Know the person
Open the client profile, care plan, risk assessment and medication information before a visit.
- Client profiles
- Care plans and assessments
- Medication records
The platform
Plan the day around each client’s care.
Open the plan before a visit, record what happened and leave the details ready for the next person.
Care workspace•••
Friday, 16 OctoberAC
Good morning, Alex
Your visits and tasks for today.
Visits today4
Tasks to do6
Care notes3
Upcoming visitsView rota
09:00Morning visitClient record and care plan readyNext
11:30Midday visitTasks and medication record
Daily work
Move from the rota to the record.
A scheduled visit leads to the client’s care information and the work due that day.
Record the care
Record visits, tasks and care notes where the next team member can find them.
- Check-in and visit logs
- Tasks and care notes
- Daily history
Run the service
Manage the rota and availability, then review timesheets, mileage, invoices and reports.
- Rota and availability
- Timesheets and mileage
- Invoices and reports
Each role sees the work it needs.
Carers and managers have different views of the day. Approved relatives can see a limited view of a specific client’s information.
Talk about your teamCarersVisits, tasks, plans and care notes
ManagersRota, team, records and reporting
RelativesApproved access to shared care information
Everyone togetherCommunication in the care workspace
Set up a workspace for your team.
Create an account, then invite the people who need access.