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Install SmartTSense Connect on your phone
Works offline · No app store needed
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Care Management System
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🏠 Dashboard
🕐 My Visits
All Visits
🚗 Mileage
📋 Notes
💷 Payroll
👥 Clients
📖 History
🧾 Invoices
Rota Builder
🩹 TDDI
💬 Messages
🏠 Dashboard
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0
Total Visits
⚡
0
Active Now
👥
0
Clients
🔔
0
Urgent Notes
🕐 Today's Visits
📋 Recent Notes
All Visits
🟢 Active Visits
Recent Visits
🚗 Mileage Tracker
Rate Settings (HMRC AMAP)
✓ Saved
Add Manual Journey
Journey Log
💷 Mileage Payroll
Report Period
🧾 Invoices
Invoice Settings
Care Rates
Generate Invoice
Invoice History
Rota Builder
Weekly staff rota — plan and assign visits across the team
✨
AI Rota Builder
Describe what you need in plain English — AI will create the full week’s rota instantly, checking for conflicts, WTR compliance, and double-bookings.
📌 Notice Board
No active notices
💬 My Messages
Reply
✉️ New Message to Office
Admin Dashboard
Good morning 👋
🏠
0
Visits Today
⚡
0
Active Right Now
0
Scheduled Today
✅
0
Completed Today
👥
0
Active Clients
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0
Miles Today
🔔
0
Urgent Notes
💷
£0
Outstanding Invoices
⚠️
0
Missed Visits
➕
New Visit
Clock in a carer
Rota Builder
Manage rotas
🧾
New Invoice
Bill a client
👷
Carer Roster
View all staff
💷
Payroll
Mileage report
📈
Analytics
Performance insights
🕐
Visit Log
All visits & records
📄
Reports
CQC, Hertfordshire & more
🌴 Pending Leave Requests
📡 Today's Activity
🟢 Active Visits
⚠ Urgent Notes
💚 Wellbeing Check-ins (Last 7 Days)
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🛡 Lone Worker — Active Sessions
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📡 Live Activity
Real-time view of all carer activity today
👷 Carer Registry
All registered care staff — add, edit and manage profiles
🌴 Pending Leave Requests
👥 Client Registry
All service users and care plans
🕐 Visit Log
All completed and active visits
📋 Care Notes
All care observations and records
🚗 Mileage & Payroll
HMRC-compliant mileage tracking
Miles This Month
0
Mileage Pay
£0
Carers with Mileage
0
Avg Miles/Journey
0
Miles by Carer (This Month)
🧾 Invoices
Client billing and payment tracking
Total Invoices
0
Unpaid
0
Total Revenue
£0
Outstanding
£0
📊 Analytics
Performance insights and trends
📦 Data Import & Migration
Migrate from CarePlanner, Birdie, Log my Care, or any CSV export
Which platform are you migrating from?
We auto-map the column names so you don't have to rename your export files.
👥 Clients
🧑 Carers
🕐 Visits
💊 Medications
📝 Care Notes
📋 Import Log
⚙ System Settings
Manage mileage rates, billing details and app users
🚗
Mileage & Reimbursement
HMRC-compliant mileage rates and journey rules for your organisation
HMRC AMAP
45p / 25p
ⓘ
HMRC Approved Mileage Allowance Payments (AMAP)
The standard rates are 45p/mile for the first 10,000 miles per tax year, then 25p/mile thereafter. Payments at or below these rates are tax-free. You can pay higher rates, but the excess is taxable.
