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Our health services case management software is the software for organisations striving to achieve better outcomes for their users.

Our innovative and flexible platform is designed to transform the way services are delivered, reducing and simplifying administration and freeing up staff to focus on patient care. Locality creates bespoke packages that are modern and mobile, yet user-friendly and intuitive. From experience, we recognise that health services operate in a fast-paced and ever changing environment, so we’ve carefully designed our offer to adapt and respond to new developments.

We measure ourselves by the outcomes achieved for the ultimate users of your service – the patients.

Case Management Types

  • High Impact Service Users

    High Impact Service Users

    ClusterCM promotes the efficient management of A&E Frequent Attenders by enabling a culture of multi-agency working and information sharing through a secured workspace. This allows partner agencies to contribute to intelligence so frequent attenders are able to receive prescriptive support to meet their needs and goals.

    • Pre-configure an appropriate frequent attender pathway through the workflow module
    • Invite partner agencies to collaborate securely on intelligence, action plans and assessment scores
    • Receive up-to-date information based on configurable triggers through alerts and notifications
    • Maintain communication with Frequent Attenders using SMS and Emails
  • Patient Centred Management

    Patient Centred Management

    ClusterCM enables the tracking of patient information, visits, diagnosis, prescriptions and interactions to ensure a 360 view of patient management.

    • Easily manage patient records and cases through the CRM Module
    • Record all patient visits and interactions through Case Activity
    • Generate action plans and assessments using e-forms and e-signatures
    • Turn your centre paperless with e-forms and store all information in a single secured workspace
    • Manage patient costs with the cost management module.
    • Schedule in appointments, assessments and send reminders to patients
  • Aged Care

    Aged Care

    ClusterCM enables residential and care providers deliver quality services whilst improving administrative efficiencies and staff productivity.

    • Capture and maintain a single resident record with medical conditions, treatments and case notes
    • Configure workflow to identify pre-admissions,management and discharge of resident
    • Collaborate with external partner agencies on a single workspace sharing intelligence
    • Generate assessments and wellbeing scores through e-forms
    • Create observation charts and graphs to monitor a resident’s wellbeing
    • Download a full historical case chronology of a patient
    • Receive alerts and notifications based on triggers set for early intervention
  • Behavioural Health Case Management

    Behavioural Health Case Management

    ClusterCM enables efficient management of outpatient and inpatient services to deliver prescriptive care plans to improve the livelihood of patients with developmental disabilities.

    • Capture business processes from intake, discharge to after care with the workflow module to ensure a smooth process for patients
    • Generate assessments, create action and care plans through configurable e-forms
    • Collaborate with partner agencies to share intelligence on family history, substance abuse, mental health issues and other developmental conditions
    • Set up appropriate milestones, assign tasks to responsible carers and agencies, collaborate, engage and track progress
    • Report on patient’s conditions through dashboards, analysis and reports
    • Receive alerts and notifications based on triggers for early intervention
  • Other


    Cluster CM is a configurable multi-agency case management solution which can be used to manage other cases like:

    • Chronic Disease Management
    • Wound Care Management

    All of our modules can be adapted to suit individual services. From defining fields names, our drag and drop configurable electronic forms, through to workflow management, our consultants are able to work with you to ensure Cluster CM is tailored to your needs.

"Locality have created innovative solutions enabling secure, cross-sector and multi-agency collaboration."
Ifan Evans, Head of Innovation, NHS

Scheduling & Calendars

Schedule appointments with clients, internal and external teams with Microsoft Exchange (Outlook) sync. Two-way sync is available to view calendars through our software.

Configurable Forms

Create specific notes,letters, performance reviews and other clinical assessments to evaluate outcomes.E-signature capabilities available.Option to integrate with DocuSign.

Workflow Automation

Embed your business processes based on case type, patient type, risk and priority levels. Set triggers, actions, tasks, alerts and notifications to keep you and your teams up to date.

Mobile Access

Have secured access to all your patient records and cases on the go. Fill in information through e-forms, receive alerts and notifications via sms. Keep updated anytime, anywhere with tablets and mobile devices.

Client Engagement

Directly engage with clients through sms messaging and emails. Client engagement can be automated through workflow or manually triggered. Send reminders and alerts for an improved patient experience.

Measures & Reporting

Gain access to a suite of core reports through dashboards and reports. Our fully configurable dashboards lets you display the information which is important for you and your staff. Option to integrate with your current business intelligence suite.

Infrastructure Security & Data Protection

Our solution is hosted in Official/Official-Sensitive data centres (IL2/3/4).

We utilise the latest, proven technologies to keep your data safe. Our software is hosted in data centres which meet or exceeds the security standards required by our customers. Our minimum hosting infrastructure is PSN compliant (ref: SRV_0396). All of our solutions are hosted in an ISO Tier 3 environment, guaranteeing 99.982% availability.

Our hosted environment complies with the following accreditations.

We provide a simple, smart connected multi-agency and case management software as a SaaS solution for the health sector and partner agencies.

The Business Centre, Cardiff House, Cardiff Road, CF63 2AW

p. 0330 0015307 | e. enquiries@localitysolutions.co.uk

Company no: 07778046 | VAT Reg No: GB 195 5405 84

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