Compliance & Safeguarding – Stay Audit-Ready and Protect What Matters

Regulatory compliance in care isn’t optional — it’s essential. But tracking training, incidents, risk assessments, and policy changes manually can expose your organisation to risk.

That’s why our Care Management platform includes powerful compliance and safeguarding features, fully embedded in your Salesforce environment, to help your team stay organised, secure, and compliant at every step.

Ensure caregivers and staff are always up to date with required training, certifications, and DBS checks. Get alerts before expirations and run audit reports instantly.

Capture and monitor client risk levels, with structured templates for mobility, medication, mental health, and safeguarding concerns. Flag high-risk clients and update plans easily.

Enable staff to report incidents directly from the field using the mobile app. Categorise, investigate, and resolve each incident with full case history and supporting notes.

Automatically log updates to care plans, assessments, and incidents — including timestamps and user history — to support compliance checks and internal reviews.

Keep sensitive information secure with Salesforce's robust access controls. Only authorised users can view or edit key compliance records.

Upload policies, SOPs, consent forms, and more to the secure client or company records. Share with staff and track document versioning for audit purposes.