Introducing Assessments: A Smarter Way to Track Client Progress & Compliance

Streamline Client & Property Assessments with Custom Templates

Managing client care and property compliance in supported living requires a structured and efficient approach. That’s why we’re introducing Assessments—a flexible new feature that lets organisations create custom assessment templates for various needs, including:

✅ Client Risk Assessments – Ensure safety by tracking mental health, mobility, and general well-being.
✅ Monthly Property Checks – Maintain compliance with routine property safety and maintenance evaluations.
✅ Onboarding Assessments – Standardise the intake process with structured assessments for new clients.

With Assessments, you can design and reuse templates tailored to your organisation’s requirements, ensuring consistency and accuracy across your team.

Why Assessments Matter for Supported-Living Charities

Charities and social care providers operate in complex environments where accurate information and efficiency are crucial. Here’s how Assessments can transform the way your team works:

1. Improve Efficiency & Reduce Admin Work

Manually tracking assessments on paper or spreadsheets is time-consuming and prone to errors. With our digital Assessments, staff can quickly fill out and submit responses in real time, reducing paperwork and administrative burden.

2. Ensure Consistency & Compliance

Having structured templates ensures that every assessment follows the same format, reducing inconsistencies and improving data accuracy. This is particularly useful for meeting regulatory requirements and internal audits.

3. Track Changes Over Time

Assessments are recorded over time, giving you a clear timeline of a client’s progress or property conditions. This historical data helps staff identify trends, anticipate needs, and make informed decisions.

4. Assign Assessments Where They Matter Most

Assessments can be linked directly to a client or attached to a specific action within a support plan. This ensures that risk assessments, health checks, or compliance reports are always tied to the right context.

5. Centralised & Accessible Data

All completed assessments are securely stored and easily accessible within the system. No more searching through paper files or disconnected systems—everything is in one place, whenever you need it.

Ready to Use Assessments?

This new feature is now available! Start building your custom templates today and take your client and property management to the next level.

🚀 Need help setting up your first assessment? Contact our support team, and we’ll guide you through the process!