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Are you looking for a ready-made WorkWell case management solution?
Read on to discover how we’ve combined our specialist expertise with hands-on delivery insight to develop a bespoke WorkWell case management pathway. Designed in collaboration with Workwell Vanguard Service Leads, this solution is built to facilitate seamless participant journeys, streamlined case tracking, and measurable outcomes, so you and your WorkWell organisations can focus on delivering meaningful support with confidence and clarity.
With WorkWell now funded for national rollout, we understand that many organisations are working to integrate it into existing systems or searching for new systems altogether. That’s where we can help, providing guidance, integration support, and tailored solutions to make adoption smooth and effective.


Flexible and Secure WorkWell pathway
We provide a comprehensive digital pathway designed to support the WorkWell programme, helping people with health conditions access timely, personalised support to stay in work or return to work. Our WorkWell Case Management Pathway is built to be flexible, secure, and fully aligned with the data security and governance requirements set by the DWP.
Empowering People Through Digital Access
Patient Portal for Health Assessments
Patients can complete structured health assessment questionnaires online before their appointment.
Reducing administrative burden, saving valuable clinical time, and helping individuals stay engaged with their own journey.

Streamlined and Secure eReferrals
Our secure, online eReferral functionality allows both patients to self‑refer and professionals i.e., GP’s to refer directly through the service website.
They can submit preferences, provide consent, and complete initial assessments, enabling services to:
- Manage risk more effectively
- Triage cases earlier
- Reduce delays in accessing support
- Capture client data
Safe and Secure communications
Send patient communications simply with both Email and SMS directly from our CMS. It’s safer, faster, and fully transparent, with a comprehensive audit trail available to review all historical communications. With our encrypted Email Attachment option, sensitive information can reach patients securely and confidentially, ensuring data privacy and compliance while giving your team complete confidence in every communication sent.

Fully integrated Choose & Book online appointment booking tool
Reducing administrative workload, improves attendance rates, and gives patients greater control over how and when they engage with WorkWell support.
- Fully integrated with the PCMIS clinical system
- Highly configurable to suit service needs
- Compatible with a range of referral and triage processes
With real‑time dashboards, services can monitor booking activity, track demand, optimise capacity, and identify trends that support smarter planning and improved patient access.
Supporting delivery with invaluable service insights
Robust Reporting and Real‑Time Insights
The DWP requires WorkWell services to submit monthly, detailed demographic and participant data and Management Information (MI).
Our reporting suite makes this simple.
- Automated MI outputs aligned with DWP reporting standards
- Real‑time dashboards for operational oversight
- Advanced analytics to support service planning and performance monitoring
- Identifies missing data
Teams gain instant visibility of contact levels, outcomes, and service activity and much more – helping them deliver a high‑quality, compliant WorkWell service.
T
rack it. Assign it. Complete it
Integrated Tasking feature allowing clinicians to easily track, assign and complete tasks from start to finish. Providing Workers the tool to plan ahead and improve workload efficiency and Supervisors a clear oversight of workers tasks, reducing risk and supporting staff productivity.