Scheduling Smarts
This type of visit change occurs when a client’s scheduled time needs to be moved but the service remains the same.
What is a time change?
This type of note is used to record a successful visit with no issues or changes.
What is a dated note?
This acronym stands for the process where a nurse delegates a task to a PSW.
What is TOA (Transfer of Authority)?
This feature helps coordinators quickly find available staff for a visit.
What is the availability search?
This simple act can make a client feel heard and valued during a call.
What is using their name?
When a PSW is unavailable, no replacement is found, and visit time cannot be moved or combined, this status should be applied to the visit.
What is missed care?
When documenting a cancellation, you should always include this key detail.
What is the reason for cancellation?
Before a TOA can be completed, the nurse must ensure the PSW is both trained and this.
What is competent?
To ensure a visit is properly billed and documented, this must be correctly assigned.
What is the service code?
When resolving a conflict, coordinators should aim for this type of solution.
What is a win-win outcome?
Before approving a vacation request, a coordinator should check this to ensure coverage is possible.
What is the availability of other staff?
This documentation habit helps ensure continuity of care and reduces errors when shifts change.
What is timely and detailed note-taking?
This document must be signed and stored to confirm a TOA has been completed.
What is the delegation form?
This system alert appears when a visit is scheduled outside of a staff member’s availability.
What is a conflict warning?
Following up after a service issue shows this key quality.
What is accountability?
This scheduling conflict occurs when two visits overlap and one staff member is assigned to both.
What is a double-booking?
When a visit is rescheduled or modified, this system feature helps track who made the change and when it was made.
What is the time stamp?
If a PSW refuses a delegated task, the coordinator should notify this person immediately.
The supervisor
Attributes like “driver required” or “language spoken” are found in this section of the client profile.
What are visit requirements or visit attributes?
This communication strategy involves repeating back what someone said to confirm understanding.
What is active listening or paraphrasing?
To prevent missed care due to outdated information, coordinators should regularly update this section in the client’s profile.
What are visit attributes?
This type of note should be used when a client refuses care, and it must include who was notified and the outcome.
What is an cancelled or refusal note?
When a TOA expires or is revoked, this must happen to the delegated task in the schedule.
What is removal or reassignment?
This system feature confirms that a staff member arrived at a client’s home, using GPS or phone check-in.
What is visit verification?
Going above and beyond in client communication is an example of this
What is exceeding expectations?