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
- Carer Agenda: added an option to view a carer's allocation history
- New option to allow carers to start Unplanned Visits
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
- Roster: option to hide travel estimate indicators
- Leave: holiday accrual estimates
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
- Carer Companion App: allow photos to be taken for notes & tasks
- Contracts: swap contracts for visits in bulk
- Contracts: text field for recording contract termination rights
- Reports: background generation
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
- Added Visit Rounds