Questions about Handling Plan
Everything people ask before they start, and most of what they ask afterwards. If yours is not here, talk to us and a practitioner answers.
The platform
What is Handling Plan?
A place to write a person's moving and handling plan and get it to the people who carry it out. You build it from a library of verified templates, individualise every step for the person, and send it straight to the care provider's inbox. It is made by Thrive Better Living and written by HCPC-registered occupational therapists and physiotherapists.
Who is it for?
Occupational therapists, physiotherapists, nurses, moving and handling advisers and care managers who write moving and handling plans, whether they work for themselves, for a council, for an NHS trust or for a care provider. Care agencies read the plans you send them and need no account of their own.
Do I need to be registered with a regulator?
Yes. Creating an account asks for your professional registration number, from HCPC, NMC or your own regulator. It is held on your account, it is recorded on every plan you save, and it cannot be used on a second account, so a single subscription cannot be shared between colleagues.
Is it a replacement for an assessment?
No, and it does not try to be. Every plan in the library is a template. It must be individualised for the person, trialled on the real task and signed off by a competent assessor before anyone uses it. The platform is where that work is written down and shared, not a substitute for doing it.
The plans
What is in the library?
Verified templates, each with its preparation, its numbered steps, the carer positions, the checks, the stop points and the review triggers. They follow a Local Authority procedures manual based on The Handling of People (6th edition) and are checked against HSE, LOLER, PUWER, MHRA and NICE guidance. Every plan carries the date it was verified, who verified it and when it is next due for review.
Which sections does a plan cover?
Movement in Bed, On/Off the Bed, Mobility, On/Off the Chair, Sit to Stand, Toileting and Raise from Floor. Personal care and dressing plans are in preparation and will appear as they are verified. A section with nothing in it is not printed.
Can I write my own plan?
Yes. Where the library does not cover what a person needs, you can add a custom plan for that person with your own steps, cues, checks and stop points. It prints alongside the verified ones and is marked as your own.
Can I change a plan after I have sent it?
Yes. Saving the same client again updates the plan in place and keeps the same code, so the care agency does not need a new link. The date on the plan moves with it.
Can I print a plan?
Yes, print it or save it as a PDF at any point. Before it prints you are asked to confirm the contact details that go on it, so the care team, the person or their family can reach the practitioner who wrote it.
The care team
Does the care agency need an account?
No. It arrives in their inbox, and they open and print it without an account. There is nothing for them to buy, install or sign up for.
How do I know they have read it?
Each carer records their name and role at the bottom of the plan, and you see the list along with how many times the plan has been opened and when. Entries are self-declared: anyone holding the code can record a name, so treat it as a record that the plan reached the team rather than as verified identity.
How long does a plan code last?
Twelve months from the last time you saved it. Saving it again puts the clock back. You can also extend, resend or withdraw a plan at any time.
Client information
Is client information stored?
No names, dates of birth or addresses. A plan is stored under a client reference and its plan code, with the clinical details you write for the person, so what is kept is pseudonymised: only your service can link the reference to the person. Plans are deleted twelve months after the last save unless saved again.
Where do the client references come from?
The site issues them, so no two clients share one and nobody has to invent a format. An organisation seat gets its organisation's initials, an individual account gets the practitioner's own initials and account number, then a running number and a single letter for sex. An organisation called Northfield Community Therapy would produce something like NCT-0007-F.
What happens if I change computer?
Your clients and their plans are kept in the browser you work in, and everything you have saved is on your account. On a new machine, open the Clients page and choose "Restore my saved plans" to bring them back.
Accounts and billing
What does it cost?
Every plan starts with a 14-day free trial and no card. Nothing is charged, there is nothing to cancel, and at the end of the 14 days you choose a plan to carry on or you walk away. On Organisation, the free trial is for the account holder: colleagues are added once the subscription starts. Individual is one practitioner at £19.99 a month, or £215.89 a year. Organisation covers 2 to 20 practitioners on one subscription at £18.99 for each, and you pay for the number you have rather than for the band: a team of three is £56.97 a month, and a full 20 is £379.80 a month, or £4,101.80 a year. VAT is included, and you add or remove colleagues in My team at any time, with the charge following the seats. Services of 21 or more talk to us instead: an Enterprise agreement is quoted for the service, with invoicing and purchase orders, rather than priced on this page.
What happens when the trial ends?
Your clients, their plans and the plan codes stay exactly as they are. Choose a plan from your account page to keep saving and sharing. Care agencies can keep opening plans you have already shared.
Is there a contract?
Yes, and you can read it: the terms of service at /terms/ govern the subscription, and the data processing agreement at /dpa/ governs the plans we process for you. There is no minimum term. Monthly plans run month to month and can be cancelled at any time, annual plans are billed once a year, and the subscription renews automatically until you cancel.
What happens if I cancel?
Access continues to the end of the period you have paid for. After that you can still sign in, and your clients and their saved plans are all still there, but saving and sharing stop until you choose a plan again. Plan codes already with a care agency keep working until they expire. Nothing is deleted because you cancelled.
Are the prices inclusive of VAT?
Yes. The prices shown include VAT and nothing is added at checkout, so the amount on the pricing page is the amount charged. A Stripe receipt is issued for every payment for your finance team.
How do several practitioners in one service work together?
Each practitioner signs up with their own work email and their own registration number, and names the same organisation. They then share one reference prefix, so the whole service's client references line up. The person who subscribes chooses the number of practitioners at checkout and adds colleagues' emails from My team, up to that number. During the free trial the account is for the account holder alone, and colleagues are added once the subscription starts.
Do you offer student or trainee access?
Yes. Students on an accredited occupational therapy, physiotherapy or nursing course can ask for free access with proof of enrolment. Ask about student access.
How do I get help?
Contact the clinical team. Messages are read and answered by an HCPC-registered occupational therapist or physiotherapist, normally within one working day. Where a handling plan already in use appears unsafe or incorrect, we prioritise it. A carer who has been sent a plan can raise a question about it without an account.
Ready to begin? Start free trial.
A team or a whole service? Compare plans and pricing.
A team or a whole service? Compare plans and pricing.