Drag and Drop Rota Scheduling or Rostering

Imagine if scheduling your care staff was as simple as clicking on an appointment and dragging it to an available carer…

Imagine being able to see at a glance which members of staff are free…

Imagine being able to tell visually where appointments could be better organised in your roster…

With CarePlanner, all of this and more is possible.

We offer the smoothest, most intuitive drag-and-drop rostering software (or e-rostering) available, where assigning calls requires just the click of a mouse.

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Easy rescheduling

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Intelligent recommendations

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Automatic cross-checking

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Groups and Runs

Compliance Checks

Behind the ease-of-use of our staff scheduling rota, there’s a lot of clever checking going on. For instance, every time you drag and drop an appointment, the system will automatically check:

  • Whether all the assigned care workers have the correct skills
  • Whether their DBS checks or manual handling certificates are valid
  • Whether they have exceeded their maximum hours for the week

If a certain service user doesn’t like the member of staff you’re trying to assign them on the roster, the system will let you know. And if you happen to drag the appointment to a time when the care worker isn’t available, you’ll get a warning message.

As with all features in CarePlanner, e-rostering is a hugely powerful tool that’s really simple to use.

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info@care-planner.co.uk

Assigning Calls

You’ll often begin the rostering process with a bunch of unassigned appointments at the top of the screen. For many of them, you may already know which carer is best suited to schedule for the appointment. To make an assignment like this, simply click on the unassigned appointment and drag it to the care worker’s row.

The system will warn you if you’ve missed anything or made any mistakes, such as suitability or availability.

Drag and Drop Rescheduling

If you’ve ever done rostering, you must have done rescheduling. Perhaps a member of staff has called in sick, or a family member has visited a service user and wants to reschedule the appointment.

In this case, you can either drag and drop the appointment to another care worker – again, the system will warn you if you’ve overlooked anything – or click and drag the appointment to a later time in the day. It really is that simple.

Organising Runs

Working with groups of appointments can take a lot of time with some care rota planning systems. Not with CarePlanner. You can simply draw a box around a set of appointments and then drag them all together to the correct care worker.

In the case of runs of appointments, the system keeps all the appointments together for you, and you can simply click on the run handle to assign them. As ever, all the background checks and potential scheduling conflicts are handled for you.

Care Worker Recommendations

Sometimes, particularly in larger agencies, you may not know off the top of your head who the best care worker is to schedule for an appointment. In these situations, simply clicking the ‘recommended carer’ button will ask the system to suggest the best members of home care staff for the call, based on:

  • Skills
  • Proximity
  • Care continuity
  • Availability

It’s up to you to make the final decision, and the assign the carer to the roster with a single click.

    Additional Features

    Travel Payments

    Choose how and when to pay/bill for mileage, at what rate, and based on exact distances and the time travelled.

    Call Monitoring (ECM)

    Know for certain that a carer has attended an appointment, and receive a warning if they haven’t arrived.

    Invoicing and Payroll

    One-click professionally branded invoice production and distribution. Customise timesheets for your staff.

    ***In Beta** eMARs

    Set up detailed medication requirements for each service user. Never miss a medication delivery. Audit trail for all deliveries.

    Third Party Integrations

    Full integration with CM2000 should you require it. Additional integration with other platforms and API connection possible.

    Record Keeping

    Keep track of staff training, service user requirements and day-to-day incidents with CarePlanner’s thorough record keeping system.

    Carer Mobile App

    Keep your care staff in the loop with our dedicated mobile app for Android, iPhone and Windows Phone.

    Powerful Reporting

    Report on any aspect of your business, and easily export data to Sage, Sage Payroll or HRM systems.

    Customisation

    Customise colours, permissions, dashboards, alerts – it’s easy to make CarePlanner your own.

    Easy & Secure Access

    Login from anywhere. 256-bit, online banking-grade security; accessible to your staff from anywhere on virtually any device.

    Communication and Alerts

    Keep in touch with care workers on the move. Send rota, or care requirement, changes and receive notifications in real time.

    Can’t find what you’re looking for? Get in touch to find out more.

    County Care

    “The most recent update has really taken it to the next level, and they’re clearly a very forward-thinking company.”

    Apollo Franchising

    “The customer service has been brilliant. Really, really good. They’re so helpful. “

    Proud to Care

    “I’ve now got more time to support staff, be face-to-face with clients and their families, and offer a truly personal service.”

    Charlesworth Community Care

    “We’re safe in the knowledge that the software works and will keep ticking along. I’d have to rate it 9/10.”

    SOS Homecare

    “We’re now becoming a paperless company because we rarely have to print anything out”

    NHS Woodfield 24

    “We constantly have new referrals, whilst other patients pass away or need to increase their number of visits at very short notice. Frankly, I don’t know how we’d cope without CarePlanner “

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