Getting started
- Get set up with the dashboard tracker The Get set up card on your dashboard lists the steps that get Care App working for your service, in the best order. For managers
- Sign in and set your password Set your password from your invite email, sign in, change your password and sign out. For managers and carers
- Put Care App on your phone Add Care App to your phone's home screen so it opens like any other app. No app store needed. For managers and carers
- Add your team (invite several staff at once) Invite your whole team in one go by pasting names and emails, or add one person at a time. For managers
- Import clients, staff and records from a spreadsheet Bring clients, staff, medications, diary notes and care plans across from a CSV file instead of typing them in. For managers
- Use starter templates for care plans and risk assessments Add a ready-made set of care plan sections and risk assessments for your type of care, then complete them for each person. For managers
- Set your regulator and choose what your team sees Tell Care App who regulates you and hide the parts of the app your service does not use. For managers
Clients and care records
- Add a client Create a client record with the details carers need, then find everything about them on their profile. For managers
- Discharge, archive or delete a client Record a discharge, move a client out of your active list, or remove a record added by mistake. For managers
- Write a care plan Write a person-centred care plan, sign it off and record its reviews. For managers and carers
- Write and review a risk assessment Record each hazard, score it before and after your controls, and keep reviews on time. For managers and carers
- Record a care note Write a diary entry about the care you gave, by typing or by dictating. For managers and carers
- Record health logs and use the body map Log food and fluid, vital signs and other charts, and mark bruises, wounds or skin changes on a body map. For managers and carers
- Write a handover note Pass on what the next shift needs to know, and see who has read it. For managers and carers
Medication
- Set up a medication Add a client's medicine with the right dose times, so carers see what is due and missed doses are caught. For managers
- Record a medication round and read the MAR chart Record each dose as Administered, Refused or Missed, then check and print the MAR chart. For managers and carers
- What "Missed" and "Refused" mean The difference between a refused dose and a missed dose, and what Care App does when nobody records a dose. For managers and carers
- PRN medicines and the controlled drugs register Set a PRN protocol for as-needed medicines and keep a running controlled drugs register. For managers and carers
- Report a medication error or request a reorder Report a medication error so it can be investigated, and ask for more stock before it runs out. For managers and carers
Rota, clock-in and visits
- Build the rota Add shifts and client visits, repeat them, and check skills, holidays and working time before you save. For managers
- Open shifts and shift swaps Offer an uncovered shift to the team, and ask to swap a shift you cannot work. For managers and carers
- Clock in and out Clock in from the dashboard or with a client's QR code, ask for more time, and clock out at the end. For carers
- Working with no signal What Care App saves on your phone when you lose signal, and how to make sure it all reaches the office. For carers
- The visit screen Everything you need during a visit in one place: the client, medication, tasks, notes and how to finish. For carers
- Timesheets and live visits See who is on shift right now, and check the timesheets that clocking in and out creates. For managers
Staff and HR
- Set up a staff member's pay profile Enter the pay rate, contract and pay frequency Care App needs to work out pay, plus the details your payroll provider needs. For managers
- Record absences Record sickness, family leave, unauthorised and other absences, see each person's calendar, and download the absence report for payroll. For managers
- Documents and document links Upload documents to a client or staff profile, and why a copied document link stops working after an hour. For managers and carers
Holidays and payroll
- Holidays and the holiday year Request and approve holiday, see balances, and choose the month your holiday year starts. For managers and carers
- Prepare pay for your payroll provider Work out each person's hours and gross pay for the period, then export it with the absence report for your payroll software or accountant. For managers
- Payslips, P45s and P60s Payslips, P45s and P60s come from your payroll provider. What to send them for starters, leavers and each pay period. For managers
Compliance and CQC
- Report an incident or raise a concern Report an incident, accident, disclosure or near miss, or raise a complaint, concern or suggestion. For managers and carers
- Record a safeguarding concern Record a safeguarding concern, the referral and every update, and what carers should do first. For managers and carers
- DoLS and Mental Capacity Act assessments Managers record MCA assessments and DoLS authorisations. Carers can read them on the client's profile. For managers and carers
- Data protection, exports and erasure Answer a subject access request, export your data, and erase a client's records under UK GDPR. For managers
Family portal
Account and billing
Troubleshooting
No articles match that search. Try a shorter word, such as "rota" or "medication", or email hello@care-app.uk.
Prefer to watch?
There are 21 short guide videos recorded in the real app. Watch the video tours. For the full reference, see the Management Guide and the Staff Guide.
Still stuck? Email hello@care-app.uk and tell us which screen you were on. We aim to reply within a few hours.