Home Care Software

Home Care Software should empower home care agencies to improve their care quality, whilst saving time.

At CarePlanner, we have worked closely with home care managers and care workers to understand exactly how this should be done.

As a result, we believe we have built the best home care software available today.

What does Home Care Software need to do?

Home care software needs to support both care managers and care workers. These roles are very different, the main requirements are listed below.

If you have a specific need, which isn’t mentioned below, feel free to contact our sales team directly and discuss your needs.

Looking for the best homecare software? View an online demo right now.

Home Care Software for Care Managers

  • Scheduling staff rotas, or rostering
  • Creating appointments – including details of care required
  • Call monitoring to track appointments completed
  • Reporting on appointments met and care worker hours worked
  • Managing staff training requirements
  • Invoicing clients for appointments and travel
  • Payroll for care workers to include appointments, training and travel

Home Care Software for Care Workers

  • Access to their rota
  • Appointment details – care required and associated documents
  • Make notes against each appointment and upload documents
  • Travel information to each appointment
  • Call monitoring – ability to clock in and out of each appointment

One Solution for all your Home Care needs

CarePlanner covers all of the above requirements and far more. With a centralised schedule of all appointments and carers, new appointments can be scheduled to the most appropriate carer with ease. Because CarePlanner holds information about each care worker’s skills and certifications, you can quickly see who is available to meet the appointment time and skills/certification requirements.

Training requirements and holiday bookings can be scheduled in the same system, keeping everything in one place and removing the risk of conflicting bookings.


Generating invoices from the same system in which the appointments are scheduled and tracked removes human error – enabling exact calculations of appointment timings and even travel costs.

Similarly, timesheets can be easily generated for each care worker, including allowance for training, holidays and travel. These can flow automatically into payroll via the same system, or into Sage Line 50 or other accounting systems via one of our integrations.

CarePlanner becomes the central, easy-to-use system for each aspect of your home care management.

Setting up Home Care Software

At CarePlanner we make sure that the set up of your home care software is painless and fast. We arrange free training for users within days of requesting a license and can help you to integrate with CM2000 (if you are required to use this), Sage Line 50 and other accounting systems as part of the setup process.
Additionally, we provide assistance to transfer over existing appointments, carers and other details from your old system.

Visit our getting started page for more information about how we help you get up and running quickly.

CarePlanner Licensing

CarePlanner is licensed per concurrent administrator – meaning there is no extra cost when you add more care workers, or service users, to the system. Concurrent licensing means a single license can be used by multiple people – just not at the same time.

Furthermore, CarePlanner is licensed on a pay-as-you-go basis.


All contracts are rolling 30-day contracts, so you can scale up and down as and when you need to. No awkward year-long contracts or contractual lock-ins here.

For more information about licensing, see our licensing pageOr get in touch directly, we’d love to talk you through it.

Arrange a Demo

Unit 2.2, Regional Rural Business Centre,
Market Way, Bridgwater
TA6 6DF, United Kingdom