Agency owners Rolling out

Your first week with HomecareOS

Getting started on Today lists the seven first-run steps and stays until they are done. This is the order we suggest for your first week.

Rolling out These steps use the new HomecareOS screens, which are being switched on agency by agency. If your screens look different, call us on 01905 674704 and we will walk you through it.

Before you start

  • Have to hand: your agency's address and phone number, who pays you and your rates, the people you support, and your carers' email addresses.

Steps

  1. Open Today

    The Getting started card shows how many of the seven steps are done. Each step opens the place to do it.

  2. Complete your agency profile

    Your address and phone number, for invoices and letters.

  3. Add who pays you, and your services and rates

    A council, a family or the person themselves, and what you charge for each kind of visit.

  4. Add the people you support

    See Add a new service user. The record shows what is still missing before care starts.

  5. Build their care plans and set their visits

    See Build a care plan and Plan repeating visits.

  6. Add your carers and invite them to the app

    See Invite a carer to the app. Each carer needs an email address.

  7. Put carers on the visits

    Choose who usually goes to each call on the Plan, then check the Rota and Today > Needs cover for anything without a carer.

  8. Check carers can see their visits

    Before the first visits, the Visits list shows On phone for each carer whose phone has the visit.

  9. Add your office team

    Invite the people who work in the office, each with the role that fits. See Team and access.

Screenshot coming soon

Good to know

  • From then on, start each day on Today: how the day is going, and what needs the office now.
  • Stuck? Call us on 01905 674704 and we will set it up with you.

Further reading

Was this helpful?

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 Invite a carer to the app Add the carer with their email address, then send their invite to the carer app. Live Plan repeating visits Set each person's regular visits, choose who usually goes, and fix what the Plan flags. 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