ℹ️ Carer concerns can currently only be reported via the Carer Companion App.
Viewing carer concerns
In the main navigation, you’ll find a button labelled Concerns. A badge with containing the number of un-acknowledged concerns will be shown. Click to open the concerns list.
The carer concerns list will show the following information:
Timestamp | When the concern was submitted |
Red/Amber/Green | The severity level that was picked by the Carer |
Client | Who the client is |
Related | What the concern is relation to |
Booking | The visit that the concern is linked to |
Carer | Who reported the concern |
Comments | Details of the concern, submitted by the carer |
Filtering the concerns
By default, concerns from the last 28 days will be shown. Use the date picker in the top-right of the screen to change the days.
Click the filters button to show additional filters, such as Acknowledgement Status, Client, and Carer.
Viewing additional context
Every observation is linked to both a booking and either a note, task, or observation. Click the square button in the Related column to open the relevant item in a new tab.
To open the linked booking, click the three dots to the right of the row, and then Open Booking.
Exporting to Excel
Once you've applied any filters that you want, you can export the list to an Excel file by clicking the three-dot button in the top-right of the page, and then Export to Excel.
Acknowledging and resolving concerns