Reimbursement Rates
First-Tier Rate
Pence per mile — up to threshold
p
ⓘ HMRC default: 45p
Annual Threshold
Miles before rate changes
mi
ⓘ HMRC default: 10,000 mi
Second-Tier Rate
Pence per mile — after threshold
p
ⓘ HMRC default: 25p
Journey Rules
miles
Journeys below this are excluded
Vehicle & Organisation
🔄 Live Rate Preview
50 miles
£22.50
at first-tier rate
200 miles
£90.00
at first-tier rate
10,000 miles
£4,500
full year, first-tier
12,000 miles
£5,000
crosses threshold
✓ Settings saved
🧾
Invoice & Billing
Organisation details, payment terms and bank information for invoices
🏠
Bank Details
Bank account information shown on invoices for payment
✓ Saved
💷
Invoice Rates by Referral Source
Fixed rates per visit duration — applied automatically when generating invoices
ⓘ Rates set here override the hourly rate for clients whose referral source matches. For example: if a client has referral source “Oxfordshire” and a 30-minute visit is logged, the invoice will automatically use the 30-minute Oxfordshire rate (e.g. £15.13) — no manual calculation needed.
👤
App Users & Permissions
Manage who can sign in and what they can access
Manage who can sign in to the app and what they can access.
🔑 Change Your PIN
Update the PIN for the currently logged-in user.
⏱️ Session Timeout
Auto-logout admin sessions after a period of inactivity. Recommended for shared devices.
🎨
Brand & Appearance
Customise the app name, logo, colours and footer — no code changes needed
🖼 Logo
No logo
PNG, JPG or SVG · max 1 MB · shown on login screen, header and invoices
🏠 Organisation Identity
🎨 Colour Scheme
Leave blank to keep the default SmartTSense Connect blue theme.
Buttons, borders, tabs, nav highlights
Admin switch button, gold accents
Live preview
Primary button
Accent button
Outline button
Active nav
✓ Brand settings saved and applied
💷
Carer Licence Fee
Configure the fee charged each time a new carer account is created
⚙ Fee Configuration
When enabled, admins will see a charge confirmation before any new carer is created. The charge details are recorded in the audit log.
£
📊 Fee History
No carer licence fees recorded yet.
✓ Fee settings saved
👑
Admin Licence Fee
Configure the fee charged each time a new admin account is created
⚙ Fee Configuration
When enabled, the Global Admin will see a charge confirmation before any new admin account is created.
£
📊 Fee History
No admin licence fees recorded yet.
✓ Fee settings saved
💾
Data & Backup
Export and restore your Smart Connect data. Required for GDPR data portability requests.
💾 Full Data Backup (JSON)
Downloads all carers, clients, visits, invoices, payslips and settings as a single JSON file. Store securely — this file contains personal data.
⚠This file contains personal data (names, addresses, NI numbers). Store it securely and do not share it. Covered by your GDPR data retention policy.
🔁 Restore from Backup
Restore data from a previously downloaded Smart Connect JSON backup. This will replace your current data.
📄 Export Individual Datasets (CSV)
👷 Carers
Names, NI, DBS, RTW, hourly rates
👨⚕️ Clients
Names, DOB, addresses, NHS numbers
🕐 Visits
All visit records with times and notes
GDPR Data Portability (Article 20): If a carer or client requests a copy of their personal data, use the relevant CSV export above. Redact any third-party personal data before sending.
Retention: Under CQC guidance, care records must be retained for a minimum of 8 years from last activity (or 25 years for children). Do not delete backup files from recently-exited clients.
🔒
GDPR & Data Subject Rights
UK GDPR — Subject Access Requests, Right to Erasure, Retention & Consent
No SARs logged yet. Use "+ Log SAR" to record a new request.
⚠️
Right to Erasure is not absolute in care settings. Article 17(3)(b) exempts erasure where processing is necessary for legal obligation (e.g. CQC, safeguarding). Document your lawful basis for any refusal.
No erasure requests logged yet.
📋 UK Care Sector Retention Periods
Record type
Minimum retention
Authority
Adult care records
8 years from last activity
CQC / DHSC
Children's records (LA)
25 years or age 25 (whichever later)
Working Together 2023
Child Protection / S47
35 years
LSCB / NCSC
Payroll / HR
6 years from employment end
HMRC / ERA 1996
Accident / incident reports
3 yrs (adults); 21 yrs (children)
RIDDOR / HSE
Medication / eMAR
8 years
NICE / CQC
Run scan to identify records approaching retention review dates.
