Release Notes
v6.4.17 Release Notes - 3rd December 2024
v6.4.16 Release Notes - 4th October 2024
v6.4.15 Release Notes - 6th September 2024
V6.4.15 Roadmap Upcoming Features (subject to change) 6th September
v6.4.14 Release Notes - 9th August 2024
V6.4.14 Roadmap Upcoming Features (subject to change) 9th August
v6.4.12 Release Notes - 5th July 2024
V6.4.12 Roadmap Upcoming Features (subject to change) 5th July
v6.4.11 Release Notes - 24th May 2024
V6.4.11 Roadmap Upcoming Features (subject to change) 24th May
v6.4.10 Release Notes - 12th April 2024
v6.4.9 Release Notes - 1st March 2024
v6.4.8 Release Notes - 19th January 2024
v6.4.7 Release Notes - 24th November 2023
v6.4.6 Release Notes - 13th October 2023
v6.4.5 Release Notes - 1st September 2023
v6.4.4 Release Notes - 21st July 2023
v6.4.3 Release Notes - 9th June 2023
v6.4.2 Release Notes - 5th April 2023
v6.4.1 Release Notes - 31st March 2023
v6.4.0 Release Notes - 3rd March 2023
v6.3.3 Release Notes - 3rd February 2023
6.3.2 Release Notes - 16th December 2022
v6.3.1.1 (6.3.1.420) - 24th November 2022
v6.3.1 Release Notes - 14th November 2022
Care Cloud Warranted Environment Specification (WES) Version 1
V6.4.16 Roadmap Upcoming Features (subject to change) 4th October
V6.4.17 Roadmap Upcoming Features (subject to change)
Navigation
Main Menu Navigation
Top Main Menu
Page Menu
Enabling the New User Interface
OneAdvanced - Powering the world of Care
System Admin
Administrator
Reference Data
Email Setup
Setting up Emails
Registering the App
Assigning Microsoft 365 Licences
Configure System Settings for Emails
Single Sign-On
Introduction to Single Sign-On
Authentication Providers (for Reference Only)
Logging in Using SSO for the First Time
Logging in Using MFA
Creating a Business Unit
Creating a Provider
System Settings for Copying and Ending Staff Contracts
Public Holidays
Setting up the Address Gazetteer
Integrating Bing or Google Maps
Enabling and Disabling Business Modules
Tracing Performance Issues
List of Scheduled Jobs
System Users
Creating a System User
Assigning System User Personas
Adding Security Profiles to a System User
Removing Security Profiles from a System User
Assigning Home Screens
Deactivating a System User
Removing a System User from a Team
Access to Authorise Forms
Teams
Change Team Visibility
Creating a Team
Adding Team Members
Adding Team Security Profiles
Ending a Team Membership
Moving a Team to a Different Business Unit
Team Codes
Personas
Advanced Search
Views and Dashboards
Rostering
Configuring Rostering
Adding Availability Types
Editing Availability Types
Adding Transport Types
Configuring the Delete Booking Dialog
Adding a Booking Deletion Reason
Scheduling Setup
Introduction to Scheduling Setup
Scheduling Setup: Bookings
Scheduling Setup: Bookings Validation
Scheduling Setup: Diary Bookings Validation
Scheduling Setup: Contract Hours Validation
Scheduling Setup: Runs Validation
Scheduling Setup: Wallchart
Scheduling Setup: Bradford Factor Report
Scheduling Setup: Capacity Planning
Scheduling Setup: Employment Contract Continuous Service
Booking Types
Introduction to Booking Type Class
Adding Booking Types: Booking (To Location)
Adding Booking Types: Booking (To Internal Care Activity)
Adding Booking Types: Booking (To External Care Activity)
Adding Booking Types: Booking (To Internal Non-Care Booking)
Adding Booking Types: Booking (Service User Non-Care Booking)
Booking Type Clash Actions
Linking Booking Types to Providers
Using the Provider Schedule
Introducing the Provider Schedule
Adding a Schedule Booking
Setting Occurrence Against Bookings
Validations When Creating a Schedule Booking
Managing Schedule Bookings
Using the Provider Diary
Introducing the Provider Diary
Adding a Diary Booking
Validations When Creating a Diary Booking
Managing Diary Bookings
Scheduling Runs
Express Booking Criteria
Forcing an Express Booking Job
Time and Attendance
Introduction to Time and Attendance
Configuring Time and Attendance Rules
Matching Bookings and Events
Unmatching Events
People
About Me
Care Planning
Introduction to Care Planning
Creating a Care Plan
Adding and Completing Assessment Forms
Adding Attachments Against Care Plans
Adding a Person Risk Plan
Recording Care Preferences
Recording and Managing Regular Care
Problems and Notes
Bookings
Creating and Managing Care Plan Documents
Daily Care
Bed Management
Introduction to Bed Management
Creating Sub Locations
Adding Rooms to Sub Locations
Adding Beds to Rooms
Adding a Bed Contract Type
Allocating a Bed to a Person Record
Mark Bed as Unavailable
eMAR for Domiciliary Care
Introduction to eMAR for Domiciliary Care
MAR Schedules
Medication Periods
Medication Diary
eMAR in the Mobile App
MAR Chart
Person Search
Enforce Searches Before Creating Person Records
Adding a Person Record
Managing Existing Person Record
Using Person Tracking for Prospects
Creating Person Specific Training
Adding a Correspondence
Adding a Correspondence via Person Record
Preferences
Compatibility
Finance
Person Contract Services
Finance Codes
Configuring Contract Services
Using Contract Services
Person Contract Service
Adding a Person Contract
Ending a Person Contract
Adding a Contract Scheme
Adding a Service
Adding a Services Detail
VAT Codes Setup
Rate Units Setup
Adding Person Contract Service End Reason Rules
Adding Person Absence Reason Rules
Invoicing and Billing
Finance Invoice Batch Setup
Using Finance Invoice Generation
Finance Extract Batch Setup
Using Finance Extract Batches
