Elate Help Center

Begin by accessing Elate and arriving at the login screen. Input your email address and password, then click "sign in". Then select the client you wish to create the support plan or support activity for. Then select “create support plan”, fill out the relevant details which will then be added to both your calendar and your clients.

After logging in, you'll receive a list of your clients. You can swipe or scroll right on the client's table to see additional details about each client.

Click on the client you plan to visit. For instance, in our tutorial, we used "User 3 Exeter" as an example. Click on their profile card to access further details.

Click on "Add Support Event". You'll then need to choose the relevant Support Type, linking it from the existing support plan. For interim events or visits, select "Enabling Support Interim".

You can define the support's start and end times. Click on the time box, and from there, you can select your desired times. For example, in our guide, we set it from 4 pm to 5 pm.

Yes, the system is designed for convenience. It automatically fills in details like the user's name and your name (or carer details) in their respective fields based on the logged-in user and the selected client.

Simply click "Submit" and confirm with "Yes, Create". You'll then be taken to a detailed view page of the created event or visit.

You can always navigate back to your main client list to manage other clients or view an overview of all planned events and visits.

Absolutely! Stay tuned to our platform as we'll release more tutorials and guides to assist you in maximising the software's potential.

Start by logging into Elate using your email and password. Once inside, you'll be presented with a list of clients on the left. Select the client for whom you want to create a support plan.

Simply click on the specific client's name, like "User 3 Exeter" in our demonstration, and then click on their profile card to access more details and the support plan section.

You can initiate the creation by selecting "Create Support Plan" after overlooking any previous support plans.

Type the specific support task,, like 'cooking' or 'personal hygiene', into the search bar. Set priorities, choose relevant tasks, and add specific details related to the client's preferences and needs in the fields provided. These must be reviewed and updated every 3 months.

After reviewing the tasks in the support plan, click "next" to finalise it. Here, you'll be prompted to select a date and time for the initial support event, define its frequency, and assign tasks to a carer or enabler.

After setting up the event, click "submit" and review the details. A final confirmation prompt will appear. Simply select "Yes" to complete the creation process.

Navigate back to the dashboard where you'll see scheduled events, like the 'morning routine'. For a detailed view, access the calendar function and click on the specific event you set.

Within the detailed view of the support event, you can click 'edit' to make changes. The tasks section provides options to add or review notes, which is beneficial for the carer.

Once a task is completed, the carer can tick them off directly within the support event details, ensuring all services provided are tracked.

Support plans should be reviewed and updated regularly to ensure they continue to cater to the client's evolving needs and preferences.

Always remember, it's not just about setting up; consistent reviews and updates are essential. As the client's needs change over time, adjustments may be required to ensure they receive the best care possible.These must be reviewed and updated every 3 months.

To add a new client to the Elate system, go to the client dashboard and click on "add client". Then, just fill in the client's name, email, date of birth, and home address. Finally, hit save at the bottom of the page. The new client will be added to the system.

Clients will not be deleted from your dashboard but can be archived. To do this will go to the client dashboard. Under the actions section, you will see a bin icon, select this to archive the client you no longer care for.

All essential information will be prompted for you to input into the clients profile in the initial “add clients” section. However, once the client has been added into the system, you can click on the clients profile, select edit and input more optional information, such as their GP information, contract type and preferences.