Care Management Platform for Edge Homecare
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SimplifyCare
Residents
Active service users
Staff
Team members
Open Incidents
Require attention
Notes Today
Daily notes logged
Documents
Files stored
Recent Incidents
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Recent Daily Notes
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🧠 Smart Compliance Scheduler
Live priority actions across your whole system
Calculating priorities...
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NameDOBRoomKey WorkerStatusActions
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All Staff
Training
DBS
NameRoleEmailPhoneStatusActions
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Mandatory Module Compliance

In-app lesson + quiz completion, across all active staff.

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Staff MemberTrainingCategoryCompletedExpiryStatus
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Staff MemberDBS NumberIssue DateExpiryStatus
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DateResidentTypeSeverityReported ByStatusActions
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Date/TimeResidentCategoryNoteStaffActions
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All Documents
Policies
Care Plans
Forms
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Overall Score
Out of 100
Rating
Current projection
Action Items
Calculating...
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DateDayStaffClientVisit TypeStartEndHoursVisit StatusNotes
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Coverage Check

Compares each client's expected visit days against the rota, so only genuine gaps show up here - not clients who simply don't need a visit today. Set expected visit days on a client's profile to include them in this check.

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Mandatory Training

Complete each module below - read through the short lesson, then pass the quiz. Modules marked "Certified course also required" need a hands-on accredited course too; this covers the knowledge refresher part.

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My Training Records
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Daily Visit Log
Total Hours
This month
Total Visits
This month
Total Mileage
Miles this month
DateClientStaffVisit TypeStartEndHoursMilesNotes
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Daily Summary

Pulled automatically from the Rota, using actual clocked times where staff have clocked in/out, and scheduled times otherwise. No manual entry needed.

👤 Staff Hours
Staff MemberVisitsTotal HoursClients Seen
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🏠 Client Hours
ClientVisitsTotal HoursStaff Seen
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Client Register & Rates
Client NameDate of BirthNext of KinPhoneHourly Rate (£)Commissioned Hrs/wkMileage Rate (£)Notes
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Monthly Payroll Summary
Total Pay
This month
Total Hours
All staff
Mileage Pay
This month
Staff MemberRoleTotal HoursPay Rate (£/hr)Basic Pay (£)MilesMileage Pay (£)Total Pay (£)
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Monthly Client Invoicing
Total Revenue
This month
Clients Billed
This month
ClientTotal HoursHourly Rate (£)Visit Charges (£)MilesMileage (£)Total Due (£)
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🧭
Structured around the CQC Single Assessment Framework
Every section below maps to one of the five SAF quality statements — Safe, Effective, Caring, Responsive, Well-led — so evidence for inspection is already organised, not assembled at the last minute.
Policies due review
this month
KPIs on target
this month
Audits completed
this month
Open actions
awaiting completion
Open complaints
in progress
High risks
on register
Safeguarding
open referrals
Alerts & overdue items

No overdue items — great work!

Governance health summary
AreaStatusLast reviewedNotes
Policies & proceduresNo data
Monthly KPIsNo data
Monthly auditsNo data
Action plansNo data
ComplaintsNo data
Medication auditsNo data
Risk registerNo data
SafeguardingNo data
Policies & procedures register
Policy nameCategoryVersionOwnerLast reviewedNext reviewStatusFile
No policies added yet
Monthly KPIs —

No KPIs recorded for this month

Monthly audit schedule

No audits recorded yet

Action plans
ActionSourcePriorityOwnerDue dateStatus
No actions recorded yet
Total this month
0
Open
0
Resolved
0
Compliments
0
Complaints log
DateRaised byNatureAssigned toResponse dueStatusEscalated
No complaints logged
Compliments log
DateSourceAboutStaff mentionedDetails
No compliments logged yet
Medication audit log
DateResidentAuditorMAR accurateStock correctErrors foundActions requiredScore
No medication audits recorded yet
Supervision & appraisal oversight
Staff memberRoleTypeDateConducted byOutcomeNext dueStatusActions
No supervisions recorded yet
Risk register
RiskCategoryLikelihoodImpactScoreRatingControls in placeOwnerReview date
No risks recorded yet
Safeguarding log
DateResidentType of concernReferred toReferred byOutcomeLearningStatus
No safeguarding referrals recorded
Meeting minutes
DateMeeting typeChairAttendeesKey decisionsActions arisingNext meeting
No meeting minutes recorded yet

A quick read on how the service is running this month — . Click any row to see the full detail.

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On-time rate
of visits with a clock-in
Missed visits
no clock-in recorded
Late arrivals
30+ min after scheduled start
Avg duration variance
vs scheduled length
Flagged visits —
DateClientStaffScheduledActualIssue
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Last-minute changes
added or edited within 48hrs of visit
Avg staff per client
lower means better continuity
Low-continuity clients
seen by 4+ different staff
Single-carer clients
seen by just 1 staff member
Client continuity —

Sorted so clients seen by the most different staff appear first.

ClientDistinct staffStaff seen
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Last-minute rota changes
DateClientStaffScheduled startChange made
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Notes coverage
of visits with a note logged
Visits missing a note
this month
Care plans overdue review
as of today
Avg days since plan updated
across active clients

Notes are matched to visits by client name and date. Where a client's name is entered inconsistently between the rota and daily notes, a logged note may not be picked up here — worth a quick check before treating a "missing note" as confirmed.

Visits with no daily note logged —
DateClientStaffScheduled
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Care plan currency — active clients
ClientLast updatedReview dateStatus
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Commissioned hrs/week
across active clients
Hours delivered
this month
Delivery rate
delivered vs commissioned
Missing commissioned hours
clients not yet set up
Client hours —

Enter each client's commissioned hours per week — it saves automatically. Delivered hours use actual clocked time where available, scheduled time otherwise.

ClientCommissioned hrs/weekDelivered this monthDelivery rate
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Staff capacity — active staff

Contracted hours are set from each staff member's profile.

StaffContracted hrs/weekWorked this monthUtilisation
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Compliments
this month
Complaints
this month
Complaints resolved
of complaints this month
Net feedback
compliments minus complaints
6-month trend
MonthComplimentsComplaintsNet
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This month's feedback log —
DateTypeNature / SourceRegardingStatus / Detail
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