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SimplifyCare
Good morning 👋
Here's what's happening at Edge Homecare today.
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...
🧠 Smart Compliance Scheduler
Your live compliance command centre — everything prioritised automatically
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Residents
Manage service user profiles and care plans
Name
DOB
Room
Key Worker
Status
Actions
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Staff
Team management, training and DBS compliance
All Staff
Training
DBS
Name
Role
Email
Phone
Status
Actions
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Mandatory Module Compliance
In-app lesson + quiz completion, across all active staff.
Staff Member
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Staff Member
Training
Category
Completed
Expiry
Status
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Staff Member
DBS Number
Issue Date
Expiry
Status
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Incidents
Report and track all incidents and near misses
Date
Resident
Type
Severity
Reported By
Status
Actions
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Daily Notes
Care observations and daily records
Date/Time
Resident
Category
Note
Staff
Actions
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Documents
Policies, care plans, forms and files
All Documents
Policies
Care Plans
Forms
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CQC Compliance Dashboard
Monitor your readiness across the 5 Key Questions
Overall Score
—
Out of 100
Rating
—
Current projection
Action Items
Calculating...
🗓️ Staff Rota
Schedule shifts, view weekly and monthly rotas
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Date
Day
Staff
Client
Visit Type
Start
End
Hours
Visit Status
Notes
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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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🗓️ My Rota
Who you're rostered to see, day by day.
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🎓 My Training
Your training records and renewal dates.
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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Training Module
⏱️ Hours, Payroll & Invoicing
Log daily visits, track hours and generate monthly payroll and client invoices
Daily Visit Log
Total Hours
—
This month
Total Visits
—
This month
Total Mileage
—
Miles this month
Date
Client
Staff
Visit Type
Start
End
Hours
Miles
Notes
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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.
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
Area
Status
Last reviewed
Notes
Policies & procedures
No data
—
—
Monthly KPIs
No data
—
—
Monthly audits
No data
—
—
Action plans
No data
—
—
Complaints
No data
—
—
Medication audits
No data
—
—
Risk register
No data
—
—
Safeguarding
No data
—
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Policies & procedures register
Policy name
Category
Version
Owner
Last reviewed
Next review
Status
File
No policies added yet
Monthly KPIs —
No KPIs recorded for this month
Monthly audit schedule
No audits recorded yet
Action plans
Action
Source
Priority
Owner
Due date
Status
No actions recorded yet
Total this month
0
Open
0
Resolved
0
Compliments
0
Complaints log
Date
Raised by
Nature
Assigned to
Response due
Status
Escalated
No complaints logged
Compliments log
Date
Source
About
Staff mentioned
Details
No compliments logged yet
Medication audit log
Date
Resident
Auditor
MAR accurate
Stock correct
Errors found
Actions required
Score
No medication audits recorded yet
Supervision & appraisal oversight
Staff member
Role
Type
Date
Conducted by
Outcome
Next due
Status
Actions
No supervisions recorded yet
Risk register
Risk
Category
Likelihood
Impact
Score
Rating
Controls in place
Owner
Review date
No risks recorded yet
Safeguarding log
Date
Resident
Type of concern
Referred to
Referred by
Outcome
Learning
Status
No safeguarding referrals recorded
Meeting minutes
Date
Meeting type
Chair
Attendees
Key decisions
Actions arising
Next meeting
No meeting minutes recorded yet
📈 Operational Excellence
How well the service is running, day to day
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 —
Date
Client
Staff
Scheduled
Actual
Issue
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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.
Client
Distinct staff
Staff seen
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Last-minute rota changes
Date
Client
Staff
Scheduled start
Change 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 —
Date
Client
Staff
Scheduled
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Care plan currency — active clients
Client
Last updated
Review date
Status
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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.
Client
Commissioned hrs/week
Delivered this month
Delivery rate
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Staff capacity — active staff
Contracted hours are set from each staff member's profile.
Staff
Contracted hrs/week
Worked this month
Utilisation
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Compliments
—
this month
Complaints
—
this month
Complaints resolved
—
of complaints this month
Net feedback
—
compliments minus complaints
6-month trend
Month
Compliments
Complaints
Net
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This month's feedback log —
Date
Type
Nature / Source
Regarding
Status / Detail
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Resident Profile
Add Medication
Sign for Medication
Staff Profile
Add Training Record
Log Visit
Fill in Start and End Time if the visit was one continuous block and Hours will fill in automatically - or just type the total Hours directly if visits were spread across the day, so it isn't forced into a single time range.
Add Client
Add Shift
For Sleep-In or Waking Night, times are optional — leave blank if the shift is an overnight session rather than fixed hours.
Add policy / procedure
Picking one fills in the details below and reuses that file, so nothing gets uploaded twice.
📎
Click to upload policy document
Add / update KPI
Record audit
📎
Click to upload audit document
Add action
Log complaint
Log compliment
Record medication audit
Log supervision / appraisal
Supervision Record
Add risk
Log safeguarding referral
Add meeting minutes
📎
Click to upload meeting minutes
Add Resident
👤 Personal
📋 Care Plan
Care Needs
💊 Medications
Medical
Contacts
📎
Choose file or click to browse
PDF, Word, or any file type — replaces any existing upload
The medication schedule shown to care staff during visits, so they can sign the MAR chart.
Save the resident first, then add medications.
Add Staff Member
👤 Personal
💼 Employment
🪪 DBS & RTW
📋 References
🏢 Work History
🎓 Qualifications
🏥 Health
📅 Recruitment
💷 Payroll
🔒
Click to upload ID document (PDF or image)
Stored in private encrypted bucket · 10MB max
Reference 1
Reference 2
Previous Employer 1
Previous Employer 2
Previous Employer 3
Qualification 1
📄
Click to upload certificate (PDF or image)
Stored in private encrypted bucket · 10MB max
Qualification 2
📄
Click to upload certificate (PDF or image)
Stored in private encrypted bucket · 10MB max
Qualification 3
📄
Click to upload certificate (PDF or image)
Stored in private encrypted bucket · 10MB max
Report Incident
Add Daily Note
Select some text first, then tap Italic or Highlight to mark it.