Client profiles
See essential details, contacts and care history in one client record.
Features
From the care plan to the visit record.
CarerBook covers client records, daily visits, teamwork and AI assistance.
Care records
Read the care plan before the visit.
Client details, assessments and medication information are available from the care record.
Care plans and assessments
Create and review plans, risk assessments and instructions for staff.
Medication context
Keep medication information alongside the client’s wider care record.
Documents
Store documents in the client record.
Visits and logs
See what is due. Record what happened.
The visit schedule, tasks and care logs sit alongside the client record.
Visit schedule
See what is planned, who is assigned and what needs attention today.
Tasks and care logs
Record visit activity, daily notes and completed tasks during the visit.
Medication records
Record medication activity in the client’s care history.
Voice-assisted drafts
Turn a recorded visit into suggested entries that staff check before approval.
Team coordination
Manage the team around the visits.
Plan coverage, communicate with staff and track the work around care.
Rota and availability
Schedule visits and see when staff are available.
Team messaging
Message staff from the care workspace.
Timesheets and mileage
Record working time and travel for visits.
Approved family access
Give relatives a limited view of the information shared with them.
Oversight
Review records and service activity.
Use reports and audit history to check what the team recorded.
Reports and invoices
Review reports and invoices from the workspace.
Audit history
Review a record of important changes and care activity.
Role-based access
Set workspace permissions for the people who need access.
AI assistance
Ask a question or prepare a draft.
AI Carer answers questions using care information. Pre-visit briefs collect details staff may need. Voice-assisted entries stay as drafts until a person reviews them.
Explore AI featuresAsk AI CarerFind relevant care information.
Prepare for a visitRead a brief before care begins.
Review suggested entriesStaff approve the final care record.
See a day of care in CarerBook.
Follow the work from planning through the visit record.