Third-party Integrations
We live in a connected world, and at CarePlanner we understand that you may need our system to interface with other business software.
The good news is that CarePlanner is already fully integrated with popular call monitoring and finance systems, such as Birdie, Everylife PASS, CM2000 and Sage 50 Cloud Accounts & Payroll. Connecting to these systems is part of the setup process, where our technical team will assist you in establishing these connections. In fact, over 800 organisations using CarePlanner leverage at least one of our many integrations.
All your data is readily exportable in Excel-friendly formats at any time, giving you the power to build your own bespoke solutions.
Birdie integration
Everylife PASS integration
CM2000 integration
Sage 50 Cloud integration
Easy CSV exporting
CM2000 Integration
Sage 50cloud Accounts & Payroll Integration
Sage 50cloud Accounts & Payroll are powerful HR management packages that are popular amongst businesses ranging from those with small, local teams to those with large or complex payrolls to administer. By using our integration with Sage 50cloud products, you can generate attractive, accurate timesheets based on real-time call monitoring data together with mileage (both time and distance) payments and expenses.
Give your employees access to flexible pay and more through our new integration with Wagestream
What is Wagestream?
Wagestream is a financial wellbeing app founded by charities and currently offered by hundreds of caring employers, including Virgin Care, Bupa, Care UK, Care is Central, and over 50 NHS Trusts including Barts and Newcastle.
Benefits & Features
Wagestream gives your team the flexibility, tools and advice they need to improve their financial health and navigate the cost of living crisis. Key Features:
- Track: Makes it easy to see what you’ve earned and spent in real time.
- Budget, track and manage your money in one place.
- Stream: Gives you instant access to your pay, no more waiting until payday, a safety net to support you with unexpected expenses.
- Benefits: Ensures you’re up to date with government support you might be entitled to. Check across a wide range of benefits with one simple form.
- Discounts: Helps you save on your grocery shop at the UK’s leading supermarkets.
Simple integrations, valuable time savings
- Connect in seconds — now seamlessly integrated with Wagestream so you can set up your account in just a few clicks
- No impact on your payroll — Wagestream handles salary advances outside of payroll, meaning you don’t have to change your payroll process for Wagestream
Everylife PASSsystem Integration
If you use the Everylife PASSsystem for front-line care delivery, it can seamlessly integrate with CarePlanner in realtime, pulling carer, client and appointment details from CarePlanner and syncing visit and care information back.
Birdie Integration
If you use Birdie’s point-of-care software, you can integrate with your CarePlaner system in realtime. This allows you to lean on the full power of a dedicated rostering system like CarePlanner, whilst taking advantage of Birdie’s care delivery capabilities.
CSV Exports
Any information that you enter into CarePlanner always remains just that – your information.
We’ve a wealth of different reports that you can run to shine a light on every part of your care provision and business, from the punctuality of your care staff through to the system activity of your rota administrators. That’s on top of finance reports, client and carer statistics and incident reporting.