Orchard Case Management

Ultimate Flexibility and Control

Orchard Case Management offers unparalleled flexibility with extensive configuration options to tailor the system to your specific needs. Enable a wide range of input forms including risk assessments, questionnaires, and safety plans, to streamline your workflows. Our robust user management system allows service managers to easily add, modify, and assign permissions, ensuring data security and control. Experience the freedom to configure your system to perfectly match your organisation's unique requirements.

Tailor your system to perfection with our robust dropdown list editor. Create, modify, or deactivate options effortlessly to match evolving needs. Deactivated options are preserved for historical reference, ensuring data integrity while maintaining system agility.

Comprehensive Data Capture

Orchard Case Management excels at capturing essential data points through customisable forms and fields, including integration with external data sources such as postcode checkers. Robust client-side and server-side validation ensures data accuracy and integrity. Our system safeguards against invalid or incomplete data entry, providing real-time feedback to users.

By combining these features, Orchard Case Management delivers a reliable and efficient data collection process, empowering you to make informed decisions.

Orchard Case Management fosters efficient collaboration through timely notifications. Receive instant alerts when clients are referred to support workers or added to project managers' caseloads. Stay informed about critical updates and ensure seamless communication across your organisation.

Robust Reporting and Analytics

Orchard Case Management provides comprehensive reporting and analytics capabilities to empower data-driven decision making. Generate customisable reports and access real-time data through intuitive dashboards. Commissioners benefit from privileged access to live metrics, enabling informed resource allocation and performance monitoring.

Our system supports a wide range of report formats, including downloadable Excel spreadsheets. Tailored reports for support workers, project managers, and trustees offer actionable insights into their specific roles.

To ensure data integrity and accountability, we maintain a detailed audit trail of all user actions within the SQL database. This robust security feature provides transparency and supports compliance requirements. User activity reports can be generated within the application by users with the required permissions.

Enhanced Security and Compliance

Orchard Case Management prioritises data security and privacy. Built on the robust Azure cloud platform and adhering to stringent ISO 27001 standards, we ensure the protection of sensitive information. Our system is designed to comply with GDPR regulations, empowering individuals with rights to access, rectify, or erase their personal data. We maintain detailed audit trails and implement robust access controls to safeguard data integrity and accountability.

By choosing Orchard Case Management, you gain peace of mind knowing your data is protected by industry-leading security practices.

Seamless Integration Capabilities

Orchard Case Management offers robust integration capabilities to streamline workflows and enhance data management. Our open web API allows for seamless connection with external systems, enabling data exchange and automation. We support a wide range of data formats, facilitating efficient data migration and onboarding. Leveraging webhooks, we ensure real-time synchronisation and updates across systems, optimising operational efficiency.

Streamlined Client Referrals

Orchard Case Management simplifies client intake with intuitive online referral forms. Professionals and clients can seamlessly submit referrals, with data populating directly into the system, often into a designated 'waiting' project. Upon submission, automated notifications are sent to relevant managers, enabling prompt action and case assignment.

To enhance collaboration and information sharing, referral forms can include attachments for supporting documentation, such as medical reports or assessment results. These documents are securely stored within the client's record, accessible to authorised personnel.