Consent Register
Article 7 — where consent is your lawful basis, record when given, purpose, and any withdrawal.
No consent records logged yet.
💷 Payroll & Mileage Summary
Overview of completed visits and mileage reimbursement by carer
💷
Payroll Summary
Completed visits and mileage reimbursement by carer
to
📍 Postcode distance lookup active — estimated travel distances are calculated from carer and client postcodes using the postcodes.io API.
💷
Select a period and click Generate Report
🧾 Generate Payslip
📃 Xero / Sage / QuickBooks Export
Export payroll journals in accounting software format
⚠️ These CSV exports match the import format expected by Xero Payroll, Sage 50 Payroll, and QuickBooks Payroll. Import after finalising a pay run.
📧 Payslip Delivery
Download or share individual payslips with carers
ℹ️ Generate a PDF payslip per carer. Use the download button to save and send via email or WhatsApp. Future versions will support direct email delivery via SMTP.
📊 Reports
Generate visit, client, employee and council reports
👥
Client Report
All clients with care types, status and referral sources
💊
eMAR Report
Electronic Medication Administration Records
👷
Employee Report
Carer hours worked and compliance metrics
🏭
Hertfordshire County Council
25-column care activity CSV submission
ⓘ SSRef, NHS Number, Service Level, Carer Ref and Service Name are pulled automatically from each client’s record. Ensure these are completed for all Hertfordshire clients. Only visits with Referral Source: Hertfordshire are included.
🧪 Generate Test Data
Creates 5 Hertfordshire clients, 3 carers with refs, and 60+ visits across the last 3 months.
🔍 Filter & Generate
🏭
Oxfordshire County Council
25-column care activity CSV submission
ⓘ SSRef, NHS Number, Service Level, Service Level Ref, Service Name and Service Ref are pulled automatically from each client’s SSRef tab. Ensure these are completed for all Oxfordshire clients.
5 Oxfordshire clients, 3 carers and 4 weeks of test visits.
🔍 Filter & Generate
🕐
Visit Report
Completed and active visit history with filters
🔍 Filter & Generate
📋
Care Notes Report
Carer observations filtered by date, client or carer
🔍 Filter & Generate
📡
NDS ECM Export
Electronic Call Monitoring — NDS XML format for local authority submission
⚠️ LA Requirement: Most English councils require ECM data in NDS XML or CSV format monthly. This export includes visit start/end, carer ID, client ID, and GPS coordinates as required by most commissioning authorities.
🏥
FHIR R4 / NHS Digital Export
HL7 FHIR R4 JSON bundles for shared care records and NHS Digital integration
ℹ️ NHS Digital requirement: FHIR R4 bundles enable shared care records (GP Connect, ICS data sharing). Exports Patient, CarePlan, MedicationStatement, and Observation resources.
🏛
LA Billing XML
Local authority invoice XML for council-commissioned packages of care
💡 Council billing: Generates UKHCA-compatible XML invoices with visit-level detail for county council billing portals.
🚨 Incident Management
Critical — all reported incidents
🔐 Audit Trail
Immutable record of all data changes — GDPR & care compliant
✅ Policy Sign-off Matrix
Who has/hasn't signed each policy. Updates when carers acknowledge notices.
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✅ Audit & Compliance
Inspection-ready compliance checklist
📋 CQC Reports & Exports
For compliance inspections — one-click export
🧠 Mental Capacity & DoLS Register
Decision-specific capacity assessments, DoLS/LPS authorisations, best interest records and ADRTs
🧾 Expense Claims
Review, approve and pay carer expense submissions
🔧 Equipment Requests
PPE, uniform, ID and supply requests from carers
🛡️ Staff Compliance Dashboard
RAG status — DBS, mandatory training, contracts and right-to-work across all staff
👑 Manage Admins
Create and manage admin users — set dashboard access, enable or disable accounts
👑
Global Administrator
You have full unrestricted access. Admins you create here can be given selective access to specific panels and can configure their own dashboard view. You can disable any admin account at any time.
