For home-care and community-care operations teams
Simple Microsoft tools for care teams who work on the road
Healthverra builds Power Apps checklists, Teams rotas and Power Automate reminders for the people who keep a care service running: coordinators, branch managers, and the carers they support. The aim is less paper travelling back to the office, fewer rota changes lost in group chats, and no training certificate expiring without anyone noticing.
Operational, non-clinical work only. We don’t build care-planning, medication or clinical record tools.
What we build
Three practical pieces of work, each small enough to start with one branch. They use Microsoft tools you may already be licensed for, and each one can be edited by your own team once it’s running.
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Service 1
Shift-day checklists in Power Apps
A phone-friendly app for the checks carers and office staff already do on paper.
Replaces
Paper vehicle checks, PPE and supplies request slips, branch opening and closing sheets.
What you get
- An app with your own checklist questions, in plain language
- Answers saved to a list the office can filter by carer, date or branch
- An alert to the office when a check fails or stock runs low
- A one-page, large-print guide for carers
Checklists stay non-clinical: no client care, medication or health details.
Built with Power Apps, Power Automate and SharePoint lists
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Service 2
Rota coordination in Teams
One place for shift changes and branch updates, instead of personal chat groups.
Replaces
Rota changes in personal messaging groups, and phone tag about who can cover an open shift.
What you get
- Teams set up by branch or area, with an announcements channel
- Shifts schedules with open-shift and swap requests a coordinator approves
- Simple rules on what goes in Teams and what stays in your care-management system
- A short guide for coordinators
Shifts covers staff schedules. Your care-management or rostering system stays the record of client visits.
Built with Microsoft Teams and Shifts
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Service 3
Training reminders that arrive in time
Expiry dates that remind people automatically, instead of one person checking a spreadsheet.
Replaces
A training spreadsheet that’s only up to date when someone remembers to open it.
What you get
- A training record: course, date completed, expiry date
- Reminders at 60, 30 and 7 days to the staff member and their coordinator
- A monthly list of upcoming expiries for the registered manager
- A simple way for staff to add a photo of a new certificate
Reminders help you keep on top of renewals. They don’t replace your training provider or your own compliance checks.
Built with SharePoint lists or Dataverse, Power Automate and Teams notifications
Before and after, task by task
How common branch tasks tend to run on paper and in chat groups, and how they could run with these tools. These are illustrative descriptions, not results from a client.
| Task | Often today | With these tools |
|---|---|---|
| Vehicle check | Paper sheet handed in at the end of the week. A fault noted on Monday is read on Friday. | Checked on a phone before the first visit; a failed item alerts the office the same morning. |
| Open shift | Coordinator messages several groups and rings round. Nobody’s sure who has agreed. | Open shift posted in Shifts; one person requests it, the coordinator approves, everyone sees the change. |
| Supplies running low | Request slip left at the office, or mentioned in passing. | Request logged from the app with branch and item; the office sees a running list. |
| Training expiry | Found when someone checks the spreadsheet, sometimes after the date has passed. | Reminders sent automatically ahead of the date to the people who need to act. |
How we work: start with one form
Pick one form or process
Usually a paper form that’s filled in often, holds no client details, and causes trouble when it arrives late.
Build it with your staff
Two or three carers and a coordinator try it on their own phones and tell us what’s awkward.
Roll it out to one branch
A short briefing, the printed guide, and a few weeks of real use before anything else changes.
Hand it over
Your team learns to change checklist questions and reminder dates without needing us.
Free worksheet: Paper Form Inventory
Before choosing what to put on a phone, it helps to see every paper form your branch uses in one place. This printable worksheet walks you through it in three steps:
- List each form: who fills it in, how often, and where it goes next.
- Score each one to find good first candidates.
- Choose your first form and decide what “working” looks like.
It prints on landscape A4 or Letter and needs nothing but a pen.
About
Healthverra focuses on the everyday operational side of home care and community care: the checks, rota changes and reminders that sit around the visits themselves. The tools are deliberately simple, so a coordinator can change them after handover.
What we don’t do
- Build care plans, medication records or clinical notes
- Replace your care-management or visit-scheduling system
- Guarantee compliance with any regulator’s requirements
- Act for Microsoft. Healthverra is independent and not affiliated with or endorsed by Microsoft
Talk to us
Tell us about your service and the forms or rota problems that take up your team’s time.
Please don’t send client information
Don’t include the names, addresses, care needs, medical details or any other health information of the people you support. Describe your forms and processes in general terms.
Useful to mention
- How many branches and roughly how many staff
- Which paper forms or chat groups cause the most chasing
- Whether carers have work phones or use their own