Home visit
SignedSix-week review booked for 30 December.
The record you can rely on.
A client’s record in Casely holds everything about the case in one place, keeps a history of every change, and stays exactly as you signed it. It’s built to be read by solicitors, deputies and courts.
Everything hangs off the client.
Nothing lives in a separate tool, so nothing has to be copied across.
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Case notes
Written up from your account of the visit, with the time and charge recorded on the note itself.
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Documents
Reports and letters kept with every version. Each upload is virus-scanned before it’s accepted.
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Contacts
The family, the solicitor, the deputy, the therapy team. One directory, linked to each client.
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Tasks and diary
Follow-ups and appointments, set from the note they came from.
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Invoices
Drafted from the chargeable work already on the record, then finalised and issued.
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Client funds
A ledger for money you hold or manage for a client, with statements for any period.
Signed means signed.
When you sign a note, that version is fixed. If something needs correcting later, you add a permanent entry. It’s dated, it carries your name, and it sits beside the original, which stays untouched.
A second person can review and countersign where your practice needs it.
Permanent entry
Added 13 NovemberReview date corrected to 6 January.
Nothing is ever lost.
Casely doesn’t delete. Every change is kept with who made it and when, and you can see what it said before and after. Nobody can quietly rewrite the record, and that includes the software.
History Home visit
- Signed, version 2 Sam Carter, 12 Nov 17:05
- Duration changed from 45 to 50 minutes Sam Carter, 12 Nov 16:58
- Saved as an unsigned note Sam Carter, 12 Nov 16:51
You decide who sees what.
Access is set person by person and client by client. Someone working on one case doesn’t see another unless you say so.
The same rule applies to us. Casely staff can’t open your cases unless you choose to let them in.
Access Daniel Reyes
- Sam Carter, case manager This client
- Priya Shah, supervisor All clients
- Jo Ellis, case manager No access
- Casely support No access
One record for the clinical story and the bill.
The time and the charge sit on the note. Invoices are drafted from it. Nobody keeps a separate timesheet, and nobody types the same visit twice.
Invoices Draft for November
| Date | Work | Charge |
|---|---|---|
| 3 Nov | Call with instructing solicitor, 12 min | £21.00 |
| 12 Nov | Home visit, 50 min | £87.50 |
| 13 Nov | Report review, 30 min | £52.50 |
Client funds you can stand behind.
Every entry in a client’s funds ledger is permanent. A mistake is corrected with a reversal that stays visible, never by editing the past. Statements are produced straight from the ledger.
Client funds Statement
| Date | Entry | Amount |
|---|---|---|
| 2 Nov | Support worker hours | −£312.00 |
| 5 Nov | Taxi to physiotherapy | −£48.20 |
| 6 Nov | Reversal of 5 Nov entry: wrong client | +£48.20 |
| 9 Nov | Deputy transfer in | +£1,500.00 |