Six capabilities.
One platform. Inspection-ready.

Every feature maps to the five key questions and six evidence categories CQC assesses against. Not a CRM with bolt-ons. A purpose-built system for domiciliary care and supported living in England.

1 Client Intake 2 Staff Onboarding 3 Rota & Visits 4 Incidents & Safeguarding 5 Care Plans & eMAR 6 Invoicing & Payroll
1 Client Intake

Referral to first call, in one flow.

Take a referral, capture the assessment, build the care plan and agree the package. Everything you enter once carries through to rotas, care records and invoicing.

AI referral extraction

Forward a referral. CareVisor reads it, pulls out the client's name, care needs and the package being requested, and opens the record.

Auto-coordinator assignment

Route new intakes to the right coordinator based on region, support type, or capacity. No manual triage.

Onboarding checklist

Assessment, care plan and service agreement tracked with status and completion dates. Nothing falls through before the first call.

19
Total Intakes
12
Active clients
Sarah Nguyen Active
Liam Carter Active
Mia Torres Pending
Aiden Reid Onboarding
2 Staff Onboarding

Cleared before call one. Before CQC asks.

Guided checklists collect the Enhanced DBS and Adults' Barred List check, right to work, references and Care Certificate progress before a new carer takes their first call.

Credential tracking

Enhanced DBS, Adults' Barred List, right to work, references and the Care Certificate, tracked with expiry dates and renewal alerts.

Expiry alerts

30, 14, and 7-day warnings. The carer and their manager are told before a clearance expires. No one is added to the rota without it.

Compliance dashboard

One screen shows your entire workforce compliance status. Filter by credential type, expiry window, or team. Export the register when you need it.

Workforce Compliance 94% compliant
Enhanced DBS 32/32
Adults' Barred List 32/32
Right to work 30/32
References 32/32
Care Certificate 31/32
3 Rota & Visits

Build the week by competency, continuity and geography.

Carers check in and out on the app, so you know who was where and for how long, in real time. Continuity of carer is visible before you publish the rota.

Rota planning

Build the week by competency, continuity and geography rather than memory. Changes reach carers automatically.

Electronic call monitoring

Calls start and end on the app, so you always know who was where and for how long. Missed calls show up as they happen.

Live conflict detection

Travel time, competency gaps and continuity breaks are flagged before you publish the rota.

This week's rota
Mon
14
Tue
15
Wed
16
Thu
17
Fri
18
Sarah Nguyen · 08:00–14:00 · Liam Carter Confirmed
Mia Torres · 09:00–15:00 · Home call Confirmed
Travel time: afternoon round overlaps Resolve
Aiden Reid · 14:00–20:00 · Supported living Pending
4 Incidents & Safeguarding

Report from the field. Escalate in real-time.

A carer raises a concern from the doorstep, the office triages it the moment it lands, and safeguarding referrals, duty of candour and CQC notifications follow with the decision trail attached.

Raise a safeguarding concern from the doorstep

A carer flags a safeguarding concern from the doorstep. The office sees it immediately, including when the signal was poor and the record syncs later.

Auto-classification & escalation

Concerns are triaged as they land. Safeguarding referrals and duty of candour actions follow, with the registered manager notified straight away.

CQC notifications

CQC notifications are prepared from the same record, with the full trail from the doorstep to resolution.

Incident Log All resolved
Near-miss fall · Sarah Nguyen Closed
Medicines error · Liam Carter Closed
Property damage - Community visit Closed
Safeguarding concern · CQC notified Closed
CQC notification prepared · Decision trail attached
5 Care Plans & eMAR

Care plans, MAR charts and consent, current when you need them.

Person-centred care plans, risk assessments, MAR charts and consent forms built from templates you control. Reviews are prompted before they fall overdue.

Auto-generated agreements

Care plans and risk assessments pre-filled from the assessment. Medication is recorded on the MAR chart at the point of administration.

Defensible e-signatures

Consent and agreements signed in the app, with the account, email and time recorded. Built for the evidence standard used in England.

Version control & expiry

Every change is tracked. Expired agreements are flagged 30 days out. The record shows exactly what was signed and when.

Care plans & eMAR
Care plan · Sarah Nguyen Signed
MAR chart · Liam Carter Signed
Risk assessment · Mia Torres Awaiting signature
Consent · Aiden Reid Expiring
Reviews prompted before a care plan falls overdue
6 Invoicing & Payroll

One source of visit truth. Invoice and pay from it.

Invoice local authorities, ICBs, NHS Continuing Healthcare, direct payment holders and private clients from the same visit data your carers produced. Payroll exports account for travel time between calls.

Travel time included

Travel time between calls is visible before you publish a rota change, and it carries through into the payroll export.

Local authority & NHS billing

Invoice local authorities, ICBs, Continuing Healthcare packages, direct payment holders and private clients from completed visits. No re-keying.

Payroll export

Payroll runs from the same visit record as the invoice, including travel time between calls.

£47,280
Invoiced this month
98.4%
Invoices raised without re-keying
Travel time: included in the payroll export Pass
Local authority, ICB and private rates loaded Current
142 invoices raised from visit records Synced
7-year invoice archive · Ready to export Active
Inspection-ready by design

Most services aren't short on care.
They're short of a way to prove it.

CareVisor doesn't bolt compliance on as an afterthought. Every workflow is structured around the five key questions and six evidence categories, so the record is there on an ordinary Tuesday, not assembled the week of an assessment.

An assessment looks for

Care plans, consent and risk assessments

Care plans, risk assessments and consent are versioned and tied to the client. Reviews are prompted before they fall overdue.

An assessment looks for

Current DBS, right to work and Care Certificate

Enhanced DBS, the Adults' Barred List check and the Care Certificate are tracked with expiry alerts. A carer is not added to the rota until they are cleared.

An assessment looks for

Incident records with resolution trails

Every concern is timestamped, from the doorstep to resolution. Safeguarding referrals, duty of candour and CQC notifications stay on the same record.

An assessment looks for

Invoices and pay from the same visits

Local authority, ICB, Continuing Healthcare, direct payment and private invoices are raised from the visits carers recorded. Payroll includes travel time between calls.

An assessment looks for

Visit records with call monitoring

Carers check in and out on the app, so each call has a start, an end and a duration. Care notes and medicines records stay with that visit.

An assessment looks for

Consistent record-keeping systems

One system for clients, carers, rotas, safeguarding, care plans and invoicing. No scattered spreadsheets, no missing links between records.

We designed CareVisor with people already running a care service. When the framework changes, your evidence does not have to be rebuilt.
- The CareVisor team, built by people already running a care service
See how it works - Book a Demo

One app for your carers.
No training manual required.

Today's calls, the care plan, the MAR chart, check in and out, and a way to raise a concern. It works when the signal doesn't, and syncs when the carer is back online.

Today's calls, care plan and MAR chart
Check in and check out
Care notes and medicines recorded on the call
Mobile incident reporting
Works offline, syncs when you are back online
CareVisor
Next call
Liam Carter · Personal care
Today · 08:00–09:00
Confirmed
Afternoon
Mia Torres · Lunch call
Today · 12:15–13:00
Upcoming

Every feature, in your team's pocket.

Rotas, visits, medication, compliance and invoicing, plus the mobile app your carers actually use. Your evidence builds itself while your team focuses on quality care.

Book a Demo
UK GDPR & Data Protection Act 2018 · Five key questions, six evidence categories · UK-hosted data