HomecareOS Help centre

Short, step-by-step guides for the office, carers and agency owners.

Getting started: five steps for a new agency

Do these in order and your first carer can clock in to your first visit.

  1. 1 Add your first service user Name, address and how carers get in. The record then shows what is still missing.
  2. 2 Build their care plan What matters to them, the tasks for each visit, medicines and risks.
  3. 3 Schedule their visits Put the visits on the rota and book a carer.
  4. 4 Add your carers and invite them to the app Each carer needs an email address to get their invite.
  5. 5 Carers sign in and clock in Carers download the app, sign in and see their visits.

Office & managers

Service users, care plans, the rota, cover, medicines and pay.

Add a new service user Add a person, place their home on the map, and see what is still needed before care starts. Rolling out Build a care plan Write the plan in the person's words, put tasks on the right visits, then review and publish. Rolling out Set up the rota: schedule a visit Schedule a visit, book a carer, and see it on the day and week rota. Rolling out Read the rota: colours, marks, Unallocated and travel What each row, colour, mark and line on the rota means, and where to click next. Rolling out Use the visit card: times, carers, cancelling and history See planned against delivered, correct times, change carers, cancel, and read the change history. Rolling out Plan repeating visits Set each person's regular visits, choose who usually goes, and fix what the Plan flags. Rolling out Set up runs, pairs and areas Group calls into rounds, pair carers, and split your patch into postcode areas. Rolling out Find cover: visits that need a carer See every visit with no carer in the next 14 days, then use Find cover to book someone who is free. Rolling out Cancel a visit Cancel with a reason and a charge, and keep the visit on the record. Rolling out Approve or decline a leave request Decide a carer's holiday or leave request, and see who else is off. Rolling out Check medicines on the MAR chart See every dose for the week, what was recorded, where the carer app would miss a dose, and change the medicines list. Rolling out Invite a carer to the app Add the carer with their email address, then send their invite to the carer app. Live From timesheets to time checks to payroll Check the week's timesheets, look at visits off plan, then run pay with nothing held. Rolling out Check, send and chase invoices See what payers owe, check each invoice's lines, then generate, send and record payment. Rolling out

Carers

The carer app on iPhone and Android: visits, clocking in, tasks, notes and medicines.

Carer: download the app and sign in Get the app, activate your account from your invite, and sign in. Live Carer: my visits are not showing, or I cannot sign in Check the right day, refresh, check your signal, and reset a forgotten password. Live Carer: clock in and out Clock in by GPS, QR code or NFC tag, and clock out when the visit is done. Live Carer: complete tasks and notes Complete or skip each task with a reason, record readings, and write your care notes. Live Carer: record medicines (eMAR) Record each dose due at this visit, with the outcome, PRN reason or patch site. Live Carer: report an incident or raise a concern Tell the office about an incident or a worry from the visit, there and then. Live Carer: request holiday or leave Ask for annual leave or other time off from your phone. Live

Agency owners

Families, your team's access, and getting help from us.

Your first week with HomecareOS Work through Getting started, then people, care plans, visits, carers and your team. Rolling out Team and access: roles, sign-in security and the audit log See your office team and their roles, invite or change access, set two-step sign-in and search the audit log. Rolling out Invite a family member to the portal Send a portal invite from the person's record, and suspend or restore access later. Rolling out Report a problem to us Tell us about something wrong or missing, straight from the app. Rolling out

What the labels mean

  • Live Every agency has this today.
  • Rolling out These steps use the new HomecareOS screens, which are being switched on agency by agency.
  • Coming soon Planned. Not available yet.

The new HomecareOS design is being switched on agency by agency. If your screens look different from a guide, call us and we will walk you through it.