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Client enquiries
Handle enquiries efficiently, capture requirements, create proposals and contracts, and onboard new clients seamlessly.
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Handle enquiries efficiently Follow a smooth, efficient process for dealing with new client enquiries
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Capture the right details from every enquiry, including the caller and their contact details, the potential client and their relationship to the caller, and who they were referred by or how they heard about your service.
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Set deadlines for follow-up tasks, like sending out funding information or carrying out assessment visits, and tick them off as they’re completed.
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Attach any documents sent to the client to create a record.
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Create reports to understand where enquires come from and which campaigns are most successful.
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Onboard new clients seamlessly Generate proposals, quotes and contracts and add new clients’ details straight into the system
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Merge prospective clients into the system easily. Convert information into a new client profile, including pre-admission assessments. Complete with contact and funding information, schedule of care requirements and history, at the click of a button.
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Generate letters and contracts quickly using document templates.
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Build proposals for the services needed and see costs instantly.
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Keep an accurate audit trail of new client enquiries through the system.
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Mastering care delivery with AI
Access Evo is built into your Access care products and, therefore, the heart of your care organisation, providing a software experience to enhance outcomes and provide better personalised and preventative care.
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See the software in action
Delivered through Access Workspace for Care
Access Workspace for Care provides continuously updated insights enabling real-time decisions and actions across the whole care operation, saving you time every day.
Access Workspace for Care connects all Access products from within our ecosystem of solutions with a single sign-on. If you have our Financials and HR products, then these will feed in to give you an even richer and more informative picture of your business. Everything runs - and uses - centrally-held data so you know the information you are looking at is the latest available.
Easy-to-use apps bring together your Access products into one place and provides unparalleled levels of actionable insight. Connecting the apps brings the ultimate visibility of your whole operation. Connecting the apps brings the ultimate visibility of your whole operation and the opportunity to deliver truly joined-up care.
Software for every part of care management
Our software can be configured to suit each individual organisation and is suitable for small independents through to large multi-service organisations and franchises.
Access Workspace for Care connects all Access products with a single sign-on. If you have our Financials and HR products, then these will feed in to give you an even richer and more informative picture of your business. Everything runs - and uses - centrally-held data so you know the information you are looking at is the latest available.
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Rostering and payroll
Automatically track time and attendance, and quickly calculate payroll
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Electronic care plans
Build comprehensive care plans using industry-standard assessment forms, and keep them up to date with real-time information.
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Daily records, risks and incident reporting
Manage day-to-day care effectively, report risk and incidents as they occur and get real-time monitoring and alerts.
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eMAR and medication management
Know which medication to give, how and when. Record administration accurately and get alerts when medication is missed.
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Care compliance
Get a single view of your governance and quality across multiple services.
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Recruitment and screening
Manage candidates from job search and application through to assessment and offer, with automated checks to ensure compliance.
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Retention and engagement
Engage and incentivise your care workers and attract new staff with our unique on-demand pay app, and simple yet impactful employee recognition solution.
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Accounting
Manage income and expenditure, from invoices and credit control to purchase order invoicing, payroll and bank reconciliation.
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See the software in action
Access Care Suite: Software to deliver Outstanding care
Whether you’re a single provider or part of a large group, or a small, medium, or large provider, our suite of web-based home care management solutions can be configured to suit each individual organisation.
We've been helping care providers work more effectively since 2006.
Flexible and scalable: We know no two organisations are the same, so our solutions can be configured to reflect your needs, services, and terminology.
Intelligent, integrated and intuitive: We’ve added features like a mobile app, voice typing, real-time alerts, and data integration to make our products incredibly easy to use.
Completely secure: With multi-level access control, and ISO 27001 security and Information Governance Standards compliant, we make sure only the right people can access the information they need.
Person-centred, Joined up Care: With systems working together, you are able to get closer to delivering joined up care and getting a more holistic, full picture of an individual’s care.
Explore our products:
Whether you’re a single provider or part of a large group, our suite of web-based home care management solutions can be configured to suit each individual organisation.