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.

Logging in

You will need to enter:

• Your company's server URL which will take the form of .carelinelive.app

• The email address associated with your user account

• The password associated with your user account to log into the app.

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

Home page

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

Upcoming visit

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.

Rota

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 started, a purple bar will appear beneath the booking, informing you it's started. Once a booking has been completed, a green bar will appear beneath the booking, informing you it's completed.

Refreshing your rota

While you have a stable internet connection, your rota will automatically update with any changes made by the office and send any data you have recorded in the carer companion app.

We recommend regularly checking the "Last Synced" status in the purple banner at the top of the rota screen says "Just now", "Just a moment ago", or similar. This ensures the carer companion app is using the latest data. You can tap the refresh wheel or drag down the page (until the refresh indicator starts spinning) to manually force your carer companion app to update with the latest data.

Checking in to a booking

You can find your bookings on the home page or rota page, where you can tap into the booking to see an overview and the relevant tasks. Certain information may be hidden until you check-in depending on how the office have configured the app. You won't be able to complete tasks until you check-in

You will find the check-in button on the home page or by tapping into the visit. Tap this button to bring up your camera, which you can use the scan the QR code marker. You may also be able to tap the No Marker option at the bottom if enabled by the office, but you'll need to complete a form. This is the point that the check-in location is fetched, and you'll need to tap a second Check-In button for it to fetch a timestamp. Please wait for an accurate GPS location.

This screen will also show the location accuracy from your device based on the current GPS services available in your location. 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. You will know you're logged in because the check-in button will now say Check-out instead, but you should only use this button when you want to end the visit.

Overview tab

The overview tab shows general information about the client.

Contact 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.

View agenda

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

Documents

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

Address

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. Tapping 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, such as key safe codes, then this will be displayed beneath.

Care package summary, rota comments and carer notes

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.

Tasks

If there are any tasks or medications 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 filters at the top to only show that type of task, or just previous complete.

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. Completing the task means you're recording a status against the task, such as completed by you, missed, or completed by the family.

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

Previous tasks

You can view previous task completions by clicking the previous tasks filter at the top. This will show previous completions and relevant timestamps.

As Required Medication (PRN)

Any PRN medication that the client requires can be found in the 'As Required' tab within tasks. It will show the dosage, the minimum number of hours you must leave since it was last administered, and the maximum number of doses per day. These will turn orange if the carer companion app finds insufficient time has passed since the PRN medication was last administered to this client and will ask you to wait. You can still complete it if you so wish though.

You can tap on the PRN medication to view the previous completions.

You can add a completion to the PRN medication, and you will have similar options for completions as you would for scheduled tasks and scheduled medications. These will be visible in all visits for this client. These are not mandatory to complete in order to check-out.

Once completed, you will see a warning of how long you will need to wait before administering again.

Notes

Leaving a note

To leave a note, tap the + icon in the bottom right and select the note option. This can be done from any page inside the visit. 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. You can tick to raise a concern too.

Viewing previous notes

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 and visit notes in blue. You can use the filter buttons at the top to show only handover notes, or even just your own notes.

Observations

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.

Concerns

When recording a task/medication completion, note, or observation, you can tick the "Report a concern" checkbox at the bottom of the screen to raise something concerning. You will need to choose a severity and enter additional comments. These concerns will be visible in the management portal, who can help resolve each concern or escalate them into incident reports.

Body Map Annotations for Concerns

When raising a concern, you will also have the option to add a body map annotation to specify where on the body is affected should it require further investigation. You will need to select a body part and enter a description. You can also specify further details about exactly where is affected at the bottom. The annotations on the body map you record will be available to view on the management portal.

Photos

Up to 3 photos can also be left against notes, tasks and observations. Click on the photo icon and take the photo before saving it.

Check out

To check out, click the purple button with the arrow in the bottom right. This will bring up the camera to allow you to scan the QR code again to check out, like with check-in. 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 use the No Marker option to check-out instead of scanning a QR code marker.

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

Settings

Account

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

Choose theme

Choose how the app appears from:

• Dark

• Light

• System default

Refresh config

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

Force sync

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

Use new sync mechanism

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

Compress and upload photos

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

Notifications

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.

Version

This is the version of the app that you have installed. Quadruple tap for a secret menu where you can change how data is fetched.

Log out

This will log you out of the app.