Introducing required documents for residents

Make sure all documents required for a resident have been uploaded and are up to date, with CareHQ's required documents feature.

Within CareHQ you can now define a list of required documents for residents, for example resident contract, proof of funding, direct debit mandate and so on. Each document can be configured based on a resident's type of care, length of stay and funding source.

When a resident is missing one or more required documents, CareHQ displays a grid showing which documents have been uploaded and which still need to be. To save time, missing documents within the grid can be selected to open the add document page with the title and document type pre-populated.

CareHQ checks all your residents for missing documentation daily, not just when they are first admitted. This ensures that when documents expire, or when a resident's circumstances change (type of care, length of stay or funding source), an action is automatically added requesting the relevant user adds any identified missing documents.

A new Missing documents report has also been added to provide a high level view of missing documentation across your portfolio. The report shows the number of service users missing required documents by care home group, care home, or types of document, making it simple to identify where there are problems with documentation that need to be addressed.

A new video guide for required documents will be published this month. In the meantime, if you're currently using CareHQ and would like to set up required documents please contact our support team who will be happy to help get you started.