Case management system
View active and archived clients:
![](https://osiresearch.org.uk/wp-content/uploads/2022/04/Client-list-1024x515.png)
List or calendar view of booked appointments:
![](https://osiresearch.org.uk/wp-content/uploads/2022/04/appointments-1-1024x513.png)
Add a new client (and observer account for second parent/carer if required):
![](https://osiresearch.org.uk/wp-content/uploads/2022/04/add-client-1024x511.png)
Appointment booking (with automated email reminders)
Book appointments:
![](https://osiresearch.org.uk/wp-content/uploads/2022/04/book-appt-1024x514.png)
View parent responses to activities completed online
Review parents responses to module questions, worksheets, quizzes, feedback and routine outcome measures (ROMs):
![](https://osiresearch.org.uk/wp-content/uploads/2022/04/Screenshot-2022-04-25-at-14.45.53-1024x518.png)
![](https://osiresearch.org.uk/wp-content/uploads/2022/04/Homework-1-1024x509.png)
![](https://osiresearch.org.uk/wp-content/uploads/2022/04/ROMS-1024x510.png)
Share session summaries with the parent
Add session notes (from template) – shared with parents:
![](https://osiresearch.org.uk/wp-content/uploads/2022/04/session-notes-1024x512.png)
Add progress notes – not shared with parents:
![](https://osiresearch.org.uk/wp-content/uploads/2022/04/progress-notes-1024x509.png)