Walkthrough
See the whole thing in two minutes.
A quick visual walkthrough — enquiry to referral to patient, funding and invoicing, the team and case-manager portals, and the built-in AI assistant.
One system for the whole patient journey — enquiry, referral, treatment, funding, discharge. Built from a real UK practice's own workflow, not a generic tool stretched to fit.
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A tracker is fine for a small caseload. Past a certain point it stops helping and starts hiding things — a chase not made, a session not billed, a note not signed. You've crossed that line if two or more of these sound familiar:
Ask any practice “what's the status of this case?” and watch them open five things. Each is right about its own corner. None of them has the case.
Your process works — because someone remembers to check all five and piece it together.
Move one session to next week and the change has to reach the spreadsheet, the calendar, the case manager's inbox — and, later, the invoice. Update three and forget the fourth, and the record quietly disagrees with itself. In E2ENote: one edit.
Clinical history, funding position, documents and every communication on one screen — with safeguarding flags and keynotes pinned at the top.
| Date of birth | 15/03/1992 | Case manager | Test Austin |
| Funder | Redgrave Legal | Therapist | Rocky Johnson |
| Referral reason | Post-RTA vestibular rehab | Invoices to | Peter Harvey |
Mock — client summary (real feature; demo data)
SOAP case notes, MDT entries, time and mileage — captured in one form, with a clinical-lead review queue before anything is signed.
S: Tolerated four minutes without symptom provocation. O: VOR gain improved. A: On track. P: Progress to dynamic standing next session.
Mock — filenote + review queue (real feature; demo data)
See what's left on every funding cycle, get a low-balance alert before you work unpaid, and reconcile the client invoice and the associate invoice against the same sessions.
Mock — funding cycle bar + low-balance alert (real feature; demo data)
Associates see only their own caseload; case managers get a read-only window on the cases they fund. Everyone works from the same record.
| Eloise Weston | Ref J1927/2457 | HIGHEST | Summary ⌄ |
| Julia Francis | Ref M336/9014 | ACTIVE | Summary ⌄ |
| Levi Moore | Onboarding | GENERAL | Summary ⌄ |
| Jacob Smith | Ref E14/5841 | LOW | Summary ⌄ |
Mock — associate portal caseload (real feature; demo data)
A shared team calendar for sessions, and a task list that flags what's due against each case — reviews, renewals, chases.
Mock — team calendar + task flag (real feature; demo data)
Every report, letter and file on the patient record — versioned, access-controlled, and exportable when a disclosure request comes in.
| Initial assessment.pdf | Report | v2 | 12 Aug |
| Funder authorisation.pdf | Letter | v1 | 15 Aug |
| Progress review.docx | Report | v3 | 28 Aug |
| Discharge summary.pdf | Report | draft | — |
Mock — documents on the record (real feature; demo data)
Dictate a filenote and have it written up; rephrase for tone; ask questions across the record. It reads everything because everything is in one place.
“Reviewed gaze stabilisation exercises, tolerance improved to four minutes without symptom provocation. Plan: progress to dynamic standing next session, review in two weeks.”
Mock — dictation → draft note (real feature; demo data)
A full audit trail of who changed what, and reports on funding, finance and the patient journey.
| R. Johnson | signed filenote | Weston | 09:14 |
| T. Austin | updated funding cycle | Weston | 08:52 |
| S. Rose | raised safeguarding flag | Francis | Yesterday |
| System | sent low-balance alert | Weston | Yesterday |
Mock — audit log (real feature; demo data)
Every stage builds on the one before — nothing is re-keyed between them. Funding and governance run alongside the whole way.
Log the referrer, the reason and the funder. Respond, qualify, chase — then convert to a referral in one click.
Assign a therapist and the agreed rate, record the funder go-ahead, schedule the sessions. Everything from the enquiry carries across.
Sessions and SOAP case notes, MDT, communications, documents — with a clinical-lead review queue and safeguarding that escalates the moment it's raised.
See what's left on every cycle, get a low-balance alert before you work unpaid, and reconcile the client invoice and the associate invoice against the same sessions — so your margin is visible.
A full audit trail, role-based portals for associates and case managers, and reports on funding, finance and the patient journey.
Clinical sign-off, the case closed, the final invoice reconciled, the full history retained — because every stage built on the one before.
A quick visual walkthrough — enquiry to referral to patient, funding and invoicing, the team and case-manager portals, and the built-in AI assistant.
"The CTO worked closely with us to develop an understanding of our needs as a start-up. They willingly spent several hours in meetings to map and build the template for the platform, clarified our processes and added their own suggestions to improve the workflow. This commitment to meet our needs extended right through to testing the entire platform — and they were always one step ahead of us whenever we left feedback for improvements on the portal. Nett continue to support us, responding within 24 hours, with every issue treated as urgent and important."
Tell us a bit about your team.
We'll be in touch to make sure E2ENote is a good fit before your trial starts.
Once approved, you get your own isolated E2ENote environment to try.
No credit card, no commitment — just tell us about your team.