Care Plans

Integrating care plans with care rotas is made easy with CarePlanner. Quickly turn a care plan into specific tasks and schedule these to repeat as needed. Furthermore, CarePlanner will automatically suggest care workers with the correct skills to carry out the required tasks and flag if currently allocated care workers lack these specific skills.

CarePlanner is more than just home care rostering system. An administrator can take a care plan and schedule all aspects of this to be delivered over any timeframe. Scheduled diary entries will pop up on a care worker’s rota, or in their mobile app, to remind them of specific requirements to meet the service user’s care plan.


Turn care plans into tasks


Set repeat intervals


Require tasks to be checked off to complete a call


Match care plans with carers qualified to complete tasks

Scheduling a Care Plan

From the moment a care plan is written and available to an administrator, the details can be added to the service user’s notes and specific tasks added to each appointment as required.

New care types can be set up to account for specific medications or physical activities to carry out. For instance, certain medications may only be required every few days, whereas others need to be scheduled daily, in which case these can be set up as a care type and added to some appointments, but not others.

When a care worker completes each appointment, they check off each task or care type as complete. This provides confirmation that specific items on the care plan have been completed.

Matching Care Plan Tasks to Care Worker Skills

As new care types are created to handle specific requirements of a care plan, these will be available to add as a skill to each care worker. Specialised skills such as dementia care or giving injections require a different level of expertise and should only be assigned to care workers who have these skills.

Once care types are assigned to care staff, you can immediately see which care staff are capable of delivering the appropriate level of care for each appointment. CarePlanner can automatically suggest the most appropriately skilled member of staff for each appointment, and will flag up any shortfalls in previously allocated staff skills.

Additional Features

Travel Payments

Choose how and when to pay/bill for mileage, at what rate, and based on exact distances and the time travelled.

Call Monitoring (ECM)

Know for certain that a carer has attended an appointment, and receive a warning if they haven’t arrived.

Invoicing and Payroll

One-click professionally branded invoice production and distribution. Customise timesheets for your staff.

Rota Scheduling

Complete your care worker rotas faster than ever before with our intelligent, simple visual rostering system.

Third Party Integrations

Full integration with CM2000 should you require it. Additional integration with other platforms and API connection possible.

Record Keeping

Keep track of staff training, service user requirements and day-to-day incidents with CarePlanner’s thorough record keeping system.

Carer Mobile App

Keep your care staff in the loop with our dedicated mobile app for Android, iPhone and Windows Phone.

Powerful Reporting

Report on any aspect of your business, and easily export data to Sage, Sage Payroll or HRM systems.


Customise colours, permissions, dashboards, alerts – it’s easy to make CarePlanner your own.

Easy & Secure Access

Login from anywhere. 256-bit, online banking-grade security; accessible to your staff from anywhere on virtually any device.

Communication and Alerts

Keep in touch with care workers on the move. Send rota, or care requirement, changes and receive notifications in real time.

Can’t find what you’re looking for? Get in touch to find out more.

County Care

“The most recent update has really taken it to the next level, and they’re clearly a very forward-thinking company.”

Apollo Franchising

“The customer service has been brilliant. Really, really good. They’re so helpful. “

Proud to Care

“I’ve now got more time to support staff, be face-to-face with clients and their families, and offer a truly personal service.”

Charlesworth Community Care

“We’re safe in the knowledge that the software works and will keep ticking along. I’d have to rate it 9/10.”

SOS Homecare

“We’re now becoming a paperless company because we rarely have to print anything out”

NHS Woodfield 24

“We constantly have new referrals, whilst other patients pass away or need to increase their number of visits at very short notice. Frankly, I don’t know how we’d cope without CarePlanner “

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