Mental Health Management Software

Discounted Pricing

Microsoft offer very favourable non-profit licencing at discounted cost

Scalability

The solution provides a stable platform to build on in the future, as you grow and requirements change

Flexibility

Highly customisable and flexible solution that can be tailored to fit your unique processes, that an-off-the-shelf solution cannot meet

Automation

Power Automate can be leveraged to automate manual, time-consuming processes across your organisation

Enhanced Insight

Power BI can be leveraged to provide actionable insight into data and allow management to make more informed decisions

Some Mental Health Organisations we have supported…

Talking Matters Sefton is a free, confidential service designed to help anyone aged over 16 to deal with common mental health difficulties.

View Talking Matters Sefton Case Study
arthur ellis mental health support logo

Arthur Ellis Mental Health Support is an organisation, providing support to both children & adults to help recover, manage and maintain their mental health.

View Arthur Ellis' Case Study

What our Charity and Non-Profit clients say...

Our mission is to ensure that meaningful mental health support is accessible and we aim to see everyone within 1 week of referring to our service. With demand for mental health and emotional support increasing exponentially through the coronavirus pandemic, we really needed to get systems in place to help us cope with the high demand whilst delivering against our mission and growing our team. This is why we decided to engage with PragmatiQ Solutions to help us build a bespoke system that would fulfil those elements. It was clear that an off-the-shelf package wouldn’t give us the security, efficiency and ease of use that our Dynamics system would. The work was planned out really effectively, giving us guidance based on their experience, which also made for the system to be built quickly with only small adjustments necessary before going live. Since the system has been built, our admin time has been significantly cut down, helping us to stick to our mission, even when we grow. Ultimately providing people with mental health and emotional support as quickly as possible.

Jon ManningChairman & CEO at Arthur Ellis Mental Health Support

The Brighton Therapy Centre is a social enterprise providing high quality psychological therapies to local people. Our processes are complex and, given the sensitive nature of our work, it is essential that we can manage our data securely and efficiently. We looked at various options for developing a clinical system that could meet our needs and arrived at Dynamics as the one system that could cover everything from client records and booking appointments to automated surveys and data analysis. We undertook an extensive procurement process to find the right provider. It was clear that PragmatiQ Solutions understood our organisation and needs in a way that other providers didn’t. We have been working with them now for a few months and have been delighted with their approach and commitment to getting things right. The whole team is professional, engaged and reliable and I look forward to working with them again on future developments.

Kerry EvansCEO at Brighton Therapy Centre

We commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.

Natalie MacPhersonDevelopment Director at MacIntyre Charity

Transitions UK are a charity working with vulnerable young people across Hertfordshire, Bedfordshire, Buckinghamshire, Milton Keynes, North London, Birmingham and Leicester. We have tripled in size over the last 12 months in response to the growing needs of young people during and beyond Lockdown. Our data systems and record keeping were inadequate for current and future development. We asked PragmatiQ Solutions to develop and support a tailored version of MS Dynamics for the charity and to work with us to ensure we have a platform that will scale with us as we grow - and provide the level of analysis and record we now need to support a quality service to hundreds, and later thousands, of young people. I have been enormously impressed by PragmatiQ’s concern to get the architecture and structure absolutely right for us, their close attention to detail, their expertise and the quality of their team. They have really listened - and worked hard to understand who we are and what we want to achieve - and then worked hard again, especially with our Technical Development Manager, and all our staff, to produce the right solution. I cannot recommend them highly enough and am very glad we chose them.

Ron OvertonChief Executive at Transitions UK

PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.

Carren BellFounder at Lagans Foundation

Useful Blog Posts…

Benefits of a Charity CRM

Read Blog Post

D365 for Charities & Non-Profits – Everything you need to know

Read Blog Post

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