A practical Microsoft 365 workflow package for organisations that need to capture, track and manage referrals, assessments, safeguarding indicators, follow-up actions or service-user information more consistently. Adjona uses Microsoft Forms, SharePoint, Microsoft Lists, Power Automate and Teams to create a structured workflow with clearer tracking, escalation and management oversight.
At a glance
Best forCare, therapy, advice, wellbeing, support and charity services managing assessments or referrals
Typical setup investment£2,500–£6,000
Typical delivery2–6 weeks
Optional monthly supportfrom £450/month
Main outcomeA structured workflow for intake, tracking, escalation, reporting and evidence
The problem
Who this is for
Organisations managing referrals, assessments or casework often rely on spreadsheets, email chains and paper forms with no consistent structure, limited oversight and gaps in the audit trail. Key information is hard to find. Escalation depends on individual memory. Reporting requires manual effort.
This package is suited to charities, care providers, therapy services, advice organisations, CICs and non-profits that need a more structured and auditable process for managing service-user information, assessments or case records.
Deliverables
What you get
Included in the package
Structured Microsoft Form or intake form for referrals or assessments
SharePoint or Microsoft Lists assessment tracker
Status and follow-up fields configured to your process
Agreed scoring or classification logic, where appropriate
Escalation flags for predefined risk indicators
Teams or email notifications for new referrals or escalations
Management view of outstanding assessments and follow-ups
Basic reporting for oversight and evidence
Permissions and access structure
Staff handover guide
Walkthrough session with the team
Delivery
How it works
Adjona reviews your current referral or assessment process, agrees the required structure, workflow logic and escalation triggers with your team, builds the system, tests it, and provides a practical handover.
The final scope is confirmed after a short introductory conversation. Built using Microsoft 365 tools where suitable. Licensing, permissions and information governance requirements are confirmed during scoping.
Governance & safety
Built for accountability
This package supports structured working and management oversight — it does not replace clinical judgement, professional assessment or safeguarding procedure. Staff remain responsible for all decisions.
Any scoring, safeguarding or escalation logic must be reviewed and approved by the organisation's qualified service, clinical or safeguarding leads before live use.
Data handling, retention and access controls are agreed during scoping to ensure compliance with UK GDPR and any sector-specific requirements.
Optional monthly support
Keep it working
After setup, Adjona can provide monthly support to review the workflow, update escalation logic, adjust forms and fields, check reporting and make improvements as the organisation's needs change.
Core support
from £450/month
Regular reviews, workflow adjustments, form updates, escalation logic checks and management reporting.
Extended support
quoted separately
Significant workflow changes, new form types, additional integrations or expanded reporting.
See it in action
Working example
The video below shows a working example of the pattern behind this package.
Pricing shown is a typical setup investment. Final scope and price are confirmed after a short introductory conversation. Larger migrations, complex integrations, major data cleansing, licensing changes and extensive staff training are quoted separately.
Get Started
Discuss the Case & Assessment Workflow Package
Book a free introductory conversation to discuss your current process and whether this package is the right fit.