Care Esteem
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. 07 - Client Settings & Service Management

Configure services your way.

Configure how each client is supported. Service types, rates, contacts, and preferences stay organised in one place with Care Esteem's home care management software.

app.careesteem.co.uk/service-management
AO
Mrs Ada Okafor Age 69
๐Ÿ“ 9 Ribbleton Lane, Preston, PR1 5EZ
๐Ÿ—Ž DNACPR: Not in Placeโš  Moderate๐Ÿ”‘ KEY SAFE 534534NHS NUMBER
123 456 7890
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Settings Configure individual client preferences and profile options

๐Ÿ“… Service Start Date / End Date

SERVICE START DATE : 21-04-2026 | CLIENT STATUS : Active | SERVICE END DATE : 31-05-2026

โธ Temporary Inactive

Homecare paused - hospitalisation, family support, vacation or reassessment; services resume when resolved.
COMPLETEDFamily Support
02-05-2026 โ†’ 03-05-2026
COMPLETEDService Review
28-04-2026 โ†’ 28-04-2026
UPCOMINGRespit e - Hospital Stay
12-07-2026 โ†’ 19-07-2026

โ–ฆ QR Code check-in and check-out

Carers check in and out by scanning the QR code at the client's home.
โŸณ Regenerate QR ๐Ÿ–ถ Print QR Code
START : 21-04-2026ActiveEND : 31-05-2026
COMPLETEDFamily Support
02-05 โ†’ 03-05-2026
UPCOMINGRespit e - Hospital Stay
12-07 โ†’ 19-07-2026
SERVICE WINDOW
21-04-2026 โ†’ 31-05-2026
Active every package, configured per client
AT THE DOOR
QR check-in / check-out
proof of attendance, timestamped
PAUSES
3pauses logged ยท 1 upcoming respite
Fig. 7 - Client Settings & Service Management inside Care Esteem.
Key benefits

What it does for your service

  • Configure visit types, frequencies, charge rates, funding sources, carer gender and driver requirements
  • The roster enforces these settings - a female-carer requirement flags a male assignment before confirmation
  • Double-up rules and care preferences are applied to every relevant visit
  • Service changes are logged with who made the change and when
How it works

From everyday care to inspection evidence

1Configure

Set visit types, rates, funding and preferences per client.

2Assign

Coordinators build the roster around each care package.

3Enforce

The system flags any assignment that breaks a client's rules.

4Log changes

Every service change is recorded for governance.

Business value

Why it matters at inspection

CQC ALIGNMENT

Demonstrates a service genuinely responsive to individual needs - and supports the Well-led question with robust governance of care-package changes.

RATED
GOOD
  • Flexible configuration
  • Better service control
  • Consistent care delivery
  • Easier 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.