Customisation

Your facility. Your scaffolding.

No two aged-care facilities run the same way — so CarePoint hands the controls to your administration team. Forms, charts, alerts, assessments, roles, dashboards, handover sections, family-portal visibility — every piece, configured from inside the system. No developer required.

✓All configuration in the admin panel
✓Changes go live instantly
✓Every change captured in the audit log
✓Onboarding sets you up; your team owns it
01 / 04

Clinical scaffolding

The forms, charts, assessments, alerts and care-plan structure that determine what gets recorded — and how. The most consequential part of CarePoint to configure, and the most facility-specific.

FRM

Clinical form builder

Build the documentation your facility actually uses — beyond the defaults shipped at go-live. Fields can map directly to resident-record fields on submission.

  • Field types: text, textarea, select, multi-select, checkbox, date, time, number, signature.
  • Required logic per field, with conditional show/hide rules based on prior answers.
  • Resident-field mapping — answers can flow into demographics, allergies or care-plan fields automatically.
  • Versioning — old form submissions remain readable after the form is updated.
Example facility forms
Admission pack Behaviour observation Family agreement Wandering risk Discharge summary
INC

Incident form builder

Create facility-specific incident reporting forms beyond the five built-in types (Fall, Wound, Behaviour, Medication, General). All inherit the SIRS Priority workflow.

  • Per-incident-type field configuration with required-logic.
  • SIRS Priority tagging — flag which incident types can be Priority 1, 2 or non-reportable.
  • Auto-referral triggers — e.g. Fall incidents auto-generate a physiotherapy referral.
  • Investigation field templates for management review and closure.
Example facility-built types
Near miss Equipment failure Property damage Visitor incident
CHT

Chart template builder

Add chart types beyond the 14 shipped templates, or modify the existing ones. Each template can be care-minute-attributed and role-visibility-controlled.

  • Care minute toggle per template — choose whether entries count toward the AN-ACC target.
  • Field types — numeric (with min/max), text, photo, select, scored.
  • Role-based visibility — lifestyle staff see different charts than nursing.
  • Frequency & due-date logic — daily, per-shift, ad-hoc, or scheduled.
Built-in templates
WoundVitalsBSLWeightPainBowelFluidFood intakeRepositioningSleepMoodContinenceLifestyleExercise
ASM

Assessment template builder

The eight standardised assessments are scored automatically out of the box. You can extend the library with facility-specific tools that follow the same scoring engine.

  • Scored fields with weighted sub-scores and total calculation.
  • Risk-range definition with colour-coded bands (low / moderate / high).
  • Review cadence per assessment (e.g. 3-monthly, 6-monthly, on-trigger).
  • AN-ACC evidence flag — mark assessment scores as feeding suggested classification.
Shipped assessments
DEMMIFIMBradenGDS-15BRUAMSTMMSEBarthel
ALT

Clinical alert rules

Configure the alert engine to catch the clinical patterns that matter in your facility, with thresholds tuned to your residents' specific needs.

  • Weight-change thresholds — e.g. flag a resident losing >5% body weight over 30 days.
  • Fall-frequency rules — e.g. 2+ incidents in 14 days raises a falls-risk alert.
  • BGL / vitals thresholds with consecutive-reading logic.
  • Auto-resolve toggle — clear automatically when underlying condition resolves, or require manual acknowledgement.
  • Engine schedule runs on startup and every 2 hours; manually triggerable.
CRP

Care plan configuration

Define the domains, goals, interventions and review cadence of the resident care plan to match your facility's documentation standards.

  • Domains — Mobility, Skin, Nutrition, Social, Cognitive, plus custom domains.
  • Goal templates with intervention picklists and assigned discipline.
  • Review cadence per domain, with due-date alerts to the responsible RN.
  • Restrictive practice and ACD review alerts — configurable warning window (default 7 days before due).
NOT

Progress note categories

Categorise progress notes by clinical theme so they can be filtered, searched and threaded back to the right care-plan domain.

  • Default categories: Behaviour, Skin, Nutrition, Mobility, Family, General.
  • Add, rename, archive categories at any time.
  • Care-plan domain mapping — categories can link directly to a care-plan section.
  • Role-default templates per category for fast bedside entry.
REF

Referral type configuration

The seven shipped referral disciplines can be extended, renamed or restricted — and each type has its own acceptance and urgency rules.

  • Acceptance role — which roles are allowed to accept each referral type.
  • Urgency options per type (Routine / Urgent / Emergency).
  • Auto-notify list on creation and closure.
  • Auto-referral hooks from incident types — e.g. Fall → Physio.
Shipped disciplines
PhysioGPDietitianPodiatrySpeech pathSocial workOT
02 / 04

Roles, permissions & access

Every role in CarePoint has its own permission set, dashboard layout and visibility rules. Add a casual RN, restrict a lifestyle account from clinical notes, change which widgets a carer sees on login — all from the admin panel.

