The smart guide to your Mobizio solution. Improve quality of care and reduce costs with digital and automated care processes.

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1 Access Mobizio CARE MANAGEMENT // Digital care planning & delivery Improve quality of care and reduce costs with digital and automated care processes The smart guide to your Mobizio solution

2 Hello. To provide high quality care under financial pressure, we understand care providers need a comprehensive solution to reduce business expenditure and improve efficiency, while ensuring safety, compliance and appropriate oversight.

3 Our story. Our software has been continuously developed with our clients across health and social care. Whether you re a single provider or part of a large group, our comprehensive solutions will increase efficiency, reduce your costs and give managers and supervisors complete visibility of care provision. Cloud based solution Accessible anywhere on web browsers, smartphones or tablets, any change made at the point of care automatically updates the existing care record, removing the need to manually update care documents and allowing you to focus resources on delivering higher quality care. Offline working An offline enabled app means carers can work fully without an internet connection. All information is stored locally on the device, which automatically syncs every 30 minutes or at the push of a button at any time. Smart data use Our care management software uses data intelligently to automate manual activities reducing back office admin and improving compliance. Everything recorded can be reported on to evidence performance to stakeholders and inspectorates. Comprehensive care management Digitise every step of providing care from assessment to audit. All processes are integrated so that MAR charts and care records are updated automatically. All information is kept in one system and is easily accessible at any time, making your operations more responsive and scalable.

4 Who we work with Thousands of users in the UK are delivering high quality care more efficiently with Access Mobizio. Our clients include:

5 What we do Complex Care Home Care Residential Care Comprehensive care management including complete digital care plans and forms, E-MAR, family & funder access, automated alerts and visit verification, all in one easy to use and configurable platform. Digital Care Planning Removing paper from assessing and care planning reduces operational costs and increases efficiency. With synchronised cloud based care records there is no need to manually update the existing copy or duplicate data. Care Delivery Enhance care delivery with interactive care schedules. Verify time and attendance with GPS & NFC. Record daily care notes and incidents electronically. Rotas are deployed straight to carers Mobizio app from Access PeoplePlanner. E-MAR Replace paper MAR charts with E- MAR. E-MAR is automatically updated every time medication is administered or missed. There is no need to manually update MAR charts - reducing errors, admin and the need to communicate changes. Live View View care delivery in real time. All information from care visits and shifts - including tasks completed and medication given - feeds into the Live Monitoring dashboard. Supervisors have complete visibility and are automatically alerted to any incomplete schedules or activities and incidents. Automation Rules Mobizio automates manual activities which are critical to social care, including reminders for care plan reviews and automatic alerts when incidents are reported. Configure your own automation rules to create new alerting, follow up tasks and reminder mechanisms. Reports & Analysis Generate reports on any aspect of your care services or business processes. Demonstrate care quality to commissioners, inspectors and funders. Use a range of filters to produce valuable business intelligence. Export or share in multiple formats.

6 Digital Care Planning Cloud based care records Web portal & Mobile App Forms Designer Print, Share & Upload Key features Pre-loaded with an extensive library of care plans and forms Easily edit existing forms or create from scratch with Mobizio Forms Designer Secure access levels for different user groups, including managers, carers, coordinators, next of kin Access all forms, care plans and records on both web and mobile even offline Complete audit of any changes made to care records Upload documents straight into service user records Complete digital care records Write detailed care plans, carry out assessments, reviews and complete daily care notes - all on the same cloud based platform which is accessible on web and mobile, even if offline. Information only has to be entered once because everything is synchronised. Staff do not need to type up paper forms or travel to and from the service user s residence to check or update care documents. Information is gathered in a consistent manner and can be easily reported on. All care plans, care logs, notes, forms and records can be printed out or shared with any stakeholder as a PDF.

7 Care Delivery Care schedules Rota deployment Time and Attendance Offline functionality Key features Rotas automatically deployed to carer s Mobizio app from Access PeoplePlanner Time and attendance verified with NFC & GPS Care schedules record activity and medication completion View past daily care logs, care plans and assessments Secure access controls based on the user s role Integrated with Live View, EMAR and Care Planning Enhanced care delivery Your carers have all the information they need on their mobile or tablet. Each carer s rota (and changes to it) are automatically deployed to their Mobizio app. Upon starting a visit or shift carers see an Interactive Care Schedule - a list of activities to complete and medication to administer. These must be marked as complete or incomplete before your carers can end the shift. Carers must also complete a daily care log. All this information instantly updates the existing record. Carers can submit incident forms and escalate to the office straight from their mobile device. Voice to text transcription, automatic calculation and smart forms mean carers can spend less time completing forms and more time delivering care.

