Client enquiries

Handle enquiries efficiently, capture requirements, create proposals and contracts, and onboard new clients seamlessly.

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Handle enquiries efficiently

Follow a smooth, efficient process for dealing with new client enquiries

  • Capture the right details from every enquiry, including the caller and their contact details, the potential client and their relationship to the caller, and who they were referred by or how they heard about your service.

  • Set deadlines for follow-up tasks, like sending out funding information or carrying out assessment visits, and tick them off as they’re completed.

  • Attach any documents sent to the client to create a record.

  • Create reports to understand where enquires come from and which campaigns are most successful.

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Onboard new clients seamlessly

Generate proposals, quotes and contracts and add new clients’ details straight into the system

  • Merge prospective clients into the system easily. Convert information into a new client profile, including pre-admission assessments. Complete with contact and funding information, schedule of care requirements and history, at the click of a button.
  • Generate letters and contracts quickly using document templates.
  • Build proposals for the services needed and see costs instantly.
  • Keep an accurate audit trail of new client enquiries through the system.
Client Enquiries

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Delivered through Access Workspace for Care

Access Workspace for Care provides continuously updated insights enabling real-time decisions and actions across the whole care operation, saving you time every day.

Easy-to-use apps bring together your Access products into one place and provides unparalleled levels of actionable insight. See your entire care management operation in real-time.

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Software for every part of care management

Our software can be configured to suit each individual organisation and is suitable for small independents
through to large multi-service organisations and franchises.

Access Workspace for Care is a platform that connects all Access products with a single sign-on. If you have our Financials and HR products, then these will feed in to give you an even richer and more informative picture of your business. Everything runs - and uses - centrally-held data so you know the information you are looking at is the latest available. Connecting the apps brings the ultimate visibility of your whole operation.

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Payroll and invoicing

Automatically track time and attendance, quickly calculate payroll, and create accurate invoices with ease.

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Client enquiries

Handle enquiries efficiently, capture requirements, create proposals and contracts, and onboard new clients seamlessly.

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Electronic care plans

Build comprehensive care plans using industry-standard assessment forms, and keep them up to date with real-time information.

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Daily records, risks and incident reporting

Manage day-to-day care effectively, report risk and incidents as they occur and get real-time monitoring and alerts.

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eMAR

Know which medication to give, how and when. Record administration accurately and get alerts when medication is missed.

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Handover

Give carers and shift managers an accurate and complete picture of the previous shift or visit, helping them deliver consistent, high-quality care.

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Client, family and funder

Securely communicate care plans, set automatic updates and alerts, and streamline communication with clients, family and funders.

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Care compliance

Get a single view of your governance and quality across multiple services.

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Recruitment and screening

Manage candidates from job search and application through to assessment and offer, with automated checks to ensure compliance.

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Retention and engagement

Engage and incentivise your care workers and attract new staff with our unique on-demand pay app, and simple yet impactful employee recognition solution.

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HR and Payroll

Manage employee records, probations, payroll, training and qualifications, appraisals, holidays and absence, casework and reporting.

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Accounting

Manage income and expenditure, from invoices and credit control to purchase order invoicing, payroll and bank reconciliation.

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Access Care Suite:
Software to deliver Outstanding care

Whether you’re a single provider or part of a large group, our suite of web-based home care management solutions can be configured to suit each individual organisation.

We've been helping care providers work more effectively since 2006.

Flexible and scalable: We know no two organisations are the same, so our solutions can be configured to reflect your needs, services, and terminology.

Intelligent, integrated and intuitive: We’ve added features like a mobile app, voice typing, real-time alerts, and data integration to make our products incredibly easy to use.

Completely secure: With multi-level access control, and ISO 27001 security and Information Governance Standards compliant, we make sure only the right people can access the information they need.

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Explore our products:

Whether you’re a single provider or part of a large group, our suite of web-based home care management solutions can be configured to suit each individual organisation.