June round up 2026

CareHQ now features support for SSO (Single Sign-On) and SCIM (System for Cross-domain Identity Management), providing simpler access to CareHQ for those who use a number of applications. We also recently launched the Layers market intelligence platform, along with many other additions and updates.

SSO and SCIM support now available

CareHQ now supports SSO (Single Sign-On) and SCIM (System for Cross-domain Identity Management).

Single Sign-On / SSO is an authentication method that allows users to log in just once using a single set of credentials and access multiple separate applications without the need to remember multiple passwords.

SCIM is an open standard protocol designed to automate the exchange of user identity information between different systems. It acts as a bridge between your central directory (such as Microsoft Entra) and applications that users regularly need to accesss such as CareHQ.

SSO and SCIM are technically separate technologies but depend upon each other for a secure, simple user experience. Once an account has been provisioned by SCIM, the user can select to authenticate through SSO and securely log in. When a user leaves, SCIM can instantly remove or deactivate their account so they can no longer use SSO to log in.

If your organisation already uses SSO and SCIM or is considering implementing this method of authentication and would like to find out more about use with CareHQ, please contact support.

Understand the UK care market with Layers

Layers is the first real-time market intelligence platform for care providers. Exclusive to CareHQ, Layers lets you compare your performance against the market, understand local trends and make informed decisions based on real-world market data — not just your own.

Learn more about Layers with our dedicated update.

Other updates & fixes

Tags can now be added to care enquiries.
Service user expenses can now be imported in bulk, both at care home level which can be useful for managers, and at account level when on-boarding to CareHQ.
There is now a new Acquisitions by location report, similar to the existing report which provides a breakdown by sales channel and referrer, the new report breaks down care enquiry performance by location and location group.
SFTP support for invoices, direct debit notices (mandate setups and collections) and invoice reminder PDFs to post. This makes it possible to work with print logistics providers to automate the posting of documents to clients.
A new Bank Lodgement Report has been added to the Receipts area, making it easier to generate a summary of the cash and cheque deposits to be lodged with the bank each week.
New documentation available:

Statements can now be sent by email direct from CareHQ, previously that had to be downloaded as a PDF and sent manually.
Account owners and regional managers can now be assigned actions if the accept actions flag is set.
Invoice change logs and notes have been moved from a separate tab to the bottom of the invoices page.
Added a view mode toggle to the invoice run UI. Expanded mode reveals line items for all invoices, Compact mode provides the existing behaviour.
Added an option to export the list of Direct Debit discrepancies.
When raising bulk invoices for expenses you can now filter the list by payment type.
Added support for selecting a key contact as a service user billing FAO.
New flag added to billing rulesets to allow invoices generated for the ruleset to be marked as do not send.
New check in rule added to prevent discharge dates being set in the future if the reason for leaving is the resident is deceased.
Added assigned to filter to the Acquisitions, Closed reasons and Sales cycle reports.
Added support for filtering the DD collection run by location group.
Added "Posted on or before" filter to the aged debt reports.
Added a location filter to the documents listing.
Added a duration of care filter to the Sales cycle report.
Added service user status filter to documents list.
We no longer generate continuous billing review actions when a resident has CHC or FNC funding but is recorded as residential care. We generate the action once only.
You can now configure accounts to set expense invoices as draft by default.
Invoices can now be set to draft on import.
Added support for flagging a nominal code as for balance transfers. If a nominal code is flagged as for balance transfers then the nominal code cannot be used when creating ad hoc invoices / credit notes or in write-offs.
The assigned to and payment method fields against receipts can now be set as required or optional on a per account basis.
Added contract Ids column to Fees summary export.
Added profit centre column to Nominal analysis export.
Status now shown against service user in receipt view.
We now display the minimum invoice run date for a location under the Location > Finance tab.
The payment method field against receipts can now be configured as required (by default it is optional).

Linking contract where there is an existing linked contract now works as expected (previously it would simply say unable to link contract).
Making an adjustment against a contract with a days after death invoice line item now correctly credits out the days after death line item.
When validating linked contracts we now check total contributions do not exceed the parent contract value only for the period of the contract being linked, not for the entire parent contract’s period.
Added real-time email validation to service user email invoices “to” field (under billing setup).
Nominal analysis report now handles tax amounts against the debtor's control account correctly.
Fixed issue where updating a represented DD (transaction type 18) would result in an error response and no update.
Multi-location contacts now see all filters on their contract listing page.
Invoiced report now shows for scoped users (custom roles, location user, regional manager).
Invoices tab against billing contracts now works for scoped users (custom roles, location user, regional manager).
Fixed issue where to_company_name would be set to an empty string for invoices where the billing party is a location contact and the comms preference was overridden by a ruleset.
Extending a contract now copies over the tracked care fund associated with the original contract to the new by default.
Lock date is now checked when importing receipts en masse.
Fixed issue where care fund run out dates were not calculated correctly when more than one overlapping contract was applied.
Fixed issue where in some cases the fees summary would fail to show unbilled days for contracts with missing billing prior to an adjustment.
Fixed issue where regional managers were not receiving email notifications about new care enquiries.
Home visit confirmation email now uses the correct greeting text if a service user contact is assigned as the visitor; previously the confirmation email template always used the care seeker’s details.
Fixed issue with complaint tags not showing in service user list / search for day care users.
Fixed validator on service user contact import that prevented the service user Id field from being populated.
Reference list fields in import sheets (such as a list of room features or care enquiry tags) now correctly set an empty list when populated instead of no value which could cause issues on importing updates.
Fixed issue where adding a line item when updating an invoice would not capture the tax nominal code (if tax applied).
Invoices now store title for the billing contact.
When a direct debit mandate is cancelled or deleted we now clear the existing payment method.
Fixed issue where the source care enquiry on import service user only linked the service user to the care enquiry but not the care enquiry to the service user.