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Access Care Compliance EVO Connectors

The Access Care Compliance Evo Connectors are available as part of the Evo Platform. They give external systems and tools a way to read and write data directly in Access Care Compliance

Written by Product Team

Care Compliance Connectors

The connectors are organised into capability areas — each one covers a specific part of Care Compliance. Here's a plain-English summary of what each area lets you do.

Service Users

Look up who is being cared for, where, and get a full picture of everything linked to them in Care Compliance.

List service users

Get a list of all service users across one or more homes — including name, room number, date they began using the service, date of birth, and whether they're archived.

Service user profile

Retrieve the full consolidated profile for a single service user: their risk score, linked complaints, compliments, audits, incidents, actions, and staff involvement — all in one call.

Service user instances

Page through a specific category of records linked to a service user — complaints, compliments, audits, incidents, actions, or a merged recent-activity feed — with sorting and pagination controls.

Locations (Homes)

Resolve the homes and services the current user can access. This is the starting point for most other queries — home IDs are required by actions, audits, incidents, complaints, and service-user endpoints.

List accessible homes

Returns all active homes the caller has permission to see, including location type, address, region, CQC location ID, the home manager (name and email) and the area manager (name) for each. Optionally includes head offices.

Get My Accessible Homes

Returns every active care home or service the current user has access to. Each home record includes:

  • Identity: Home ID, name, location type

  • Address & region

  • CQC Location ID — for regulatory cross-referencing

  • Home Manager — name and contact details

  • Area Manager — ID and name

  • Area Manager — name and contact details

Optional: include head offices alongside operational homes. The list is derived entirely from your identity — no user parameter needed.

Staff

Look up employees at a given home — useful for assigning actions or identifying responsible individuals.

Employees by home

Returns all employees whose home is the specified location, including their ID, name, and email. Use the returned ID to assign an action owner when creating or updating actions.

Contains sensitive HR data — only read the fields you need

Actions

Read, create, and manage the action plan — the to-do list that drives remediation and improvement across homes. Actions can be raised manually or automatically when systemic non-compliance is detected.

Action weekly summary

Get a pre-aggregated snapshot of the action plan across all accessible homes (fixed 7-day window, no parameters): total open, overdue, high priority, and no update in the last 7 days.

Action overview plan

Retrieve a filtered, paginated list of actions. Filter by status, priority, category, assigned employee, owner, CQC breach flag, origin, date range, KLOE section, and more. Ideal for detailed action-plan views or targeted reporting.

Action categories

Fetch all available action categories for the tenant — needed to supply a valid category when creating a new action.

Action change history

Retrieve the full audit trail of changes made to a specific action over time — who changed what and when.

Create an action

Raise a new remedial action in Care Compliance for a given home, with a title, description, category, due date, and optionally an assigned employee and owner.

Flag actions

Mark one or more actions as flagged — used to highlight stale or at-risk items that need attention.

Overdue & stale actions

Retrieve actions that are overdue or due today, with stale-flagging applied server-side. Also get the recipient groups who should receive digest notifications about due actions (read only, flags nothing), or escalation alerts for stale ones (flags stale actions).

Detect systemic non-compliance

Analyse audit data across the homes you area-manage (at least 2) to identify recurring patterns of non-compliance for a category, and optionally auto-create a remedial action per affected home (owners get the standard new-action email). Duplicate open actions are excluded, but do not blindly retry. Returns patterns, affected homes, area manager notifications, and created action IDs.

Audits

Access audit results, compliance ratings, and trends across your services. Supports both detailed drill-down and high-level RAG (Red/Amber/Green) reporting.

Non-compliant audits

Get all completed audits rated as non-compliant (or a custom rating) within the last N days, scoped to accessible homes. Each result includes audit type, home, completion date, and rating.

Audit history for analysis

Retrieve all audits over a configurable look-back period (default 90 days) for trend and recurring-theme analysis. Optionally filter by audit type. Includes the tenant's custom rating definitions.

Audit details (batch)

Fetch full details for a batch of up to 50 audit instances in a single call — useful when you need question-level detail after identifying audits of interest from a summary query.

Overdue actions by audit

See all overdue open actions that came from audits, grouped by audit — useful for chasing remediation that was raised following an audit finding.

Audit weekly summary

A pre-aggregated snapshot of audit activity for the last 7 days across all accessible homes — scheduled, completed, in progress, not started, overdue, red and amber totals — without needing to pull and process individual audit records.

Cross-service RAG status

Get Red/Amber/Green compliance ratings across all services for three monthly periods (all three required), enabling trend comparison over time. Includes submission percentages per month, the configured thresholds, and a rating and trend (improving / declining / stable) per service.

Audits due / overdue by service

See which audits are coming up or already overdue, broken down by service — useful for proactive scheduling and chasing outstanding audit completion.

Non-compliance top 10

Surface every audit question answered non-compliantly in the last 30 days across your homes, grouped by question and audit type (not ranked or limited to ten) — a quick way to identify the biggest recurring compliance gaps without manual analysis.

Incidents

Read and summarise incidents recorded in Care Compliance. Incidents are fully customisable in structure, so the connector works across different incident types configured by your organisation.

Incident instances

Retrieve a paginated list of incident records across all accessible homes. Each record includes the home, primary person involved, incident type, status, severity, dates (created, incident, submitted), and notification count.

