Palmer & Palmer Psychology Services
Workflow System — Design Mock-ups

PaPPS Workflow System

Seven illustrative interface mock-ups for the proposed Palmer & Palmer Psychology Services case management and workflow platform. Select a page to explore.

Page 1

Case Creation

Automated case creation from referral form submissions — no manual entry required. Split-panel view with live activity log.
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Page 2

Onboarding

Administrator dashboard showing all cases in intake — stat cards, traffic-light status, and prioritised next-action panel.
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Page 3

Case Management

Single case source of truth — Aria Thornton, Case #2031. Tabbed view with tasks, dates, case notes, and automated notifications.
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Page 4

Scheduling

May 2026 calendar with FIRM / HELD / PROPOSED appointments. Legal case backward-scheduling timeline for Webb v. Local Authority.
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Page 5

Client Portal

External-facing referrer view for Mrs J. Hargreaves (Maplewood Primary). Case progress, secure report download, document upload.
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Page 6

Documents

Case document library filtered to Case #2031. Version-aware file list, drag-and-drop upload zone, recent activity feed.
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Page 7

Reporting

Leadership dashboard — KPI cards, caseload bar charts, EP workload table with Dr Nick & Dr Nikki Palmer, revenue pipeline (£62k).
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Static design mock-ups only — no backend, no real data. All client names, case numbers, and figures are entirely fabricated.  ·  PaPPS Workflow System, April 2026.