Home care track
Care delivered in the client's own home.
Migration onboarding — start here
Moving an agency's records into CareOS. Work through these in order — each one assumes the last.
Module 1 · What you are moving, and who owns it
You handle somebody else's health records, on their instruction. Who owns the data, what makes it sensitive, and the gate that stops it reaching the wrong agency.
Module 2 · The honesty rails
Six rules that decide what you may and may not type into somebody else's care record. Each one was written after something went wrong.
Module 3 · The client record
The five blocks every client record carries, and the three things a migration adds: fields CareOS has no home for, the fixed import file, and a duplicate check that only works when a date of birth can be read.
Module 4 · Assessments, care plans and risks
The two records that carry a person's care, and what a migration operator may and may not fill in.
Module 5 · Medications and advance care decisions
Medications go live the moment they save, with no draft and no undo. Advance care decisions have to reach the screen a carer actually reads. The two record types where a mistake reaches a person fastest.
Module 6 · Staff records, archiving and closing a migration
The half of a migration that is not about clients: staff accounts that are not yet cleared to work, people whose care has already ended, and the checks that say a run is finished.
Care manager foundations
The wider care-manager curriculum — the care knowledge underneath the records you are moving.
Module 1 · Bringing people onto the platform
The foundational client record — who they are, where care is delivered, who matters to them.
Module 2 · Assessing needs
The needs assessment that every care plan is built from.
Module 3 · Care planning
The legal and operational spine of every client's care — from assessment to activation.
Module 4 · Scheduling & rota
SmartRota and the 10-factor match — the right carer on the right visit.
Module 5 · Daily care delivery
The visit lifecycle — 3-point GPS, five evidence streams, and the lock-after-completion record.
Module 6 · Medications
The MAR on visit — eleven outcomes, CD witness discipline, and the two audit reports.
Module 7 · Families & stakeholder engagement
Working with families, advocates, and commissioners around the care relationship.
Module 8 · Compliance, evidence & inspection readiness
The capstone — pulling the whole evidence base together for audit and inspection.