ℹī¸ Release notes can now be found on your Dashboard

You'll receive an automated email whenever a new feature is released.


We're constantly making improvements to CareLineLive, below we list some of the headline updates.

w/c 21st December 2020

  • New 'Monitoring' dashboard, which shows a near real-time map of recent and upcoming visits

  • Requirements report: allow filtering down to a single carer

w/c 14th December 2020

  • Service contracts: option to prevent carers from being paid mileage to visits under this service contract

  • Schedule/Agenda tabs: button to create an event from scratch instead of via click & drag

  • Contract Types: added 'last updated' time & who by to contract types tables

  • Bookings: make sure an unavailable carer can't be reallocated when a booking is uncancelled

w/c 7th December 2020

  • Bookings: option to pay carer mileage or not when cancelling

  • Alerts: auto-acknowledgement when an alert is resolved by a manual intervention

  • Alerts: allow certain types of alert to be disabled

w/c 23rd November 2020

  • Bookings: allow extra payments/reductions on a per-visit basis

  • Important contacts: show preferred name & comments in tables

w/c 16th November 2020

  • Invoices: allow client's address to always be shown in exports

  • Service Contracts: allow carer mileage to be charged back to client

  • Carer contracts: add department & cost centre codes for use with external payroll systems

  • Mileage: new settings to determine when carer's mileage should be calculated as commuting to/from home - 'Minimum gap for paid commute'

  • Buyers: add 'Payroll Department Code' for external payroll systems

w/c 2nd November 2020

  • Login: prompt 'Forgotten password' link if password is entered incorrectly

w/c 12th October 2020

  • Ability to log a user out of all of their active session through their account page

  • Invoices: export for Hertfordshire local authority

w/c 5th October 2020

  • You can now search for a setting in the Settings screen

  • Announcements

  • Booking Notes: Allow the profanity filter to be disabled

  • Forms: can now be assigned to carers

  • Visits Report: include original times and variance

w/c 28th September 2020

  • New dashboard layout

w/c 21st September 2020

  • Support for exporting to Sage Payroll IE

  • Task alerts: split into separate alerts for tasks & medications

w/c 14th September 2020

  • Carer contracts: allow a maximum duration for payable travel time

w/c 7th September 2020

  • Bookings - carer suggestions when allocating from the pop-up

    • takes into account carer's distance to the booking, compatibility, and continuity

  • New design for carer & client profiles

w/c 31st August 2020

w/c 24th August 2020

  • Alerts: option to log a reason for the alert when acknowledging

  • Time of Day: you can now adjust the Morning/Lunch/Tea/Evening presets in Settings → Calendar → Time of Day

  • Reports: simplified dashboard, and added preset options

  • Roster: allow the roster to be zoomed (open the settings menu in the top-right corner)

  • Forms:

    • multiple UI improvements and inconsistencies fixed

    • sections can now be duplicated

    • top-level sections can now be re-ordered

  • Carer Contracts:

    • redesigned contract pages & components

    • introduced Option Sets, allowing you to schedule changes to a contract & more

w/c 17th August 2020

  • Carers & Clients: you can save the languages that the carer/client speaks

  • Task Reconciliation: added filters for client, task type, carer, and completion status

  • Carers & Clients report: can now be exported as an Excel spreadsheet

  • Reports: descriptions have been added to the report selection dropdown

  • Carers & Clients: a message is shown if it's the carer/client's birthday

  • Alert Notification Groups: standalone email addresses can now be added as a recipient, meaning you can send to an email address that doesn't have a system account.

w/c 3rd August 2020

  • Hours & Mileage reports: can now be exported as an Excel spreadsheet

  • Outgoing emails: added a "Not expecting this email?" message to the bottom of emails

  • Booking Notes: notes are now analysed for profanity and reported for review

  • Visits Report: you can now filter for manual check-ins

w/c 27th July 2020

  • Family Portal: option to filter which clients are visible (when family member is allowed to view multiple clients)

  • Dashboard: added a warning if company contact details are incomplete

  • Payroll Runs: allow blank payslips to be added for a carer

  • Carer/Client Agenda exports: save carer/client's preference for receiving their agenda

  • Alerts: "Late Bookings" has been renamed to "Late Arrivals"

w/c 20th July 2020

  • Client Schedule Entries: option to exclude from Public Holidays & Special Days

  • Carers: add PPS number for Republic of Ireland

  • Invoice Runs: support Sheffield City Council CSV export

  • Family portal: add item to navigation if account is both a family member and a system user

w/c 13th July 2020

w/c 6th July 2020

  • Family Portal:

    • This is the first iteration of "v2" of the family portal, including a redesign and a couple of new features

