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Every person you support has a profile in Elate. This page shows how to add someone, what each part of their profile holds, and how to keep the record up to date. Who can do this: anyone whose role includes Support recipients. By default that is Organisation Owners, Service Provider Admins, Care Managers, Care Coordinators, Team Leads and Finance Users. Read Only Auditors can open records but not change them. Your organisation can change this in Settings > Permissions. Your organisation may use different words for some things, such as “Service users” instead of “Support recipients”. Elate shows your organisation’s words everywhere, so follow what you see.
Carers see only the support recipients they are connected to, and cannot change their records. In the Elate Care app they find them in the People tab: see My day, People and My week.
The Support recipients list on the web, with the Active, Prospects and Inactive tabs (demo data) A support recipient's profile with its tabs, Record status, Download PDF and Edit profile (demo data)

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Add a support recipient

1

Open the list

In Elate on the web, select Support recipients in the sidebar.
2

Start a new record

Select Add support recipient. A sheet opens with the essentials only.
3

Fill in what you know

Full name is the only field you must fill in. Reference starts as EL-NEW, so replace it with your own reference. Choose a Risk level: Low, Medium, High or Critical.The sheet also has date of birth, address, phone, email, GP, Pharmacy, Consent, Key-safe, Preferred name, Care summary, Access notes, Communication needs, Mobility notes, Funding type, Preferences and Emergency contacts. For the address, type in Find an address and pick a match, or fill in the address lines yourself.
4

Save

Select Create support recipient. The person joins the Active list.
Open their profile afterwards to complete the full record.
Elate Free includes up to 3 active support recipients. Prospects are not counted. Plans and billing are managed in Elate on the web, under Billing in the profile menu.

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The support recipients list

The list has three tabs, each with a count: Active, Prospects and Inactive. Use Search support recipients to filter the tab you are on, and the sort menu to order by name or by risk. Select a row to open the profile. For more on searching, see Finding people.

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The profile

The header shows the person’s name and address, Date of birth, NHS number, their allergies, their risk level and their record status. Below it are the tabs: You only see a tab your role can use. Assessments needs Assessments, Medication needs the eMAR module and Medication records, Reports needs Incidents or Safeguarding, and Finance needs Finance.

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Edit the full record

1

Open the editor

On the Profile tab, select Edit profile.
2

Go to a section

Use the list on the left to jump to Personal, Contact & address, Care guidance, GP & pharmacy, Physical appearance, Preferences, Consent or Contract.
3

Save

Select Save profile. Everything on the page saves together. If you leave with unsaved changes, Elate asks whether to discard them.
Key contacts are added on the Profile tab itself: select Add on the Key contacts card, fill in the contact, set Contact type to Key contact or Social worker (one social worker per person), and select Add contact. To keep a copy of the record, select Download PDF on the Profile tab. To change the photo, select it and choose Change photo.

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Allergies

1

Open the allergies

In the profile header, select + Add allergy, or Edit if some are already recorded.
2

Add one

Select Add allergy. Only Allergy name is required. You can also record the Allergen, Allergen type, Reaction severity (Severe, Moderate or Mild) and a Description of reaction.
3

Save

Select Save. Severe allergies show in red in the header.
Allergies are never deleted. If one was recorded by mistake, select the warning icon beside it and confirm Mark as recorded in error. It stays on the record, but carers no longer see it.

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Record status

The menu at the right of the profile header sets the record status:
  • Active: receiving care.
  • Prospect: not receiving care yet, for example while you assess them. You can still schedule visits for them.
  • Inactive: no longer receiving care. See Archiving a support recipient.
You can also change it in Edit profile, under Personal.

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Common questions

Not from a file. Add each person with Add support recipient.
Your role does not include Support recipients, or it can only view. Ask your organisation owner to check Settings > Permissions.
Check the tab you are on, clear the search box, and check for a banner that starts Showing: it means an active group is hiding everyone else. Select Show everyone.