I would like a compliance tab on client as well. Like the carer tab.
Simo Hännikkälä
Hei andrew downey! 👋
Got it — you’d like a
Compliance tab on the client profile
(similar to the one on the carer profile) so you can stay on top of:- Care & support plan paperwork (your own docs, aligned to CIW).
- Reviews.
- Expiry dates (so nothing slips past).
Just to make sure I’m picturing your workflow right…
### A few quick questions
- What exact items would you want to track on the client compliance tab?
- Care & support plan
- Review
- Risk assessment
- Something else?
- For each item, what fields matter most?
- Expiry date
- Review date
- Status (e.g. due / overdue / complete)
- Assigned to (who’s responsible)
- Do you need alerts/remindersfor upcoming expiry dates? If yes:
- How far in advance (e.g. 30/60/90 days)?
- Who should get them (office team, named coordinator, carers)?
- Do you want to upload documentsthere, or just track dates/status and keep the docs elsewhere?
- Would you want this to show up anywhere else too (e.g. a list/report of all clients with reviews due)?
### What good looks like (from other teams)
Some providers keep it super simple:
- 3–6 key compliance items per client.
- Clear “due soon” vs “overdue” views.
- One place to see allupcoming expiries across the service.
Kiitos / thanks — if you share 1–2 examples of the reviews/care plans you track (even just the names + how often they expire), I can help map out what the client tab would need to look like 🙂
a
andrew downey
Simo Hännikkälä Thank you for this. I have put my answers below to help
What exact items would you want to track on the client compliance tab?
- Care & support plan
- Review
- Risk assessment
For each item, what fields matter most?
- Expiry date
- Review date
- Status (e.g. due / overdue / complete)
Do you need alerts/reminders for upcoming expiry dates? If yes:
- How far in advance - 30 days
- Who should get them- The office team
Do you want to upload documents there, or just track dates/status and keep the docs elsewhere?
Yes I would like to attach the completed reviews
Would you want this to show up anywhere else too (e.g. a list/report of all clients with reviews due)?
Yes reports to match compliance would be brilliant. We use them for carers alot.
I just think having a compliance section on clients would make everything more efficent