Carer Workbench — collect the weekly reports, watch for problems, and produce your management reports, all on this device.
Step-by-step User Guide, with picturesFor the whole journey, end to end and with pictures — setting up, report states, validation problems and how to fix them, alerts — open the User Guide.
Open the link from your welcome email, enter your activation code and the email you bought with. Then save the page as a favourite (see “Keeping the workbench one tap away”).
Choose a passkey phrase of a few ordinary words and your name for reports. This encrypts everything on this device. Write the phrase down and keep it safe — no one can recover it for you.
On Carer Info press Load demo data to fill every screen with obviously fictional patients so you can explore safely. The demo files are built exactly like the files a real Health Record sends, so what you see is what you will get. Demo data never touches your real patients. Press Remove demo data to clear it before you start for real.
Go to Patients and add each person you look after. Set the reporting cadence and alert targets on Carer Info so the workbench knows when a report is overdue and how quickly alerts should be handled.
The person presses Carer Report in their Health Record, which emails you the week's .scj file, locked with their passkey phrase (they tell you the phrase by phone or in person, never in the email). On Patient Reports press Import a Carer Report (.scj) and choose that file. The first time, type their phrase — tick Remember it and their later reports open by themselves. The workbench reads the report, checks it, and lists it as Received.
Press Validate. A clean report becomes Ready; one with a problem becomes Rejected with the reason shown. Then Process a Ready report — that commits it and raises any alerts (a missed dose of a medicine you marked critical, an out-of-range reading, notes from the patient to read, a missing report).
Open the person's page and press Mark critical beside any medicine whose missed dose must be raised straight away — typically blood thinners, insulin, heart and seizure medicines (your judgment, or the doctor's passed on through you).
Read any new Notes from the patient and clear the Alerts queue (acknowledge, resolve or escalate each one). Record what you did as a Carer observation. Check Carer Summary for what needs attention now. Once a week, open Management Reports, read the measures, and print or export them. Finish with a Backup.
Your own details (the name that appears on management reports), and the settings that drive everything else: the expected report cadence and grace (so the workbench knows when a report is overdue), the alert acknowledge and resolve targets (the clocks on your alerts), the time zone, and the CSV privacy profile.
All here. Save encrypted backup and Restore from backup handle your .cwb files; Load demo data / Remove demo data switch the fictional practice patients on and off. Send my records to another device emails your workbench to yourself, locked with your phrase; Remove the workbench from this browser clears it from a computer you have finished with (after saving a backup); and Opening the workbench on this computer lets a computer that only you use open without asking for the phrase.
This is the intake desk. Import a Carer Report (.scj) reads the weekly locked file from a person's Health Record. Each report moves through Received → Validate → Ready/Rejected → Processed, and you can open any report to see what it contains (medicines, doses taken and missed, readings, notes) and its issues.
The patient's passkey phrase — the words you agreed with them in person. It is not your own workbench phrase. Capital letters, spaces and punctuation don't matter. Tick Remember it and it is kept on that person's record, inside this workbench's own encrypted store, so their next reports open by themselves. If they change their phrase, the workbench will ask again.
The file is either a Health Record backup, or a Carer Report made by an older Health Record (before v0.109), which locked a backup instead. Nothing was imported. Ask the person to open their Health Record (v0.109 or later) and press Carer Report again.
A set of independent checks — the right format and period, the patient and carer codes, sensible readings, no duplicate — run over the file. If anything blocks processing the report is Rejected and the issues are listed. A clean report becomes Ready.
Open it and read the issues. You can record a correction (for example a mistyped carer code) as an audited note over the original — the original file is kept untouched — then re-validate. If it should not be used, cancel it. Resubmit records that you have asked for the report again — it does not contact the person, so phone or email them yourself. The User Guide has a table of the common problems and their fixes.
It commits a Ready report: every dose (taken or missed), every reading (a blood pressure is one reading, shown as 145/90, with its top and bottom numbers checked against their own ranges), checks recorded in words and the patient's notes are recorded, a receipt is written, and alerts are worked out — a missed dose of a medicine you marked critical, a reading outside a normal range you set on the person's page, and notes to read.
That's fine. When you process the newer file it replaces the earlier one for that week, so no dose is counted twice and no note appears twice. Both files are kept, and a note you have already read stays read.
Open alerts are listed with the most pressing first (critical, then overdue, then oldest). Each one shows what it is, who it is about, and how long it has been waiting against your acknowledge and resolve targets. Click one to open it.
Acknowledge it (you have seen it), mark it in progress, Resolve it when done, Escalate it to someone (with a note), or Dismiss it with a reason. Every change is recorded.
The workbench says Already escalated, with when and to whom. The alert stays on the queue, flagged Escalated, until you resolve or dismiss it. Escalate by email still opens the email, so you can chase it up, and tells you it was already escalated.
Something to check back on with one person, with a date — for example “ring Thursday to see how the blood pressure re-check went”. When you Resolve an alert, write it under Follow-up — what to check and pick a date (or tick Create a follow-up to check back). You can also add one at any time with + Add follow-up on the person's page. See the Patients section for where they show.