RLS

Granular role & permission editor

Every action in the system is a separate permission. Combine them to build the exact role your facility needs — beyond the eight shipped defaults.

  • Action-level permissions — create, read, update, delete on every module.
  • Module scope — Residents, Medications, Incidents, Assessments, Charting, Family Portal, Admin, and more.
  • Field-level visibility on sensitive areas (e.g. restrictive practices, ACD).
  • Role cloning — start from an existing role and modify, rather than building from scratch.
Built-in role defaults
RNENCarer (PCA)LifestyleAllied healthManagementAdminFamily
DSH

Role dashboard configuration

Choose which widgets appear on each role's dashboard so the first screen on shift shows the work that role actually does.

  • Nursing widgets: open incidents, missed medications, clinical alerts, handover digest.
  • Carer widgets: resident task list, ADL completion, lifestyle preferences.
  • Management widgets: care minutes against target, incident trends, NQI snapshot.
  • Widget order per role — drag to re-prioritise.
CHV

Chart visibility by role

Each role sees only the chart types relevant to its work. Lifestyle records mood and engagement; nursing records wounds, vitals and BGL.

  • Per-role allow-lists for each of the 14 chart types.
  • Recording vs viewing permissions separately controllable.
  • Per-ward overrides for specialised wings.
USR

User management

Add staff, change roles, reset passwords and deactivate accounts — without raising a support ticket or waiting on a vendor.

  • Account creation with role assignment in a single step.
  • Password reset — admin-initiated or self-service.
  • Deactivation preserves the audit trail; nothing is deleted.
  • Login tracking by user, time and IP for security review.
  • Argon2id password hashing on the platform.
ALC

Resident allocation

Decide which residents each staff member sees. Allocate individually, by ward, or facility-wide — and switch model per shift if you need to.

  • Individual allocation — explicit resident-to-staff mapping.
  • Ward allocation — all residents in a ward visible to allocated staff.
  • Facility-wide allocation for floats, agency and management.
  • Bulk-update on roster change.
AUD

Audit log & data controls

Every change in the system is captured against the user, timestamped, and queryable. Configurable retention and export for accreditor review.

  • Action-level audit on every create, update, delete and export.
  • Filterable by user, resource, date range and action type.
  • CSV export for accreditor or legal review.
  • Configurable retention in line with your facility's data-handling policy.
03 / 04

Workflow & reporting

Handover composition, NQI benchmarks, SIRS tracking, falls analytics — the cross-cutting outputs that turn clinical work into reportable evidence. All configurable to match your facility's reporting standards.

HND

Handover report configuration

Choose what appears in the handover report — and what doesn't. Per-ward or all-wards, with configurable time windows for how far the report looks back.

  • Section toggles: open incidents, high-priority alerts, clinical flags, missed medications, open referrals, file expiries, new admissions, restrictive practice reviews due.
  • Time window — last 12h, last 24h, or shift-based.
  • Per-ward filtering so a ward RN reads only their own.
  • Section order — drag to re-prioritise.
NQI

NQI benchmark editor

Edit national benchmarks as ACQSC publishes new data — without waiting for a software release. Your dashboards always compare against current figures.

  • All 14 NQI indicators editable with effective date.
  • Custom internal targets alongside the national benchmark.
  • Threshold alerts when approaching the benchmark on any indicator.
  • Reporting period filtering — Q1, Q2, custom range.
SIR

SIRS tracking fields

Record the reference numbers and submission dates against notifiable incidents — and configure what your team is required to capture before closure.

  • SIRS reference number field with format validation.
  • Submission date tracking against Priority 1 (24h) and Priority 2 (30d) deadlines.
  • Manager lock before incident closure on SIRS-flagged events.
  • Overdue SIRS alerts to management when deadlines approach.
FAL

Falls analytics filters

Focus incident trend reporting on the period and dimensions that matter for your quality reviews and accreditor visits.

  • Date-range filtering for specific reporting periods.
  • Location, time-of-day, shift, contributing factor breakdowns.
  • Resident-level drill-down from any chart segment.
  • Pattern recognition across configurable factor combinations.
CMI

Care minute attribution

Decide how care minutes get counted in your facility — per chart type, per task, or per role — so reported minutes reflect the work actually done.

  • Per-chart-template default (e.g. 10 min for a vitals entry).
  • Medication round timing rounded to nearest 30 seconds.
  • Multi-staff calculation when more than one carer is recorded on a task.
  • Per-role attribution rules — RN minutes, EN minutes, PCA minutes counted separately.
NOT

Notification preferences

Choose which events generate in-app notifications, who receives them, and how quickly they should arrive.

  • Per-event type on/off — referrals, comments, incident assignments, review-due reminders.
  • Role-based routing — the right alert reaches the role that owns it.
  • Polling cadence for live updates without page reload.
04 / 04

Facility, family & visibility

The shape of your physical facility, the equipment that lives in it, and who outside your clinical team gets to see what. Configure once at onboarding, refine as your facility changes.

