Manage your residents

Stay on top of everyday tasks for your residents with tools built for managing admissions, paperwork, expenses and contacts.

Room chart

  • Keep track of resident expenses

    Manage petty cash for residents and set alerts for when balances run low.

  • Store documents

    Securely store important documents and set expiry dates if they will need renewing.

  • Never miss a birthday

    Resident birthdays appear on the calendar so you'll never miss one

Manage admissions & discharges

Manage residents checking in and out, moving between rooms and changes to room rates with CareHQ's simple booking tools.

  • Accurately record future check ins, checkouts, room moves and rate changes
  • Never miss a check in; resident check ins / checkouts appear on your calendar and automatic reminders are generated for your team
  • Keep accounts up to date with notifications when residents are admitted, discharged or there's a change in room rate
Booking form

Stay on top of resident expenses

Record petty cash spend and top-ups for each resident including who made the payment, the date, and a copy of any receipt.

  • Securely upload copies of receipts for each transaction
  • Download statements and email PDF copies to resident contacts
  • Get notified when balances are low and set up email notifications for key contacts for each resident
Residents ledger

Never lose the paperwork

Keep important documents for your resident in a single place secure and accessible to your team.

  • Secure upload and storage of documents
  • Upload multiple files per document in any format (e.g., emails, word documents, PDFs or images)
  • Set expiry dates for documents that need to be renewed to receive a reminder before they expire

Key contacts for residents

Manage the details of contacts for each resident including key information such as emergency contacts, Power of attorney responsibilities (LPA) and billing details.

  • Contact information collected during the care enquiry process automatically transitions over to new residents
  • Send messages and log conversations via email and SMS with contacts
  • Export resident contacts in Excel or CSV format or automatically sync them with marketing tools such as Mailchimp
Key contacts