REFER A CARE HOME

Referral received

Thank you.
We’ve got your referral.

£995 will come off your next annual renewal once the Care Home you referred becomes a PLANERGY customer. We’ll email you a confirmation with the details, so you have everything in writing.

No limits. Every Care Home you refer that joins takes another £995 off your renewal.

What happens next

We’ll reach out to them within 1 business day

A member of our team will contact the Care Home you referred to introduce PLANERGY. No pressure on them, nothing more for you to do.

One thing that really helps: give your contact a quick heads-up to expect our call.

We keep you posted

You’ll hear from us when we’ve made contact and again if the Care Home becomes a customer.

£995 comes off your next renewal

Applied to your next annual renewal when the Care Home signs up as a PLANERGY customer within 6 months of your referral.

What the Care Home you referred can expect

The Care Homes you know are all facing the same arithmetic: another National Living Wage rise, higher employer National Insurance, no more overseas recruitment, and fee uplifts that cover only around half of it. Non-pay spend is the one budget line still in their hands. Here is what we’ll show them.
No budget surprises

Every purchase is checked against budget before the money is committed, not after. Home managers order what they need, within set limits and from preferred suppliers, while finance sees what is coming all year.

No more invoices arriving for spend nobody approved.

Control of every small invoice

Food, maintenance, utilities, and consumables arrive as hundreds of low-value invoices across every Home, and each one is matched to an approved order automatically.

Duplicates, errors, and price creep are caught before payment. One Care Home Group cut procurement workload by 40% with PLANERGY.

Evidence for every inspection

A full audit trail on every purchase gives Care Homes the well-led governance evidence that CQC and commissioners increasingly expect, and it speeds up Financial Management too.

Month-end closes days earlier with all the data available in PLANERGY.

Terms & conditions

Referrals must be made via the referral form to qualify. There is no limit on the number of referrals you can make. Referred Care Homes must not have had a PLANERGY demonstration in the previous 3 months. Referrals expire after 6 months. £995 off applies to your next annual renewal for every referred Care Home that becomes a PLANERGY customer within 6 months of your referral.

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