GETTING STARTED
Comprehensive guide covering all aspects of getting started in CareVoice
CareVoice revolutionises professional assessments by combining voice recording, AI analysis, and customizable templates to create comprehensive, structured documents in minutes rather than hours.
Quick Start Steps:
- 1.Click "New Assessment" from your dashboard
- 2.Enter client/subject details
- 3.Choose a template or start blank
- 4.Record your assessment notes
- 5.Let AI structure your content
Step 1: Client Details
Start by entering essential information about your client or assessment subject. This includes:
- Name and preferred name
- Date of birth and NHS number
- Address and contact details
- GP practice information
- Emergency contact details
Step 2: Choose Your Template
Select from our professional templates designed for specific assessment types:
Care Act 2014 Assessment
Comprehensive needs assessment under Care Act criteria
Mental Health Social Care
Community mental health assessment following NHS Framework
Domiciliary Care (CQC Compliant)
Home care assessment meeting CQC Regulation 9 requirements
Premium templates available include NHS Discharge, Safeguarding, Learning Disabilities, and more.
Understanding Your Dashboard
Your dashboard is the central hub for all assessment activities:
Recent Assessments
View and continue your latest work with status indicators showing draft, in-progress, or completed assessments.
Quick Actions
Start new assessments, upload PDFs for analysis, or access templates directly from action buttons.
Assessment Progress
Track your monthly usage with visual indicators showing assessments used vs. available in your plan.
Service Users
Manage your service user profiles, view assessment history, and maintain up-to-date contact information.