CarePlanner Features
CarePlanner provides a wealth of features to empower care managers and care workers alike.
Save time on scheduling, reporting and invoicing. Gain real-time insight into care worker locations and appointment status.
Deliver outstanding care without your software getting in the way
Want to see it in action? Arrange a demo and see features first hand.
- Drag and drop rota scheduling
- Record keeping
- Security
- Invoicing and Payroll
- Third-party integrations
- Reporting
- Mobile app for carers
- Communications and Alerts
- Call Monitoring
- Travel calculations + monitoring
- Customisation
- Electronic MAR charts
Intuitive timeline interface
- Drag and drop appointments to an available carer
- See travel time between appointments at a glance
- Move groups or runs of appointments as a single entity
Find out more about drag and drop rota planning
Do more with fewer clicks
- Schedule repeat appointments
- View intelligent recommendations on which carer to assign
- Conveniently taking skills, DBS checks, certificates and even hours worked into account
Drag and Drop Rota Planning
Intuitive timeline interface
- Drag and drop appointments to an available carer
- See travel time between appointments at a glance
- Groups or runs of appointments can be moved as a single entity
Do more with fewer clicks
- Repeat appointments can be scheduled to repeat at any interval
- Automatic, intelligent recommendations on which carer to assign
- Takes skills, DBS checks, certificates and even hours worked into account
Find out more about drag and drop rota planning
Record keeping
- Keep a record of all events that occur, including complaints, compliments, assessments, reviews, etc.
- Schedule alerts to appear for certain staff between certain dates in the future, and choose for these to be displayed on carer rosters
- Record staff training and receive alerts when renewal is due
- Keep all your documents together in one secure system
- See a full audit trail of changes made in CarePlanner, including who made them
Find out more about Record Keeping
Security
- Highly secure – we use the same encryption as online banking
- Service available from any web browser without software installation or slow ‘remote desktop’ setups
- All your data can be exported in spreadsheet format at any time
- All hardware and backups managed by CarePlanner to ISO 27001 standards
- GDPR-ready functionality to manage your data
Find out more about Security
Invoicing and Payroll
Professional invoicing
- Professional invoicing templates – with your company logo and details
- Set what information to automatically include for each customer
- Send electronic (emailed) invoices, or printed and posted invoices
- Allocate multiple funders for appointments, and indicate their share of the cost
Simple, flexible payroll
- Automatic payroll generation from scheduled and recorded appointments and travel
- Set individual day rates, overtime and mileage rates
- Specify whether each carer is paid for breaks, travel, holidays and training – including individual thresholds and rates
- Automatic integration with Sage Line 50, Sage Payroll and IRIS
- Export invoicing, mileage and payroll data as CSV to edit and import into other systems
Find out more about invoicing and payroll
Third Party Integrations
- Integrate with Sage, Sage Payroll and IRIS
- Link your CM2000 system to CarePlanner
- All data can be exported as spreadsheets for manual integration with other systems
Find out more about Integrations
Reporting
- Report on any aspect of your business, 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
- Export and manipulate your raw appointment data in Excel
Find out more about Reporting
Carer mobile App
Always connected
- Give care workers access to their rota in field with our mobile app
- Keep carers connected on the go
GPS navigation to a carer’s next appointment - Carers know exactly where, when and what they should be doing
- Rota changes updated for carers in real-time
Make notes and verify call attendance
- Confirm delivery of care types for each appointment
- Make notes and upload documents to each appointment
- Confirm call start and finish times – verified by GPS location or RFID tag
Find out more about the CarePlanner mobile app
Carer mobile App
Always connected
- Give care workers access to their rota in field with our mobile app
- Keep carers connected on the go
GPS navigation to a carer’s next appointment - Carers know exactly where, when and what they should be doing
- Rota changes updated for carers in real-time
Make notes and verify call attendance
- Confirm delivery of care types for each appointment
- Make notes and upload documents to each appointment
- Confirm call start and finish times – verified by GPS location or RFID tag
Find out more about the CarePlanner mobile app
Communication and Alerts
- Email, text or print all your rotas, invoices and timesheets from one place
- Rotas can be quickly and easily sent to care workers and service users
- Encrypt keysafe numbers so that only your staff can read them
- Keep in touch with your care staff on the move with our text message dashboard
Find out more about Communication and Alerts
Call Monitoring
- Monitor visits safely and securely
- Choose a method that suits you: landline, NFC, OTP, mobile app or a mixture of methods
- No need for a smartphone
Works even with no mobile reception - Generate reports on staff punctuality and attendance
- Receive confirmation of completed calls or explanations for non-completed appointments
- Receive alerts if staff haven’t arrived at appointments
Find out more about Electronic Call Monitoring
Travel
Google Maps integration
- Plan Care Rotas around accurate travel times
- See visual alerts for appointments without sufficient time between them
- Works like a sat-nav
- Real time feedback for administrators – receive alerts if traffic conditions change
Simplified travel payments
- Pay your staff their exact mileage, time or both
- Set mileage rates differently for individual carers
- Exclude home-to-office, break-time, lunchtime or out of hours mileage
Find out more about travel planning and management
Travel
Google Maps integration
- Plan Care Rotas around accurate travel times
- See visual alerts for appointments without sufficient time between them
- Works like a sat-nav
- Real time feedback for administrators – receive alerts if traffic conditions change
Simplified travel payments
- Pay your staff their exact mileage, time or both
- Set mileage rates differently for individual carers
- Exclude home-to-office, break-time, lunchtime or out of hours mileage
Find out more about travel planning and management