CarePlanner

CarePlanner is a software solution designed to streamline the operations of social care organizations. According to the vendor, it offers a range of features to help manage scheduling, invoicing, payroll, record-keeping, communication, and more. The product is suitable for companies of all sizes, from small local care providers to large organizations with multiple branches. It caters to various professions and industries, including home care agencies, residential care homes, nursing homes, supported living providers, and domiciliary care providers.

Key Features

Drag and Drop Rostering: According to the vendor, this feature allows users to efficiently create care worker schedules using an intuitive visual rostering system. Users can easily assign appointments to available carers by dragging and dropping them. The system provides a clear overview of travel time between appointments and allows users to move groups or runs of appointments as a single entity.

Travel Payments: The vendor states that users can accurately calculate and manage mileage reimbursements based on precise distances and travel time. They can set different mileage rates for individual carers and exclude specific types of mileage, such as home-to-office or out-of-hours travel.

Easy & Secure Access: Users can securely access CarePlanner through a web browser or the dedicated mobile app. The vendor ensures robust online security with 256-bit encryption. CarePlanner is compatible with various devices, providing convenient access anytime and anywhere.

Carer Mobile App: According to the vendor, the dedicated mobile app for Android and iPhone keeps care staff informed and connected. Carers can access their schedules, care information, and appointment details on the go. The app also offers GPS navigation to the next appointment and allows carers to make notes, verify call attendance, and confirm care delivery.

Call Monitoring (ECM): Users can effectively monitor visits using various methods, including landline, NFC, OTP, mobile app, or a combination. The system generates reports on staff punctuality and attendance, provides confirmation of completed calls, and sends alerts if staff haven't arrived at appointments.

Third Party Integrations: CarePlanner seamlessly integrates with CM2000, enabling users to leverage its full functionalities. The vendor also offers additional integration possibilities with other platforms and API connections. Users can export data as spreadsheets for manual integration with other systems.

Powerful Reporting: According to the vendor, CarePlanner provides comprehensive reporting capabilities. Users can generate reports on various aspects of their business and easily customize them. The system supports various output options, including email, text, print, and export to different file formats. Users can also export raw appointment data to Excel for further analysis.

Invoicing and Payroll: Users can streamline their invoicing and payroll processes with CarePlanner. The system enables one-click production and distribution of professional invoices. Users can customize timesheets for staff and allocate multiple funders for appointments. CarePlanner also offers automatic payroll generation based on scheduled and recorded appointments.

Record Keeping: According to the vendor, CarePlanner provides a comprehensive record-keeping system. Users can efficiently track staff training, service user requirements, and day-to-day incidents. The system allows users to store all events, complaints, compliments, assessments, reviews, and more. Users can also schedule alerts for staff and securely store all relevant documents in one centralized system.

Integration with Third-Party Software: CarePlanner seamlessly integrates with popular third-party software such as Sage, Sage Payroll, and Iris, according to the vendor. Users can export data and customize export solutions to match their existing invoicing and payroll systems. Additionally, users can download appointment and mileage data into a spreadsheet for further calculations and analysis.