Bolt-ons
Enhance your Seren edition with additional features, services and credits that extend your capabilities as your organisation grows.
Feature Bolt-Ons
Extend your Seren edition with optional modules and additional services. Bolt-ons can be added when needed, helping your organisation introduce new capabilities without changing its core subscription.
Explore the bolt-ons available for your Seren edition
Supported Setup
Take the Stress Out of Configuring Your Application
Take the stress out of configuration with Seren’s Supported Setup Service.
Whether you're starting fresh or transitioning from an existing system,
our experts are here to help.
We’ll configure Seren for you by reviewing your current setup or working
from paperwork examples, ensuring everything is tailored to your needs.
It’s a hassle-free way to get up and running quickly, with confidence that
your system is set up correctly from the start.
Online Referral Portal
Add an Interactive Referral Portal to Seren
The Online Referrals bolt-on consists of two modules that make it
easy and convenient to receive and manage referrals from a range
of sources.
The Referral Portal
This secure, user-friendly online portal allows people to refer
themselves or someone else to your services. It includes separate
forms for self-referrals and third-party referrals from
professionals, family members or friends.
Link to the portal from your website, email signature or a QR code
used in your marketing materials.
The Referral Module
A dedicated module helps your team process and manage incoming
referrals. Accept or decline referrals and create client profiles
with a single click.
Business Rules can notify relevant staff when a new referral is
ready to be allocated or worked with.
Feedback Forms
Collect Meaningful Feedback from the People You Support
Create a bespoke feedback form that makes it easy to collect
feedback from clients at any stage of your service.
Request feedback after closing a case, completing a group session
or at any other point in the client journey. Requests can be sent
directly through Seren.
You can also link to the form using a QR code in presentations,
emails or printed materials. Clients can complete the form securely
from a smartphone and may respond anonymously where appropriate.
Team based restrictions
Control Access with Team-Based Restrictions
Keep sensitive information secure using Teams and Case Teams restriction templates. These controls help ensure staff can access only the cases relevant to their team, project or responsibilities.
Teams
Restrict users to cases assigned to themselves or to another member of their team. Staff can work within their allocated service area without accessing unrelated cases.
Case Teams
Restrict users to specific case types. Other case types remain unavailable for viewing or editing by unauthorised team members.
Custom Roles
Combine team-based restrictions with Custom Roles to define access permissions that closely match the structure and responsibilities of your organisation.
Location based restrictions
Protect Data with Location-Based Restrictions
Keep sensitive information secure by allowing staff to access only
the profiles relevant to their location, project or supervisory
responsibilities.
Location and Project Access
Users can view and edit only the client profiles and cases assigned
to their location or project. Information relating to other clients
remains hidden from unauthorised users.
Supervisory Access
Where appropriate, supervisors can be given access to the profiles
and cases required for their oversight responsibilities while other
records remain restricted.
Custom Roles
Combine location-based restrictions with Custom Roles to create
access permissions that closely reflect the structure,
responsibilities and working practices of your organisation.
Custom Notifications
Stay Informed with Additional Notifications
Activate notifications for additional Seren functions and help your
team stay up to date with important activity.
Task Notifications
Receive notifications relating to tasks so staff can remain aware
of actions that require their attention.
Custom Action Notifications
Extend notification support to custom actions and other relevant
workflows within Seren.
Email and SMS
Choose email or SMS notifications to keep relevant users informed
using the communication method most appropriate for your service.
Business Rules
Automate Workflows with Business Rules
Bespoke Business Rules allow you to tailor Seren to your organisation’s
processes, reduce repetitive administration and help staff stay on top
of important activity.
Reminders and Deadlines
Create automated reminders for important tasks, actions and deadlines
so that staff know when activity requires their attention.
Scheduled Reporting
Automatically send reports to managers or stakeholders at your chosen
date and time, helping key information reach the right people without
the need for manual distribution.
Case Activity Notifications
Notify relevant staff when important case activity occurs, including
changes to allocations, prolonged inactivity or the identification of
high-risk information.
Professional Email Communications
Use a professional, mobile-friendly email template featuring your
organisation’s branding and domain or email address.
Business Rules help streamline workflows, improve consistency and keep
your team informed throughout the client journey.
Custom Roles
Tailor Seren with Custom Roles
Create roles that reflect the job titles, responsibilities and working
practices within your organisation, including specialist roles such as
IMHA, RPR or student placements.
Control Access and Editing
Define which areas of Seren each role can access and control which
information users are permitted to create or edit.
Show Relevant Information
Filter the information available to each user according to the role and
responsibilities assigned to that person.
Simplify the User Experience
Hide unnecessary or sensitive information to create a clearer interface
and a more focused workflow for each role.
Support Compliance and Efficiency
Use clearly defined roles and permissions to support consistent working
practices, protect sensitive information and improve service delivery.
Bespoke Development
Extend Seren with Bespoke Development
Commission a bespoke function, module or tab designed around the
specific requirements of your organisation and the way your team
delivers services.
Tailored Functionality
Introduce capabilities created specifically for your workflows,
service model or reporting requirements.
Integrated with Seren
Bespoke development can extend the existing Seren experience with
additional functions that work alongside your current configuration.
Discuss Your Requirements
Contact your Product Manager to discuss your requirements and explore
the options available for bespoke development.
Credits
Purchase additional features, credits or custom functions without changing your subscription. You may experience a seasonal peak in demand or need more SMS credits to send your quarterly newsletter. Bolt-ons are a low-cost flexible solution to meet the temporary peak demands of your service. Bolt-ons can be purchased at any time for additional profiles, address searches, sms credits or feature unlock from another Edition. You can also commission development work to integrate a truly bespoke feature into your chosen edition.
Click or Tap a feature to read more
Address Look-up
Save time and get more accurate data with Postcode Look-up Credits.
Search by first line of address or post code and insert the correct address from the Royal Mail database.
SMS Text Messaging
Take full advantage of Seren’s SMS Text Messaging features by adding Credits to your account.
These never expire so they are ready when you need them.
Voice Dictation
Nobody actually enjoys typing!
Take full advantage of Seren’s Dictation feature by adding Credits to your account.
These never expire so they are ready when you need them.
Profiles
Do you need a few extra profiles this month?
Bolt on some Profile Credits to add more, they never expire so you can keep a few in reserve for those busier months.
Upgrade to Seren Premium Edition to create an unlimited number of enquiries.
Enquiries
Do you need a few extra enquiry profiles this month?
Bolt on some Enquiry Credits to add more, they never expire so you can keep a few in reserve for those busier months.Upgrade to Seren Premium Edition to create an unlimited number of enquiries.
Want to see how seren could work for your organisation?
Book a personalised demonstration and explore the features, configuration options and edition that best match the way your team delivers support.