Discover the depth of Care Home Director
From a resident’s preferred way to communicate to the visitor arriving this afternoon. From a swallowing plan to the skills needed on tonight’s rota. Explore the records and workflows that connect your whole home.
One connected home
Explore the menu options below to see exactly what each area does and the information it holds.
The complete feature catalogue
Browse by area or search for a particular task or piece of information. Every entry explains its purpose, where to find it, and the information recorded or displayed.
A separately formatted document with a contents page and page numbers.
Menus depend on your role, organisation and enabled modules. Menu paths below are a guide to finding the screen after signing in. eMAR and platform administration have their own availability labels.
Showing all 163 entries across 16 areas.
Try a shorter search, choose another area, or clear the filters to see the full catalogue.
From the group-wide view to today’s priorities in one home, bring residents, people and outstanding work together.
Open the homes you work with and switch between authorised organisations using one account.
Where to find it
Home / Choose organisation
See current residents, reviews needing attention, medication reviews, staffing, today’s activities and shortcuts to daily work.
Where to find it
Care home → Overview
Review exceptions across the home and produce a PDF overview for management discussion.
Where to find it
Care home → Shift overview
Maintain rooms, assign residents and see occupied and available accommodation.
Where to find it
Care home → Rooms
Maintain the home’s contact and service information and configure the review intervals used in resident workflows.
Where to find it
Care homes → Add / Edit care home → General / Review scheduling
Look up a provider’s homes, choose homes to import, and refresh the stored CQC profile, ratings and report history where the lookup service is available.
Where to find it
Care homes → Provider import / Edit care home → General
Find organisation tools, clinical libraries, reports and administration appropriate to your role.
Where to find it
Manage → Operations
A resident record extends far beyond a name and a care plan: it brings identity, relationships, communication, background and practical arrangements together.
Search residents across your permitted homes and open each person’s workspace.
Where to find it
Residents / Care home → Residents
Start with a resident-centred summary and navigate into care, health, documents and administration.
Where to find it
Resident → Overview
Record identity, admission details and who coordinates the person’s care.
Where to find it
Resident → Personal & contacts → About the resident
Help staff understand the person’s background and how best to communicate with them.
Where to find it
Resident → Personal & contacts → Personal background
Keep the addresses associated with a resident available within their record.
Where to find it
Resident → Personal & contacts → Addresses
Maintain family, next-of-kin, friend, advocate, guardian and attorney contact information.
Where to find it
Resident → Personal & contacts → Contacts
Keep the resident’s GP, pharmacy, nursing, social-work and other professional contacts together.
Where to find it
Resident → Personal & contacts → Health / professional contacts
Retain general information alongside the structured care records.
Where to find it
Resident → Daily care → General resident notes
Manage the resident’s room placement and related resident settings.
Where to find it
Resident → Administration → Room / placement settings
Record who funds the placement and when arrangements need review.
Where to find it
Resident → Administration → Funding
Carry information through the resident’s journey, from the first assessment to a hospital transfer or the return of personal belongings.
Build a structured assessment before admission and carry accepted information into the admission process.
Where to find it
Care home → Pre-admissions → Create / Assessment
Work through admission in stages, save a draft and resume it. Outstanding checks can become assigned follow-up work.
Where to find it
Care home → Admit resident / Resident → Administration → Continue admission
See which residents still need their initial assessment work completed and open the relevant record.
Where to find it
Care home → Initial assessments
Prepare a transfer record and generate a hospital PDF or document bundle with the resident’s care information.
Where to find it
Resident → Administration → Hospital grab sheet / transfers
Manage discharge, transfer, temporary hospital absence or death with recorded authorisation and follow-up.
Where to find it
Resident → Administration → Offboarding
Review the retained summary of a completed departure and its outstanding administration.
Where to find it
Resident → Administration → Closure summary
Connect what a person needs with what was actually done, when it happened, who recorded it and what needs attention next.
Capture care and observations as they happen, including mood, food, fluids and concerns for the next shift.
Where to find it
Care home → Record care / Resident → Daily care → Record care note
Read daily records in sequence and filter to the person or period you need.
Where to find it
Care home → Care timeline / Resident → Daily care
Identify residents without a recorded care note on the selected day.
Where to find it
Care records → Missing daily care records
Create resident-specific instructions from templates, choose schedules and maintain instruction versions. Pause, resume or end an instruction when needs change.
Where to find it
Resident → Daily care → Scheduled care
Find care due now, overdue work and completed or exceptional tasks.
