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Care management

One record for the person. Ready for the next carer.

Care profiles, plans, daily notes and tasks stay connected to the person receiving care, so the next team member starts with the full picture instead of a blank form.

dashboard.servpatch.com
ServPatch manager dashboard showing a client’s care plans by area, with a communication plan’s review flagged as overdue, plus a calendar and reminders.
ServPatch app showing a resident profile with care notes, incident history, care plan, medication, body map, health and nutrition, and calendar.

Real ServPatch screens · manager dashboard and carer app

Care management at a glance

What it does
Brings the person's profile, agreed care plan, daily notes, tasks and recent observations into one connected record on the carer's phone and the manager's dashboard.
Who it helps
Carers get the context before they start; managers and coordinators can follow the recorded care history without chasing updates.
The problem it solves
Paper files, separate spreadsheets and messages make the latest information hard to find, and handovers depend on memory.
How it fits
It is the centre of ServPatch: visits, medication, incidents, nutrition and Patch all read from and add to the same record.

Capabilities

What’s included in care management.

Everything below is available in ServPatch today, on every plan.

  • Care profiles

    Background, preferences and contacts in a clear 'About me' profile.

  • Care plans

    Needs, goals and agreed support actions kept with the person.

  • Daily care notes

    Record care at the point of care, from the phone, while details are fresh.

  • Care-note audit history

    See who created, reviewed or amended a note, and when.

  • Tasks & reminders

    Keep assigned activities and personal reminders in view through the day.

  • AI

    Multilingual voice notes

    Speak a note in a supported language and review the English text before saving.

Coming next: Structured draft notes from dictation · Family communication portal

How it works

Three steps, inside the working day.

  1. 01

    Start with the person

    Open the profile and care plan before a visit or round, with recent notes alongside.

  2. 02

    Record while it's fresh

    Add notes, completed tasks and observations from the same mobile journey.

  3. 03

    Hand over clearly

    The next authorised team member sees what changed, with the author and time attached.

Questions

Good to know.

Can we bring our existing care plans across?

Yes, we review your existing records with you and agree what can be brought across, the work involved and any migration charges before starting.

Who can see a person's record?

Your organisation issues staff accounts, and each person's role determines which information they can access.

Does ServPatch work for both care homes and home care?

Yes. The same care-management foundations are used in both, with language and workflows that fit residential care and client visits.

Connected features

Further reading

Care homes

The hidden cost of paper handovers

Paper-based shift handovers in UK care homes create predictable documentation gaps. Here is where they fail and what digital handovers actually fix.

15 January 2026 · 3 min read

See care management in a live walkthrough.

Bring a question from your working day. We’ll show how your team could record it, find it and follow it through with Patch.

Prefer to talk now? Call 020 3764 2332 or email [email protected]