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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Add support for notification groups which define a list of emails and / or users to notify on key events such as required documents being uploaded or important actions completed.
Add a report showing the conversion rate for residents from respite to permanent.
Allow for contracts to contribute to other contracts (a.k.a. linked contracts), e.g. a local authority contract contributed to by private or FNC contracts.
Provide a C# (.NET) SDK for the CareHQ API.
Functionality to manage direct debits for billing parties and the ability to export Direct Debit mandate and transaction files (Standard18).
Add a communications preference field against billing parties (e.g. email or letter) for invoices, statements and chase letters.
Introduce an accruals report to show the underbilled and overbilled amounts for a given period based on invoices.
Allow the billing schedule report to be filtered to show schedules that relate to a given location.
Include the location reference number in the variables available when compiling an invoice number (e.g. INV-DC-0001).
When adding a direct debit mandate, validate bank account details are correct and that the account supports direct debit payments.
In addition to the email confirmation and SMS reminder sent to care seekers, introduce an email reminder for care seekers the day before a home visit.
Automatically close an absence record for a resident when they are checked out.

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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