Where to find it
Care home → Scheduled care
Record completion evidence, or an authorised deferral, cancellation or other outcome, retaining the timing and explanation.
Where to find it
Scheduled care → Open task
Review delivery, lateness and missed care across residents and staff.
Where to find it
Operations → Scheduled care compliance
Maintain reusable instructions and the questions, schedules and completion options used when recording care.
Where to find it
Operations → Care task library
Mark areas of concern on the body, retain versions and attach photographs to specific points with recorded consent information.
Where to find it
Resident → Daily care → Body maps
Build a structured account of needs, agreed support, risk and review decisions, with a history of how care changes.
Create and review care-plan versions organised into domains, then sign off and export approved versions.
Where to find it
Resident → Care planning → Care plans
Edit the specific area of care, record a review and keep section-level changes.
Where to find it
Care plan → Open domain
Review the recorded quality of a care plan and its domain-level findings. AI-assisted findings require staff review.
Where to find it
Resident → Care plans → Quality audit
Complete structured assessments covering nutrition, falls, pain, continence, skin, oral health and mental capacity, with review dates.
Where to find it
Resident → Care planning → Assessments
Record risks, their controls, review decisions and evidence.
Where to find it
Resident → Care planning → Risks
Record dependency across areas of daily living and see estimated care hours used in staffing planning.
Where to find it
Resident → Care planning → RCN dependency / care hours
See resident review schedules and record review outcomes against the relevant area of care.
Where to find it
Resident → Care planning → Reviews
Find overdue and upcoming reviews, incomplete profiles and admission issues at home or organisation level.
Where to find it
Residents → Review warnings / Care home → Resident reviews
Configure the domains and sections used to structure care plans.
Where to find it
Manage → Care-plan domains
Bring measurements, condition-specific monitoring, legal decisions and clinical history into the same resident workspace.
Review measurements over time and open a metric for its detailed history.
Where to find it
Resident → Health & medicines → Health overview
See a summary of the resident’s clinical records and move directly to the relevant detail.
Where to find it
Resident → Health & medicines → Clinical summary
Record and retain clinical measurements with time, notes and staff attribution.
Where to find it
Resident → Health & medicines → Observations
Assign conditions, record diagnosis and severity, and tailor monitoring and responsibilities to the person.
Where to find it
Resident → Health & medicines → Health conditions
Set monitoring frequency and thresholds, record results and significant events, and review the instructions as needs change.
Where to find it
Resident → Health conditions → Monitoring / Events / Reviews
Maintain organisation versions of condition guidance and control their availability across care homes.
Where to find it
Operations → Condition library
Record decision-specific capacity, consent, best-interest decisions, powers of attorney and advance decisions.
Where to find it
Resident → Health & medicines → Capacity / consent
Record the presence of current resuscitation and emergency-care documents, upload evidence and review it.
Where to find it
Resident → Health & medicines → DNACPR / ReSPECT
Follow the sequence of clinical events and their source records.
Where to find it
Resident → Administration → Clinical history
Keep prescribed medicines, allergies, changes and review actions visible within the resident record.
Record current and historic medicines, search the medicine catalogue and retain prescribing and administration instructions.
Where to find it
Resident → Health & medicines → Medication
Record allergies and reactions, and document medicine reviews and follow-up decisions.
Where to find it
Resident → Health & medicines → Allergies / medication reviews
Retain the reason and history when doses, frequency or route change, or a medicine is suspended, restarted or stopped.
Where to find it
Resident → Medication → Changes / History
Record as-required medicine use, its effectiveness, refusal reasons and actions taken.
Where to find it
Resident → Medication → Events
Bring PRN effectiveness checks and refusal follow-ups into a dedicated work list.
Where to find it
Care home → Medication follow-ups
A detailed electronic medication workflow covering rounds, reconciliation, stock, witnesses and follow-up. This module is development-only and requires clinical and local go-live approval before live medicines use.
Find medicines tasks by workflow and open contextual help explaining what to check, what to record and what happens next.
Where to find it
Care home → eMAR → Task navigation / Help
Find current approved care-home policies and external NICE/CQC guidance without replacing resident-specific instructions. Authorised staff manage versions and private policy documents.
Where to find it
eMAR → Medication Guidance & Policies
Follow a guided resident and medicine workflow, check administration details and confirm the actual outcome.
Where to find it
Care home → eMAR round
Check verified resident-specific instructions, dose and timing limits before confirming an as-required administration and its effectiveness follow-up.
