Our NHS Trust Management software provides a centralised platform for managing NHS Trust organisational structures, CQC compliance tracking, Board Assurance Framework governance, financial oversight, workforce data, and healthcare estate management across England and Scotland-fully built on Odoo ERP.
Master Data
Trust Details Management
Complete master records with ODS codes, foundation status, CQC registration, establishment dates, and full HQ contact details-built to NHS Digital standards.
Structure
Multi-Tier Trust Hierarchy
Manage the full NHS structure: Regions → ICBs → ICSs → Trusts → Sites → Departments, with England and Scotland fully supported side-by-side.
Dual System
Dual Health System Support
Out-of-the-box support for NHS England (42 ICBs pre-loaded) and NHS Scotland (21 Health Boards pre-loaded-14 Territorial + 7 National).
Governance
Governance & Board Management
Track Chairs, CEOs, Medical Directors, Directors of Nursing, Finance Directors, plus full board member registry with role, term dates, and voting rights.
Estate
Multi-Site Estate Management
Capture every hospital, clinic, and facility with GPS coordinates, A&E classification (Type 1-4), bed capacity, ICU beds, operating theatres, and specialties.
CQC
CQC Compliance Tracking
Complete CQC compliance software tracking — full inspection history across the 5 KLOEs (Safe, Effective, Caring, Responsive, Well-Led), overall rating, inspector records, and report attachments per trust.
Finance
Financial Oversight
Annual budget, income, expenditure, auto-computed surplus/deficit, capital allocation, and PFI obligations — all in one place per Trust record.
Workflow
Approval-Gated Workflows
Six-state Trust lifecycle (Draft → Under Review → Active → Special Measures → Merging → Dissolved) with manager approval, mandatory reason capture, and chatter notifications.
Audit
Immutable Audit Trail
Every status change logged with timestamp, user, approver, from/to states, and justification — log entries cannot be edited, ensuring tamper-proof compliance records.
Security
Role-Based Security
Three-tier permission model (User / Manager / Administrator) with record-level rules scoping users to their assigned ICBs or Health Boards.
Reporting
Trust Profile PDF Reports
NHS-branded, board-ready PDF reports covering identification, governance, financials, sites, CQC history, and workforce — generated in a single click.
Export
Excel Directory Export
One-click Excel export with filters by health system, region, and status — 23 columns of trust data with auto-filter and frozen panes for analyst-friendly output.