💳 Platform Billing
Monthly charges for admin accounts and their carers · invoices · payment status
💳
Monthly Subscription Billing
Admins are charged a flat monthly fee. Each carer they create adds a per-seat monthly charge. Invoices appear here automatically when a carer is added or when you generate a monthly run.
£49.00
Per Admin / Month
£9.00
Per Carer / Month
⚙️ Platform Billing Rates
These rates apply globally. All active admins and their carers will be billed at these rates each month.
£
Charged per admin account per month
£
Charged per active carer per month
Billing enabled
Invoices are generated when carers are added and on monthly runs
🗺️ Route Optimiser
Reorder visits by proximity to minimise carer mileage
📊 Payroll Dashboard
Wages overview and payroll status
▶️ Run Payroll
Calculate wages for a pay period
Pay Period
🧾 Payslips
Generate and view individual payslips
🚗 Mileage & Expenses
HMRC-compliant mileage reimbursement
⚙️ Pay Rates & Settings
Hourly rates per role and HMRC mileage settings
🏛️ HMRC Basic PAYE Tools Export
Generate CSVs formatted for manual entry into HMRC's free payroll tool
📋 What is HMRC Basic PAYE Tools?
HMRC's free desktop app for employers with up to 10 employees. It calculates Tax & NI, submits RTI returns (FPS/EPS) directly to HMRC, and generates payslips.
The exports below give you a structured reference sheet so you can quickly enter your payroll data into BPT each month without missing fields.
Download BPT from GOV.UK →
📖 How to use these exports
1️⃣
Download BPT
Download and install HMRC Basic PAYE Tools. Register your employer PAYE scheme in the app if you haven't already.
2️⃣
Export Employee Records
Use the Employee Records CSV to set up each employee in BPT. Do this once — or re-run if staff details change.
3️⃣
Export Monthly Pay Data
Select a pay period and export the Monthly Pay CSV. Open it alongside BPT and enter each employee's figures.
4️⃣
Submit to HMRC
In BPT, click Full Payment Submission → Send. BPT transmits RTI data directly to HMRC on your behalf.
👤 Export 1 — Employee Records
Personal & employment details for all active carers. Enter once in BPT under Manage Employees → Add Employee.
Fields included
TitleFirst NameLast NameNI NumberDate of Birth (DD/MM/YYYY)GenderAddressPostcodePayroll IDStart DateTax CodeNI Category LetterPay FrequencyHourly Rate (£)⚠ Add NI numbers in Carers settings if missing
Export 2 — Monthly Pay Data
Pay, tax & NI figures per employee for a pay period. Enter monthly in BPT under Manage Employees → Pay Employee.
Fields included
Employee NamePayroll IDNI NumberTax CodePay PeriodPayment DateBasic Pay (£)Mileage Pay (£)Gross Pay (£)Income Tax (£)Employee NI (£)Employer NI (£)Net Pay (£)Hours WorkedTotal Miles✓ Includes hours (Apr 2025 RTI requirement)
🗺️ Where to enter each field in Basic PAYE Tools
CSV Field
Where in BPT
Notes
Title / First / Last Name
Manage Employees → Add Employee → Personal Details
BPT asks for Surname first, then Forename
NI Number
Personal Details → National Insurance number
Format: XX 00 00 00 X. Leave blank if unknown — BPT flags HMRC
Date of Birth
Personal Details → Date of birth
Required — affects NI category eligibility
Gender
Personal Details → Gender
Male / Female
Address / Postcode
Personal Details → Address
Mandatory for new starters and where NI number is unknown
Payroll ID
Employment Details → Works / Payroll number
Must stay consistent — included in every FPS submission
Start Date
Employment Details → Start date
Required for new starters; triggers Starter Declaration
Tax Code
Employment Details → Tax code
Default 1257L. Always check employee's P45 or HMRC notice
NI Category Letter
Employment Details → NI table letter
A = standard employee. M = under 21. H = apprentice under 25
Pay Frequency
Employment Details → Pay frequency
Monthly for most carers
Gross Pay
Pay Employee → Pay in the period → Gross
BPT will auto-calc Tax & NI — cross-check against CSV values
Hours Worked
Pay Employee → Hours worked this period
Mandatory from April 2025 for hourly-paid staff (new RTI rule)
Income Tax / Employee NI / Employer NI
Calculated automatically by BPT
Use CSV figures to verify BPT's calculations match
⏳ Waiting List
Pending client assessments and care package requests
🛡 Safeguarding
Referrals, disclosures and MASH workflow
No safeguarding referrals on record.
