Clinical Management System

Connected Care and Better Outcomes
Bring referrals, assessments, appointments, care plans, safeguarding, documents and reporting into one secure platform built on Microsoft technology and designed around the way clinical and care teams actually work.

Secure by design

Microsoft Cloud

Built for care teams

Connected care. Safer decisions. Better outcomes

A structured 6-stage care journey. Click a stage to see what happens and the outcome it delivers from first referral through to a safe discharge.

Referral

What we do
Capture referrals from any source into a single triage queue with the right information from day one.
Outcome
Faster acceptance and no one lost between systems.

Assessment

What we do
Guide clinicians through structured assessments that flag risk, need and eligibility as they go.
Outcome
Consistent, defensible clinical decisions every time.

Care Delivery

What we do
Coordinate appointments, visits, care plans and multidisciplinary activity in one connected view.
Outcome
Teams spend more time with people and less on admin.

Safeguarding

What we do
Raise, track and escalate safeguarding concerns through governed workflows with full traceability.
Outcome
Risks are surfaced early and acted on with confidence.

Review

What we do
Bring outcomes, notes and measures together so clinicians can review progress against the care plan.
Outcome
Care stays aligned to the person’s changing needs.

Discharge

What we do
Complete structured discharge with communications, documents and follow-up actions in one step.
Outcome
Safer transitions of care and a clear audit trail.

Want to learn more about how CMS can help your organisation?

Download the brochure for a full overview of features and more information.

One platform Seven ways it delivers

Patient view, care coordination, risk management, engagement, visibility, governance and insights explored through one connected view of your service.
Complete Patient View

Complete Patient View

Access a single, secure record that brings together every interaction, assessment and care activity, giving teams the full context needed to make informed decisions.

Connect referrals, assessments, appointments, care plans, activities, documents and communications around the individual. Teams can see what has happened, what is happening now and what needs to happen next.

  • Unified patient and service history
  • Assessments, care plans and documents in one place
  • Risks, alerts and safeguarding information readily available
Connected Care

Connected Care Coordination

Manage the entire care journey through one connected platform, helping teams coordinate referrals, appointments and ongoing care with greater efficiency.

Replace repetitive data entry, manual reminders and spreadsheet-based tracking with structured processes and automated workflows. This gives teams more time to focus on people rather than administration.

  • Referral and intake management
  • Appointment scheduling and activity tracking
  • Shared workflows across multidisciplinary teams
Proactive Management

Proactive Risk Management

Identify safeguarding concerns and clinical risks earlier with structured processes that support timely action, accountability and oversight.

Capture concerns, incidents, risks, actions and escalations within a controlled process. Automated alerts and reminders help ensure that important actions are visible and followed through.

  • Risk and incident recording
  • Automated alerts and escalation workflows
  • Safeguarding actions with clear ownership
Better Engagement

Better Patient Engagement

Keep patients, carers and authorised family members informed through secure communication and self-service capabilities that improve the care experience.

Provide more consistent communication and, where appropriate, secure self-service access for patients, carers and authorised family members.

  • Appointment updates and reminders
  • Secure document sharing
  • Patient and carer self-service portal
Operational Visibility

Operational Visibility

Monitor service performance through real-time dashboards that provide greater visibility of demand, capacity and operational activity.

Provide managers with clearer information about referrals, waiting lists, caseloads, appointments, risks, capacity and outcomes. Leadership can move from retrospective reporting towards more timely operational oversight.

  • Waiting list and caseload monitoring
  • Workload and capacity dashboards
  • Service performance and outcome reporting
Governance & Compliance

Governance & Compliance

Maintain a complete audit trail of decisions, actions and communications to support governance, quality assurance and regulatory requirements.

Record decisions, actions, communications, ownership and changes against the relevant individual or case. This supports internal governance, service reviews and evidence-based assurance.

  • Full activity and change history
  • Documented approvals and follow-up actions
  • Structured records for audits and reviews
Actionable Insights

Actionable Insights

Transform operational and clinical data into reliable reporting that supports confident decision-making across managers, commissioners and leadership teams.

Connect with Microsoft 365, Power BI, Power Automate, SharePoint and other business applications to create a scalable foundation that can evolve with the organisation.

  • Customisable Power BI dashboards
  • Clinical and operational reporting
  • Trends, KPIs and performance analytics

Value For Every Part Of Your Organisation

Clinical And Care Teams

Access relevant information more quickly, understand the individual’s history and record care activities within a consistent process.

Admin And Coordination Teams

Reduce manual tracking, repetitive updates and time spent searching for information across emails, documents and spreadsheets.

Service Managers

Monitor referrals, waiting lists, workloads, risks, overdue actions and service performance through clear operational dashboards.

Safeguarding And Governance

Maintain a structured record of concerns, decisions, actions, ownership, escalations and reviews.

Senior Leadership

Gain a clearer view of organisational demand, capacity, quality, risk and outcomes to support better decisions and governance.

Patients, Carers And Families

Receive clearer communication and, where appropriate, secure access to appointments, documents, updates and self-service options.

Ready to see the Intelisense Clinical Management System in action?

Book a tailored demonstration or speak to our solution expert team about connecting care in your organisation.

Download brochure

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