8 Electronic Medication Administration Replaces paper MAR sheets Automated alerts Audit & print Guidance for carers Key features E-MAR sheets update automatically Easily add or amend medication details View and print E-MAR sheets from previous weeks and months Complete medication instructions at the point of care Accurately logs all medication information from each visit or shift Integrated with care records and Live View Safe and efficient medication management In Mobizio all medication events are automatically logged in an Electronic MAR chart for each service user. Carers can see which medication to administer including dosage and instructions. In order to complete a visit or shift carers must log scheduled medication as administered or not administered. All this information is automatically entered into the service user s E-MAR chart. Missed medication automatically triggers an alert to the user group responsible to investigate. E-MAR reduces errors, ensures all medication data is accurate and up to date and reduces time-consuming admin work.

9 Live View Live view of care delivery Detailed visit summaries Automatic alerts Integrated dashboard Key features Visit and shift data is automatically updated in real time Filter display by branches or shift type Filter alerts displayed by alert type Complete service user tasks to aid regulatory compliance Completely integrated with care delivery, E-MAR, ECM and care schedules Easy to use, colour coded, intuitive design Complete visibility Improved visibility means improved compliance and safety. The Live View dashboard gives your supervisors an overview of your services as they are happening. Click on any shift to bring up a summary window, showing the start and end time, activities and medication completed or not completed, daily care notes, outcomes and any incidents reported. Automatic alerts triggered by missed medication and incidents are displayed in a navigable panel, which like the Live View updates automatically every 30 seconds.

10 Automation Rules Alerts Reminders Follow up tasks 3 step creation wizard Key features Rules deployed instantly across your business Highly configurable create any rule you need One event can trigger multiple automated actions Easily edit, remove or switch individual rules on/off Specify who or which group activities, s or alerts are sent to. Safer, more efficient operations Mobizio s Automation Rules engine automatically triggers alerts, sends s, and reminders and creates activities when an event occurs such an incident form being submitted or a service user s care plan being updated. Mobizio is pre-loaded with the most critical pieces of automation in social care. Creating new rules - to automate those processes specific to your organisation - is not only possible but easy. s, alerts, reminders and tasks can be sent to specific users or user groups including next of kin.

11 Reports and Analysis Bespoke reports Export data Share 3 step report creation Key features Pre-loaded with key health & social care reports Save reports to re-run multiple times Filter reports by an array of criteria Reports are rendered in both charts and tables Export data to excel, save as an image or PDF Share reports with funders and commissioners Capture, analyse and share Any data captured within Access Mobizio can be analysed and reported on. Our reports module allows you to create bespoke reports on any aspect of your service. Mobizio also comes pre-loaded with the most widely used reports in health & social care including reports on incidents, compliance and outcomes. All reports can be exported to excel or as a PDF and can be shared with any stakeholders. Evidence care quality, demonstrate compliance and generate valuable business intelligence.

12 Other Access Solutions When you join Access Mobizio you have the added benefit of our additional software solutions, including Planning & Rostering, Time & Attendance, HR, Payroll, Business Intelligence and Finance that can integrate straight into your system for even greater business efficiency. HR Planning & Rostering Finance & Accounting Payroll Access Human Resources software will support every aspect of your HR, talent management, learning and development, and absence management. From recruitment and onboarding to performance and absence management, as well as a flexible range of payroll solutions, we will help you to unite, integrate and optimise all of your people processes. Our rostering software solution brings all your information about your clients and carers together in one view allowing you to quickly identify the best match based on skills and qualifications, preferences and distance. Our intuitive planning screens allow you to easily roster your carers with simple drag and drop functionality. Manage rotas, payroll, travel time and mileage calculations all from one platform. Access finance solution gives you complete control of your business operation. Around 1,500 organisations use our solution to streamline processes and make informed business decisions. Our unified system enables users to access consolidated, accurate data with extensive reporting & analysis capabilities. When it comes to paying your staff, we will help you do this in the most efficient and reliable way for your organisation. Whether you re looking for simplified payroll processing, or a service to manage the entire function for you. On-premise, payroll processing or a fully managed service; your payroll, your way.

13 Talk to us Access has both industry and sector expertise that span across many years. Our customers invest in us because we are passionate about what we do and dedicate our time to provide the best possible software solution for you and your business. Contact us for a tailored demo: We decided to digitise our records to not only reduce our costs but also to improve safeguarding and compliance. Mobizio has covered everything, it really stood out because of the ease of use, the extra savings it will give us and because we can easily customise it to best fit our business. We looked at other care planning software but nothing came close to Mobizio. mobizioinfo@theaccessgroup.com Vijay Majithia, Managing Director, Aspire UK

14 About Access Access has both industry and sector expertise that span across many years. Our customers invest in us because we are passionate about what we do and dedicate our time to provide the best possible software solution for you and your business. We work with over 2,400 care organisations and deliver over 46 million hours of care per year. We pride ourselves on our speed and ease of implementation and this is why we are able to maintain a 96% customer retention rate. Access works with all different sizes of businesses from start-ups to global franchises. When you join Access you have the added benefit of our additional software solutions across Planning & Rostering, Time & Attendance, HR and payroll, Business Intelligence, Finance and Accounting that can integrate straight into your system for greater business efficiency mobizioinfo@theaccessgroup.com Access Mobizio