Harmony — Regulated Assessor Management Platform

The Brief

A UK regulatory body needed a platform to manage the entire lifecycle of health and social care assessments — from initial referral through to assessment completion and reporting. The system needed to support multiple organisational roles (Supervisory Bodies, Managing Authorities, Assessors, and Professional Consultancies) with strict access controls reflecting the regulatory hierarchy.

The existing process was largely paper-based and fragmented across email, spreadsheets, and legacy databases. Assessment timelines were being missed, document trails were incomplete, and there was no centralised view of workforce capacity or assessment progress across regions.

The Approach

We chose a modern full-stack architecture: Laravel 12 on the backend with Inertia.js 2 bridging to a Svelte 5 frontend. This gave us the security and structure of Laravel’s backend with the reactive, component-driven UI that a complex multi-role application demands.

The data model was designed around the regulatory hierarchy. Each role sees a different view of the system: Super Admins manage the entire platform, Supervisory Bodies oversee their region’s assessments, Managing Authorities submit referrals and manage their assessors, and Assessors manage their caseload and submit assessment reports.

PostGIS was integrated for geospatial queries — matching assessors to referrals based on proximity, visualising regional workload distribution, and optimising travel for assessors covering large areas.

The Build

The referral lifecycle is the core of the platform. A Managing Authority submits a referral containing the individual’s details, the type of assessment required, and supporting documentation. The system routes this to the appropriate Supervisory Body based on region and assessment type.

The Supervisory Body reviews and assigns the referral to a qualified assessor, considering their specialisms, current caseload, geographic proximity (via PostGIS), and availability. The assessor receives real-time notifications via Laravel Reverb WebSockets and can accept or flag concerns about the assignment.

A dynamic form builder allows administrators to configure assessment templates without developer involvement. Fields can be conditional, validated, and grouped into sections. Completed assessments generate PDF reports via a templating system that meets the regulatory body’s formatting requirements.

Security was paramount. Inertia’s encrypted history mode prevents sensitive data from persisting in browser history. Every data access and state change is recorded in a comprehensive audit trail. Role-based permissions are enforced at both the route and query level.

Bulk onboarding was implemented via CSV import with validation, allowing Managing Authorities to register multiple assessors with their qualifications and availability in a single operation.

The Result

The platform replaced a fragmented manual process with a centralised, auditable system. Referral-to-assignment time dropped significantly. The regulatory body gained real-time visibility into assessment progress, workforce capacity, and regional workload distribution for the first time.

The WebSocket integration means all parties see status changes in real time — no more checking email for updates or chasing progress by phone. The audit trail satisfies regulatory compliance requirements that were previously met through manual record-keeping.