Incident weekly summary

Get a pre-aggregated incident summary for the last 7 days across all accessible homes (no parameters): total incidents, counts by severity (High, Medium, Low), and incidents overdue for review (not closed after 48 hours, any age). Preferred over fetching all instances for weekly reporting.

Complaints & Compliments

Access the full complaints and compliments register — from high-level overviews to individual case detail and comment threads.

All complaints overview

Get a summary of all complaints and compliments across accessible homes: total counts, whether results were capped at 500, and the item lists with status, severity, and workflow colour for each. Good for weekly reporting and identifying overdue items (28 or more days since receipt, not Submitted or Investigation closed).

Filtered complaints dashboard

Query the complaints dashboard with rich filters: by home, service user, period, severity, status, assigned handler, reason, cause, type, and custom date range. Filter to complaints only, compliments only, or both together.

Single complaint detail

Retrieve the full record for one complaint or compliment: who raised it, the service user and home it relates to, the narrative (details, actions already taken, outcome), severity, status, and deadline.

Complaint comment thread

Read the full comment history on a specific complaint — useful for understanding the investigation timeline and what has been communicated.

Complaint lookup lists

Fetch the reference data needed to interpret complaint records — person types, nature of complaint, severity levels, how received, workflow states, and popup alerts used across the complaints module.

Complaint weekly summary

A pre-aggregated snapshot of the last 7 days across all accessible homes (no parameters) — new complaints, resolved, overdue for response (28+ days), and compliments received — without needing to process individual records.

Surveys

Access survey distribution data and submitted responses from Care Compliance's survey module — useful for building reminder workflows or analysing feedback at scale.

Survey reminders

Find all survey distributions ending in exactly N days (default 3) and return everyone who hasn't yet completed — with their name, email, location, role, and a unique token. Everything needed to send a reminder email. Does not send the email itself.

Submitted survey answers (batch)

Retrieve the full submitted answers for multiple responses to a survey distribution in one call. Returns the raw answer JSON paired with the question template JSON, plus the respondent's name, location, and completion date — parse both together to produce readable question/answer pairs.

Quick Reference - All Endpoints

Homes

Get My Accessible Homes

Read

All homes you can access, with CQC ID, address, managers

Employees

Get Employees by Home

Read

Staff at a home — name, email, role, ID

Actions

Action Weekly Summary

Read

Open, overdue, high-priority and no-update-in-7-days counts

Actions

Filtered Action Overview Plan

Read

Full paginated action list with rich filters

Actions

All Action Categories

Read

Every action category configured for your organisation

Actions

Action Change History

Read

Full audit trail of every change made to an action

Actions

Create an Action

Write

Creates a new action in Care Compliance

Actions

Flag Actions

Write

Marks specific actions as needing attention

Actions

Flag Stale Actions

Write

Auto-flags actions with no updates in N days

Actions

Overdue & Due-Today with Stale Flagging

Write

Due/overdue actions + stale flagging + owner emails

Actions

Action Due Digest Recipients

Read

Who to email for due-action digests, grouped by person

Actions

Stale Action Escalation Recipients

Write

Who to email for stale escalations — staff + area managers

Actions

Detect Systemic Non-Compliance & Raise Actions

Write

Finds patterns across homes and auto-creates remedial actions

Audits

Audit Weekly Summary

Read

Scheduled, completed, overdue, red/amber counts (last 7 days)

Audits

Non-Compliant Audits

Read

Audits rated non-compliant in the last N days

Audits

Audit History for Analysis

Read

All audits in a period for trend and theme analysis

Audits

Audit Details (Batch)

Read

Full question/answer/score detail for multiple audits

Audits

Cross-Service RAG Status

Read

Red/Amber/Green ratings across 3 months per service

Audits

Audits Due/Overdue by Service

Read

Upcoming, due, and overdue audits by home in a date range

Audits

Overdue Actions by Audit

Read

Overdue actions grouped by the audit they came from

Audits

Top 10 Non-Compliant Questions

Read

Non-compliant audit questions (last 30 days) with home and manager details

Incidents

Incident Instances

Read

Paginated list of incidents — type, severity, status, dates

Incidents

Incident Weekly Summary

Read

Incident counts by severity and overdue-for-review count (last 7 days)

Complaints

Complaint Weekly Summary

Read

New, resolved, overdue complaint and compliment counts (last 7 days)

Complaints

All Complaints Overview

Read

Up to 500 complaints + compliments with status and severity

Complaints

Filtered Dashboard List

Read

Complaints/compliments with rich filters and pagination

Complaints

Single Complaint Detail

Read

Full record — narrative, severity, status, deadline

Complaints

Complaint Comment Thread

Read

Investigation comments with author and date

Complaints

Complaint Lookup Lists

Read

Reference lists to decode numeric codes on complaint records

Service Users

Get Service Users

Read

Name, DOB, gender, room, home, start/stop dates

Service Users

Service User Profile

Read

Full 360° view — incidents, actions, complaints, risk score, staff involvement

Service Users

Service User Instances

Read

Paginated category view (complaints, incidents, actions, etc.)

Surveys

Survey Reminders

Read

Who hasn't completed a survey ending in N days — with email & token

Surveys

Submitted Survey Answers (Batch)

Read

Full question/answer pairs for completed survey responses

A note on access control: All endpoints are scoped to the homes the authenticated user can access — you will never see data from a home outside your permission set. Home IDs returned by Locations → List accessible homes are the correct starting point for any query that requires a homeId or homeIds parameter.

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