Finance Invoice Processing
Charge Apportionments
Payments Against Invoices
Personal Money Account
Using the Finance Module
Providers
Finance Scheduled Jobs
Person Absences
Employee Management
Applicants
Training
Staff Training Items Setup
Training Requirement Setup
Training Course Setup
Adding Training to a System User
Employment
Configuring Employment Contracts Reference Data
Creating Employment Contracts
Ending Employment Contracts
Suspending Employment Contracts
Move to New Employment Contract
End and Create New Employment Contract
Creating an Open-ended Absence
Ending an Open-ended Absence
Removing an Open-ended Absence
Adding Worker IDs
Payroll
Setting up Timeband Sets
Setting up a Payroll Batch
Setting up Master Pay Arrangements
Confirming Bookings on the Provider Diary
Viewing Output of Payroll Batches
How to Download Gross Pay Advice(s)
How to Send Gross Pay Advice(s)
How to use Mail Merge to Download Gross Pay Advice(s)
Payroll Exports
Forms Management and Workflows
Pathways
Introduction to Pathways
Configuring the Pathway Task Catalogue Elements
Configuring the Pathway Setup
Exporting and Importing Pathways
Adding a Pathway
Using Pathways
Data Management
Data Migration
Data Import Procedure Overview
Data Migration Maps
Data Migration Packages
Data Import File
Data Import Processes
Using the Data Import Tool
File Destruction
Duplicate Detection
Mobile App
Web App Configuration
Care Provider Settings
Care Periods
Enabling the Mobile Business Module
Add Mobile User Security Profile to System User
Marking Alert and Hazard Types as Key Risk
Marking Diagnosis as Key Risk
Mobile App Configuration
Using the Mobile App
FAQ
Request a Help Article
Security Profiles - Record Privileges
Glossary
Care Cloud Finance API’s
FAQ - Why can't we see all Residents in the Mobile App?
FAQ - What is the timeout of the Product?
FAQ - Why am I seeing an error message in the Mobile App about option-set data not available?
FAQ - Why is the Employee Type field important when creating a System User record?
Contents
- All categories
- Mobile App
- Using the Mobile App
- Using Care Cloud Mobile App for Domiciliary Care
Using Care Cloud Mobile App for Domiciliary Care
The Care Cloud Mobile App for Domiciliary Care delivers a solution for managing care activities for people being cared for at their homes.
When you log into the Care Cloud Mobile App as a Domiciliary Care Provider user, you can see your Diary Bookings for the current day, by default, and are able scroll through previous / next days to view bookings in the past or in the future (up to a certain number of days).
Note: All data must be prepared in the web app beforehand - you cannot create or modify bookings in the mobile app.
To view your bookings as a Domiciliary Care Provider:
- Log in to the app. On the main screen, you can see all your bookings for the current day.
- Tap the arrows in the upper-right corner to navigate between days.
- Each booking in the schedule will display the client’s picture, name, type of booking, status and planned start and end time.
Accessing a booking
- Tap a booking to view more information about the client booking.
- At the top of the screen, you can see more client details, the booking start and end time, and the number of tasks.
- If you tap the Information drop-down, you will see the client's address, information about additional staff attending, and any warnings.
Navigation
- Near the address, tap the Navigate button.
- The default map application will be open (usually Google Maps). Use this app to navigate to the booking address.
Start the visit
- Tap the Start the visit button at the bottom of the screen.
- If required, allow access to your location (go to Settings on your device).
- Details of the visit can be provided on the next screen displayed (see below sections for details).
Regular Care Tasks
Regular Care Tasks must be planned beforehand via the web app. You can place a checkmark against tasks which have been completed during the visit.
Additional Care Tasks
To add Additional Care Tasks during the visit:
- Tap the Add Care Task button and select one or more tasks from the list.
- Tap the Add Task(s) button.
- Selected tasks are added to the list. Place a checkmark against tasks which have been completed.
Daily Care Item
To add a Daily Care Item during the visit:
- Tap the Add Daily Care Item button.
- Select Daily Record as the Care Item type.
- Write the Notes for the visit.
- Under Activities of Daily Living (ADL), tap the Select Activities button and select one or more activities from the list, then tap Confirm Activity(s).
- Indicate whether to Include in Next Handover and whether to Flag Record for Handover.
- Tap Save and Mark as Done to confirm the new Person Daily Record.
- The new record is displayed in the Daily Care Item records list.
Problem And Notes
Any issues can be logged in the Problems And Notes section.
Attachments
A photo can be added as an attachment to the visit record.
- Tap the New Attachment button.
- Confirm the Terms and Conditions. The following screen is displayed:
- Provide a Title for the attachment and add some Notes (optional)
- Under Capture attachment, tap the camera icon to take a photo or tap the picture icon to select a photo you've already taken and stored in the phone.
- Tap Save. The attachment file is added to the record.
End visit
- When all the tasks are done, finish the visit by tapping the End visit button at the bottom of the screen.
- The following screen is displayed: