Honeysuckle Care Management

⚠️ Compliance Warnings

Evaluating...

🎓 Staff Training & Checks

Checking...

💊 Medication rounds

Checking...

🎟️ Upcoming events

🚨 Incident follow-up

Checking...

📣 Complaints

Checking...

📈 Monitoring

Checking...

⚖️ DoLS & capacity

Checking...

🏖️ Leave

Checking...

✅ Audits & maintenance

Checking...

📥 Enquiries

Checking...

💷 Residents' money

Checking...

📋 Care Plan & Risk Reviews

Checking...

☎️ Clients Without Emergency Contacts

📅 Appointments

Appointments with no outcome recorded (shown as "Pending" on the client's record): first those whose date has passed, oldest first, then upcoming ones. Click one to open it and record the outcome.

🚨 Emergency Contacts

Financial Summary

📄 Policies & Procedures

👪 Family

Messages, news and visits.

Resident

🗓️ Rota

Shifts at each residence. Confirm the shifts you've worked, with the times you actually worked.

My shifts

Week

🏖️ Leave

Holiday and other leave, and sickness. Holiday is counted in hours.

My leave

Waiting for a decision

Coming up (eight weeks)

Team

Name	Holiday left	Booked	Sickness (12 months)	Actions

Pending Tasks

Shift Handovers

🏢 Tenant Businesses

Manage separate care home groups and organisations.

Business Name	Contact Email	Created	Two-Factor	Services	Action

💷 Platform Invoicing

Monthly invoices billed to tenants, generated and emailed automatically on the 1st of each month. Record payments (including part payments), email an invoice or reminder, and see what each tenant owes.

Aged debt

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Invoices

Invoice #	Tenant	Period	Amount	Balance	Status	Emailed	Actions
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📋 System Audit Log

Entries are kept for the retention period set in Settings (never less than the care record retention, as the NHS Records Management Code of Practice requires) and removed automatically after that.

Chronological history of major system actions, including sign-ins and records opened. Each entry is linked to the one before it, so any change, insertion or deletion can be detected.

Timestamp	User	Tenant	Action Type	Details
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Incident Reporting

Date	Residence	Client	Type	Follow-up	Reported By	Files	Actions

📈 Monitoring charts

Fluids, food, weight (MUST), repositioning, bowels and observations (NEWS2). Record as you go.

⚖️ Capacity & DoLS

Resuscitation decisions, DoLS authorisations, mental capacity assessments and legal authority, for every resident.

Resident	Resuscitation	DoLS	Capacity assessments	Legal authority	Due
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Complaints & Compliments

Received	Kind	Residence	About	From	Summary	Progress	Actions

Daily Records

Date	Residence	Client	Shift	Observations & Care	Mood	Files	Action

💊 Medication round

Electronic medication administration record (eMAR). Record each dose as you give it.

🎟️ Events

Outings and activities: who is invited, who is going and how they'll get there.

✅ Audits

Quality checklists at each residence, on a schedule, with an action plan from every No.

Due

Checklist	Residence	Last done	Next	Actions
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Actions

What	Residence	Who	Due	Actions

Recent audits

Date	Checklist	Residence	Score	By	Actions

🔧 Maintenance

Report a repair, then follow it through to done.

Priority	What	Residence	Reported	Due	Status	Actions
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📄 Policies

Read each policy for your role and confirm you have understood it.

Ref	Policy	Version	Me	Staff read	Actions
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🔄 Import & export

Bring residents and staff in from a spreadsheet; send commissioners their return; take a copy of everything.

Import from a spreadsheet

What is in the file

Residents Staff

One resident per row. Needed: First name and Last name. Also read: date of birth, NHS number, residence (its name here), room, date moved in, weekly fee, phone, NI number, GP, emergency contact and phone, finance reference and PO number. Residents already here (same NHS number, or same name and date of birth) are skipped.

One person per row. Needed: Name and Role (Admin, Care provider or Support worker). Also read: username (made from the name if blank), email, phone, job title and residences (separate several with a semicolon). Each new account gets a temporary password, shown once for you to hand out.

The CSV fileIn Excel: File > Save As > CSV UTF-8. Dates as 31/12/1940.

Rows with problems are left out; fix them and import the file again.

Commissioner return

Every placement in the period: the resident, their NHS number and references, where, from and to, days of care, the weekly fee and what was invoiced. For a local authority or ICB return.

Download all records

Everything held for your care provider, as spreadsheet (CSV) files in one ZIP: residents and their records, staff, the rota, incidents, invoices, the audit log and more, with a README explaining each file. For moving to another system, or keeping a copy when you leave. Passwords and security keys are never included.

Include every document and photo (a much bigger file)

📥 Enquiries

From the first call to moving in: visits, the pre-admission assessment, offers and admissions.

Places

💷 Residents' money

Cash kept for each resident. Every entry is signed off by two members of staff.

Residence

Resident	Balance	Last cash count	Status	Actions
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💳 Invoice & Payment Management

Generate 4-week invoices, email them, record payments (including part payments) and see what is owed.

Aged debt

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Invoices

Invoice #	Residence	Period	Amount	Balance	Status	Emailed	Actions
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📈 Analytics

Aggregated trend analysis for Care Quality Commission compliance audits.

Occupancy (Last 12 Months)

The share of places filled each month: each resident's days at the residence against its number of places now. Uses the residence filter above.

Enquiries (Last 12 Months)

How Enquiries Turned Out

Incidents by Category (Last 12 Months)

Shift Task Execution (Last 12 Months)

Incident Trend (Last 12 Months)

Incidents by Residence (Last 12 Months)

Always across every residence regardless of the filter above, for comparison across homes.

