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Elm Case Management

How can we help ?

How can we help ? is the ethos we work by. Everything we do is driven by the wants, needs and goals of those that need us most.

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About Us

We are a professional and passionate Case Management Company based in the South West of England. We have a team of dedicated Case Managers headed by Suzi Rodd who has over 14 years experience in Case Management and is a BABICM Advanced Case Manager.
We cater for all ages 1 - 101 !

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Case Management

Case Management is a collaborative process of assessment, planning, facilitation, care coordination, evaluation and advocacy for options and services
to meet an individual's and family's comprehensive health needs through communication and available resources to promote patient safety, quality of
care, and cost effective outcomes.

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Care Teams

Our clients goals are our number one priority, and our services prove just how committed we are to their success.
We have a hand picked team of specialist Care Managers, Therapists, Nurses and Personal Support Staff whose only aim is providing the care our clients deserve and want.

Contact Us

Elm Case Management

The Orchard,

6, Elm Grove,




01752 344888

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Privacy Policy

Elm Case Management is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when working with Elm Case Management you can be assured that it will only be used in accordance with this privacy statement.

Why we collect and process your data:

  • Consent - We always ask for your consent to process your data in order to provide our specialist case management services to you.

  • Contract – we may have a contract in place with a third party which requires us to process your personal data in order to meet that contractual obligation.

  • Legal Obligation – as healthcare professionals we are required to keep appropriate clinical records by law.

    How and what information is collected about you

    We may collect the following information by email, telephone call, by post, questionnaires / forms, or in person:

    • Name

    • Date of birth

    • Contact details (phone, email, address)

    • Family members / support staff names and contact details

    • Medical history & lifestyle information, including correspondence and reports from medical experts, GP records, hospital

      reports, letters and discharge details

    • Information from agency

    • Employer details (if relevant)

    • Photographs / Videos

      What we do with the information we gather and what it is used for

    • Communicating with you/your representative regarding your treatment.

    • Professional record keeping of client information.

    • Provision of case management services.

    • Sharing your information with relevant parties when necessary.

      Your Rights

  • If you have given your consent to us processing your data, you have a right to withdraw your consent at any time to any further processing.

  • Unless we are operating under a Legal Obligation you have a right to request your data to be transferred to another organisation or erased from our records.

    If you wish to withdraw consent or request a transfer or erasure of your data, please email:

    We will always give you the opportunity to opt out of future marketing whenever we send you marketing material, or you can opt out at any time by contacting us.

How you can access your information

You may request details of personal information which we hold about you under the General Data Protection Regulation. If you would like a copy of the information, we hold on you, please write to our registered office or email: There is no charge for this service.

How long we keep your information for

The Regulation does not set out any specific minimum or maximum periods for retaining personal data. Instead, it says that: Personal data processed for any purpose or purposes shall not be kept for longer than is necessary for that purpose or those purposes.
See this link:

Elm Case Management will retain personal data for 7 years for adults and 7 years following their 18th birthday for children, unless upon review it is deemed necessary to retain it for a longer period.


We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure we have put in place highly secure electronic systems and managerial procedures to safeguard and secure the information we collect.

Elm Case Management will continue to meet its GDPR obligations in relation to the security of processing, the notification of personal data breaches and data protection impact assessments.

Audits and Inspections

Elm Case Management will submit to audits and inspections, providing all necessary information to ensure it meets the Article 28 obligations, always cooperating with supervisory authorities (such as the ICO).

Right to Complain

If you have a concern about our information practices you have a right to complain. You can do so by contacting the Information Commissioner’s Office on 0303 123 1113 or by visiting

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Whistleblowing Policy

Employees may, in properly carrying out their duties, have access to, or come into contact with, information of a confidential nature. Their terms and conditions provide, that except in the proper performance of their duties, employees are forbidden from disclosing, or making use of in any form whatsoever, such confidential information.

