Overview

We are excited to introduce Access Care Rostering v3.0, bringing a number of highly desirable features, resolution of known issues and significant quality improvements to support your everyday use of Care Rostering.

New Features:

Invoice Crediting
Service Packages
ECM Enhancements
Full screen option for Classic Timeline
Send NHS Number and Gender to ACP
Multi environment ACR connect to single ACP tenant

Invoice Crediting

Managing invoice adjustments and credits is now simpler and more transparent with the new invoice crediting functionality available directly within Access Care Rostering.

The new crediting screen guides you through the process of creating credits against original invoices. Select the invoice you need to credit, specify the adjustment details, and generate the credit note - all within the familiar Access Care Rostering environment.

For more information, please see our guides at:

Key Benefits:

Faster Corrections: Resolve billing discrepancies quickly without leaving the system
Improved Accuracy: Reduce manual errors by using structured credit note creation
Better Audit Trail: Maintain clear records of credits linked to their original invoices
Simplified Workflows: Handle billing adjustments as part of your normal care management processes
Greater Transparency: See credits and their related invoices together for easier reconciliation

Service Packages

You can now create service packages and display them directly within the classic timeline view, providing planners with immediate visibility of commissioned care arrangements alongside scheduled appointments.

You can ensure that scheduled care delivery aligns with commissioned arrangements. This visibility supports accurate capacity planning and helps maintain compliance with contractual obligations to local authorities and other commissioning bodies.

For more information, please see our guides at Service packages | Access Care Rostering Help Centre

Key Benefits:

Faster Decision Making: Access package information without switching between different system areas
Improved Accuracy: Verify that scheduled appointments align with commissioned care packages
Better Resource Allocation: Plan care worker assignments with full visibility of service requirements
Enhanced Compliance: Ensure delivery matches commissioned arrangements, reducing billing discrepancies
Streamlined Workflow: Eliminate the need to cross-reference package information during rota building

ECM Enhancements

Access Care Rostering now captures and displays enhanced location and timestamp information from Access Care Planning, providing more detailed data for care visit verification and compliance.

Enhanced Book On/Off Screen: The book on/off screen (as well as associated reports and exports) now display comprehensive location data including the booking method used as well as longitude and latitude coordinates alongside the existing address information. This additional detail provides precise location verification for care visits and how they booked on, whether manually or electronically through a QR code or NFC tag - supporting safeguarding requirements and quality assurance processes.

Precise Timestamp Information: Timestamps for book on and book off events now include seconds, providing exact timing information for care visits. This enhanced precision supports accurate visit duration tracking and helps resolve any queries about visit timing with definitive data.

Note: the integration with CM2000 LiveIntegrate has also been enhanced to send book on/off timestamps to include seconds.

Key Benefits:

Precise Location Verification: Confirm exact location of care visits using GPS coordinates
Clear Booking Method used: See how the carer booked on or off
Accurate Timing Data: Track visit duration and timing with second-level precision
Enhanced Compliance: Meet stringent audit and compliance requirements with detailed location and timing records
Better Dispute Resolution: Resolve queries about visit location or timing with definitive data
Improved Safeguarding: Verify care worker location during visits for safeguarding assurance

Full Screen Option for Classic Timeline

The classic timeline can now be viewed in full screen mode, utilising your entire monitor to display scheduling information. This expanded view provides significantly more screen real estate for viewing visits, care workers, and service locations, making it easier to manage complex schedules and coordinate care delivery across multiple teams or locations.

Key Benefits:

Greater Visibility: See more of your schedule at a glance with expanded display area
Reduced Scrolling: View more appointments, locations, and time periods simultaneously
Improved Focus: Eliminate distractions with a dedicated scheduling workspace
Better Pattern Recognition: Identify scheduling patterns, gaps, and opportunities more easily
Enhanced Productivity: Spend less time navigating and more time scheduling

Send NHS Number and Gender to ACP

The NHS Number and Gender of Service users now sync with their records in Access Care Planning.

Multi environment ACR connect to single ACP tenant

For care providers operating rostering across multiple sites or divisions who use Access Care Planning, this enhancement enables multiple Access Care Rostering instances to connect to a single instance of Access Care Planning allowing all your care activities to be sourced in a single instance.

Bugs Resolved

The following issues have been resolved in this release:

Applicant - Secondary Account tab - Blank page
Some screens not closing after saving
Employee Details - Task screen not working as expected
EMS Rule greyed out in the Service User record
Service Location - Competent Employee - Add New button missing
Calendar overlaps the some text fields
Expenses don't show the correct value entered
Service Funder - Unable to delete service package details
Service Funder - Service package details datagrid disappears when selecting column header
Service Funder - Service Package existing adjustments missing 'additional hours' tab and datagrid
Service Funder - Unable to open existing Service Package Details record
Service Funder - Service package adjustments missing 'Service Package Type' value and weekly hours not visible
Calendar overlaps form fields when scrolling
BookOn/Off pages issue with Manual change warning
Service Location - Competent Employee - Search not working properly
Emergency Contact (Shared) Missing 'Name' Field
Service Location - Adding Existing Service Funder to Service Location does not auto-populate Description Field
Employee - New - Payroll - Salaried checked - 3 fields have an incorrect validation