Access Care Connect is a referral management application designed to replace manual, email-heavy intake processes with a streamlined digital workflow. It allows care providers to receive, triage, and convert care referrals from local authorities and individuals, integrating directly with Access Care Rostering or Access People Planner to check carer availability and create service location records.
What Access Care Connect does
Care providers typically receive referrals by email, process them manually, and enter data into their care management system by hand. This is time-consuming and error-prone. Access Care Connect automates email ingestion, uses AI to extract service user data, routes referrals to the right branch and area, checks carer capacity, and converts confirmed referrals into Access Care Rostering (ACR) service locations — all in one place.
How Access Care Connect works with your existing systems
Access Care Connect is an add-on that works alongside Access Care Rostering or Access People Planner. It handles the intake and triage of referrals and pushes confirmed service users into ACR. Your existing rostering and scheduling workflows in ACR remain unchanged.
Data flows one way only, from Access Care Connect into ACR. Access Care Connect makes direct API calls to ACR to create service location records, but no data syncs back. However, when viewing a linked returning service user, Access Care Connect retrieves their current details live from ACR, which is why their personal details appear read-only.
⚠️ Important: User accounts are pulled from ACR you do not create them in Access Care Connect. An Administrator can search for users by name in ACR, add them to Access Care Connect, and then assign them a role. Branch and area permissions are also managed in ACR, not Access Care Connect.
Key features
Access Care Connect includes the following features:
Email inbox: Configure one or more email mailboxes, each linked to a branch. Incoming emails automatically appear in the inbox and the AI creates linked referral records without any manual intervention.
AI triage engine: Automatically routes referrals to the correct branch and area, checks carer capacity, and applies automation rules to accept, decline, or flag referrals for manual review.
Referral management: Track referrals through their full workflow, create referrals manually, link returning service users, and maintain a full audit trail.
Availability and capacity checking: View which carers are available for each visit requirement, with a visual 7-day Capacity Analysis grid.
ACR integration: Convert confirmed referrals directly into ACR service location records.
Next steps
Now that you understand what Access Care Connect does, you can:
• Manage referrals in Access Care Connect.
• Configure the AI Triage Engine.
• Understand availability and capacity checking.
• Configure settings and mailboxes.