Run and grow your care home facility with speed and ease The smart guide to your CareBlox solution

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1 Run and grow your care home facility with speed and ease The smart guide to your CareBlox solution

2 Hello. To efficiently manage your care homes and provide quality care we understand that you need a flexible solution to suit your individual requirements and allow you to work wherever and whenever.

3 Our story. Whether you re a single home or part of a large group, our suite of web-based care home management solutions will speed up administration, reduce costs and provide you with greater control and visibility. With over 10 years experience in the industry we have the expertise to deliver the care-centred solutions you require. Flexible & customisable Choose the combination of modules that suits you; tailor the software to your facility s requirements. Add on modules with our scalable solution that will support your business as it grows. We provide a complementary suite of solutions that service every aspect of the management of your care or nursing home. Easy to use and adaptable, our software solution can adapt and keep up with the day to day demands faced by senior management. Greater operational efficiency Real-time monitoring for care home owners; access the safe and secure web-based portal anytime and anywhere allowing you to respond to any issues as they arise. Tailor alerts for maintenance and clients so that you are always up to date with tasks. Reduce time spent on admin, focus on critical tasks and maintain the standard of your care home with ease within one system. Better quality & compliance With a framework for best practice you will be able to run your care home facility to the highest standard. Central reporting functionality required for regulatory checks provides one version of the truth enabling high standards of care to be maintained. Dynamic and comprehensive reporting tools provide a real-time view on levels and stages of care and allow you to focus on what matters most to your business. Comprehensive facilities management Senior management have the ability to manage the day to day running on their home at location or group level, from clients, to carers and suppliers, within one system. Complete tasks around time & attendance, payroll, staff rostering, client enquiries, occupancy and invoicing, night and maintenance checks, service management and intelligent asset management, allowing you to run your care establishment efficiently.

4 Who we work with Around 150 care home providers unlock their potential with Access CareBlox, including:

5 What we do Deployed over 2,700 CareBlox modules Managed over 75,000 empoyees time & attendance Across 1,400 care homes & sites Comprehensive care home management software including staff time & attendance, rostering and payroll, facilities management, document management, recording and reporting, client personal allowances, enquiries, fees and invoicing in one easy to use system. Time & attendance Manage staff time & attendance with the touch screen terminal and webbased rostering system and accurately reconcile payments for carers based on actual hours worked. Facilities Manage suppliers and contractors working within the home, ensure tasks are completed on time and to standard, and manage payments and approvals using one software platform. Purchasing Track and monitor purchases, create purchase order requests and approve within the system. Forms Key documentation including health & safety and regulatory documents and trend analysis reports are digitally stored and accessible all in one location. CheckIT Provide electronic recording of night checks and maintenance routines and easily view the data in reports and graphs to identify behavioural changes, trends and issues. Clients & Allowance Instant and accurate information about your client enquiries, occupancy, fees and invoicing as well as all client financial activities including deposits, withdrawals and transfers.

6 Time & Attendance Clock on and off Exception management View hours, holiday and sickness Smart rostering Key features Staff can view the hours that have been recorded and the next 7 shifts at any time Staff can view their remaining holiday entitlement and make requests for future holidays Simple rostering with customisable templates where ever you are Time offsite for assessments or escorting easily captured Suppliers can clock in and out of a job at the home Capture and manage agency and bank hours Effectively manage your staff Made up of two parts, a web-based rostering system and a local touchscreen terminal, the system will help remove the hassle of timesheets, improve accuracy in payments to staff and reduce payroll costs. The system manages exceptions which are then sent for approval helping to reduce under and over staff payments. RFID tags and capturing digital images are used to identify users helping to prevent buddy clocking.

7 Facilities Asset and contract management Never miss a job Standardised services across homes Completely integrated solution Complete facilities management Our Facilities module is an asset and service management tool for the physical items across multiple sites allowing you to keep on top of maintenance, servicing and contractor checks. Facilities generates alerts for when the work is needed, specifies the frequency per item and feeds into the Helpdesk to automatically create the job, making sure the service is standardised across all your homes. The terminal at the site allows the contractor to clock in with their unique job number and sign off for job completion. Key features Supplier portal to manage incoming quotes for approval Service management for care home owners Automation of jobs for efficient facilities management Alerts for upcoming services Avoid discrepancies over costs and track jobs from quote through to payment.

