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Care records & notes

Drafting care and support plans

AI can turn assessment notes into a first draft in your usual structure. The risk is a plan that reads well, sounds like everyone else's, and was never really agreed with the person.

Our rating

Try with care

Can help, but needs the right tool, a data protection check and a person reviewing every output.

Tools that can do this

From our neutral directory. No paid listings.

  • General AI assistants

    Microsoft Copilot

    AI built into Word, Excel, Outlook and Teams, answering from your own files and email. Renamed from Microsoft 365 Copilot in 2026.

    Trains on your data
    No
    Data processing agreement
    Yes
    Price
    Paid only
  • Your team & the people you support

    Telling the people you support that you use AI

    The ICO requires you to tell people before you start a new use of their data, not after. What that means in practice, how to say it plainly, and where consent does and does not come into it.

    Guide5 min read

  • Safe use & data

    How to spot the mistakes AI makes

    AI writes fluently and is confidently wrong. The specific failure modes that matter in care records, and how to read a draft so you catch them.

    Guide4 min read

  • Your team & the people you support

    AI and self-directed support: where it fits

    Self-directed support is about choice and control. AI can widen that or quietly narrow it, and the difference depends on who the tool is working for.

    Explainer3 min read

  • Regulation & governance

    Do you need a DPIA for an AI tool?

    For AI touching care records, almost certainly yes. The ICO names AI as innovative technology, and care data is special category data. Two triggers is the threshold.

    Explainer5 min read

  • Template

    Letter telling people you use AI

    A one-page letter in plain English, with a version for the person and a version for a family member. Send it before you start, not after.

    One page letter, fill in the blanks, two versions

  • Template

    AI data protection impact assessment (DPIA)

    A DPIA laid out in the ICO's seven steps, with the questions written for a care service introducing an AI tool. Fill it in before you start and you have a record of the decision you actually made.

    Six to eight pages, section by section, with guidance under each field

More ways to use AI

Ways to use AI

  • Try with care

    Care records & notes

    Turning spoken notes into visit records

    A care worker speaks a short summary after a visit and a tool drafts the written record for them to check. The most asked-about use in domiciliary care, and the one where the choice of tool matters most.

  • Try with care

    Rotas & scheduling

    Suggesting cover for rota gaps

    When someone calls in sick, a coordinator needs cover fast. AI can suggest who might fit — and can quietly entrench the habit of always asking the same few people.

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