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Acquisition
Track the volume and conversion rate of care enquiries by sales channel and referrer.
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Closed reasons
View a breakdown of the reasons care enquiries close without placing.
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Average stay
View the average length of stay and revenue generated for residents over any given period.
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Sales cycle
Track your conversion rate and identify where in your sales journey care enquiries are lost.
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Sales pipeline
Review the stage of all active care enquiries within the sales pipeline.
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Funding at risk
View residents with funding at risk including the total weekly revenue at risk.
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Care funds tracker
Track the balance of resident care funds and forecast the date funds will run out.
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Geography
Plot the geographic location of care seekers to discover areas of demand.
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Location (care home) performance
Compare key performance metrics for sales and revenue across care homes.
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Competition
See which competitors and types of competitor care enquiries are being lost to.
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Billing schedules
Review billing schedules and revenue by funding body.
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Billing discrepancies
Identify discrepancies between booking rates and the contracts in place to pay for them.
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Billing review
Compare the estimated amount to bill with the amount invoiced for a given period.
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Invoices in dispute
View a breakdown of invoices currently in dispute across your organisation.
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Aged debt by billing party
View a breakdown of debt by billing party (e.g. ICB, council, etc.) and days overdue.
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Aged debt by resident
View a breakdown of debt by resident and days overdue.
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Unallocated funds
View the amount and age of funds received but not yet reconciled to an invoice.
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Accruals
View the amount of revenue overbilled or underbilled for a given period.
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Accruals (projected)
View the projected revenue underbilled vs. overbilled on a given date.
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Expenditure
Track changes in expenditure across your care homes by ledger.
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Expenditure breakdown
View a breakdown of expenditure for locations and residents by category.
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Occupancy
Track and forecast occupancy levels across your care homes.
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Weekly rate
Track the average weekly rate across your care homes and forecast future rates.
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Recent admission rates
Track recent admission rates against target room rates.
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Room performance
Review the occupancy achieved and revenue generated for individual rooms.
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Absences
View the number of resident absences by reasons for any period.
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Day care bookings
View the number of day care bookings and the revenue they generated for any period
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Gender
View a breakdown of residents by gender for any period.
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Birthdays
View a list of birthdays for services users as well as the distribution by month.
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Admissions, deaths & discharges
View the number of admissions, discharges and deaths for any period.
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FNC applications
Review the status of FNC (Funded Nursing Care) applications across your care homes.
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Payment methods
View a percentage breakdown of payment methods used to pay invoices.
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Complaints
View a breakdown of complaints received by outcome, subject matter and location.
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Fire sheet
View a list of current residents at a location and details of any absences.
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TV (ARC) licence
View details required for an Accommodation for Residential Care TV licence application.
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Care enquiries per location
Compare the volume of care enquiries your locations receive against the market.
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Referrer performance
Compare the performance of your referrers against the market.
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Missing documents
View the details of residents that are missing required documents.
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End of life
View the number of resident deaths by those with and without end of life care.
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Actions overview
Review outstanding, overdue and completed actions across your locations.
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App usage
View frequency of usage of the CareHQ application by your users.
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Data capture
Track the accuracy of care enquiry data captured by your users.