Client Lifecycle
From referral to discharge — each step unlocks the next, so nothing is forgotten.
Onboarding
Ronald Kemp (referral)
LA referral, 3 calls/day. Assessment done; care plan drafting.
Progress4/11
- Referral received
- Funding verified (Leeds CC)
- Assessment booked & done
- Risk assessment
- Care plan generated
- Medication profile
- Consent & emergency contacts
- Preferred carers identified
- Visit schedule generated
- Family portal activated
- Start date confirmed
Vera Lindsey (referral)
Private, 1 call/day. Awaiting assessment on 25 Jun.
Progress3/7
- Referral received
- Funding verified (private)
- Assessment booked
- Assessment complete
- Risk assessment
- Care plan generated
- Start date confirmed
Hospital admission & discharge
Harold Briggs (hospital admission)
Admitted 21 Jun (LGI). System auto-actioned the pause pathway.
When admission is recorded, the system auto-actions the pause pathway — no missed invoicing, no carers turning up to an empty house, family kept informed.
- Admission recorded
- Future visits auto-paused
- Family & GP notified
- Invoicing suspended
- Carers reallocated to other calls
- Discharge planning liaison
- Post-discharge reassessment booked