TJ.
We’re obviously using different terminology, hence the confusion 😀
Where I work, only the managers of the home or of the company providing care have access to any kind of financial information regarding the client.
A care file is different – a file that is referred to by all carers attending a client.
This file details the clients mental, physical, personal and psychological needs, along with the medication they take, personal and family details and any other relevant background info.
In fact, pretty much everything apart from the financial details 🙂
I assume it’s a Scots/English thing, apologies for any misunderstanding on my part.