Where to find it
eMAR → PRN
Review what happened after an administration, record effectiveness and actions, and keep event follow-up separate from routine medication reviews.
Where to find it
eMAR → Check effects and refusals
Prepare resident-specific instructions and obtain independent verification before use.
Where to find it
eMAR → PRN instructions
Version the home process and formulary and record independent clinical governance approval evidence; software access is not clinical authority.
Where to find it
eMAR → Homely remedies policies
Record resident assessments and ownership of personal OTC products without treating advice as a prescription.
Where to find it
eMAR → Non-prescribed suitability
Record actual non-prescribed events in the existing MAR ledger, with stock traceability and escalation of historical concerns.
Where to find it
eMAR → Give homely remedies / OTC
Check incoming medicine information and verify reconciliation items before applying changes.
Where to find it
eMAR → Reconciliation
Maintain the times and instructions that generate medication rounds.
Where to find it
eMAR → Schedules
Manage shared home stock without mixing it with medicines belonging to individual residents.
Where to find it
eMAR → Home-owned homely remedy stock
Track batches, receipts, use, removals and reconciliation, with ordering and receipt records.
Where to find it
eMAR → Stock
Record controlled-drug counts and request independent verification by another authorised member of staff.
Where to find it
eMAR → Controlled drugs
Investigate and review differences found in controlled-drug counts.
Where to find it
eMAR → Controlled-drug discrepancies
Prepare disposal requests and obtain independent witness confirmation, with the reason and staff attribution retained.
Where to find it
eMAR → Controlled-drug disposals
Review prescribed, homely-remedy and personal OTC events. Permission-controlled corrections retain the original record and an audit trail rather than silently replacing history.
Where to find it
eMAR → History
Review prescribed and non-prescribed administration and exception records over a selected period, with medicine categories kept visible.
Where to find it
eMAR → Report
Review due, recorded and exceptional medication work.
Where to find it
eMAR → Compliance
Carry outstanding medicines work into the next shift.
Where to find it
eMAR → Handover
Open the person’s medication workspace for current medicines and administration context.
Where to find it
Resident → Health & medicines → eMAR resident profile
Review prescribed medicines, homely remedies and personal OTC events in the existing administration record. Non-prescribed events do not create scheduled doses or missed-dose entries.
Where to find it
Resident → Health & medicines → MAR chart
Bring medication exceptions, stock concerns and governance work into a single overview.
Where to find it
eMAR → Safety dashboard
Record medicine review outcomes and track due work.
Where to find it
eMAR → Medication reviews
Track renewal requests and their progress.
Where to find it
eMAR → Prescription renewals
Review administration schedules after medication changes.
Where to find it
eMAR → Schedule reviews
Record the actions needed after medication exceptions.
Where to find it
eMAR → Exception follow-ups
Connect what is planned in the kitchen with each person’s dietary needs, what was served and what was actually eaten or drunk.
Open the home’s nutrition workspace for planning, service and recording.
Where to find it
Care home → Menus
Maintain recipes and their nutritional information for menu planning.
Where to find it
Menus → Recipes
Build menus by date and meal slot, with the choices available to residents.
Where to find it
Menus → Planner
See the people being served, their choices and dietary warnings, then record service and intake.
Where to find it
Care home → Meal service
Record actual meals and maintain individual dietary instructions.
Where to find it
Menus → Meal recording / Resident → Dietary profile / meal recording
Record speech and language therapy guidance and carry it through to the staff-facing dietary profile.
Where to find it
Resident → Health & medicines → Nutrition & swallowing
See home-wide missing records, repeated low intake, declines and progress against fluid targets.
Where to find it
Menus → Nutrition oversight
Review meal-service exceptions and the recording or follow-up they need.
Where to find it
Menus → Meal exceptions
Give the next shift a dietary summary, including a downloadable PDF.
Where to find it
Menus → Dietary handover
Review a person’s intake history and nutrition information over time.
Where to find it
Resident → Health & medicines → Nutrition & fluid analysis
Configure the home’s meal and hydration recording defaults.
Where to find it
Menus → Settings
Plan meaningful experiences, organise the people delivering them and record how each resident participated.
Maintain a home library, copy templates and archive or restore activities.
Where to find it
Care home → Activities
Define how an activity is delivered and the preparation and risk information staff need.
Where to find it
Activities → Create / Open activity / Edit
See scheduled activity sessions and arrange one-off or recurring events.
Where to find it
Activities → Activity diary
Arrange the practical details and resident places for an activity.
