Managing your Clients
By Felena and 3 others4 authors20 articles
- Managing LPS / DoLS on client profilesKeep track of relevant dates of Liberty Protection Safeguards (LPS) / Deprivation of Liberty Safeguards (DoLS).
- How do I view daily logs in the Care Office?View daily notes in the Care Office
- How do I view Charts in the Care Office?View Client charts in the Care Office
- How do I print off or email Daily Logs and Charts?Export to PDF where you can save or print
- How can I see and edit the status of today's To-Do's in one place?See which To-Do's are completed, skipped, pending, overdue
- How do I add a log from the Care Office?Create a new log when signed in to the Care Office
- How can I manage a client's documents?Use the Care Office to upload and organise client documents so they can be viewed by carers using the app
- How do I delete a client's document?Delete old documents
- How do I export data from Log my Care?Download and backup logs from Log my Care as a CSV file (for Microsoft Excel)
- How do I archive a Client?How to change the status of a Client when they have left your service
- How do I delete a Client?Caution: these instructions are to permanently delete
- Switching ProfilesFind out how to seamlessly switch between client profiles
- How do I manage my scheduled To-Do's?Control all of your scheduled tasks
- How do I assign a carer to a client?Manage the carers who look after specific clients
- Contingency PlansHelping you plan for and anticipate future risks
- How to filter logs in the Care OfficeLearn the ways you can view created logs via filtering the Care Office
- How to filter clients in the Care Office
- How to Record a Service User’s DeathLearn how to record a death of a service user.
- How do I add a Reasonable Adjustment?A Reasonable Adjustment flag is a visible record within the system that highlights the specific adjustments required for a service user. This ensures that all staff members are consistently aware…
- Future Plans: Advanced Statements, Consent Forms and Risk AssessmentsContingency Plans have been renamed Future Plans, and you can now add an Advanced Statement alongside your Contingency Plans. You can also link Consent Forms and Risk Assessments directly to…