Secure, Cloud-based System

We take the security of our clients’ data very seriously. Our fully encrypted cloud-based service, which means you can be confident your data is fully protected 24/7.

Your data remains encrypted in all of our backups, and that applies to both uploaded documents as well as text entered in to the system.

Above all, your data remains your data – ready to export from the system at any time.


Online banking-grade security


Amazon Web Services infrastructure


Fully managed hardware


Fully managed backups

Connection Security

Whenever you connect to the CarePlanner system via a web browser, your connection is made securely using the same encryption standards used in online banking (SSL/TLS using SHA 256-bit keys). This makes it almost impossible for anyone to eavesdrop on your connection whilst you are using, sending data to, or retrieving data from CarePlanner.

When you first start to use CarePlanner, the system asks you to set passwords that contain at least one uppercase character and at least two non-letter symbols. You can choose to reduce or increase this security requirement, but our recommendation is always to leave it set at this level as a minimum. This will ensure that your staff passwords are not vulnerable to most dictionary-based, brute-force hacking attempts.

In addition, the CarePlanner system automatically blocks access when it detects several incorrect login attempts. This also reduces the effectiveness of brute-force attacks.

    Infrastructure Security

    CarePlanner uses a distributed infrastructure that does not have a single point of failure. Every one of our servers and backup facilities is located within the European Union.

    Our main servers are located in Dublin, Ireland in a highly-secure data centre run by Amazon Web Services Inc.

    Backups and Encryption

    All changes made on a CarePlanner system are instantly replicated between multiple databases, and, as such, point-in-time recovery is possible. This means that, in event of a serious system or user error, your database can be ‘rolled back’ to a point in time specified in minutes and seconds.

    Once a day, the data in your system’s database and any uploaded documents are encrypted using AES 256-bit encryption and transferred to a secure storage service (within the European Union).

    All sensitive staff and service user data – such as names, address, National Insurance numbers etc. – are stored in an encrypted format (again, using a 256-bit algorithm) in any backup of the database. This means that anyone who somehow managed to obtain a copy of your database would have no access to such information.

    Data Protection

    We take the security and protection of your data extremely seriously at CarePlanner, and have taken various steps to ensure this. We have a two-step system to gain access to any customer data that involves the use of secure One Time Password (OTP) devices, identical to those used by some online banking systems.

    We also are registered with the Information Commissioner’s Office (ICO), registration number ZA301465.

    Data Retention

    Encrypted, instant-access system backups are retained for 14 days, after which they are archived for five months.

    In the event of a customer leaving the platform, data is retained in line with our data retention schedule, unless otherwise requested by the customer.

    The data at all times remains the customer’s possession, although most information is readily available in spreadsheet format via the reports section.

    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.


    Set up detailed medication requirements for each service user. Never miss a medication delivery. Audit trail for all deliveries.

    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.

    Saracen Care

    “’CarePlanner has allowed us the freedom to be more forward thinking”

    Abney & Baker

    “We want [data] to be meaningful to us as a company and meaningful to the clients, their families and the carers as well.”

    Quality Home Care

    “It’s more easy and straightforward for me to complete everything, “

    Winserve Care Services

    “The Japanese speak of continuous improvement, Kaizen, and that’s what we got out of CarePlanner”

    Nexus Care Services

    “CarePlanner gives us the system to be able to put all of the tools together when we’re trying to provide person centred care.”

    Care 4 U 2 Day

    “This system is really really good. Because you can change things to how you want to run your business.”

    Westmorland Care

    “CarePlanner have that family feel. We very much thrive on that family feel.”

    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 “

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