Third-party Integrations

We live in a connected world, and at CarePlanner we understand that you may need our system to interface with other business software.

The good news is that CarePlanner is already fully integrated with popular call monitoring and finance systems, such as Birdie, Everylife PASS, CM2000 and Sage 50 Cloud Accounts & Payroll. Connecting to these systems is part of the setup process, where our technical team will assist you in establishing these connections. In fact, over 800 organisations using CarePlanner leverage at least one of our many integrations.

All your data is readily exportable in Excel-friendly formats at any time, giving you the power to build your own bespoke solutions.

Birdie integration

Everylife PASS integration

CM2000 integration

Sage 50 Cloud integration

Easy CSV exporting

CM2000 Integration

If your local authority requires you to use CM2000 for call confirmation, then you’ll be pleased to hear that we have a seamless integration available between CarePlanner and CallConfirmLive. You can use CM2000 for logging in and out of calls, whilst managing your schedule, invoicing and all other aspects via CarePlanner.

Sage 50cloud Accounts & Payroll Integration

Sage 50cloud Accounts & Payroll are powerful HR management packages that are popular amongst businesses ranging from those with small, local teams to those with large or complex payrolls to administer. By using our integration with Sage 50cloud products, you can generate attractive, accurate timesheets based on real-time call monitoring data together with mileage (both time and distance) payments and expenses.

API

CarePlanner has a fully-featured REST API that allows system developers to integrate our product with any other system, including HR, finance or BI packages. Your data is always your data, and always has something more to tell you.

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Local Authority Interconnector

We’re establishing more and more real-time integrations with forward-thinking local authorities like Hillingdon Borough Council and Essex County Council. No more CSV uploads and downloads!

A spreadsheet on an iMac computer screen

ContrOCC Integration

If your Local Authority uses OCC’s ContrOCC software, then we have ready-baked exports that will supply them with exactly the data they need from you without any further manipulation. This saves time and reduces the chance of errors.

Everylife PASSsystem Integration

If you use the Everylife PASSsystem for front-line care delivery, it can seamlessly integrate with CarePlanner in realtime, pulling carer, client and appointment details from CarePlanner and syncing visit and care information back.

Birdie Integration

If you use Birdie’s point-of-care software, you can integrate with your CarePlaner system in realtime. This allows you to lean on the full power of a dedicated rostering system like CarePlanner, whilst taking advantage of Birdie’s care delivery capabilities.

CSV Exports

An integration between CarePlanner and another system makes sense if there’s realtime, or frequent flow of information between the two. But sometimes you may just want to pull out the occasional set of data from CarePlanner. We’ve got that covered too.

Any information that you enter into CarePlanner always remains just that – your information.

We’ve a wealth of different reports that you can run to shine a light on every part of your care provision and business, from the punctuality of your care staff through to the system activity of your rota administrators. That’s on top of finance reports, client and carer statistics and incident reporting.