💊 Controlled Drugs Register
Schedule 2 & 3 drug balance log — legal requirement
No controlled drug entries yet.
MAR Calendar
Medication Administration Record — visual monthly view
Select a client to view their MAR chart.
💧 Fluid & Nutrition
Daily intake monitoring per client
No fluid or nutrition records yet.
❤ Blood Pressure Trends
Readings over time — alert on hypertension thresholds
Select a client to view blood pressure trends.
🔔 Notifications Log
Email and SMS sent by the system
No notifications sent yet.
📝 Credit Notes
Issue credits and refunds against invoices
No credit notes issued yet.
🏦 BACS Payment File
Generate Standard 18 BACS file for payroll bank transfer
Generate BACS File
🎁 P11D — Benefits in Kind
Employer-provided benefits reporting — due to HMRC by 6 July each year
P11D Key Dates
6 April — new tax year begins 31 May — give P11D copy to employee 6 July — submit P11D(b) to HMRC 19/22 July — pay Class 1A NIC
Class 1A NIC (2025/26)
Rate: 13.8% on total benefit value Due: 19 July (cheque) / 22 July (BACS) Reference: PAYE reference + "1A"
No benefit records yet. Click “+ Add Benefit” to record an employee benefit.
Generate P11D for Employee
Generate P11D XML File for HMRC Upload
Produces a P11D XML file compliant with HMRC's PAYE Online schema (2019 onwards).
Upload the downloaded file at
tax.service.gov.uk/paye-for-employers
→ Expenses and Benefits → Upload P11D & P11D(b) data.
⚠ Deadline: 6 July each year. Submit one XML file per employer covering all employees with benefits. File must include a P11D(b) declaration.
What this generates:
One <P11D> element per employee with benefits in the selected tax year
Benefit sections A–G matching your recorded benefit types (cars, vans, loans, medical, etc.)
A <P11Db> employer declaration with total Class 1A NIC
Envelope wrapper HMRC requires for PAYE Online file upload
This panel generates the XML file ready for submission via BPT or your accountant.
Generate & Submit FPS
📡 Direct HMRC Submission via Proxy click to configure
Deploy the included Supabase Edge Function to get a proxy URL, then enter it below. The app POSTs the FPS XML to your proxy, which authenticates with HMRC and returns the acknowledgement reference. Your Government Gateway credentials never leave your server.
⚠ Security: Store your Government Gateway credentials as Supabase secrets (HMRC_USER, HMRC_PASS), never in the app. The proxy adds them server-side before forwarding to HMRC.
🔧 Report Builder
Build custom reports from any data in the system — filter, group, export
Data Source
Available Fields
Filters
Group & Sort
Selected Columns 0
Click fields on the left to add columns →
Saved Reports
No saved reports yet. Build a report and click “Save Report” to save it here.
⚠️ Risk Assessments
Structured risk assessments — care compliant, with review alerts
💊 Medication Administration Record (eMAR)
Digital medication log — care compliant
🩹 TDDI Register
Treatment of Disease, Disorder or Injury — CQC regulated activity
🏥 Conditions
📋 Treatment Plans
🩹 Wound Care
📊 Observations
Add Condition / Diagnosis
Add Treatment Plan
Log Wound / Dressing
Log Clinical Observation
📋 Care Plans
Person-centred care plans for all active clients
📍 GPS Check-in Log
Location verification for every visit — shows distance from client address
Carer Availability Overview
Who is available on which day — set by each carer in their profile preferences.
