Help Centre
Care Management
Clients, care plans, risk assessments, assessments, care packages and visit scheduling.
AssessmentsReusable assessment templates (over 30 built in) you complete for a client — for example a needs assessment, mental capacity assessment or environmental check.Care PackagesDefines the agreed pattern of care for a client — how many visits, how long, which days, the funding arrangement and the rate. Care packages feed scheduling and invoicing.ClientsThe central record for everyone you provide care to. Each client has a profile holding their details, care plan, risk assessments, medication, visit history, documents, alerts and family contacts.Visit Scheduling (Rota)Build and manage the weekly rota — assign carers to client visits, handle double-up (two-carer) visits, and keep an eye on unfilled or clashing shifts.