We’ve heard your feedback about what you need from the CMS: simpler workflows, better visibility and tools that make it easier to work together. That feedback has shaped Cases 2.
We’ve rebuilt key workflows across referrals, client records, Calendar, Messages, Joy Forms, Lists, dashboards and reporting. We’ve also improved clinical hand-offs, wellbeing and programme trackers, navigation, mobile use and accessibility.
The result? Less time spent on administration and jumping between screens, safer hand-offs between colleagues, and a much easier way to keep the whole client journey in view—giving your team more time to focus on supporting clients.
The rebuild also gives Cases stronger foundations, helping us respond to your needs and deliver the improvements that matter most to you faster.
Here's a taste of what's coming:
Triage referrals in a clearer, more organised queue
Manage client conversations across SMS, WhatsApp and email
Organise repeat work effortlessly with Lists
Understand activity at a glance with dashboard filters and reports, including a calendar view right on your dashboard
Smarter calendar tools — link directly to your Outlook calendar and set up recurring appointments in a few clicks and out of office replies
More powerful Joy Forms — send consent forms digitally and get easy, ready-to-go reporting on customer surveys
Sign in with Microsoft 365 for faster, more secure access
Connected profiles — link people in the same household, or a carer with their patient, so the full picture is always in view
Message multiple people at once — send emails to more than one recipient in one go
A few features may depend on your organisation’s settings, permissions or connected systems. Don’t worry, we’ll walk you through everything in a series of short, focused updates covering different parts of your working day.
And there's more: we'll be running webinars to show these new features in action, and adding them to Academy, our brand-new self-learning portal, so you can explore at your own pace.
We can't wait for you to try it!
The Joy Team