Care Esteem
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The Care Esteem platform

Everything your care service needs. One connected platform.

From care planning and medication management to scheduling, compliance, payroll and reporting, Care Esteem helps your entire organisation work smarter.

No. 02 - Client Management

Everything about every client, in one place.

Keep every client record in one place with Care Esteem's care management software, ensuring information stays current through the people delivering care. The digital care planning system keeps the full picture one search away while supporting CQC compliance software.

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app.careesteem.co.uk/client-management
Alex CarterCare ManagerAC
ME
Mrs Margaret Ellis Age 78
📍 14 Orchard Row, Preston, PR2 4TD
🗎 DNACPR: In Place⚠ High Risk🔑 KEY SAFE 4271fcNHS NUMBER
485 771 3092Back to List

PERSONAL BIO ✎

Name
Margaret Ellis
Gender · DOB
Female · 02-Mar-1948
Ethnicity
White : British
Religion
Church of England
Language
English
Marital Status
Widowed
⟳ Same Carer👤 Female Carer

LOCATION AND CONTACT ✎

📍 Primary Residence
14 Orchard Row, Preston, PR2 4TD
📞 Primary Mobile
+44 7700 900112
✉ Email
[email protected]
Entrance to the property is from behind the house.

ALLERGIES ✎

⚠ Penicillin - anaphylaxis ⚠ Latex - mild rash ✓ No food allergies

LASTING POWER OF ATTORNEY (LPA)

✔ Health & Welfare (Active)

✔ Property and Financial Affairs (Active)

NEXT OF KIN ✎

PRIMARY Mrs Joan Ellis
Relationship: Daughter
📞 +44 7700 900443
📍 19 Moor Park Avenue, Preston, PR1 6AS

FINANCIAL & FUNDING ✎

Lancashire County Council ✓ Regulated Care
PA Number
30412286
PO Number
47215590

RATES & RULES

Flat Rate Per Visit Charge
TOTAL VISIT TIME£
15 min£20
30 min£22
45 min£24

PERSONAL BIO

Name
Margaret Ellis
Gender · DOB
Female · 02-Mar-1948
Language
English
⟳ Same CarerFemale Carer

ALLERGIES

⚠ Penicillin - anaphylaxis
⚠ Latex - mild rash
✓ No food allergies

NEXT OF KIN

PRIMARY Mrs Joan Ellis
Daughter · +44 7700 900443
AT A GLANCE
DNACPR: In Place High Risk
NHS 485 771 3092 · Key safe 4271fc
LIVING PROFILE
Everything in one place
bio · contacts · allergies · funding · rates
NEXT OF KIN
PRIMARY Joan Ellis
+44 7700 900443
Fig. 2 - Client Management inside Care Esteem.
Key benefits

What it does for your service

  • Personal details, next of kin and data-sharing consent status, all in one secure record
  • Allergies with substance and reaction detail, DNACPR status, and LPA for health and finance
  • Ethnicity, religion, language, marital status and communication needs - every field inspectors expect
  • Carers see the full profile on their app before every visit, so care is person-centred from the first interaction
  • Update a field once and it flows through to care plans, risk assessments, logs and reports instantly
How it works

From everyday care to inspection evidence

1Create profile

Capture personal, clinical and consent detail in one structured record.

2Share to carers

The full profile appears on the carer app before every scheduled visit.

3Update once

Any change flows through to plans, assessments, logs and reports instantly.

4Stay consistent

Records are always current and never contradictory across the system.

Business value

Why it matters at inspection

CQC ALIGNMENT

Every field CQC inspectors expect to see documented is captured once, kept consistent everywhere, and visible to the carer at the point of care.

RATED
GOOD
  • Centralised client records
  • Quick document access
  • Better care coordination
  • Secure information management

Ready to see this in action?

Book a personalised Care Esteem demonstration and discover how your organisation can save time, improve compliance and deliver better care.

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