Client records
See a client’s details, care history and the people involved in their care.
Care management with AI support
Plan visits with the care record in reach. AI helps staff prepare.
CarerBook brings visits, care records and teamwork together. AI can prepare a brief or draft a note for staff to check and approve.
Staff review AI suggestions before they enter the record
Care workspaceIllustrative view
Next visitMorning care visitCare plan, tasks and medication for this visit
AI CarerAnswers from the care record
What should I review before this visit?
Start with the current care plan and recent notes. Check the tasks and medication due for this visit.
Care plan Recent notes Due today
Staff review suggested entries before recording them.
Before, during and after a visit
Start with the plan. Leave a record.
Staff can check the current plan and tasks before a visit, then record what happened for the next person on the team.
1
Read the care plan
Open the client record, current care plan and upcoming tasks before the visit begins.
2
Work through the visit
See the visit schedule and today’s tasks while you record care.
3
Record what happened
Add visit and care notes the next team member can use.
The platform
Care records and the work around them.
Plan visits, record care, talk to the team and manage the service from the same workspace.
Care planning
Create and review care plans, risk assessments and documents alongside the daily record.
Visits and logs
Capture check-ins, care notes, tasks and medication activity as care happens.
Team coordination
Manage rota, availability, timesheets and mileage around real visits.
Team communication
Message your team in a dedicated space for care work.
Operations and reporting
Find invoices, reports and audit history in the workspace.
Who uses CarerBook
Different views for staff, managers and family.
Carers see visits and care tasks. Managers see team and service work. Approved relatives have a limited view of a client’s information.
See the plan for your next visit.
Check today's visits, open the client's care plan and tasks, and record what happened before moving on.
- Today’s visits and tasks
- Care plans and medication context
- Visit and care logs
CarerBook AI
Check the plan before the visit.
Ask AI Carer about a client’s care. Read a pre-visit brief or review entries suggested from a voice recording. Staff decide what belongs in the final record.
Explore CarerBook AIBefore the visitIllustrative
Check these before you go.
What to reviewCare plan and recent notes
What is dueTasks and medication record
After the visitReview suggested log entries
Privacy and access
Control who sees care information.
Workspace roles and relative access grants determine who can see records. Sensitive fields are encrypted at rest.
Protected records
Sensitive client and care log fields are encrypted at rest in the product services.
Appropriate access
Workspace permissions and relative grants govern which information people can see.
Private conversations
Chat message bodies use end-to-end encryption in the app.
Common questions
Before you start.
Who can use CarerBook, and what can a workspace do?
Who is CarerBook for?
CarerBook supports care staff and managers working together in a workspace. Approved relatives can have a separate, limited view of a client’s information.
Can carers use it while out on visits?
Yes. CarerBook has a web app and a mobile app with visit, task, medication and care record workflows.
Can we manage scheduling and administration too?
The platform includes rota, availability, timesheets, mileage, invoices and reporting alongside care records.
How do we get started?
Create an account, set up your workspace and invite the people who should have access.
Set up your care workspace.
Add your team, clients and the work planned for the day.