A lot of support tickets come down to one thing: not knowing where something lives, or what a particular toggle actually does.
Maybe it’s the tick and cross on a care plan, and whether it updates automatically or needs a manual entry. Maybe it’s whether a deleted record is really gone or just hidden from view. Maybe it’s a manager hunting for the right setting three screens into Settings, or a new starter working out where daily notes actually live.
It usually just means nobody’s walked through the whole system in order, from the Home Screen down to Settings.
What this webinar covers
This one-hour session with Sam Lewis and Steve Balfour works down CareDocs Local and Cloud in the order your staff actually meet it, from the Home Screen through to Settings.
We’ll spend the most time on the areas that generate the most support calls: the Resident Register, the Care Plan section and that tick and cross toggle, Staff Files, Home Management checks, and Forms and Reports. You’ll also get two things worth knowing cold: how CareDocs handles a care plan draft versus what you finalise yourself, and what actually happens when a record gets deleted.
Bring your questions. There’s a dedicated Q&A at the end, and the session is recorded so you can come back to it or share it with your team.
What you'll take away:
- Follow the system in the exact order your staff meet it, from logging in through the Home Screen, Resident Register, Care Plans, Staff Files, Home Management and Forms and Reports.
- Get a clear answer on the care plan tick and cross toggle: what updates automatically from an assessment, and what needs a manual, locked entry.
- Understand exactly what happens when something’s deleted. Records are hidden from view during normal use, not destroyed, unless someone uses the irreversible database deletion tool in Settings.
- See where the extras you’re already paying for sit. Management Portal, CareDocs Cloud and CareDocs Connect, so you know they exist even if this isn’t the session that goes deep on them.
- Ask your own questions live, with a recording afterwards so nothing gets missed if you can’t make the full hour.
