Halo - Mental Health Case Management Database
Halo Mental Health Case Management System
for 2025
Halo is the complete case management tool for Mental Health services in the UK. The software includes all the tools you need to manage everything from the first call, through assessments and risk to care plans.
Halo for Mental Health has been developed through collaboration between a range of specialist agencies, each with expertise across the mental health spectrum; including adult services, youth support, autism, and other complex mental health needs.
Caseload Managed
The caseload manager is the centrepoint for workers.
They can view the status for key cases, upcoming alerts and risk flags.
The rocket button gives you access to instant messages, quick forms and activity journals
Halo follows your clients’ data journey
Halo tracks your clients’ entire data journey in a unified, audit-ready timeline, while being fully customisable to match your forms, processes, assessments, and KPIs with automated processes and real-time dashboards.
Hayley - Dorset
“I just wanted to say thank you so much for this it is great. I have just used it to get the information for a domestic homicide review and it was almost instant.”
Kristal - Devon
“We had to use the Subject Access Request module last week for a couple of clients and it was great! It saved us a huge amount of time.”
Form Follows Function
You have built your process to assess needs and delivery interventions to your client. Halo forms are designed to match your existing forms and process. You can update the form fields to meet evolving requirements. All your data fields are available in the reporting and DataStream modules.
Mental Health Forms
We have a wide range standard mental health forms including
Referral
Assessment
Risk Assessment and Management
Action Plan
GAD7
PHQ9
Case notes
Closure
Alerts
Alerts can be configured to your needs and local SLA
Referral alert
Post referral follow up
Monthly Risk Assessment
Team Formsets
Teams can be assigned specialist formsets
Advice and Information
Adult
Children and Young People
Autism
Other complex mental needs
Standard Modules
-
One click to event journals
Colour coded timed alerts
One click to add a contact
Click alerts to open forms for action
Filter records by Team or Worker
Filter for clients or alert type -
Risk assessments with alerts to ensure risk is continually monitored
Recovery star forms and maps to ensure recovery is on track -
Record all contacts for helpline, drop-in and outreach
Refer people into treatment at the click of a button
View all contacts made by a single individual
Search and filter to find historic contacts -
Visually monitor changes in your client progress and well being
We can configure any star such as Recovery Star or Work Star
Filter layers to compare results across time -
Book one-to-one or group sessions
Display clinics by worker, locality or purpose
Recur clinics on weekly or monthly basis
Easily manage groups eg attendance, notes
All notes cascade to client’s file -
Aggregate reporting with a single click
Filter raw data
Sort across multiple columns
Create graphs across multiple series
Report on demographic data
Report on worker processes -
View data for one episode or complete client history
Global event journal shows all client events
Easy filtering to view specific events -
Add notes to help identify key files
Upload any file type (drag and drop feature)
Document purpose list to show document type
Halo DataStream sends data to your reporting repository
Halo System Sizes
-
Small 5 - 9 users
Standard Halo Modules
Standard MH formset
2 custom forms
Standard MH Alerts
-
Medium 10-30 users
Enhanced Halo Modules
Standard MH formset
8 custom forms
Custom MH Alerts
-
Large 31 users +
Advanced Halo Modules
Standard MH formset
8 custom forms
Custom MH Alerts
Simple Steps
Discovery call
System Demo
Design your Halo system
Quote
Contract
Data migration
Training
Launch
