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Set up a Client Care Profile

A care profile records the information a carer needs before they deliver care to a client: their preferences, key notes and any risks. Once set up, the care profile is inherited by the client's care plans so that this information travels with every visit.

Set up a Care Profile​

To set up a care profile, follow these steps:

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Go to the "Clients" section and open the client.
  3. Open the "Care Plans" tab, then locate the "Care Profile" panel.
  4. Click on the "Add care profile" button (or "Edit care profile" if one already exists). The "Client Care Profile" panel opens.
  5. (Optional) Set a Service-user PIN the client uses to confirm visits.
    • New PIN (4–12 digits)
    • Confirm new PIN
  6. Add any Risks the carer needs to be aware of. For each risk, set:
    • Severity (Warning, Caution or Critical)
    • Title
    • Details
    • Use "Add risk" to record more than one, or the quick-add chips for common risks.
  7. Add the client's Preferences by typing a preference and pressing Enter.
  8. Add any Key notes by typing a note and pressing Enter.
  9. Click on the "Save care profile" button.

Workmax will save the care profile against the client. Preferences, key notes and risks are then inherited by new care plans, and appear in the carer's visit brief on the mobile app. If you have any questions or need help, please contact Workmax Support.