However, the law allows employees to make a “protected disclosure” of certain information. In order to be “protected”, a disclosure must relate to a specific subject matter (clause 2) and the disclosure must also be made in an appropriate way (clause 3). Whistleblowing protection is confined to a disclosure which, in the reasonable belief of the employee making the disclosure, is made in the public interest.

Elm Case Management is committed to compliance with the Bribery Act (2010). The Company actively encourages a culture of honesty and openness and therefore all employees are required to bring up to their manager, or other designated person, any issue that, in the employee’s opinion, might constitute bribery or corruption.

Specific Subject Matter

If, in the course of employment, an employee becomes aware of information which they reasonably believe, tends to show, one or more of the following:

  1. That a criminal offence has been committed, is being committed or is likely to be committed.

  2. That a person has failed, is failing or is likely to fail to comply with any legal obligation to which he is subject.

  3. That a miscarriage of justice has occurred, is occurring or is likely to occur.

  4. That the health or safety of any individual has been, is being or is likely to be, endangered.

  5. That the environment has been, is being or is likely to be, damaged.

  6. That information tending to show any of the above, is being, or is likely to be, deliberately concealed.

  7. That the business, or any associated person, has been, is being, or is likely to be, receiving or offering bribes.

  8. That any foreign official has been, is being, or likely to be, bribed or offered facilitation payment by the company, or any associated person.

They must use the Company’s disclosure procedure, as set out below.

Disclosure Procedure

  1. Information which an employee reasonably believes tends to show one or more of the above should promptly be disclosed to Mark Rodd – Director so that any appropriate action can be taken.

  2. If it is inappropriate to make such a disclosure to the manager, the employee should speak to Mark Rodd - Director

  3. Employees will suffer no detriment, of any sort, for making such a disclosure in accordance with this procedure.

  4. However, failure to follow this procedure may result in the disclosure of information losing its “protected status”. 

  5. For further guidance in relation to this matter, or concerning the use of the disclosure procedure generally, employees should speak in confidence to Mark Rodd – Director.

Commitment to Staff

Elm Case Management assures its staff that their concerns about any possible mistreatment of its clients will be listened to and investigated.

Staff members are encouraged to raise any concern directly or in writing. They are also entitled to make their representations accompanied by a friend, colleague or trade union representative, as they decide and think fit. They might also wish to obtain witness statements.

Elm Case Management undertakes to assess and investigate any concerns impartially and objectively, so that it can be fair to all parties concerned in seeking to clarify the facts before taking further action.

Elm Case Management’s management team will keep any staff members, affected by an investigation, aware of the actions being taken and the outcomes, considering the need to respect the possible confidentiality of some of the information relating to other staff members and clients, which has developed in the process of the investigation.

Information will, usually, be treated with the utmost confidence. This might not be possible in all cases, e.g. if the alleged malpractice requires reporting to the police and/or the local safeguarding adult’s authority.

Staff are also made aware that all instances of alleged, or actual, abuse must be notified to the local safeguarding adults’ authority and to the CQC, under its notification of serious incident procedures.

Investigating and dealing with allegations

The Case Manager takes reports from whistle-blowers seriously and investigates all allegations thoroughly. Any allegations against colleagues, however, which are found to be unwarranted or malicious, may render the person who made them liable to disciplinary action.

Further Information

The care service provides staff with the following information, which they may need to help raise a concern in confidence:

  • Whistleblowing Helpline for NHS and Social Care Staff: Tel. 08000 724 725; email:

  • Care Quality Commission: Tel. 03000 616161; email:

  • Care Quality Commission leaflet “Raising a Concern with CQC” available at

  • Safeguarding Authority/Multi-Agency Safeguarding Hub (MASH):  0300 500 80 90.

  • Public Concern at Work: (for advice and guidance on ways forward).


All new staff receive training on this whistleblowing policy as part of the induction training. All staff receive updated training as policies change.

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