Care Planning in Home Care
Enable person-centred care planning with easy access to comprehensive information about each service user for both managers and care staff.

Better care planning systems mean better care
Assessments
A full range of templates allow you to create a comprehensive record of the condition and needs of a service user. These range from About Me to Continence Management to Medication Management ensuring that every care provider can meet regulatory compliance and quality standards.
Forms
Minimise paper records by customising your own digital forms where you can streamline and improve data capture. If the assessment templates do not quite allow information capture as you require, with CareLineLive’s customised form function you can create your own risk assessments, audits and care plans.
Medical conditions and medication
A structured section to capture information about a service user’s ongoing medication conditions, injuries, DNAR wishes and medication to be administered.
Preferences
Structured forms to allow you to capture information about food and drink, supplements and fortifications, meals and meal times.
Observations
Create structured categories of health indicators that need to be recorded, including blood pressure, blood glucose and catheter output.
Capacity planning
Using existing data within CareLineLive, our capacity planning assistant allows managers to confidently and quickly understand whether a new care package can be accommodated given an agency’s allocation of carers, considering their location, rotas and skills.
Training matrix
Identify whether you have carers with the correct skills available and pinpoint any training that is needed for potential new clients.

Staff availability for new packages
Check if staff are available for care package requests by considering carer schedules, annual leave and clashing visits.
Understand whether you have carers available within a location using configurable geofenced areas.

Save time
Reduce the time it takes to complete tender applications for new business opportunities.
Improve profitability
Help with staff planning and future carer recruitment needs to maximise profitability.

Documents
Store documents, such as PDFs and images, against carers and clients so that you always have all the relevant information you could need at your fingertips, from client care plans to carer training certificates. There are options to make documents viewable by carers in the Carer Companion App and by friends and family in the Care Circle Portal.
Send PDF documents, for example consent forms, for an e-signature by email to carers, clients, their relatives, or another stakeholder relating to a client’s care.
With carers able to access important client documents remotely via the Carer Companion App, you can be confident that carers always have the latest information to hand when planning or attending a visit.
By ensuring carers have access to the latest information, you can improve care delivery and ensure compliance with regulatory standards.
Safety
Client safety
Peace of mind when it comes to client safety through visit verification and detailed notes available for managers as well as friends and family
Visit verification
Complete visibility of client visits including carer check-in and check-out times by GPS, completion of tasks, care provisioning notes and alerts.

On-site QR code for verified check-in with alerts if carers are late or a visit is missed. Alerts are raised for late or missed visits – notifying office managers to improve service user safeguarding.
Meet local government authorities’ requirements for electronic call monitoring using our Carer Companion app.
With CareLineLive you always have an up-to-date visit record, including where your carers’ last check-ins or check-outs were. This improves invoicing, rostering and client care.
Family members can check carer visits using the Care Circle portal knowing the details are completely up to date and accurate. Carers can be confident that there is an accurate record of their visiting hours and location. You can be reassured that you’re delivering a safe and punctual service.
Incident reporting
Record and manage incidents with precision using our structured reporting system. The intuitive process guides users through capturing essential details including incident type, severity level, affected individuals and exact timing of both the incident and its reporting.
The system links each incident with vital contextual information, such as whether it occurred during a care visit, which carers were present and their documented observations.
Investigation findings and outcomes are documented with the same systematic approach, ensuring complete and accurate records of all follow-up actions and outcomes.


Carer concerns
Carers can raise concerns at multiple points of data recording during a visit. Concerns will record the severity level of the concern, who the client is, what the concern is in relation to (e.g. an observation record), the care visit details, the carer’s details and comments. A concern record can be acknowledged and eventually marked resolved. An incident report can be started directly from a concern record.
Contingency planning
As a service provider react more quickly when something unexpected happens, improve risk management and plan more effectively.
Assign priorities to service users using a RAG system so that at times of emergencies a RAG report enables the optimal use of available resources so that safety is maximised.

Care planning and client safety with CareLineLive
With CareLineLive you can have peace of mind that effective care planning and client safety is a top priority. Our home care management software allows you to deliver:
- Person-centred care: Develop care plans that are tailored to the individual needs and preferences of each client, ensuring their unique requirements are met
- Risk assessment: Conduct regular risk assessments to identify potential hazards and implement measures to mitigate them
- Staff training reviews: Easily monitor that staff are having on-going training on the importance of client safety and how to respond in emergency situations
- Equipment and premises: Environmental, health and safety assessments help to ensure that all equipment and premises are safe, well-maintained and suitable for delivering care services
- Medication management: Implement robust systems for managing medication to minimise the risk of errors and ensure safe administration
By prioritising care planning and client safety, you can deliver high-quality care and protect your clients from harm.