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Rota Builder
Weekly staff rota — plan and assign visits across the team
✨
AI Rota Builder
Describe what you need in plain English — AI will create the full week's rota instantly, checking for conflicts, WTR compliance, and double-bookings.
📈 Outcome Tracker
Client wellbeing scores per visit — track trends and flag concerns
🔔 Alerts & Escalation
Missed visits, overdue reviews and safeguarding concerns
📁 Document Store
DBS certificates, training records, consent forms and compliance documents
Person-centred measurable goals, progress tracking and review dates
📣 Complaints & Compliments
Full complaint lifecycle · compliments log · compliance evidence
📋 Child Register
All children receiving services — central record
No children registered yet.
🛡 Child Protection Plans
Active CP plans — Section 47 enquiries and case conferences
No child protection plans recorded.
📁 Children in Need
Section 17 assessments — CIN plans and family support
No CIN assessments recorded.
🏠 Looked After Children
Children in local authority care — placement and pathway plans
No looked after children records.
📚 EHC Plans
Education, Health and Care plans — SEND support coordination
No EHC plans recorded.
👥 Family Contacts
Parental responsibility holders, significant persons and professionals
No family contacts recorded.
Reviews & Meetings
Statutory reviews, case conferences and professionals meetings
No reviews scheduled.
🔎 Missing from Care
Missing episodes — statutory return home interviews within 72 hours (Statutory guidance: Care of unaccompanied migrant children and child trafficking)
⚠️ Statutory requirement: Return home interview must be offered within 72 hours of return. All episodes must be reported to police and recorded.
No missing episodes recorded.
🗣 Voice of the Child
Child's wishes, feelings and lived experience — Ofsted scrutinises this heavily across all ILACS domains
ℹ️ Ofsted expectation: Children's wishes and feelings must be sought, recorded and demonstrably influence plans at every stage. Evidence of direct work with the child is required.
No voice records yet.
🎓 Care Leavers
16–25 year olds — Pathway Plans, Personal Advisers, staying put arrangements (Children (Leaving Care) Act 2000)
No care leavers recorded.
🏫 Personal Education Plans
Statutory PEPs for all LAC — must be held within 20 school days of becoming looked after (Statutory guidance 2018)
⚠️ Statutory deadline: PEP within 20 school days of becoming LAC. Reviewed at each LAC review. Virtual School Head must be invited to every PEP meeting.
No PEPs recorded.
🧑💼 Supervision Records
Mandatory practitioner supervision — Ofsted expects evidence of regular, quality supervision that improves practice
ℹ️ Expected frequency: Newly qualified / probationary — fortnightly. Experienced practitioners — monthly minimum. Supervision must be recorded within 5 working days.
No supervision records yet.
🔍 Case Audits & Quality Assurance
Management case scrutiny, file audits and quality assurance activity — ILACS Domain 1
No audits recorded.
⏱ Statutory Timescales
Compliance monitoring across all statutory timeframes — auto-calculated from your records
Read-only family view — visit logs, wellbeing updates, medication confirmations
Select Client
Portal Settings
📱Portal preview — this is exactly what the family member sees at their access link. Completely read-only.
Select a client to preview their family portal
🤖 Predictive Safeguarding
AI anomaly detection — flags at-risk clients before incidents occur
⚠️ Predictive alerts are indicators only — each flag requires professional clinical judgement before any action. Always follow your organisation's safeguarding policy.
Click Run Analysis to scan all client data for anomalies.
📱 SMS / WhatsApp Layer
Reach carers via native SMS or WhatsApp — Twilio & Meta Business API
⚙️
API Configuration
Configure Twilio (SMS/WhatsApp) or direct SMTP for email fallback
📋 Message Templates
📊 Delivery Stats (last 30 days)
No messages sent yet.
📨 Message Log
No messages logged yet.
