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.

    Culture & connection


    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.

    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.


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

    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.

    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 “

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