Care Banking

Care Banking : Pathway Modules

Software supporting individualized care.
Pathways enables effective management of care and care pathways.
Current use cases include : Continuing Healthcare, Personal Health Budgets, Social Prescribing, Section 117 / Mental Health, Discharge management, Care Home support and Transforming care

Works as stand alone modules or via integration


  • Market Management
  • Structured and efficient invoicing and purchasing
  • Patient case notes
  • Activity and finance monitoring and reporting
  • Configurable for individualized care pathways, eg CHC


  • Allows effective management of patients through the pathway
  • Simplifies reporting to NHS England
  • Invoices can be validated online
  • Reduction in transactional staffing levels
  • The product enables supplier markets to be managed effectively
  • Purchases, contracts and correspondence are captured in one location
  • Ensures all clinical and critical information is captured
  • Simplify the workflow for continuing healthcare & personal budgets


£1,500 a user a year

Service documents


G-Cloud 12

Service ID

3 8 5 4 0 8 5 3 5 8 5 9 4 6 7


Care Banking Sales
Telephone: 0203 633 1766

Service scope

Software add-on or extension
Yes, but can also be used as a standalone service
What software services is the service an extension to
Existing clinical or assessment systems, invoicing, contracting and payment systems.
Cloud deployment model
Hybrid cloud
Service constraints
Support is not provided for early versions of internet browsers. Please contact us for more details
System requirements
  • No specific system requirements
  • Recent browsers are required for secure operation.

User support

Email or online ticketing support
Email or online ticketing
Support response times
Response times at weekends are different
User can manage status and priority of support tickets
Phone support
Web chat support
Onsite support
Yes, at extra cost
Support levels
Bug resolution is included in the costs.

We utilise account managers.
Support available to third parties

Onboarding and offboarding

Getting started
Online training is provided.
Service documentation
Documentation formats
End-of-contract data extraction
An export from the database is provided on request.
End-of-contract process
A single extract from the database is included in the costs. Any additional work will be billed to the customer.

Using the service

Web browser interface
Supported browsers
  • Internet Explorer 10
  • Internet Explorer 11
  • Chrome
  • Safari 9+
Application to install
Designed for use on mobile devices
Differences between the mobile and desktop service
Only screen formatting is different.
Service interface
What users can and can't do using the API
The API is for transferring clinical data between systems
API documentation
API documentation formats
API sandbox or test environment
Customisation available


Independence of resources
The architecture ensure scaling does not cause performance issues for users. More information can be made available to potential users if required.


Service usage metrics
Metrics types
User tracking, expenditure, customers can also request specific usage metrics at the time of ordering.
Reporting types
  • Real-time dashboards
  • Reports on request


Supplier type
Not a reseller

Staff security

Staff security clearance
Other security clearance
Government security clearance
Up to Developed Vetting (DV)

Asset protection

Knowledge of data storage and processing locations
Data storage and processing locations
United Kingdom
User control over data storage and processing locations
Datacentre security standards
Managed by a third party
Penetration testing frequency
At least once a year
Penetration testing approach
Another external penetration testing organisation
Protecting data at rest
  • Physical access control, complying with another standard
  • Encryption of all physical media
Data sanitisation process
Data sanitisation type
  • Explicit overwriting of storage before reallocation
  • Deleted data can’t be directly accessed
Equipment disposal approach
A third-party destruction service

Data importing and exporting

Data export approach
Csv file
Data export formats
Data import formats

Data-in-transit protection

Data protection between buyer and supplier networks
  • TLS (version 1.2 or above)
  • Legacy SSL and TLS (under version 1.2)
Data protection within supplier network
  • TLS (version 1.2 or above)
  • Legacy SSL and TLS (under version 1.2)

Availability and resilience

Guaranteed availability
The defined Service level is 95 % during core hours, core hours are considered to be 9 to 5 weekdays. Service maintenance and system updates are scheduled outside of core hours. Any planned downtime (i.e. for maintenance) will be conducted outside of core service hours and the service must be provided with a minimum of 48 hours’ notice.
Where system maintenance is urgently required, the policy is to switch to the backup facility, users will be provided with as much information as possible should this occur.
Approach to resilience
Available on request
Outage reporting
Email alerts are reported to all registered users

Identity and authentication

User authentication needed
User authentication
  • 2-factor authentication
  • Limited access network (for example PSN)
Access restrictions in management interfaces and support channels
The design of the My Care Bank solution ensures that the systems and software supplied enable personal information to be handled legally, securely, efficiently and effectively in order to deliver the best possible care. The system components used singularly or in combination, meet or exceed the current minimum requirements.

Privacy and data protection has been built into the system architecture from the start, the underlying design relies on three databases; two cloud based and an independent local database application, accessed through a role based protocol.
Access restriction testing frequency
At least every 6 months
Management access authentication
Username or password

Audit information for users

Access to user activity audit information
Users have access to real-time audit information
How long user audit data is stored for
At least 12 months
Access to supplier activity audit information
Users have access to real-time audit information
How long supplier audit data is stored for
At least 12 months
How long system logs are stored for
At least 12 months

Standards and certifications

ISO/IEC 27001 certification
ISO 28000:2007 certification
CSA STAR certification
PCI certification
Other security certifications
Any other security certifications
Cyber Essentials Plus

Security governance

Named board-level person responsible for service security
Security governance certified
Security governance standards
Other security governance standards
We comply with the NHS standards for the Information Governance toolkit.
Information security policies and processes
All information security is monitored by a information governance steering group.

Operational security

Configuration and change management standard
Supplier-defined controls
Configuration and change management approach
We run automated test routines on all releases in a reproduction environment, before undertaking limited user testing.
A formal group approves all updates and monitors bug fixes on live sites.
Vulnerability management type
Supplier-defined controls
Vulnerability management approach
Automated monitoring systems track threats and inform the head of security and the deputy head of security.
Patches can be deployed immediately if required.
Protective monitoring type
Supplier-defined controls
Protective monitoring approach
Automated systems track all users and alert system security of any inappropriate or suspicious activity.
Pre-release testing identifies areas of weakness that are addressed in the preproduction environment.
Incident management type
Supplier-defined controls
Incident management approach
All incidents are reported to the information governance steering group,this group maintains and updates the policies for managing all incidents.

Secure development

Approach to secure software development best practice
Supplier-defined process

Public sector networks

Connection to public sector networks


£1,500 a user a year
Discount for educational organisations
Free trial available

Service documents