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Elate uses specific terminology throughout the platform to describe the people, features, and concepts that make up your care management workflow. If you come across a term you are not sure about, this glossary explains what it means in plain language. You can refer back to this page at any time as you explore the platform.

Platform Terms

Support Recipient

The individuals receiving care and support from your organisation. In other systems or contexts these people might be referred to as “clients”, “service users”, or “patients”. In Elate, they are always called support recipients. Their profiles contain all relevant personal details, assessments, support plans, and visit history.

Team

The staff members within your organisation who provide care or manage operations. This includes support workers, carers, enablers, and any admin or management staff who have been added to the Elate account. Each team member has their own profile and permission level.

Prospects

A list of potential clients who may receive care services from your organisation in the future. Prospects are not yet active support recipients — they are individuals your team is considering taking on or is in the process of assessing.

Notifications

Alerts generated within the platform and displayed to relevant users. Notifications relate to incidents, safeguarding issues, or other important updates that have been raised and require attention or follow-up. You can view your notifications from the Profile dropdown in the account menu.

Profile

Detailed information about either a support recipient or a team member. A support recipient’s profile includes their personal details, assessments, assigned support activities, visit history, and any notes. A team member’s profile includes their contact information, background details, and assigned visits.

User(s)

Any individual or entity authorised by the Client to access and use Elate. This includes employees, contractors, agents, or third parties acting on behalf of the client organisation. In practice, a user is anyone who has been given a login to your Elate account.

Admin

A user with elevated permissions, allowing them to manage the organisation’s account, settings, and team members. Admins can invite new users, adjust permission levels, and configure the platform for the organisation. The highest level of admin access is referred to as Super Admin.

Groups

Departments or teams within an organisation, used to categorise and organise staff members. Groups are useful for larger organisations that want to separate staff into units such as different shift teams, care localities, or service areas.

Schedule

The calendar within Elate that displays all planned support activities. Users can view the schedule by day or week, filter by support recipient or team member, and download it when needed. It is the central tool for managing rotas and checking what visits are planned.

Support Activities

The planned events during which carers or enablers provide care or support to support recipients. Support activities include home visits, medical check-ups, daily assistance, outings, or any other form of structured support. Each activity is linked to a support plan and appears on the schedule.

Support Plan

A structured plan that outlines the support activities and associated tasks for a specific support recipient. The support plan guides carers on what needs to be done during each visit — from daily routines and personal care to medication and communication preferences. Support plans should be reviewed and updated regularly to reflect the person’s evolving needs.

Assessment

Comprehensive documentation of a support recipient’s needs, preferences, and care requirements. Assessments inform the creation of support plans and are stored within the support recipient’s profile. They provide a detailed picture of the person and what kind of support they need.

Data Protection Legislation

Refers to all applicable UK laws governing how personal and sensitive data must be handled. Within Elate, this includes:
  • UK GDPR (General Data Protection Regulation)
  • Data Protection Act 2018
  • Privacy and Electronic Communications Regulations 2003 (as amended)
All data entered into Elate — including support recipient profiles, visit notes, and incident reports — must be handled in accordance with these regulations.

Home Page

The default landing page you see immediately after logging into Elate. It displays a list view of support recipients within your account, giving you quick access to the people your organisation supports. From here you can navigate to any other section of the platform using the side menu.
If you come across a term in Elate that is not listed here, contact the Elate support team at info@elateuk.com or visit the Help Centre for additional guidance.