Get Started

Get Started

Step by step guide to help you get best out our the care management system.

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Using CareSoft 365

Videos showing you how to use features of the care management system.

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Use this area to report any issues that are not working.

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Live chat

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Getting Started

Step 1 - System User

Basic employee profile setup

Above demonstrate the steps required to complete a basic setup of the profile. Note: you can use the system without completing the full profile as long as you have completed the basic. Please see below to learn how to setup a full employee profile.

Full employee profile setup

Above demonstrate a full video of the steps required to complete a full setup of the profile. Note: Completing this full profile enables you to use this part of the system at its full capacity.

Step 2 – Service User

Basic service user profile setup/p>

Above demonstrate the steps required to complete a basic setup of the profile. Note: you can use the system without completing the full profile as long as you have completed the basic. Please see below to learn how to setup a full service user profile.

Full service user profile setup

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Step 3 – Rota management

Create shift pattern and add employees

This feature allows managers to produce and allocate both core and overtime shifts to ensure correct staffing levels on patient units. Overtime shifts are generated by the system based on staffing and observation levels provided by the organisation.

Create shifts

This feature allows managers to produce and allocate both core and overtime shifts to ensure correct staffing levels on patient units. Overtime shifts are generated by the system based on staffing and observation levels provided by the organisation.