Features

Connected experience

Give clients real-time visibility of their OH programme — live case tracking, customisable MI dashboards, SLA reporting, and self-managed access across every site.

Client portal · Acme Logistics
Live

Referral · J. Donnelly

Manchester · updated 2 minutes ago

ReceivedTriagedBookedReport due
Reports in 5 days · target 95%96%

Live status and SLA performance — no chasing emails.

Feature 01

Real-time case tracking

Live referral status, visible to the client — the update is always there before they think to ask.

See it in a demo
Referral · J. Donnelly
Live
ReceivedTriagedBookedReport due

Updated 2 minutes ago — no chasing required.

Feature 02

MI dashboards

Fully customisable dashboards built around the metrics that matter to each client — live, not last month's export.

See it in a demo
Dashboard · Acme Logistics
Customisable
24

Open cases

3.1d

Avg turnaround

18

Referrals this month

Add metric
Feature 03

SLA performance reporting

Live tracking against agreed turnaround times — clients see performance against SLA as it happens, not at the quarterly review.

See it in a demo
SLA performance
On track
Reports in 5 days · target 95%96%
Triage in 24h · target 90%99%

The same live numbers your OH team sees — no monthly PDF.

Feature 04

Role-based access

Clients create logins and control permissions for their own team — joiners, leavers and role changes handled without raising a ticket.

See it in a demo
Portal access · Acme Logistics
Client-managed

HR lead

Site manager

View case statusBook appointmentsDownload reportsManage users

Your client’s own admins manage their team — no tickets to you.

Feature 05

Multi-site management

One portal covering all sites, departments and employer groups — however your clients are structured.

See it in a demo
Acme Group
3 sites · 2 employers
Acme Group · all sites
  • Manchester12 cases
  • Leeds8 cases
  • Glasgow3 cases
In practice

“Any update?”, or a portal that already knows

Real-time case tracking and live dashboards give clients the answer before they have to ask — scoped by role, across every site.

  • Live referral status the moment it changes — scoped to each client
  • Dashboards shaped around the metrics each client cares about
  • SLA performance always visible, never last month's PDF
Client portal · Referrals
Live

J. Donnelly

Management referral · Driver

Booked
ReceivedTriagedBookedReport due

Report due Friday

Updated 2 min ago
SLA — reports in 5 days96%

Notify me on every status change — no chasing required.

The difference

What it changes

Illustrative outcomes teams see when this part of Ally is doing the work.

  1. Zerochasing emails — case status is live, always
  2. LiveSLA performance, visible to you and your clients
  3. Oneportal across every site, department and group

Illustrative figures based on typical time savings; actual results vary by workflow and case mix.

FAQ

Connected experience questions

Common questions about this part of Ally. Can't find what you're looking for? Book a demo and ask us directly.

The live status of their own cases, their dashboards, and their SLA performance — scoped by role-based access. Clinical detail stays consent-gated: a manager sees where a case is, not what was said in the consultation.

Yes. Clients create logins and control permissions for their own team — so joiners, leavers, and role changes on their side don't have to come through you.

Yes. One portal covers all sites, departments and employer groups, with access and reporting scoped to each — so a group HR director and a single-site manager each see exactly their slice.

Fully customisable. Each client's dashboards are built around the metrics that matter to them, drawing on live case data — not a fixed template or a monthly export.

Explore more

The rest of the platform

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Book a demo to see how Ally supports more efficient workflows, clearer insights, and reduced manual workload.