Manage and grow your care home business

CareHQ is a CRM built for UK care providers which simplifies the everyday tasks of running a care home and helps you generate more sales.

CareHQ is a cloud-based Customer Relationship Management (CRM) platform designed from the ground up for the UK care market that will help you transform your business through better tools, insights, workflows and automation.

  • Grow your business
    Sales is the core of what we do, CareHQ introduces a range of tools to support your homes in converting more care enquiries.
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  • Manage your residents
    Stay on top of everyday tasks for your residents with tools built for managing admissions, paperwork, expenses and contacts.
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  • Simplify billing & expenses
    Automate invoice runs, get notified of billing discrepancies before the next invoice date and manage petty cash and resident ledgers.
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  • Use data to make decisions
    With CareHQ you get access to an array of reports focused on metrics that matter to care providers helping you make better decisions.
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  • Set up, training and support
    We take the hassle out of set up, train your team on-site and assist them thereafter with access to our support team and online resources.
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  • Security & availability
    The security and availability of your data is paramount. We have an extensive list of measures in place to ensure data security and service continuity.
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Support entering clawbacks, overclawbacks and overpayments when reconciling a payment and automatically generate the required journal entries to record them.
Billing
October 29
Allow invoices to be recorded as deposits and display the deposit balance held for a resident to simplify the process of refunding deposits.
Billing
October 23
Allow an expense to be recorded against multiple service users, for example a day trip or on site hair dresser visit.
Billing
September 12
Allow monthly targets for key business metrics to be set and introduce a new dashboard for users showing a comparison of their monthly targets and performance.
Reports
September 4
Automatically send notice of a resident's death to relevant parties (such as a local authority) to help prevent over payments.
Workflow
September 4
Add OpenAccounts compatible exports for invoices and reconciled receipts.
Integrations
August 31
Add a notification event when a resident is booked in below the target rate for the room based on their funding type and care needs.
Residents
August 20
Allow billing parties to request invoices, statements and other financial documents (generated by CareHQ) in large print.
Billing
August 16
Add a report to show the number of absences within a given time frame as well as details of when residents left or returned from absences.
Reports
July 31
Add a report showing a breakdown of payment methods set for active billing parties at both organisation and location level.
Reports
July 11
Add a report to showing the the amount that should have been billed in a given period vs. the amount actually invoiced simplifying the process of identifying discrepancies.
Reports
July 9
Add support for setting a tracking campaign and Id against care enquiries to enable closer integration with 3rd-party marketing and analytics tools such as Google Analytics.
Sales
June 11

Development driven by our users

Our workflow is simple; listen to user feedback, prioritise development around changes that will deliver the biggest impact, deliver on those changes as soon as possible - repeat.

View the roadmap
Want to try CareHQ now?
No problem, request a demo now and discover how CareHQ can help your business.
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