Care Planning, Compliance,
Client Safety and Reporting

Achieve excellent care planning, ensure client safety and exhibit regulatory compliance. Robust audit trails provide full transparency by enabling you to trace who created, edited and deleted data records – ensuring accountability and compliance at every step.

Streamlined insights-driven reporting solutions for better compliance

A comprehensive range of reports enable users to extract relevant information and insights from all the data recorded and captured within the system.

Care Planning Compliance Client Safety Reporting

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.

Compliance

CareLineLive’s auditing tools capture the necessary trail of record creation and other relevant data that can be used to document the quality of your work and contribute to your CQC compliance and ratings, as with other UK regulators such as Care Inspectorate, Care Inspectorate of Wales and RQIA.

Auditing

Access your data easily and ensure changes have been properly recorded to improve compliance. Rostering changes documented, eMAR charts auditing medication administration and auditing of financial recalculations.

With a customisable alert system and audit data, you’ll have your finger on the pulse of your business at all times and be able to make informed decisions to drive growth and improvements. Manage your team effectively with tools for care provisioning, carer punctuality, task completion and service reviews.

Carer and client reviews

Schedule carer and client reviews and spot checks to improve compliance and standards. Training and qualification requirements for carers can be recorded and notifications for expiry reviews allow you to ensure that safety is prioritised. A visual training matrix chart allows you to see a single chart showing every carer’s training and qualification record including gaps.

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.

Reporting

Real time reports with filters provide valuable data and insights which not only allows you to predict and avoid issues but also ensures compliance and creates business efficiencies and improvements.

Gather valuable insights and data with multiple reports in different business areas to improve your processes and compliance from financial information to carer utilisation.

Using our reports you can gather valuable data to help drive business growth and improve efficiencies as well as improving standards of care, career job satisfaction and achieve greater levels of compliance.

Export your reports in spreadsheet format and print as needed.
Real time insights and data produced in an easy to understand format mean improved management and improved care.

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