Facility Compliance Audit Status (Last 12 Months)

Certificates/records issued in the last 12 months. For sections with no expiry date (such as fire drills), each gap between entries, or since the last entry, longer than the Stale Activity Alert Threshold counts as a missing record.

Clients with Repeat Incidents (Last 12 Months)

Uses the residence filter above.

Injury & Fall Anatomical Frequency (Last 12 Months, Body Map Aggregation)

✅ CQC inspection evidence pack

For one residence: what the records show for each of CQC's five key questions, what to fix before an inspection, and your own notes. Download it as a PDF for the inspection. Residents are shown by initials and staff by role and initials.

Client Directory

Name	Residence	Room	Action

Residences

Residence	Tenant	Address	Occupancy	Revenue	Actions

User Management

Username	Name	Tenant	Role	Driver Status	Two-Factor	Residences / Clients	Action

Staff Training & Checks

Training, DBS checks, right to work, supervision, appraisal and other certificates.

Up to date (until) Due soon Overdue (since) Not recorded New: not due yet n/a: not needed

Staff training and checks: one row per member of staff
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Car Insurance Log

Staff	Issued	Provider	Reg	Class	Expiry	Status	Cert	Action

⚙️ Settings

Manage each area of your tenant's configuration below.

🏢

General & Branding

Tenant name, app title, and favicon.

⏱️

Compliance & Retention

Alert thresholds, audit log retention, and staff edit windows.

✉️

Email & Alerts

SMTP configuration and where alert emails are sent.

💰

Financial Options

Manage benefit and contribution categories.

🗂️

Layout & Permissions

Reorder tabs, cards, and sections; control which roles see what.

🧾

Accounts

Registration numbers, the accounts contact shown on invoices, and payment terms.

🔐

Two-Factor Login

Require a code from an authenticator app when staff sign in.

🗃️

Records Due for Deletion

Residents whose care ended longer ago than the retention period. Review and approve each deletion.

🧩

Third-Party Software Review

Monthly check that every library and server component is up to date and supported. Super Admin only.

Services

The optional services your care provider has (such as the Rota, eMAR and Family portal), and which residences use each one.

Service Prices

The standard monthly price per resident of each optional service, added to tenants' platform invoices. Super Admin only.

Staff Training & Checks

The checks, training courses and certificates tracked for staff: how often each is due, and who needs it (everyone, staff at chosen residences, or optional). Also the Update Service period and how long leavers' records are kept.

Rota & Shifts

The shift types at each residence (times, breaks, sleep-ins), and whether care providers can plan shifts at their residences.

💷

Platform Settings

Your business details and logo on platform invoices, invoice reminders, and the mail server invoices are sent from. Super Admin only.

Clock Check

Checks the app and its database both work in UK time (GMT/BST), and what the database used before. Super Admin only.

🔑

Encryption Keys

Key upgrade and rotation, re-encrypting stored data, and the offline escrow copy. Super Admin only.

🔒

Automated Daily Records

Password-protected. Super Admin only.

Once a month, check each component below for a newer release and for published security advisories. Upgrade anything with a critical or high-severity fix within 14 days (the Cyber Essentials rule), and plan upgrades before anything reaches the end of its support. The versions shown are read from the running system.

Automatic checks

Components

Component	Version	Support	Check here	Checked

Notes (optional) E.g. what was updated, or what's planned and by when ("PHP 8.4 upgrade booked for November").

Tick every component as checked to complete the review.

Previous reviews

Managed Financial Options (Benefits & Contributions)

Option Name	Type	Action

Automatically creates a placeholder Daily Record for any client with no entry logged for the previous day. Auto-generated entries are always clearly flagged in the client's record and never look like a genuine staff observation.

Section Password

Tenant	Residence	Shift	Pause Window	Status	Action

Choose a new password

Two-factor login

Set up two-factor login

Set up two-factor login

Save your recovery codes

⚠️ Compliance Warnings

🎓 Staff Training & Checks

💊 Medication rounds

🎟️ Upcoming events

🚨 Incident follow-up

📣 Complaints

📈 Monitoring

⚖️ DoLS & capacity

🏖️ Leave

✅ Audits & maintenance

📥 Enquiries

💷 Residents' money

📋 Care Plan & Risk Reviews

☎️ Clients Without Emergency Contacts

📅 Appointments

✍️ Clients Missing a Consent Form

🚨 Emergency Contacts

Financial Summary

📄 Policies & Procedures

👪 Family

🗓️ Rota

My shifts

Week

🏖️ Leave

My leave

Waiting for a decision

Coming up (eight weeks)

Team

Pending Tasks

Shift Handovers

🏢 Tenant Businesses

💷 Platform Invoicing

Aged debt

Invoices

📋 System Audit Log

Incident Reporting

📈 Monitoring charts

⚖️ Capacity & DoLS

Complaints & Compliments

Daily Records

💊 Medication round

🎟️ Events

✅ Audits

Due

Actions

Recent audits

🔧 Maintenance

📄 Policies

🔄 Import & export

Import from a spreadsheet

Commissioner return

Download all records

📥 Enquiries

Places

💷 Residents' money

💳 Invoice & Payment Management

Aged debt

Invoices

📈 Analytics

Occupancy (Last 12 Months)

Enquiries (Last 12 Months)

How Enquiries Turned Out

Incidents by Category (Last 12 Months)

Shift Task Execution (Last 12 Months)

Incident Trend (Last 12 Months)

Incidents by Residence (Last 12 Months)

Facility Compliance Audit Status (Last 12 Months)

Clients with Repeat Incidents (Last 12 Months)

Injury & Fall Anatomical Frequency (Last 12 Months, Body Map Aggregation)

✅ CQC inspection evidence pack

Client Directory

Residences

User Management

Staff Training & Checks

Car Insurance Log