A to E
Assessment: a structured form about a support recipient. You start one from a published template, fill it in, complete it and review it. A person’s assessments are on their profile, and the tracker and templates are in Operations > Assessments. See Assessments. Availability block: a period when a team member cannot work, with a reason: Annual leave, Sickness, Training or Unavailable. See Availability and leave. Care note: a note about a visit, describing the care given. It is one of three kinds of note: Care note, Handover and Internal. Internal notes are for the office and are not offered in the Elate Care app. Carer: the team member assigned to a visit. Carer is also one of the eight roles. Chat: messages between colleagues in your organisation, one to one or in groups. Messages and attachments are end-to-end encrypted, so Elate cannot read them. See Secure chat. Contract: an agreement with a funder that sets the rates for the support recipients it covers. Their completed visits use its rates when invoices are made. See Contracts and rates. Dictation: speaking instead of typing. Select Dictate on a text box and Elate turns what you say into text. It is part of the AI features module. See Dictation. Elate Care app: the app carers use on their phone or tablet. See Install the Elate Care app and sign in. Eli: Elate’s AI assistant. Open it with Ask Eli at the top of the web app. Eli always answers for the whole organisation. It is part of the AI features module. See Ask Eli. eMAR and MAR chart: the electronic medication administration record, which replaces the paper MAR chart. In Elate it is the Medication (eMAR) module. Each dose is recorded as given, refused, omitted or not required, and the MAR chart can be viewed in Elate. See Medication (eMAR). Expense: a cost or mileage claim recorded against a visit. See Expenses and mileage.F to O
Funder: who you bill for a contract. A funder holds the billing contact, purchase order requirements and payment terms. See Funders and invoice templates. Group: a grouping of support recipients and team members, such as an office. Groups are set up in Settings > Groups, and the group filter at the top of the web app narrows what you see to one group. See Groups and offices. Group session: one visit for everyone in a group, with one task list for all of them. Choose Group session as the Visit type when you create a visit. Handover: a note that carries forward onto the person’s future visits until someone turns it off, so the next carer sees it. Incident: a record of something that happened that the office needs to review. Carers report one from a visit with Report a concern. The office reviews incidents in Operations > Incidents. See Incidents and safeguarding. Invoice: a bill for the care given to a support recipient. Its status is Draft, Sent, Overdue (sent and past its due date), Paid or Void. See Invoices. Late: a label on the schedule for a planned visit whose start time has passed with nobody checked in. It is a warning, not a saved status. Missed: a visit status. The scheduled time passed without a check-in. Operations: the office’s oversight area, with the tabs Overview, Support planning, Incidents, Safeguarding, Assessments and Medication. Carers do not see it. See Operations overview and overtime. Overtime: extra time a team member worked, recorded and then approved. See Operations overview and overtime.P to S
Package: an ordered set of tasks. A support recipient’s package gives their visits the task list carers work through. See Support planning. Permission: an area of Elate a role can use, such as Edit schedule or Finance. See Roles and permissions. Prospect: a support recipient whose record status is Prospect rather than Active. Prospects have their own tab in the support recipients list, and Elate Free does not count them towards its client limit. Record status: the status on a profile. A support recipient is Active, Prospect or Inactive. A team member is Active or Inactive. Recovery code: a code you choose for secure chat. It lets a new phone or computer restore your chat history, and Elate never sees it. Without one, a new device can only get your conversations if you approve it from a device you already use. See Linking a new device to chat. Role: what you do in your organisation, which decides what you can see and do in Elate. The roles are Organisation Owner, Service Provider Admin, Care Manager, Care Coordinator, Team Lead, Carer, Finance User and Read Only Auditor. Safeguarding concern: a safeguarding record, raised from a visit with Report a concern or on the web, and reviewed in Operations > Safeguarding. Only roles with the Safeguarding permission can raise and see them. Saved on this device: the screen in the Elate Care app that lists records your phone is still holding until it can send them, such as care notes, arrivals and departures. Open it from Your profile. See Working with poor signal. Support planning: the tasks carers carry out on visits, and the packages that group them. Organisation-wide tasks and packages are in Operations > Support planning, and a person’s own are on their profile. See Support planning. Support recipient: a person who receives care. See Support recipients.T to V
Team member: an individual member of staff, with a record in Team. See Team members. Terminology: the seven words your organisation can rename: Support recipient, Team, Team member, Visit, Carer, Schedule and Group. See Terminology. Visit: a scheduled care appointment. Its status is one of these:
See Using the schedule.