Everything you need to manage cases, stay compliant, and support your clients
GreenShoots brings together case management, reporting, medication tracking, and compliance tools in one specialist platform — so your team can spend less time on admin and more time on care.
Manage Client Records from Referral to Discharge
Everything you need to manage client journeys from referral to discharge and beyond.
Client Records
Comprehensive client profiles with demographics, referral details, and contact information securely stored.
Case Notes
Structured and free-text case notes with timestamps, author tracking, and search functionality.
Care Plans
Create, review, and update personalised care plans with goals, interventions, and review dates.
Risk Assessments
Standardised risk assessment templates with scoring, alerts, and review scheduling built in.
Referral & Client Journey
Track the full client journey from referral and assessment through admission, treatment, and discharge with queue management at each stage.
Family, Friends & Professionals
Record next of kin, family contacts, GPs, psychiatrists, probation officers, and care managers linked to each client.
Client Calendar
Appointments, sessions, and key dates in a per-client calendar view for scheduling and oversight.
Client Files & Documents
Secure document storage attached to client records, including uploaded files, letters, and generated PDFs.
Warnings & Allergy Tracking
Record client warnings, alerts, and allergy information prominently on client records so staff are always informed of critical safety details.
NDTMS Reporting & Regulatory Compliance Built In
Meet every reporting requirement and stay audit-ready with automated compliance tools.
NDTMS Reporting
Automated NDTMS dataset submissions with validation checks. Manage Episodes, Interventions, TOPs, SIRs, and CIRs. Updates included at no extra cost.
Outcome Star
Integrated Outcome Star assessments to track client progress, generate visual reports, and evidence outcomes.
Audit Trail
Complete audit trail of every action, change, and access event for full transparency and accountability.
Wellbeing & Outcome Tracking
Track client wellbeing alongside Outcome Star assessments, with smart goal setting and progress monitoring over time.
Incidents & Investigations
Log, track, and investigate incidents with filtering by status, site, type, and severity. Maintain a full audit trail for safeguarding and CQC compliance.
30+ Built-in Reports, Dashboards & Power BI
Comprehensive reporting covering every aspect of your service, with custom reports and Power BI integration.
30+ Built-in Reports
Client & Clinical reports (case notes, admissions, discharges, referrals, medications, length of stay) plus Operational reports (audit trail, bedroom occupancy, maintenance jobs, handover notes, sessions).
Real-time Dashboards
Visual dashboards showing clients by area, completions by month, demographic breakdowns, and key performance indicators — all updated in real time.
Custom Reports & Power BI
Need a report we don't have? We build custom reports to your specification. Plus, integrate with Power BI for advanced data visualisation and cross-system analytics.
CSV & PDF Export
Export any report as CSV for further analysis in Excel or as PDF for professional presentations to commissioners, boards, and stakeholders.
Management Reporting
Management reports, client contribution tracking, data retention reports, and data integrity checks to keep your service running smoothly.
Safe, Auditable eMAR & Medication Tracking
Safe, auditable medication administration with electronic records and alerts.
eMAR
Electronic Medication Administration Records with barcode scanning, dosage tracking, and administration logs.
Medication Alerts
Automated reminders for medication rounds, missed doses, and prescription reviews to prevent errors.
Medication Tracking
Track prescriptions, stock levels, controlled drugs, and pharmacy orders in one place.
Compliance Records
Maintain auditable medication records that satisfy CQC and regulatory inspection requirements.
Clinical Observation Tools
Built-in scoring tools for detox management including AWS, CIWA-A, CIWA-B, and COWS early warning sign assessments.
Automate Admin, Forms & Communications
Reduce repetitive tasks and free your team to focus on client-facing work.
Discharge Summaries
Auto-generate discharge summaries from client records, saving hours of manual documentation.
Notifications
Automated alerts for review dates, appointments, task deadlines, and compliance reminders.
Workflow Automation
Configurable workflows to automate referral processing, form routing, and approval chains.
Smart Forms
Dynamic digital forms with conditional logic, auto-population, and validation to eliminate data entry errors.
Letters & Correspondence
Generate and send templated letters to clients, referrers, GPs, and other professionals directly from client records.
Handover Notes & Message Book
Digital handover notes and a shared message book for seamless communication between shifts and teams.
SMS & Communication
Send SMS messages to clients directly from GreenShoots, with message logs recorded against the client record for a full communication trail.
Want to see these features in action?
Book a free, no-obligation demo and we'll walk you through the features that matter most to your service.
Bedroom Management, Funding & Rehab Operations
Manage bedrooms, property operations, and client logistics for residential treatment settings.
Bedroom Management
Assign clients to bedrooms and units, track occupancy, and manage room moves across residential settings.
Checklists
Configurable checklists for admissions, discharges, room inspections, and operational procedures.
Client Valuables & Finance
Record and track client valuables held in safekeeping and manage client finance records securely.
Treatment Funding
Track funding sources, durations, and approval status for each client's treatment placement.
Rent Sheets, Repairs, HHSRS & Tenancy Management
Purpose-built tools for supported housing providers — from rent tracking to HHSRS compliance.
Rent Sheets & Arrears
Digital rent sheets with payment recording, arrears monitoring, and balance tracking across all your properties.
Repairs & Maintenance
Log, track, and resolve repairs with a full audit trail. Assign contractors, record costs, attach photos, and monitor resolution times.
HHSRS Compliance
Record Housing Health and Safety Rating System assessments, log hazards, track remedial actions, and generate compliance reports.
Tenancy & Licence Agreements
Manage tenancy and licence agreements with start/end dates, renewal tracking, and document storage.
Service Pathways
Configure different service pathways for move-on, step-down, and supported housing programmes with tailored workflows for each.
Social Value & Outcomes
Monitor social value, track Outcome Star assessments, and set smart goals to evidence impact for commissioners and funders.
Enterprise-grade Security for Sensitive Healthcare Data
Enterprise-grade security designed for sensitive healthcare data.
GDPR Compliance
Built-in data protection tools including consent management, data retention policies, and subject access requests.
NHS Compatibility
Designed to meet NHS DCB0129 clinical safety standards and integrate with NHS systems.
Role-Based Access
Granular permission controls to ensure staff only access information relevant to their role.
Data Encryption
End-to-end encryption at rest and in transit, with GDPR-compliant cloud hosting.
Frequently asked questions
Every GreenShoots subscription includes the full platform: client management, case notes, care plans, risk assessments, NDTMS reporting, Outcome Star, eMAR, 30+ built-in reports, bedroom management, automation tools, and security & compliance features. There are no feature tiers — every customer gets access to everything.
Yes. GreenShoots supports configurable forms, workflows, service pathways, and custom reports built to your specification. Whether you run residential rehab, community substance misuse, or supported housing, the platform adapts to your specific needs.
Yes. GreenShoots integrates with Microsoft Power BI for advanced data visualisation and cross-system analytics. All reports can also be exported as CSV or PDF for use in Excel, board presentations, or commissioner submissions.
Yes. Every GreenShoots subscription includes free onboarding, data migration support, and training for your staff. You also get a dedicated account manager and ongoing UK-based support.
Absolutely. GreenShoots is designed to support multiple service types from a single platform — including residential rehab, community substance misuse, supported housing, homeless prevention, and more. Each service can have its own pathways and workflows.
See GreenShoots in action
Book a free, no-obligation demo and see how GreenShoots can transform how your team manages cases.