Client files & care plans
Keep essential information, allergies, uploaded documents and personalised plans together. Start from structured care plan sections with prompts for risks, outcomes and review.
WHAT THIS INCLUDES
From the first assessment to the last visit of the day, keep the information your team needs in one place.
Keep essential information, allergies, uploaded documents and personalised plans together. Start from structured care plan sections with prompts for risks, outcomes and review.
Carers record what happened during a visit; managers can review flagged notes. Assessments and risk prompts sit alongside the person’s care information.
Plan visits by staff or client, schedule repeating visits, allocate more than one carer and publish the rota when it is ready.
Carers see their published visits and check in or out using their phone’s location. Managers can review late arrivals and short visits.
Give each person their own login, manage access and archive leavers. Carers see the visits and client information they need for their work.
A dedicated invoicing area is planned. It is not yet available in the live platform; we can show the proposed finance experience in the demo.
Keep providers’ records separate, limit access to client data and log key-safe reveals. Sensitive details stay hidden until they are needed.
Walk through the platform with your own questions.