    • notes & tasks can optionally be made available; must be enabled in Settings > Family Portal

    • a family member can be granted access to multiple clients

  • Tasks:

    • completions can now be deleted through the reconciliation screen

    • you can now link to reconciliation from the tasks tab of a booking, or from the client's tasks tab

  • Carer Agenda/Schedule: a table view is now available, in addition to the grid

  • PDFs: company address is now included in the footer of all exports

w/c 29th June 2020

  • Roster:

    • show transport type icon on indicator

    • added support for filtering; events matching the filters will be highlighted

    • click & drag over existing bookings will now select them, instead of prompting to create a new event

    • added "Move to" option in the actions menu for selected bookings, allowing you to move the bookings to a different row/carer

    • added a hint when dragging a booking - holding the shift key will lock the carer/time

  • Travel time estimates:

    • recalculate journeys when an address is changed or geocoded

    • recalculate journeys when a carer's primary transport type is changed

  • Added Carer Timesheets Report: similar to Hours Report, but focused on carers' work

  • Bookings:

    • discounts can now be applied to individual bookings

    • discounts & mark-ups can be given to allocated carers

w/c 22nd June 2020

  • Clients: added Contingency Plan field to profile

  • Contingency Report: added NOK details & plan column

  • Invoices: added invoice run period to header on PDF invoices

  • Visits Report:

    • include all bookings by default, not just where the carer(s) have arrived

    • include duration variance & punctuality averages

  • Punctuality Report: include duration variance column

w/c 15th June 2020

w/c 1st June 2020

  • Bookings: add support for predefined cancellation reasons

  • Support for EUR & NZD locales

  • App Config: option to disable carers from viewing clients agenda in the app

w/c 25th May 2020

  • Invoice Runs: ability to only include bookings, transactions, or both

  • Invoice Runs: allow transactions to be added manually

w/c 18th May 2020

  • Booking Notes: allow editing

  • Travel Time Estimates

  • Payroll & Invoices: ability to mark as posted

  • Bookings & Scheduled Visits: address can be chosen when creating

w/c 11th May 2020

  • Payslips: added envelope window support

  • Payslip Summary: include travel time, even if none paid

  • Bookings: warning shown if created for the past

  • Invoice Runs: allow filtering by non-global buyers

w/c 4th May 2020

  • Booking Confirmation: added new threshold for duration between spent on the check out screen

w/c 27th April 2020

  • Client Journal Report: added filter for entry method

  • Carers & Clients: invoice/payslip delivery preference

  • Bookings: add billable/payable flags for each allocated carer

  • Bookings: override mileage payments for each carer

  • Requirements Report: allow filtering by individual requirements

  • Roster: show sum of hours for each row

  • Payroll Runs: generate printable PDF file, w/ support for double-sided (duplex) printing

  • Manual Check-ins: show who added the manual check-in

  • Leave: option to unallocate calls if leave is added from the roster

  • Contingency Report: include high severity medical conditions

  • Travel Time Payment: option to use carer's hourly rate for payment

w/c 30th March 2020

  • Client Agenda Export: include carer's profile photo when available

  • Holiday Pay Estimates: updated to new 52 week guidelines

w/c 23rd March 2020

  • Client Agenda: added a list view

w/c 16th March 2020

  • Carers/Clients Reports: email addresses included

w/c 2nd March 2020

  • Added Permission Matrix, which shows roles & permissions in a tabular layout

w/c 24th February 2020

  • Added organisations, which can be used for important contacts & buyers

  • Teams: Allow selection of multiple teams

  • Visits Report: filter added for punctuality

  • Hours Report: include number of unallocated hours

w/c 17th February 2020

  • Bookings: added a column for notes

w/c 3rd February 2020

  • Roster: show an "unallocated" row for each team that is selected

  • Payroll: Offshore Payroll integration

  • Bookings: added indicator if a booking spans multiple days

  • Mileage: support per-contract mileage rates

  • Mileage: add mileage rate for walkers

  • Invoices: allow filtering by global buyer

  • Bookings Report: allow filtering by number of carers

w/c 20th January 2020

  • Carers/Clients Report: added filter for contract start date

w/c 13th January 2020

  • Carers & Clients: Ethnicity

  • Carer Companion App: added Chromebook support

w/c 6th January 2019

  • Forms: beta released

w/c 9th December 2019

  • Bookings Report: Update layout to clearly show when there are multiple carers

  • Task Completions Report: added filter for completion status

  • Carer Compatibility: allow compatibility rules based on gender

  • Ad-hoc Carer Availability

  • Carer Requirements report: added filter for requirement type

w/c 25th November 2019

  • Allow travel time to be paid when mileage is disabled

w/c 4th November 2019

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