The carer companion app is the interface with which carers will access the software. The app allows carers to check in and out of visits, complete tasks relating to the visit, leave notes for the office/other carers and contains their rota.

You will need to enter:

Your office team will be able to provide all of these details to you when they have been set up.

This is the first screen you will see once you are logged in.

If there is a booking scheduled for within the arrival punctuality time, a card is shown displaying information about the booking and an option to view the tasks and check in.

All of your scheduled bookings are displayed within the rota screen.

You may tap a booking to view more about it. Once a booking has been completed, a green bar mark will appear beneath it stating this. Any visits that have started but not finished will have a purple bar stating that it is in progress.

Your rota will automatically update with any changes made in the office, however if you wish to manually refresh it scroll to the top of your rota, and then drag down until the refresh indicator starts spinning.

There is a bar at the top stating the last time the rota was synced. Ideally this status should say "Last sync'd just now" or within the last couple of minutes. If this is not the case, please manually refresh until the status is updated. Please note, in order for a sync to be successful the app will need to be connected to mobile data/WiFi.

To check into the booking, you can either tap the booking from either the home page, or from the roster page. You will be able to view certain pieces of information on the overview tab and can see what tasks there are to complete before checking in but you will be unable to complete any tasks without checking in.

Click the check in button to bring up the QR code scanner, scan the client's marker and click check in to confirm your check in. It is only at this point that the timestamp and location are taken.

This screen will also show the location accuracy from your device, you may be asked to wait five seconds for a more accurate location.

Once checked in, you will see your arrival time and expected finish time at the top of the overview tab.

The overview tab shows general information about the client.

With one click on the clients name you can call them direct from the app, making it easier to communicate with the client and possibly share your ETA before arriving.

You can view the client's bookings, both upcoming and previous.

View documents that have been uploaded to the client's record and shared with the carer app.

The client's address will be displayed here, you will be able to access this prior to the visit and it will show up on the home page if this is your next visit. Clicking on the get directions option will open up Google Maps to allow you to see it on a map and get directions if necessary.

If there is any access information, this will be displayed beneath.

The information entered into the client's care package summary text field and the rota comments field will be displayed here.

If there are any carer notes assigned to the booking or schedule entry, these will also be displayed here.

If there are any tasks to complete during your visit these will show up in the tasks tab. Although both general and medication tasks show up in this section, you can click on the medication or tasks buttons above the tasks to only show that type of task.

To complete or action a task, tap on the one you want to action. Select a completion status from the list and enter any comments if necessary. If it is a medication task, you can add in the dosage given as well.

Any actioned tasks will jump to a different section below any remaining incomplete tasks and will have a completion code next to it.

You can view previous task completions by clicking into the previous tasks tab. This will show previous completions and relevant timestamps.

To leave a note, tap the + icon in the bottom right and select the note option. This can be done from any page. Type out the note and click save. Other carers will be able to view this within the app and it can be viewed in the management portal too.

All previous notes and handover notes can be viewed in the notes tab for the client. Handover notes will be depicted in a purple box. You can use the filter buttons at the top to show only handover notes, or even just your own notes.

To add an observation, you can either click into the observations tab or click the + button to the bottom right and select new observation. You will then need to select the category you need.

You can log a concern against tasks, notes and observations. If you need to report a concern, tick the box at the bottom of the relevant form and type out what you want to report. You will also need to log the severity of the concern.

These concerns will be seen in the management portal and can be used to raise incident reports.

Photos can also be left against notes, tasks and observations. Click on the photo icon and take the photo before saving it.

To check out, click the purple button with the arrow in. This will bring up the camera to allow you to scan the QR code again to check out. This will bring up a summary of the visit with any tasks and their completion status. At the bottom of this page, there is a section to leave handover notes, for the next carer and check out comments for the office.

You can also leave a handover note for the next carer as well as a check out comment which will only show in the management portal for office use.

The user account currently logged into the app and email address associated with it.

Choose how the app appears from:

Forces the app to re-sync the app config if any changes have been made.

Tapping this button will refresh the data required by the app. The date and time of the last synchronisation is also displayed.

Enable or disable the new sync mechanism. It is recommended that this is enabled.

If any photos taken during visits haven't been uploaded, this option will force them through.

You should receive a 10 minute notification before the start time of each visit, this option will disable that. All other notifications will not be affected by this.

This is the version of the app that you have installed.

This will log you out of the app.