Where to find it
Activity diary → Create session / Edit session
Start, complete, postpone or cancel sessions and record participation for each resident. Produce a session sheet PDF.
Where to find it
Activity diary → Open session
Maintain external providers and their assurance documents.
Where to find it
Activities → Providers → Create / Open / Edit
Record personal interests and preferences and review the person’s activity history.
Where to find it
Resident → Daily care → Activities & preferences
Review delivery, resident participation and provider visits.
Where to find it
Activities → Reports
Configure the categories and settings used by the home’s activity workflows.
Where to find it
Activities → Settings
Give the front door and family communication the same attention as the care record: know who is expected, who is on site and which resident they are visiting.
Book family, professional and other visits, edit bookings and find previous visitor details.
Where to find it
Care home → Visitors → Book a visit
Send booking details by email, optionally include a booking code and allow the visitor to cancel through their link.
Where to find it
Visitors → Booking / Visitor’s email link
Check arriving visitors against their booking or record a walk-in. Record the identity check or authorised exception.
Where to find it
Visitors → Sign in / Confirm arrival
See the recorded on-site list for fire and safety checks, sign visitors out and review today’s visits.
Where to find it
Visitors → Visitors on site / Today’s visitor record
Link a visit to the resident and retain the visit in their care-note history.
Where to find it
Visitors → Link resident / Resident → Daily care
Grant or revoke a contact’s access to the resident’s selected family information.
Where to find it
Resident → Personal & contacts → Family portal
Allow family submissions through the portal and review them before incorporating them into staff workflows.
Where to find it
Resident → Personal & contacts → Family feedback / Care home → Family portal review
Bring staff records, skills, care-home access and the weekly rota together, with detailed coverage planning and practical staffing controls.
Maintain a group-wide staff directory, assign people to homes and open their employment record.
Where to find it
Manage → Staff & HR / Care home → Staff
Keep personal and organisation-specific employment details together with appropriate access controls.
Where to find it
Staff & HR → Open staff member
Retain qualifications, protected employment files and the people to contact in an emergency.
Where to find it
Staff record → Qualifications / Documents / Contacts
Record the checks and actions associated with joining or leaving the organisation.
Where to find it
Staff record → Lifecycle checklists
Manage accounts, roles and access to the organisation and its care homes.
Where to find it
Manage → Users
Maintain courses and staff training records, arrange training events and review the training matrix.
Where to find it
Staff & HR → Training
Create and edit shifts, copy a day, view weekly staff hours and compare planned staffing with estimated resident care needs.
Where to find it
Care home → Rota
Create coverage blocks on a time line and allocate staff to the required headcount, roles and current training.
Where to find it
Rota → Coverage planner
Move between weeks and inspect each day’s planned coverage blocks and staffing gaps.
Where to find it
Rota → Weekly coverage overview
Save reusable weekly patterns and apply them with optional saved staff assignments.
Where to find it
Rota → Templates / Save this week as a template
Flag gaps in configured future coverage blocks and bring them to managers’ attention. Resolved coverage closes the related work.
Where to find it
Rota → Coverage / Action queue / Notifications
Submit leave requests, record absence and approve or decline leave.
Where to find it
Rota → Staffing operations
Let staff claim open offers and allow a manager to check and approve allocation.
Where to find it
Staffing operations → Open shifts and approvals
Export approved weekly hours for use in a separate payroll process.
Where to find it
Staffing operations → Download payroll CSV
Apply configured shift access windows and show upcoming shifts when access is outside the permitted window.
Where to find it
Sign in → Not on shift
Turn important information into visible work, preserve the decisions made and help the next shift pick up where the last one finished.
Prepare a structured outgoing handover with a snapshot of relevant care and operational issues, acknowledge it and download a PDF pack.
Where to find it
Care home → Handovers
Open the handovers relevant to you in your accessible home.
Where to find it
Profile menu → My handovers
Record incidents, add investigation updates and record actions, outcomes and management review.
Where to find it
Care home → Incidents / Resident → Daily care → Incidents
Review incident patterns and outcomes over a selected period.
Where to find it
Care home / Organisation → Incident reporting
Record concerns and preserve investigation, evidence, outcome and management review through closure.
Where to find it
Care home → Safeguarding
Work through shared operational actions arising from care, reviews, incidents and other workflows.
Where to find it
Care home → Outstanding tasks / Operations → Action queue
See outstanding work relevant to the user and navigate to the underlying task.
