How to Record a Care Review
This guide will walk you through completing an entire Care Review.
Takes 20 minutes
For: Carers
Updated: 26th May 2026
Introduction
This guide explains how to create, complete, and finalise a Care Review within Care Control Cloud.
In this guide you'll learn how to:
- Create a new Care Review
- Complete review sections and assessments
- Use guidance and Margo AI tools
- Add notes and document references
- Finalise the review and record consent
Open Care Reviews from the Care Planning menu.
Select the resident you want to review.
Select New Care Review.
Open the Introduction section.
Complete the Overview section.
Confirm the resident was invited to participate.
Record whether family or advocates were invited.
Enter details about participation and involvement.
Enter the resident's current weight.
Select Next to continue.
Select the appropriate Level of Need.
Select Read Guidance.
Review the guidance information.
Close the guidance window.
Review the Dependency level.
Select Update beside Total Care Minutes.
Select Add New to create a dependency period.
Close the Dependency Settings window.
Update the Present Situation section.
Review and update the Action Plan.
Complete the Expected Outcomes section.
Select the Margo AI icon.
Select Generate for AI assistance.
Add a new Note Reference.
Adjust the note filters as required.
Select a staff member filter if required.
Fetch matching notes.
Select the notes to include.
Select Add Selected Notes.
Add a Document Reference if required.
Select Next and continue completing the review.
Add a conclusion to the Care Review.
Select Submit Conclusion & Finalise Care Review.
Select Add Consent.
Select a Consent Type.
Confirm the resident has capacity to consent.
Record whether the resident can sign.
Add a signature.
Ensure the resident has read the consent statement.
Select Save Signature.
Select who witnessed the review.
Enter the witness name.
Set the Reminder Frequency.
Select Save Consent to finish.
Top tip
Involve the resident wherever possible and ensure consent is recorded before finalising the Care Review to maintain compliance and accurate documentation.
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