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Accounts & Setup

Finance Management on Elate
Elate's Finance module helps you manage reports, invoices, and contracts in a central place. This guide walks you through each feature step-by-step.
For Managers
Resetting a Forgotten or Temporary Password
Steps to reset a forgotten or temporary password and regain access to Elate.
For Carers/Support workers
For Managers
Creating and Managing Support Plans
Learn to create detailed support plans tailored to client needs, assign tasks, and schedule activities efficiently.
For Managers
Managing Team Members
A detailed guide to adding and managing team members, including adjusting permissions and troubleshooting login issues.
For Managers
Customising Your Account
Customising your Elate account
For Carers/Support workers
For Managers
Using the Schedule
The Schedule feature in Elate gives you a full overview of all support activities within your organisation.
For Managers
Managing e-MAR (Electronic Medication Administration Record)
Discover how to view, add, schedule, and track medication administration using Elate’s e-MAR system.
For Carers/Support workers
For Managers
Navigating Elate
Explore Elate’s main dashboard and menu options to access critical features like Clients, Schedule, and Notifications.
For Carers/Support workers
For Managers
Accessing and Managing Incidents and Safeguarding
Learn how to navigate the incident dashboard, edit reports, and download incident details in Elate for effective management.
For Carers/Support workers
For Managers
Accessing Elate
Learn how to log in to Elate and add the platform to your mobile device’s home screen for quicker access.
For Carers/Support workers
For Managers
Adding and Managing a Support Recipient in Elate
Learn how to create a new support recipient profile, access their information, and update details like allergies, risk levels, and carer preferences in Elate.
For Managers
Creating and Managing a Support Activity
Learn how to create and assign support activities in the Elate calendar, including selecting recipients, plans, and carers.
For Managers
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Elate helps care and support teams keep planning, scheduling, notes, finance and reporting organised in one place.

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