From processing reports — a missed dose of a medicine you marked critical, a reading outside its range, and patient notes to read (side effects, notes for you, notes for the doctor and medicine changes; High when a side effect is reported) — and from time itself: if a person's report is overdue past the cadence and grace you set, pressing Check for overdue reports on the Alerts tab raises a missing-report alert, which clears itself when the report arrives. Overdue reports are only looked for when you press that button, so press it when you start work.
Everyone you look after. It shows current patients by default, and you can search or filter (for example, everyone with a critical alert, or everyone overdue for a report). Click a row to open that person's page.
Their key facts and emergency information, open alerts, Notes from the patient (their own words: how they're feeling, side effects, notes for you and for the doctor, medicine changes — new ones are marked until you press Mark all as read), their medicines with how often and how well doses are being taken, their latest vital signs with any comment, Other checks recorded in words (pain, mood, symptoms and falls), your own Carer observations, your Follow-ups, and the history of their reports. Patient report (print) prints a summary.
From the tick boxes in the person's Health Record. For a medicine taken every day, each dose that was due and ticked counts as taken, and each dose that was due and not ticked counts as missed. Medicines taken as needed, weekly or on alternate days show the number of doses taken only — they are never counted as missed.
On the person's page, press Mark critical beside the medicine. From then on, a missed dose of it raises a Critical alert. The patient's Health Record doesn't mark medicines critical, so this is your decision (or the doctor's, passed on through you). Press it again to remove the mark.
On the person's page, under Normal ranges (set by you), press + Add a range, choose the measure (blood pressure's top and bottom numbers are separate), and type the lowest and highest values the doctor gave you, in the units the person's Health Record uses. Press Save range. From then on a processed reading outside it is flagged and raises an alert. Without a range, readings are recorded but never flagged. Remove takes a range away.
From their Health Record: it arrives with each report you process, along with their address. If you call them on a different number, open their page, press Edit patient and type it under Telephone — yours is used from then on. The number shows, ready to tap and call, under their name wherever there is a warning: the alert queue and each alert (including “No report in N days”), Needs attention now, the Rejected list, the register, their page and the Scheduling window. Their address is on their page, the Emergency information and the printed reports.
Yes. Press Edit patient and write them under Your notes about this person. They show under the phone number on their page, in the Scheduling window and in each of their alerts, so you see them as you pick up the phone, and they print on the care summary. For something that happened on a particular day, use a Carer observation instead.
Next call, next visit and next review are coloured wherever they appear: red — overdue (the date has passed), amber — today, and green — next working day (Monday to Friday, so on a Friday, Monday is green). The word always appears with the colour. Change a date with Edit scheduling.
How much of the person's emergency and health information their Health Record has sent: name, date of birth, sex, blood group, allergies (or “no known allergies”), doctor, hospital, an emergency contact and the emergency number. It is worked out from each report you process. If it is low, help them fill in their Emergency page.
Your own note about the person: what you saw, heard, checked or did. Press + Add observation on their page, choose the type and severity, and write the note. It is kept with your name and the time. It is separate from the notes the patient sends.
On the person's page, under Follow-ups, straight after their open alerts: each open one with its date, what to check, any note, and where it came from (the alert, or added by you). Press Done when it is checked; the last few done are listed underneath. The soonest open follow-up also shows under their name in the register (the Follow-up due filter lists everyone with one due today or overdue), those due today or overdue appear in Needs attention now, and open ones print on the care summary. Dates use the same colours as next call, visit and review.
Your notes about this person (Edit patient) are standing facts, such as “prefers afternoon calls”. A Carer observation records what you saw or did on a particular day. A Follow-up is something still to do, by a date.
A single operational view: attention tiles (open and critical alerts, reports waiting, rejected, overdue, the medication-taken rate, and how much you have processed), a “Needs attention now” list (critical alerts, rejected reports, people overdue for a report, follow-ups due today or overdue, then other alerts) you can click straight through, and the reports you have recently processed.
A fixed set of 15 aggregate measures — report receipt and missing rates, validation yield, rejection and correction rates, medication-taken rate, critical missed-dose count, out-of-range rate, alert acknowledgement and resolution within target, and more. Each shows a value with its Actual and Expected counts and an exclusions note. Nothing here is a clinical judgment.
Actual is the count that met the measure; Expected is the count it was measured against. For example, a report receipt rate of 75% with Actual 3 and Expected 4 means 3 of 4 current patients had a report inside the expected window.
Not in this version — the 15 measures are fixed so the numbers stay comparable across people and periods and pivot correctly in the export. Tailoring them is planned for a later update.
Print / save PDF for a paper or PDF copy, or Export data (CSV bundle) for the underlying tables as spreadsheets.
The Carer Report the person's Health Record sends — a .scj file locked with their passkey phrase. It carries that week's medicines and every dose, all of the week's notes, the vital signs and the emergency information. Import it on the Patient Reports tab.
No — on purpose. The licence stays on the device, so sharing a backup never shares your subscription. Your code is in your welcome email if you need it again.
Every date is shown in one clear form, like Sep 16, 2026, so it can never be misread.
There is no way to recover it, and the data cannot be unlocked without it — that is what keeps the records private. If you have no backup you can open, you would start a fresh workbench. Keep a written copy of the passkey and a recent backup so this never bites.
Still unsure? Type a word or two in the Search box at the top of this page, or follow the User Guide, which takes you through the whole workbench step by step, with pictures.