WRD

Ward setup & structure

Set up your physical facility structure to match your actual wards, wings and care types — and use it to scope reports, allocations and handover.

  • Ward name, colour and care-type label (Dementia, Palliative, Respite, General).
  • Room-number range for fast bulk room creation.
  • Per-ward handover filtering and analytics.
  • Custom wing / unit / sub-ward structure for larger facilities.
RM

Room inventory management

Manage individual room records — assign to wards, track bed state, attach equipment, and re-assign at admission or transfer.

  • Bulk room creation from a number range, or one by one.
  • Bed-state visibility live across all wards.
  • Resident-to-room assignment from the admin panel or the admission workflow.
  • Room reassignment with full history retained.
EQP

Equipment inventory

Track facility-owned and resident-owned equipment, with service history, cost centre and assignment chain.

  • Category management — beds, walkers, wheelchairs, pressure mattresses, hoists, scales, etc.
  • Service-history fields per item.
  • Allocation tracking with available, in-use and returned counts.
  • Resident-equipment tab on the resident record auto-populated.
FAM

Family portal visibility

Configure exactly what family members see — chart types, form submissions, fields — and what stays internal to clinical staff.

  • Per-chart-type visibility — e.g. show weight and mood, hide wound charts.
  • Per-form visibility on individual completed submissions.
  • Medication visibility limited to active list with safe-subset fields; clinical notes never visible.
  • Per-facility toggle — disable the portal entirely if your facility prefers other channels.
ACC

Family account management

Create, link and deactivate family-portal accounts from within the admin panel — with their own audit trail.

  • Multiple family members per resident, with role labels (POA, NOK, decision-maker).
  • Per-account access scope — some family members see more than others.
  • Separate authentication flow from clinical staff.
  • Account-level audit log for what each family member viewed.
FAC

Facility information & branding

Facility name, contact details, hours, key personnel and branding — surfaced on reports and family-facing communications.

  • Facility logo & brand for export PDFs and family portal headers.
  • Key personnel — DON, Clinical Manager, Lifestyle Lead — for routing and reports.
  • Facility subdomain for staff login.
  • Operating hours, address, phone on resident summaries and printed handover.
What's already set up — and what your team owns

You don't start from a blank page.

CarePoint ships with sensible defaults so a new facility can be running within weeks. Customisation is for refinement — not from-scratch assembly.

Shipped configured

Out-of-the-box, ready on day one

  • Eight pre-built clinical assessments (DEMMI, MMSE, Braden, GDS-15, BRUA, MST, FIM, Barthel) with auto-scoring
  • Fourteen chart templates covering ADLs, vitals, wounds, behaviour and lifestyle
  • Five incident form types — Fall, Wound, Behaviour, Medication, General
  • Seven referral disciplines wired with auto-notify defaults
  • Eight pre-defined roles (RN, EN, PCA, Lifestyle, Allied Health, Management, Admin, Family)
  • Fourteen NQI indicators with current ACQSC benchmarks
  • Default clinical alert rules — weight loss, fall frequency, BGL trends
  • Standard handover report composition
Your team owns

What admin can change without a vendor

  • Add custom forms, chart templates, assessments and incident types
  • Rename or extend roles; rewrite permissions to the action level
  • Configure dashboard widgets per role
  • Set ward structure, room inventory and equipment categories
  • Edit NQI benchmarks as ACQSC publishes new data
  • Tune clinical alert thresholds and auto-resolve behaviour
  • Choose what families see in the portal — per chart type, per form, per field
  • Configure handover sections, time windows and per-ward filtering
How configuration works

Your team sets it up. Your team owns it.

All configuration lives in the admin panel — accessible to facility management and administration staff. No separate configuration portal, no developer access required.

Step 01 · Onboarding

We set up the first version with you.

The CarePoint team works alongside your administration team for the first two to four weeks — wards, roles, users, forms, alert rules, family-portal visibility, all configured before go-live.

Average implementation: 14 to 28 days from kick-off.

Step 02 · Day-to-day

Your admin team makes changes from inside the system.

Need a new chart template for a clinical initiative? Your DON adds it. Updated NQI benchmarks from ACQSC? Your admin team enters them. New role for a relief carer cohort? Done in minutes, not tickets.

Changes go live instantly. Every change appears in the audit log.

Step 03 · Ongoing support

We're available when you want a hand.

For larger changes — restructuring your care plan, building a new assessment from a clinical paper, modelling a new ward — the CarePoint team is on call. Not a queue, not a ticket portal.

Direct line to the clinical team that built the software.

Show us how your facility runs.

Book a demo and we'll walk through customisation with your facility in mind — your ward structure, your staff mix, your documentation standards. No two demos look the same.

Book a demo