8 Purchasing Complete e-procurement Automated invoicing and approval processes Cash flow management Electronic order templates Controlled care home expenditure CareBlox Purchasing provides the structure and functionality to centrally track and control all the purchases within your care home helping to improve the overall operational effectiveness of the facility. Home level administrators and managers can create purchase order requests, which are then sent for approval by a senior manager. Spending plans can be set for up to a year in advance and orders can only be created against a planned project, allowing you to effectively manage and control expenditure. Key features Purchases linked to spending plans and budgets Handles both capital expenditure and operational expenditure Tailored authorisation levels Purchase orders generated Record invoices Personalised homepages with alerts and notifications

9 Forms Management tracking and reporting Proof of service for compliance Electronic document management Trend analysis and reports All documents in one place Our Forms module enables you to manage key documentation related to your individual care homes and group anytime and anywhere. Health & safety and regulatory documentation and trend analysis reports are digitally stored and accessible all in one location. Your library of form templates can be customised by our development team as a managed service allowing you to input the most important data for the best management of your care homes. Key features Accident & incident reports, health & safety forms and KPI input forms Add, edit, view and validate forms Review incidents and weight loss trends Input and validate forms for audit periods Manage resident lists Create action plans

10 CheckIT Proof of care delivery Reassure relatives Instant graphical reports and analysis Night and maintenance checks Key features Accurate records to help comply with regulatory standards Valuable data for care assessments Automatic monitoring and exception reporting Secure access to records anytime, anywhere View by home, region or group Alerts for a range of conditions Easy visual monitoring of care provision Ensure quality and compliancy Using the small handheld device, the care worker scans a barcode in the client s room and records their actions on the unit to provide proof of care delivery. The unit is placed on a docking station where it automatically downloads the data to a remote server making the information visible in real time. The data can be securely accessed from any location and allows remote monitoring and analysis at any time. CheckIT confirms what is and, more importantly, what isn t being done. In addition to care checks, maintenance routines allow managers to respond quickly and proactively to service requirements.

11 Clients User friendly and intuitive Automated processes All client information in one place Never miss sending an invoice Key features Records client admission details and enquiries Handles block contracts Integrated billing calendars Invoice approval functions and easily recall previous invoices Complete client fee history Track hospitalised clients Automatic management alerts Resident and applicant management Our comprehensive client management module provides accurate information about your client occupancy, fees, invoicing and new enquiries. Detailed management reports at both home and group level help you to track core indicators like occupancy and fee income as well as useful information like residents birthdays. Each client can have multiple fees from any number of sources and with any frequency. The system will automatically select the right fees at the right time for invoicing.

12 Allowance Manage all client personal finances Batch transaction and automated receipts Low funds alert Real-time accurate reporting Look after your clients finances Control and manage your clients personal allowances and create multiple accounts for the home. All client financial activities are recorded allowing the administrator to track deposits, withdrawals and transfers while the batch system speeds up transactions between multiple clients and a sole provider, for example a hairdresser or newsagents. As well as managing clients personal finances, CareBlox Allowance also tracks and records valuable items entrusted to the home, providing real-time, accurate, trackable records for efficient management. Key features Create multiple group accounts and assign clients Record deposits, transfers and withdrawals Produce client balance statements Record valuable items entrusted to the home Petty cash management Accurate and trackable records and detailed management reports

13 Other Access solutions When you join Access CareBlox you have the added benefit of our additional software solutions across HR, Payroll, Business Intelligence and Finance that can integrate straight into your system for greater business efficiency. HR Access Human Resources software will support every aspect of your HR, talent management, learning and development, and absence management. From recruitment and onboarding to performance and absence management, as well as a flexible range of payroll solutions, we will help you to unite, integrate and optimise all of your people processes. Business Intelligence Our business intelligence solution simplifies the way people use data by making it a natural part of how they make decisions. Our mission is to deliver innovative, reliable and high-quality business analytics. With deep vertical expertise, we help organisations to identify and measure KPIs for enhanced performance. Finance Access finance solution gives you complete control of your business operation. Around 1,500 organisations use our solution to streamline processes and make informed business decisions. Our unified system enables users to access consolidated, accurate data with extensive reporting & analysis capabilities. Payroll When it comes to paying your staff, we will help you do this in the most efficient and reliable way for your organisation. Whether you re looking for simplified payroll processing, or a service to manage the entire function for you. On-premise, payroll processing or a fully managed service; your payroll, your way.

14 Talk to us Access has both industry and sector expertise that span across many years. Our customers invest in us because we are passionate about what we do and dedicate our time to provide the best possible software solution for you and your business. Contact us for a tailored demo: Staff management is greatly important to our organisation and services. We understood that to successfully develop our business we needed to move away from manual processes and our outdated legacy system in favour of a new management solution Neil Russell, PJ Care

15 About Run and grow your care home facility with speed and ease Access has both industry and sector expertise that span across many years. Our customers invest in us because we are passionate about what we do and dedicate our time to provide the best possible software solution for you and your business. We work with over 1,300 care home providers and manage over 75,000 employees time & attendance with our software. We pride ourselves on our speed and ease of implementation and this is why we are able to maintain a 96% customer retention rate. We work with all different sizes of businesses from startups to global franchises. When you join Access you have the added benefit of our additional software solutions across HR, Business Intelligence and Financial and Project Accounting that can integrate straight into your system for greater business efficiency. Sales: Write to us: Access Group One Aldgate London EC3N 1RE Classification: Classification: Public Public Brought to you by Access Group

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