Suspension reasons is now live
Define a managed list of suspension reasons, control whether staff can enter free-text or must choose from the list, and keep an accurate audit trail of suspension activity.
Managing suspension reasons is now more consistent and easier to maintain. A new Suspension Reasons settings page lets you define a central list of approved reasons, keep a clean archive of retired options, and decide whether staff can also enter free-text reasons or must choose from the list. When a suspension is recorded with a reason that matches a managed entry, it is automatically linked, providing accurate audit trails of suspension activity across your entire history.
What’s new
- Suspension Reasons settings page: Found under Settings, the new page lists all your active suspension reasons in one place, with a separate Archived tab for retired entries. Use the search bar to quickly find a specific reason.
- Create, edit, archive, and reinstate: Add new reasons, rename existing ones, or archive reasons you no longer want to appear in the dropdown. Archived reasons are never deleted, so historical records that reference them remain intact.
- Bulk archive and bulk reinstate: Select multiple reasons using the checkboxes and archive or reinstate them all at once, saving time when reorganising your list.
- Custom vs. strict mode: A toggle labelled “Allow custom suspension reasons” controls how the suspension dialog works for your team:
- On (custom mode): Staff can type any free-text reason they like. Managed reasons appear as clickable suggestions to encourage consistency, but are not required.
- Off (strict mode): Staff must choose from the managed list. This ensures reason data is clean and consistent for reporting.
- Import on enabling strict mode: When you turn off “Allow custom suspension reasons”, a confirmation dialog shows how many existing free-text reasons will be imported as new managed entries. Confirming the change automatically creates those managed reasons and links all matching historical suspensions to them.
- Automatic linking: Whenever a suspension is recorded with a reason that matches an existing managed reason, the system automatically links that suspension to the managed entry, providing accurate audit trails of suspension activity.For full details on how to use this feature, see the Suspension Reasons help article.
New bulk booking generation is now live
Create bookings for a date range as a managed batch – review, fix, and confirm before any bookings are written, with phase-aware cancel and retry
Setting up bookings for the week, month, or quarter ahead used to mean creating each booking by hand or wading through the legacy bulk tool.
Generate Bookings replaces that with a guided batch flow: pick a date range and (optionally) teams, review what the system proposes, fix anything that needs fixing, then confirm. Bookings are created in the background so you can carry on with other work – and if something goes wrong, you can retry or cancel without leaving half-finished bookings behind.
What’s new
- Guided batch flow: Open Generate Bookings from the main menu and click the + icon. Pick a start and end date and optionally narrow to one or more teams. A chart underneath the form previews how many schedule-entry occurrences fall in that range and which already have bookings, so you know what to expect before you start.
- Auto-named batches: Each batch gets a human-friendly name like “Batch #42 · 1–7 Apr 2026 (Team A)” drawn from your filters. Type a custom name if you’d rather call it something else – useful when you want to spot a particular batch quickly in the list.
- Review screen with full breakdown: Once validation finishes, the review screen shows every entry the batch will create, plus a sidebar with running counts of valid, invalid, and stale entries. Use the tabs to drill into invalid entries, or theFilter by issuepanel to focus on a single validation issue.
- Bulk and per-row entry removal: Drop entries from a batch one at a time via the row actions menu, or use the Invalid filter +Remove matchingto clear out every entry that hits a particular issue in one click.
- Auto-resolve carer clashes: When invalid entries are caused by carer clashes, a banner appears with a one-clickResolve carer clashesaction that reallocates the affected entries in bulk.
- Stale-entry detection: If something the batch depends on (a client, a schedule entry, a carer) changes after validation, those entries are flagged as stale. A Revalidate Now button re-checks just the flagged rows without restarting the whole batch.
- Phase-aware cancel: Cancel a batch from the review screen and it rewinds back to a previous step where it’s safe to do so – you stay on the same screen, no fresh batch needed. Cancel during creation and any bookings already created are kept; the rest are marked failed so you can retry them.
- Retry on terminal batches: A completed, partially-completed, failed, or cancelled batch shows a Retry as New Batch button. The retry skips entries that already produced bookings, so you only re-process what’s outstanding.
- Live progress without page-watching: Validation and creation both run in the background. You can navigate away – the batch carries on, and when you come back the progress bar, count breakdown, and per-status tabs reflect the current state.
- In-flight overlap protection: If another batch is already creating bookings for some of the same schedule entries, the new-batch form blocks you with a clear panel naming the conflicting batches. No more accidental duplicate bookings from two batches racing each other.
Permissions
A new Generate Bookings permission group controls who can do what:
- View booking batches – view the batch list and individual batches.
- Start a booking batch – start new batches, retry batches, and remove entries from a batch.
- Confirm a booking batch – confirm a Validated batch into the creation phase.
- Cancel a booking batch – cancel a batch.
- Resolve carer clashes – use the auto-resolve carer-clash action.
Assign these to the roles that should be able to run bulk booking generation.
Where to find help
Every page of the Generate Bookings flow has a help button that opens the relevant article:
- Generate bookings in bulk for a date range
- Review and confirm a batch
- Cancel or retry a batch
- A batch is blocking new creation
- Batch statuses explained
- Common questions
- Validation issues reference
Interactive eMAR and medication auditing is now live
View, edit, and sign-off medication administrations directly in CareLineLive.
The MAR Chart now lives directly inside the client profile, so office staff can review, edit, and sign-off medication administrations without ever needing to export to PDF first. Two help articles have also been published to walk you through the workflow end-to-end.
Interactive eMAR
The MAR Chart displays every medication task and PRN administration for the selected month, with status indicators that make it easy to spot missed, manual, and outstanding doses at a glance.
- In-platform MAR Chart: View, edit, and reconcile medication administrations from the client profile — no PDF export needed to see the full picture.
- Monthly view with quick navigation: Switch months from the page header, with the current date highlighted.
- Detailed completion view: Click a cell to see the outcome, dosage, administering carer, timestamp, related medication information, and a full activity log.
- Manual completions and adjustments: Record completions on behalf of carers, update status, time, or dosage, and capture the reason for any manual adjustment.
- PDF exports when you need them: Export MAR sheets, Tasks + Medication, or a Tasks Sheet for any month with a single click.
For full details, see the Interactive eMAR help article.
MAR chart audits
A new audit workflow lets authorised users sign off completed medication tasks and PRN administrations directly from the MAR Chart.
- Sign-off completed administrations: Audit individual task or PRN completions with a Pass or Fail outcome.
- Notes against every audit: Add supporting notes when auditing. Notes are required when an audit is marked as Failed, so the reason is always captured.
- Edit or remove audits: Update an audit outcome, change its notes, or return a completion to unaudited status if it was audited in error.
- Visible audit trail: Each completion shows who audited it and when, alongside the outcome and notes.
For full details, see the MAR Chart Audits help article.
Other product updates
PRN and Body Maps in the carer app are due to be released imminently
The team is actively working on latest iOS release issues, and an update will be rolled out before the end of the week
The content above is taken from the release notes, which customers should get emailed to them from their environment. If not, they’re accessible when you log in, in the “what’s new” section on the dashboard.
