Advanced Homecare

Secure access prototype

Advanced Home Care

Management portal for rota, care operations, invoicing and staff governance.

Use director@advancedhomecare.local with password lovecaptain and the 6-digit authenticator code.

Domiciliary care management

Dashboard

Prototype Secure build path Awaiting sign in No active session Modules locked until sign in
Lancashire service

Care, rota and finance in one calm workspace

Planned visits feed service delivery, invoicing and BrightPay payroll export, with every assumption visible and editable.

20 yrs Trading history
Weekly planned hours 0 Billing and payroll source
Projected invoicing £0 For current demo week
Payroll cost £0 Scheduled time plus mileage
Review alerts 0 Care plan, risk, finance

Priority Queue

Daily control view

Today

Daily visit summary

AI Checks

Draft review

Import & Go-Live Control

Read-only migration command centre for People Planner exports, baseline rota approval and sensitive-field safeguards.

Source Readiness

People Planner exports

Data Protection Gate

Before live import

Baseline Rota Template

Generated visit export

Dry-Run Result

Backend write simulation

Go-Live Gates

Director view

Daily Handover

Whole-service shift-change view for visits, risks, late calls, contacts, manager decisions and finance/payroll holds.

Today’s Service

Monday 11 May 2026

Decision Log

Manager handover

Handover Actions

Risks, contacts and review holds

Management Task Board

Assigned exception work with status, owner, due time and audit-backed progress.

Manager Feedback

Remote staging feedback for bugs, layout requests and manager suggestions. Each submission is stored for review.

Service User Timeline

Single-person history across care plans, rota, mobile notes, GDPR, audit, finance and payroll review.

Profile Snapshot

Current record

Recent Events

Cross-module view

Complaint Case Review

Backend drill-down

HR Hub

Applicant and employee workflow from application link through references, DBS, starter meeting, contracts and policy sign-off.

Dashboard HR Service User Rostering Monitoring Finance Reports Settings
Applicant Employee Communication Other Portal
New Find Calendar Reports GDPR Labels Held Exports
Find Calendars Emergency Contacts Equipment Qualifications Tasks Events Transport Notes Termination Tasks Analysis Reports & Exports
Email SMS Send Sent items Received items
Contact list Profiles Medical Equipment (Matrix) Training & Qualifications Tasks (Matrix) Events Mail Merge Other
Employee types Position types Applicant Employee Pay Rate

Hollie HR Test Space

Onboarding walkthrough, reference links and feedback loop

Applicant Pipeline

Digital recruitment checks

Staff Records

Applicants and employees

HR Record

Details, documents, checks, availability and pay

Generated HR Tasks

References, DBS and starter meeting triggers

Policy Hub

Timed read and re-sign workflow

Staff Timeline & Availability

Single-carer view across rota, visit notes, mobile exceptions, payroll holds, staff changes and access events.

Staff Snapshot

Current record

Recent Events

Rota, mobile, payroll and access

Care Plan Readiness

Manager view for medication prompts, visit tasks, risk controls and overdue reviews before the rota is approved.

High-Priority Packages

Service-user records

eMAR & Medication

Medication prompts, profile readiness and missed-dose review queue before full electronic MAR signing is switched on.

Medication Profiles

Service-user readiness

Prompt Evidence

Visit notes and exceptions

Medication Items

Dose, route, time windows and PRN safeguards

Family Portal

Representative-safe service-user snapshot, visit updates and messages, with sharing policy blocks visible before anything is sent.

Portal Snapshot

Access basis and care overview

Visits

What a family contact can see

Messages & Policy Blocks

Plain-language updates and sharing safeguards

Fast Onboarding

Guided onboarding workflows for service users and carers, with assessment, risk and compliance steps built in.

Service User Onboarding

Assessment and risk workflow

Carer Onboarding

Compliance and availability workflow

Applicant Mobile Portal

Hollie test space

Applicant Test Links

Send, test and review

Onboarding Queue

Assessments, risks and compliance checks

Readiness Checklists

Assessment, consent, care plan and compliance

Whole-Service Roster

Built for 5 managers scrolling across 40 staff and 100 service users.

Drag a visit card onto another staff or service-user cell to reassign it.

Unallocated Visits

Drag into the planner
Visits waiting for a carer. Drop them onto a staff row in the day planner or weekly rota.

Planner

The main working screen for building the next week’s rota and moving visits around.

Team leaders can live here while they balance runs, fill gaps and move calls around quickly.

Mon day planner

0 visits on Mon with 15-minute snap

Unallocated Visits

Drop onto a staff row
Birdie-style holding area for visits with no carer assigned yet.
Quarter-hour timeline

Spreadsheet-style day sheet with staff or service-user names down the left, time across the top, and visit blocks to the right for gap spotting. Drag visits left or right to snap them to 15-minute starts. Double-up calls show both carers on the same card.