🔍 CQC Inspection Readiness
Evidence mapping to all 5 KLoEs with RAG status, action owners & inspection pack
📋 Outstanding Actions
Click Refresh Evidence to load actions.
🧾 Generate Invoice
✨ SmartTSense Connect AI Assistant
✨
AI Rota Builder
Describe your rota needs in plain English
💡 Examples: "Create a full week's rota for next week covering all clients" · "Schedule Sarah and James for morning visits Monday–Friday" · "Build this week's rota avoiding double-bookings and keeping 11h gaps between shifts"
Quick starts
Options
Add Carer
Pension & Pay Compliance
Right to Work
Supervision
🗑
Delete Carer
This action cannot be undone
⚠
This action is permanent. The carer profile will be permanently removed. All visit records and care notes will be retained for audit purposes.
Add Client
LA Details
📲 Family / Next-of-Kin Notifications
(notified when visits start & end)
🗑
Delete Client
This action cannot be undone
⚠
This action is permanent. The client profile will be permanently removed. Visit records, care notes and mileage logs will be retained for audit purposes.
Add Care Note
🔁 Replicate Visits
Selected Visits
Replication Period
Repeat On
⚙️ Optional Overrides
Overrides original time-of-day if set
Ready to create
New Visit
End Visit
⏱️
Manual Clock-Out
Admin override — complete active visits
Active Visits to Complete
Clock-Out Details
Individual End Times
🚫
Remove App User
This action cannot be undone
⚠
This action is permanent. This user will be permanently removed. They will no longer be able to sign in. All visit records are retained.
🏭
Oxfordshire County Council Report
25-column care activity CSV submission
🔍 Filter & Generate
🕐
Visit Report
Completed and active visit history with filters
🔍 Filter & Generate
📋
Care Notes Report
Carer observations filtered by date, client or carer
Detail all measures already in place and any additional actions required to reduce identified risks.
📝 Carer Instructions
📊 Assessment Summary
✅ Sign-off & Review Schedule
✍️
Assessor sign-off
Submitting this form confirms the assessment has been completed in accordance with CQC standards and organisational policy.
Assessment Details
📁 Add Document
👑 Create Admin User
Dashboard Panel Access
Select which admin panels this user can access. Leave all checked for full access.
🧠 Add MCA / DoLS Record
📋 CQC PIR — Provider Information Return
The PIR (Provider Information Return) is submitted to the CQC before inspections. Click Generate to auto-populate it from your live data, with AI-drafted narrative sections.
📲 Sending Family Notification
🗑
Delete Admin Account?
You are about to permanently delete the admin account for:
⚠️ This action will:
Permanently remove their admin account
Revoke all dashboard access immediately
Remove their app user sign-in credentials
Cannot be undone — they must be re-created if needed
💷
Carer Licence Fee
A fee applies for adding a new carer to the platform
Charge Description
Amount
Payable to:
ⓘ Terms
?
New carer being added
—
This charge will be recorded in the audit log
👑
Admin Licence Fee
A fee applies for creating a new admin account
Charge Description
Amount
Payable to:
ⓘ Terms
?
New admin being created
—
This charge will be recorded in the audit log
🗑
Delete Payslip?
You are about to permanently delete the payslip for (). This action cannot be undone.
⚠Once deleted, this payslip record is gone permanently. Make sure you have a printed or saved copy before proceeding.
ℹ️ This Behavioural Support Plan (BSP) covers dementia, learning disabilities, mental health and behaviour that challenges. Keep it current and share with all staff.
🕯️ This section covers end of life wishes, advance decisions and comfort-focused care. Handle with sensitivity and ensure all staff are briefed.
Define condition-specific triggers and the escalation pathway for each
🚨 Add Escalation Trigger
Multi-disciplinary team contacts and interaction log
🤝 Add MDT Professional
Starter Declaration —
HMRC requirement: A starter declaration must be completed for every new employee before their first payroll run. The statement selected affects how Tax is calculated in their first pay period.
