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Access Care Planning

What is the Care at Home Care Planning App?

You may be used to having paper records in a folder called a ‘Personal Support Plan’ which is kept in the home, Care at Home however operates on a digital system called Care Planning, which is used to record all aspects of the care that we provide.

Our carers will use an app on their mobile phone to view the tasks which need to be completed during their visit (including medication), confirm the tasks which have been completed, record their notes and raise any alerts to our office team.

Our carers will input information which will be available immediately to your care manager and care coordinator in the office as a live feed, and they will be able to monitor events in real time and act on them accordingly.

Why would I want to use the Care at Home Care Planning app?

Access is available for the next of kin (with consent) and the information below will be made available to both our clients and their next of kin:

  • You will be able to view the visit schedule, including times of visits and who is due to attend

  • You will be able to view which tasks and activities were completed during each visit (including any notes)

  • You will be able to see what medication has been given (including any notes)

  • You will be able to see if any medication was refused or if activities were not completed and importantly, notes detailing why this is the case

  • Our company has moved to paperless records, so without Care Planning, you will not have access to this information in your home

How can I use Care Planning app? (Next of kin access)

Step 1: Complete the consent form

Why do we ask for consent to be obtained?

Our electronic records contain sensitive personal information about our client’s health and details of the care they receive.

Everyone has a right to privacy, and we have a legal obligation under the Data Protection Act 1998 to process personal data ‘fairly’. This includes a legal requirement for us to inform people, when we collect information from them, of how we use their personal data and who it may be shared with.

What if my loved one is unable to give consent?

If your loved one has been assessed as not possessing mental capacity, you must have a lasting power of attorney (LPA) in place which will give you the legal rights to access your loved one’s confidential information and make decisions on their behalf. To ensure that we are acting to protect our clients’ confidential information, we will ask to see a copy of the LPA document (if applicable) on your request for next of kin access. Information about LPAs is available at

Step 2: Download the ‘Access Care Planning’ app

Once we have received the consent form, we will set up next of kin access to use our care planning system on devices (this will include smartphones and tablets). Visit the Google Play Store or the Apple App Store and download the ‘Access Care Planning’ app. It will look like this:

Step 3: Authorise your device

For security reasons, your login will only work on devices that have been authorised on our system. To authorise your device, you’ll need to open the app and then follow the three simple steps below:

Once you open the app, you’ll be greeted with this screen. You’ll notice the version and device details in small font at the top of the screen (circled). Please click on that.

Having clicked on the version and device details at the top of the screen, options will appear at the bottom of the screen.

Please select the email icon.

By clicking on the email icon, you should be automatically redirected to your email as shown here.

Your screen will now display an email.

It is important that you do not delete any of this information because we will need it to complete our authorisation process.

Please add your name underneath the existing text and send this email to

Step 4: Accessing the app

We will send you an email when the device has been authorised, with instructions for how to access the app (including your unique PIN).

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Device Registration Video

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