Skip to main content

View Care History

The care history gives you a full audit of the care tasks delivered to a client, including task status changes, notes, and who made them. It is a valuable source of evidence for care reviews and CQC inspections.

View a Client's Care History​

To view a client's care history, 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 History" tab.
  4. Review the recorded activity. Each entry shows:
    • When it happened
    • The task
    • The action taken and the resulting status
    • Any notes
    • The person (actor) who made the change
  5. Use the filters to narrow the entries you are reviewing.

Export the Care History​

To keep a copy for your records, click on the "Export CSV" button on the care history page.

The "Shifts & Care" tab gives a combined timeline of a client's shifts and care activity over a date range, which is useful when reviewing a specific period. If you have any questions or need help, please contact Workmax Support.