WorkWell is an NHS pilot, and taking part means returning a specific set of participant data. In Case Management that return lives with the client it belongs to: a WorkWell tracker on the client's Wellbeing tab, which you build up as their journey progresses rather than filling in a spreadsheet at the end of the quarter.
This guide covers where the tracker sits, who sees it, and how it differs from an ordinary wellbeing framework. For the field-by-field detail of the form, see How to fill in the WorkWell tracker.
Who sees it
Only organisations taking part in the NHS WorkWell pilot. If your organisation is not on the pilot, the WorkWell card is not on the Wellbeing tab at all — there is no greyed-out section and no message explaining its absence, so do not go looking for a setting to turn on. Joining the pilot is arranged with Joy, not switched on by an Owner.
Where to find it
Open the client and select the Wellbeing tab.
The WorkWell trackers card is the first thing on the tab, above ordinary wellbeing trackers and concerns.
Select New WorkWell tracker, or Edit on an existing one.
Before anything is recorded the card reads No WorkWell trackers yet.
There is one tracker per client per case. You return to the same tracker and update it as the participant progresses — you do not create a new one at each stage.
How it differs from a wellbeing framework
It sits on the Wellbeing tab, but it is not a wellbeing questionnaire, and the differences matter:
It is not scored. There is no baseline, no latest score and no improvement percentage.
There is no follow-up. Ordinary wellbeing trackers have a Follow-up action to re-measure over time; WorkWell has one record you keep editing.
It cannot be sent to the client. Wellbeing trackers can be sent for the client to complete themselves. A WorkWell tracker is completed by staff, with the participant.
There is no chart. Nothing about WorkWell appears in the Outcomes charts.
It does not file to the clinical record. There is no File to clinical record button, because this is a pilot data return rather than a clinical observation.
Think of it as a structured form the pilot requires, kept in the right place, rather than an assessment of how the client is doing.
Filling it in
Choose the case the tracker belongs to — you can only do that when creating it — then work through the form. Demographic details pre-fill from the client's profile where Joy already knows them; check them rather than assume they are right. Consent must be confirmed before the tracker can be saved.
Some answers open others: a referral route of Other or Self-referral asks for the detail, and an outcome asks for the date that goes with it — plan completion, onward referral or ceased participation. If something required is missing, the errors appear at the top of the dialog naming the exact fields.
The unique identifier is generated when you save. You never type it.
Getting the data out
WorkWell returns are downloaded from the Dashboard. Its download menu offers WorkWell Identifier (CSV), Participant Level Data (CSV) and Participant Level Data Sheet 2 (CSV) — the three files the pilot expects. They appear in the menu only for organisations on the pilot.
If the card is missing
Your organisation is not on the WorkWell pilot — the usual explanation.
Your organisation is on the pilot but its pilot code is not set up. The tracker will not save without a valid two-digit code. Contact your administrator or Joy support.