Dashboard
CareVerity ECM & Care Compliance System with CareVerity Training Academy.
CAREVERITY-LAUNCH-READINESS-001
Launch readiness tenant isolation
Dummy-only 100-company readiness model. Every launch test record includes companyId/providerId/location placeholders and must be filtered by company before display, reports, MAR, rota, tasks, messages and audit.
Hi, Sarah Williams
Personalised launch-readiness greeting with tenant-scoped message, task, rota, medication and incident counters.
Staff Support & Recognition Intelligence
Management-only support indicators for recognition, coaching and senior review. Normal care staff must not see other staff support scores or RAG status.
Recognition suggested
Support suggested
Senior review suggested
Manager approval required
Supportive actions open
Medication competency review suggested
Training Matrix connection
One working system shell for care operations, workforce, rota, Live ECM, medication, training, certificates, compliance, analytics and provider onboarding.
CareVerity ECM & Care Compliance System and CareVerity Training Academy run side by side from the same dashboard and sidebar. All records shown are fake demo data and all sensitive workflows are represented with role-based access and audit controls.
Provider/company status
Demo provider ready
London Quality Care Services demo company
Service user records
5 demo files
Client files, care plans, journals and risk tabs open
Staff records
5 demo staff
HR files, DBS, right-to-work, training and rota eligibility
Rota status
Published demo rota
Allocation warnings and permanent/cover workflows visible
Live ECM status
Live board active
Late, missed, high-risk and completed visit monitoring
Medication/eMAR status
MAR ready
Medication profile, normal MAR, controlled drugs and audit
Training compliance status
92% compliant
Academy completions update the matrix and rota checks
Certificates issued
48 this month
Saved to staff file, certificate register and CQC evidence
Compliance/audit readiness
Evidence mode
CQC, Article 32, DSPT and governance surfaces connected
Backup/export status
Demo export ready
Local export, backup log and database-export placeholder
CareVerity ECM & Care Compliance System
Client files, staff files, rota, Live ECM, medication, compliance and audit workflows share the same demo data.
CareVerity Training Academy
Training Academy courses, videos, quizzes, certificates and the Training Matrix are connected to HR staff files.
Quick access
Direct links to the separated rota planning, live monitoring and TV wallboard workflows.
My Tagged Journal Items
Tagged journal entries create personal tasks, read receipts and completion tracking.
| Entry | Subject | Assigned to | Priority | Status | Due | Reason | Actions |
|---|---|---|---|---|---|---|---|
| JRN-DEMO-0002 | Social services package review | Demo Care Coordinator A (Care Coordinator) | High | New | Next working day | Professional response required | |
| JRN-DEMO-0003 | Skin integrity concern | Demo Field Care Supervisor (Field Care Supervisor) | High | In progress | 16 May 2026 | Risk assessment update required | |
| JRN-DEMO-0001 | Lunch call time change | Demo Care Coordinator A (Care Coordinator) | Normal | Awaiting information | 16 May 2026 | Rota action required |
Journal Action Oversight
Manager and quality oversight for journal actions across the service.
Live visits now
28
18 completed today
Late / missed visits
5
Require action
Medication alerts
3
Senior review needed
Staff file compliance
92%
Target 90%
Survey satisfaction
88%
Current quarter
Live ECM and carer location
Work-time geolocation, ETA, check-in and check-out evidence
08:00 - 09:00 | 12m accuracy
15:00 - 18:00 | ETA 9 mins
12:00 - 12:30 | On time
Urgent actions
Open alerts requiring manager review
Staff file audit
DBS, right to work, training and references
Survey analysis
Staff, family and dementia-friendly feedback
AI Note Assist
Voice or typed notes remain human-approved
Demo service user had breakfast, mood good, medication taken, no concerns. AI will structure this into care note sections and prompt for missing food/fluid or safeguarding details.
Integrated Platform Coverage
Visible feature coverage aligned to the business plan and commercial product story.
Automatic Compliance Workflows
End-to-end workflow chain showing how records, evidence, rota eligibility and governance outputs stay connected.
| Trigger | System action | Demo behaviour | Status |
|---|---|---|---|
| Training completed | Certificate generated | Demo learner passes medication refresher; certificate template is created. | Complete |
| Certificate generated | Uploaded into staff file | Certificate record appears in HR document category and locked audit trail. | Complete |
| Staff file updated | Training matrix updated | Matrix cell turns compliant and expiry date is recalculated. | Complete |
| Training matrix updated | Rota compliance status updated | Allocation engine removes medication training warning for eligible visits. | Complete |
| Staff on leave | Allocation blocked | Rota warns and blocks assignment unless manager override reason is recorded. | Live demo |
| High-risk call late | Live board alert | Missed visit risk escalates earlier for time-critical/high-risk visits. | Live demo |
| Negative survey response | Action required | Feedback creates owner, deadline, manager review and lessons-learned entry. | Complete |
| Complaint/incident logged | CQC evidence and KPI updated | Message type links to evidence pack and senior KPI trends. | Complete |
| Staff note/warning saved | Locked immutable record created | HR warning note is restricted; corrections use addendum only. | Complete |
CQC and Governance Alignment
Business-plan evidence map for Safe, Effective, Caring, Responsive and Well-led.
| Evidence area | CQC key questions | CareVerity evidence source | Dashboard status |
|---|---|---|---|
| Late/missed calls | Safe, Responsive | Live ECM board, late workflow, missed visit report | Linked to KPI alerts |
| Staff training | Safe, Effective | Training Academy, certificates, matrix, rota compliance checks | Auto-updates demo matrix |
| Complaints/compliments | Responsive, Well-led | Message types, surveys, reports and KPI dashboard | Trend cards visible |
| Surveys | Caring, Responsive, Well-led | Dementia-friendly service user, family and staff surveys | Action plans created |
| Incidents and safeguarding | Safe | Restricted notes, manager review, evidence pack | Restricted access shown |
| Audits and KPI reports | Well-led | Audit logs, exports, CQC evidence settings | Governance-ready |
Security and Data Protection Controls
Visible data-protection controls for restricted care, HR, medication, safeguarding and family portal records.
Commercial SaaS Readiness
Commercial SaaS placeholders for setup, billing, support, exports and onboarding.
CareVerity implementation readiness
Build status for turning this ECM prototype into a connected, auditable application.
Module selection is now reflected in the URL hash for refresh-safe prototype review.
Visible records use clearly fake demo names and withheld personal details.
Settings include role matrix, sensitive fields, emergency access and audit controls.
Replace demo arrays with Supabase/Postgres queries and tested RLS policies.
Visit evidence, ECM status and role-limited messaging are represented as demo screens.