Feature Highlights

Drag and Drop Rostering

Rota your staff in minutes

Drag and drop graphical roster, with appointments grouped into runs

All the information you need to select the best care worker for an appointment

Tweak appointment times and make staff changes with just a few clicks

Easy schedule creation for appointments on an on-going basis

Call Monitoring

Monitor visits safely and securely

Choose a method that suits you: landline, NFC, OTP, mobile app or a mix of methods

No need for a smartphone, or even mobile reception!

Can be used completely securely just with handwritten timesheets

Mobile

CarePlanner is with you and your staff wherever you are, whatever you do

Care workers have full access to their rota in the field with our mobile app

Mobile app offers GPS navigation to a care worker's next appointment

Carers will always know exactly where, when and what they should be doing

Any rota changes can be flagged up to carers in real-time

Travel

Automated mileage and travel time calculations for invoice/timesheet generation

Mobile app enables GPS-based navigation between appointments

Clear, visual highlight on rota shows when carers will be late for appointments

Option to add buffer times to allow for traffic, roadworks or rush hour

Secure, Cloud-based System

Banking-grade security accessible from any device

Highly secure - we use the same encryption technologies as online banking

CarePlanner is available from any web browser without software installation

All your data can be exported in spreadsheet format at any time for your own records

All hardware and backups are managed by CarePlaner to ISO 27001 standards

Invoicing and Payments

Allow CarePlanner's automatic rate selection and mileage calculations to make finance simple

Customise how your invoice is presented, and choose what information is shown to your customers

Email and print all invoices and timesheets and keep track of unpaid and overdue invoices

Enjoy straightforward integration with Sage, Sage Payroll and IRIS

Reporting

Report on every aspect of your business and your care provision

Generate reports on everything from staff timekeeping to outstanding invoices

Reports can be emailed, texted, printed or exported to spreadsheets

Save customised or filtered versions of reports

Import CarePlanner data into other software packages

Communication

SMS integration allows you to send/receive texts from within the system

Rotas can be quickly and easily sent to care workers and service users

Reminders can be set to keep staff up-to-date on medication or care plan changes

Desktop popups alert admin staff to incoming messages or event

Record Keeping

All your documents and client records stored encrypted in one place

Keep a record of all events that occur, including complaints, assessments, reviews etc.

See a full audit trail of changes made in CarePlanner, including who made them

Record staff training dates and receive alerts when renewal is due

Keep all your documents together in one secure system

Customisation

Extensive options to customise to suit your needs

Change colours, labels, warnings and alerts

Integration with third party software systems

Talk to us about bespoke customisations