Client and funder management

Managing your service users' information effectively is critical to ensure you provide a quality of care that meets their requirements and helps them to feel comfortable, relaxed and secure.

<span style="color: #54adcf">Your clients</span>

Your clients

  • Understand your client preferences to help you better match clients to carers
  • Upload documents such as care plans to the service user file
  • Set up service user profiles, emergency contacts, calendars and events
  • Associate single or multiple service funders to service users 
  • Complete service user tasks to aid regulatory compliance
  • Manage client churn with monthly reports
  • Client portal - allow your clients to feedback on visits and update their own information

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Quick-view dashboards

  • Quick-view dashboards help you to visualise all your service user and funder data together on one screen
  • View service user information and to-do lists
  • Drill down into details e.g emergency contacts
  • Quickly identify outstanding tasks particularly for new starters

Request a demo

<span style="color: #54adcf">Quick-view dashboards</span>

Features at a glance

Access PeoplePlanner is a leading innovator in care management software. Take advantage of our complete solution to manage your end-to-end operational requirements, from recruitment, rostering, care planning, monitoring and time & attendance, through to payroll and invoicing.

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Mike Smith

We have found PeoplePlanner to be a highly configurable system which is integral to the service we provide. It helps us stay on top of quality, compliance and service delivery.

Mike Smith - Trinity Homecare