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CHC evidence software

NHS CHC Evidence Organisation Software

Turn CHC assessments, care records and supporting documents into a structured evidence workspace with source citations. Upload what you have, review what the records document, and produce an Evidence Audit where every statement points back to the page behind it.

Browser-based, one price per case, no subscription. CHC Guard is evidence organisation and review software: it does not assess eligibility and does not provide legal or medical advice.

What CHC evidence organisation software can help with

Most people arrive at CHC document organisation with the same practical problems. Folders of scans in no particular order, the same incident written up three times, and no quick way to show where a statement came from.

Getting the pack into one place

Assessments, care records and supporting documents in a single case workspace instead of email threads, folders and paper.

Finding the dated detail

Evidence extracted entry by entry with the document and page it came from, so you are not re-reading hundreds of pages to find one night.

Not counting the same event twice

Entries describing the same event grouped into one canonical event, with manual merge and split where a grouping is wrong.

Seeing the period as a whole

One chronological timeline across every document, rather than a separate chronology per bundle.

Relating records to the assessment

The assessment narrative for a care domain shown alongside the evidence for that same domain.

Producing something you can hand over

A structured Evidence Audit PDF with a source index behind every reference.

Documents CHC Guard currently supports

Uploads can be PDF, DOCX, JPG, PNG or plain text, and scanned pages are read using optical character recognition. Each document is filed under a category and type, which is what allows NHS assessment parsing to stay separate from supporting-record processing.

NHS CHC documents

CHC Checklist
the screening record, parsed into the sections and levels it contains
Decision Support Tool (DST)
the assessment document, parsed into its domain narratives
CHC decision letter
the decision and the reasons recorded
Local review or panel document
documents from a review or panel stage
Other NHS documents
anything else issued as part of the CHC process

Supporting records

Daily care notes
shift-by-shift entries, usually the densest source of dated detail
Care plan
how care is intended to be delivered, including planned staffing
Falls or incident log
individual events, what was found and what followed
MAR or medication record
administered and as-required medication, refusals and omissions
Hospital record
admissions, discharge summaries and hospital correspondence
GP or clinician letter
professional descriptions of conditions and interventions
OT or physiotherapy report
functional, mobility and moving-and-handling assessments
Nursing record
nursing notes, charts and monitoring records
Other supporting evidence
anything else that documents day-to-day needs

Not sure what to gather first? The free CHC Evidence Checklist lists the document categories people commonly look for, with no sign-up.

What the software does with your documents

Five capabilities, in the order you meet them. Each has its own page if you want the full detail.

Evidence Analysis

Each supporting record is processed page by page and dated evidence is extracted entry by entry: what happened, when, in which care domain, and how confident the extraction is about the date. Nothing is treated as settled — extracted evidence is presented for you to keep, edit or dismiss, and dismissed evidence never reaches an Evidence Audit.

Source citations

Every piece of extracted evidence carries the document and page it came from, and that citation travels with it through the timeline, the comparison findings and the final audit. The Evidence Audit ends with a source index: reference label, document, document type, page and a short verbatim excerpt from that page. Anything that cannot be tied to a valid source is not displayed at all.

Evidence Timeline

Entries describing the same event are grouped into a single canonical event, and those events are placed in date order across the whole evidence set. You can merge or split a grouping yourself. Events after the assessment date, and events with an uncertain date, are handled separately rather than being presented as something the assessment should have reflected.

Assessment Comparison

An uploaded CHC Checklist or Decision Support Tool is parsed into the sections it records, and each narrative is compared with the evidence for the same care domain. Findings are factual — what the assessment states, what the records document, and the neutral question a reader might want to raise — and you confirm or dismiss each one.

Evidence Audit

The output of the case: documents reviewed, an Evidence Audit summary, the confirmed review points, points you may wish to raise, the assessment summary, a domain-by-domain review, the chronological timeline, evidence outside the comparison period, methodology, limitations and the source index. Snapshots are immutable — regenerating creates a new version rather than rewriting an old one — and it downloads as a PDF you can print or share.