Coordinator copilot

Voice-Controlled Roster Changes

Try: "move Sophie Holmes lunch visit to half 1" or "Janet Jones is running 15 mins behind".

Action Preview

Awaiting command.

Voice Action Queue

Manager approval required

Contact Queue

Preferred method

Care Worker Mobile

Phone-first roster, visit instructions, geofenced acceptance, task completion, notes, eMAR outcomes and emergency escalation.

Checking mobile security Preparing offline cache and device capabilities.
Secure carer sign-in Sign in to load the protected rota and sync saved visit evidence.
Browser test mode can still simulate offline storage without a staff session.
Today Care worker

Next visit

82m from service-user address
Current GPS Waiting for phone location what3words Add API key to convert live GPS

Within visit radius. Check in when you are with the service user.

Visit Sheet

Carer app workflow

Service-user home location

Manager permission required.

Supervisor spot check

Supervisor permission required.

Visit Notes & Outcomes

Care delivery evidence

Mobile Exception Queue

Geofence, late and manual override review

Staff Change Log

Management-visible record of staff profile, rota, training and payroll changes.

Audit & Security Centre

Inspection-ready evidence for access, changes, exports, permissions and emergency actions.

Role Permissions

RBAC model

Security Controls

Production target

GDPR Request Register

DSAR, rectification and erasure workflow

User & Permission Administration

Role-based access control for management, care, finance, payroll, audit and mobile workflows.

User Accounts

MFA, role and status

Role Permission Matrix

Least privilege

Mobile Access Review

Field-account links and proof-of-care risk

Manager-only view of care-worker app links, recent mobile evidence, and exceptions recorded against changed or cancelled visits.

Use this with fictional data to practise Review evidence, Copy evidence and follow-up closure.

Action queue for account-link gaps, manual or offline proof, and mobile events still blocking payroll or commissioner closure.

Registered Carer Devices

Device identity, secure storage and revocation

Representative Access Worklist

Due-state review, redaction and accessibility follow-up

Manager-only queue for service users whose representative route is overdue, policy-blocked, or needs communication-support follow-through before wider sharing continues.

Management Reports

Operational KPIs for planned hours, delivered care, changed visits, mileage, utilisation and gross margin.

Service Performance

Week view

Staff Utilisation

Top scheduled carers

Exception Trends

Care, rota, mobile, finance and payroll

Disrupted Visit Ledger

Commissioner return, family route and closure evidence in one place.

Invoice Preview

Grouped by payer, using planned time and editable rates.

Visit Variance Review

Billing, payroll and mileage impact

BrightPay Export Preview

Scheduled pay hours and approved mileage, ready to map to CSV import.

Payroll Exception Review

Changed visits, cancellations and mileage checks

Inspection Pack

One evidence view for care-plan readiness, rota changes, mobile exceptions, GDPR, audit and finance/payroll controls.

Evidence Checklist

Manager review

Risk Position

Current demo data

Pack Contents

Exportable evidence rows

Billing Assumptions

Editable

Data Sources

Trace

Security model: production login should use MFA, role-based access, session expiry, lockout rules, least-privilege permissions and manager approval for sensitive changes.

GDPR / UK GDPR: production must include DPIA, privacy notices, retention rules, data processing agreements, encryption, backup testing, subject access workflow and breach response process.

CQC / DSPT: build for inspection-ready read-only access, annual DSPT or equivalent evidence, audit trails and clear data governance.

Lancashire public context: public council pages and market sustainability material confirm home care/non-residential care context and published fee schedules.

Seeded rate: LCC framework homecare assumed at £21.50/hour from public 2024/25 baseline material. Update this with your actual contract rate before live use.

Payroll: BrightPay import designed as CSV-first, with pay items mapped during implementation.

Platform Foundations

How the system should behave

Priority Integrations

Next modules to plug in

Cover Controls

Leave, sickness and training

Training Matrix

Planning readiness

Activity Log

Prototype audit trail

Edit Record

Add Visit

Create a new scheduled visit for the selected service user.
Cover urgency
Used when the visit is left in the cover queue so coordinators can triage it fast.

Review Rota Change

Confirm the proposed change before it reaches the live roster.

Complete Authority Follow-Up

Capture the commissioner-ready note and completion evidence.
Missed / late backup plan

Commissioner return block

Auto-formatted from the disruption record and follow-up choices.

Family update preview

Uses the preferred contact route and avoids commissioner-only wording.

Representative sharing policy will be checked before copying or marking this update as shared.

Not yet marked complete.

Review Mobile Exception

Capture the release decision and any remaining blockers.

No review recorded yet.

Record Leave / Sickness

Log time away and let the rota react immediately.
Rota impact

Choose a date range to see which scheduled visits need cover.

No overlapping leave entries currently recorded.

Service User Record Pack

Record pack preview

Review the combined profile, assessment, care plan, risks, medication and sign-off trail before export.