Where to find it
Top bar → Tasks
Read in-app alerts, open the related work and acknowledge alerts that require a response.
Where to find it
Top bar → Notification bell / Notifications
Review management patterns across resident and care information.
Where to find it
Organisation → Manager trends
Move from individual records to management information, with filtering, exports and a history of the evidence produced.
Browse report categories, keep favourites, set filters and open detailed reports. Use PDF, Excel, CSV, print and charts where supported by that report.
Where to find it
Care home / Operations → Reports
Review who is living in the service, admissions and bed availability.
Where to find it
Report Centre → Residents / Operational
Review care-plan reviews, falls, nutritional risk, weight changes, medicines and allergies.
Where to find it
Report Centre → Care Planning / Clinical / Medication
Review condition records, monitoring, significant events and the use of templates.
Where to find it
Report Centre → Clinical
Examine planned versus recorded care, lateness and staff completion patterns.
Where to find it
Report Centre → Care delivery
Track planned departures, hospital stays, completed departures and remaining property or follow-up.
Where to find it
Report Centre → Residents / Operational
Review participation, provider visits, staff training expiry and outstanding actions.
Where to find it
Report Centre → Activities / Staff / Compliance
Generate a care-home and date-scoped PDF of supporting operational evidence.
Where to find it
Reports → Pilot evidence pack
Upload protected documents, retain review dates and record document reviews. Authorised users can download the files.
Where to find it
Resident → Documents → Resident documents
Review recorded changes and activity with attribution and resident context.
Where to find it
Resident → Administration → Audit history / Manage → Audit trail
Review organisation compliance information and record management review.
Where to find it
Manage → Compliance
Manage the organisation around the care: access, billing records, personal preferences, practical help and support conversations.
Maintain organisation details and the configuration used by its homes and users.
Where to find it
Manage → My organisation
Set organisation-level permission overrides for the different roles and functions.
Where to find it
Manage → Permissions
Maintain organisation or home billing profiles and review billing estimates and settings.
Where to find it
Organisation → Billing
Maintain account details, password, two-factor authentication, appearance and notification preferences.
Where to find it
Profile menu → My profile
Review recorded sign-in attempts and access activity.
Where to find it
Manage → Login history
Read the platform’s Cookie, Privacy, Terms of Use and Disclaimer pages.
Where to find it
Manage / Profile menu → Policies
Search help and open guidance for the screen you are using.
Where to find it
Top bar → Help
Raise support cases with attachments, follow replies and see status changes.
Where to find it
Help / Operations → Support
Specialist tools for authorised platform administrators. These sit alongside the care-home features and are restricted to the appropriate support roles.
Create and maintain care-provider organisations and their access.
Where to find it
Platform administration → Groups CRM
Configure organisation pricing and overrides, calculate distinct qualifying residents for monthly billing, and retain pricing snapshots for finalised periods.
Where to find it
Platform administration → Billing & Pricing
Maintain platform-wide options available to support administrators.
Where to find it
Platform administration → Platform settings
Create and maintain master care-task definitions for organisation use.
Where to find it
Platform administration → Jaguar care task templates
Maintain and publish the master health-condition library.
Where to find it
Platform administration → Jaguar condition templates
Create, version and maintain report definitions and layouts.
Where to find it
Platform administration → Report administration
Inspect scheduler runs and the generation and history of scheduled resident care tasks.
Where to find it
Platform administration → Scheduled task monitor
Maintain the default permission settings for roles.
Where to find it
Platform administration → Permissions
Review backup runs and use authorised backup, restore, rename and delete controls.
Where to find it
Platform administration → System backups
Manage support tickets, replies, attachments and the categories customers use.
Where to find it
Platform administration → Support
Maintain the guidance displayed throughout the application.
Where to find it
Help Centre → Manage
Availability & scope
The catalogue describes the software’s screens and workflows. Your organisation, care-home assignments, permissions and enabled modules determine what you see. Platform administration is restricted to authorised support roles.
eMAR is a development module, not approved for live medicines management. It requires clinical, pharmacy and local operational approval. AI-assisted care-plan quality findings require professional review.
Care alerts use the in-app notification system; nutrition and hydration warnings also appear in oversight and handovers. Visitor booking emails are a separate workflow. Rota coverage describes planned staffing; approved-hours exports support a separate payroll process.
Structured records and audit history support evidence gathering. They do not establish DSCR assurance or regulatory certification. Automated report delivery, payment collection and production NHS or pharmacy integrations are outside the features described here.
The detail is what makes the difference.