Who CHC Guard is for

CHC Guard is a single-user workspace built around one case at a time. It suits anyone holding a large CHC evidence pack who needs to read it properly rather than skim it.

  • Family members and representatives organising records before a Checklist, DST assessment or review
  • People who hold authority to act, such as under a health and welfare power of attorney
  • Anyone preparing for a conversation with an Integrated Care Board and wanting the evidence in order first
  • Advocates, case managers and other professionals reviewing evidence themselves — see the professionals page for that use

There is no organisation account, no shared team workspace, no multi-user workflow, no bulk case management and no API.

What CHC Guard does not do

  • It does not determine or predict eligibility for NHS Continuing Healthcare
  • It does not recommend or suggest Decision Support Tool domain levels
  • It does not provide legal advice or medical advice
  • It does not replace professional judgement, and its output is for you to check
  • It does not state that the NHS, an Integrated Care Board or an assessor was wrong
  • It is independent from the NHS, NHS England, Integrated Care Boards and the UK Government

Security and privacy

Case documents are held in private storage, scoped to your account and the case you uploaded them to, and are only ever served back to you. Uploads are validated before processing, and password-protected PDFs are rejected rather than silently skipped.

Deleting a document removes it and any Evidence Audit that relied on it. You can review what is held for your account, see and revoke active sessions, and delete your account and its data. The security and privacy page sets out the detail, including what is not covered.

Related capabilities

  • Evidence analysis — document processing and source-cited extraction
  • Evidence timeline — duplicate grouping and chronological ordering
  • Assessment comparison — Checklist and DST narratives against the records
  • Evidence Audit — the immutable, source-referenced output and its PDF
  • For professionals — the same workspace from an advocate or case manager’s perspective
  • Pricing — the one-off per-case licence and the included refreshes

Why CHC evidence management needs more than a folder

Most people start CHC document organisation with named folders and a spreadsheet, and for a small pack that is enough. It stops working when the pack grows, because three things happen at once: the same event appears in several records, the chronology stops being obvious, and any observation you make becomes hard to trace back to a page.

That is the gap NHS CHC software fills. Not judgement — the judgement is yours and the assessment is the multidisciplinary team’s — but the mechanical work of extracting dated entries, grouping duplicates, ordering everything by date and keeping a citation attached to each entry.

The practical difference shows up when someone asks where a statement came from. With a folder you go looking. With a source-cited workspace the reference is already recorded, down to the document, the page and a short excerpt from that page.

How a case moves through the software

  • Create the case — one case per person, kept separate from every other case and account
  • Upload the documents — NHS assessment documents and supporting records, filed by category and type
  • Review the extracted evidence — keep, edit or dismiss each entry, with its page citation visible
  • Check the timeline — merge or split any grouping that is wrong, then read the period in date order
  • Run the comparison — confirm or dismiss each finding against the assessment narrative
  • Produce the Evidence Audit — an immutable snapshot plus a PDF with a full source index

CHC assessment software and the limits of automation

It is worth being blunt about where automation stops. Extraction can misread a scan, a grouping can be wrong, and a comparison can raise something that turns out not to matter. That is why every stage presents its output for review, why nothing enters an Evidence Audit without being confirmed, and why anything that cannot be tied to a valid source is withheld rather than shown.

It is also why CHC Guard records no eligibility view. The National Framework places that decision with the Integrated Care Board on the basis of a multidisciplinary assessment. Software that offered a score or a prediction would be inventing a conclusion the process does not support, so this one does not.

CHC evidence software: common questions

Last reviewed: June 2026. CHC Guard editorial content, checked against official NHS and GOV.UK guidance for England. It is general information, not advice about an individual case.

Organise your CHC evidence

Create a case, upload the documents you have, and work through the evidence with a citation attached to every entry. One price per case, no subscription.

CHC Guard is an independent software service and is not affiliated with the NHS, NHS England, Integrated Care Boards or the UK Government.