Mental Health Management Software

Software to support your mental health organisation


Our Mental Health CRM software enables businesses to organise and manage patient records, correspondence, stakeholders, referrals, and more, in order to increase efficiency and ultimately deliver a better service.

Common Challenges Mental Health Organisations Face:

  • Difficulty finding a modern, useable scalable and customised system that suits your processes
  • Currently using an expensive legacy system, or one that is poorly implemented or ill-fitting
  • Heavily reliant on spreadsheets, multiple data silos and word documents
  • Current system/processes make day-to-days harder and tasks could be performed more efficiently
  • Manual processes and inconsistent communication with service users

Key Features

Stakeholder management

  • Track funders and referrers and manage engagement with them
  • 360-degree view of service user/client including all associated interactions, referrals, sessions, outcom
  •  Track connections between the client and external stakeholders (e.g., CCG, Local Authority, GP, Next of Kin)
  • Track client medication

Referral management

  • Create referrals manually or from website submissions directly by referrers
  • Track funding arrangements and decisions
  • Track initial assessments

Service Delivery/Episode Tracking

  • Sessions booked and attended
  • Discharge process

Outcome tracking

  • Utilising Customer Voice survey capability to send, capture, store and analyse Core 10 outcome measures
  • Automate the sending of core 10 on a regular basis
  • Analyse responses to identify trends for each client


  • Use Email and SMS templates to provide consistent interactions


  • Full feature mobile app, providing full solution features on mobile or tablet


  • Workload management dashboards to track daily tasks
  • Power BI management dashboard to provide insight into data captured
Bar charts and pie charts displaying data in Dynamics 365 charity dashboard

Benefits of our Mental Health Management Software

Discounted Pricing

Microsoft offer very favourable non-profit licencing at discounted cost


The solution provides a stable platform to build on in the future, as you grow and requirements change


Highly customisable and flexible solution that can be tailored to fit your unique processes, that an-off-the-shelf solution cannot meet


Power Automate can be leveraged to automate manual, time-consuming processes across your organisation

Enhanced Insight

Power BI can be leveraged to provide actionable insight into data and allow management to make more informed decisions

Some Mental Health Organisations we have supported…

Talking Matters Sefton

Talking Matters Sefton (TMS) is part of the national Improving Access to Psychological Therapies (IAPT) programme. It is a free, confidential service designed to help anyone aged over 16 in the South Sefton, Southport, and Formby areas to deal with common mental health difficulties. These may include depression, anxiety, panic, phobia, obsessive-compulsive disorder (OCD), or post-traumatic stress disorder.

The service is overseen by the organisation Mental Health Matters, who recognised that their current setup did not meet the needs of Talking Matters Sefton and reached out to Pragmatiq.

Arthur Ellis: Mental Health Support

Arthur Ellis: Mental Health Support is an organisation, providing support to both children & adults to help recover, manage and maintain their mental health. The organisation recognises that only 1 in every 8 adults receive treatment for their mental health, and nationally, 75% of all children and young people are unable to access any support at all.

In 2017, Arthur Ellis was founded to help the nation become #IndependentFromIllness. Since then, the organisation has grown to support people across the country and has recognised the need to implement a Custom Business Solution to assist their growth.

What our clients say...


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