Healthy Lifestyles Gloucestershire (HLS Glos) can have up to 1800 active clients on its caseloads during the year; with each client engaging in a specific programme. Managing this volume can be complex for both the service management and individual coach, and it’s important that any risks or issues are notified and actioned to ensure clients are kept on track of their goals.
From a service management perspective, coach caseloads need to be monitored and new referrals need to be distributed across the team and ensure productivity, service standards and outcomes are being met. To evidence validity and quality of service, bespoke (anonymised) reports are requested and need to be delivered efficiently and accurately.
The ‘back-end’ Best-You CRM system allows each coach to efficiently manage their caseloads, highlighting any outstanding tasks.
In addition, managers have a separate dashboard allowing accurate monitoring and reporting of service delivery and outcomes.
Features that made a difference
The Best-You CRM acts as a calendar and case management system, allowing coaches to view their current clients and contact list in a simple, easy and friendly view.
Reporting – bespoke reports can be created at the click of a button. This allows the service to showcase granular, accurate and clear results to commissioners at any given time.
at your finger tips
case loads managed efficiently
outcomes managed and achieved