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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Allow the rooms of a care location / home to be manually ordered by floor as preferred, with the updated room order being used across CareHQ.
Implement automatic sending of invoice reminders for overdue balances by post and email.
Introduce support for assigning accounts a credit control status - red, amber and green (RAG) - to indicate their current credit risk and/or payment standing.
Add support for 2 residents being booked under the same room.
Provide a report that highlights service user check-ins and checkouts that were entered on to CareHQ after historically (more than one day after the check-in/out date.
Add support for viewing a snapshot of financial reports and data for past accounting periods.
Allow financial periods to be defined and closed.
Allow a lock date to be set on or before which invoices or receipts cannot be raised or modified.
Combine the existing accrual and accrual projected reports into a single report for calculating the accrued and deferred figures for a period.
Send a notification email to care seekers when an outcome for a prospective resident is recorded as able to support needs.
Support entering clawbacks, overclawbacks and overpayments when reconciling a payment and automatically generate the required journal entries to record them.
Allow invoices to be recorded as deposits and display the deposit balance held for a resident to simplify the process of refunding deposits.

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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