Visit Booking
Before booking a visit, coordinators should always confirm this with the client or caregiver.
What is the preferred time?
This document outlines the services a client is approved to receive.
What is the care plan?
This policy protects client information and must be followed at all times.
What is the privacy and confidentiality policy?
This system feature allows coordinators to book multiple visits at once.
What is batch scheduling?
When a visit unexpectedly cannot proceed, this status should be applied.
What is held care?
To avoid scheduling errors, coordinators should double-check these two details in the staff profile.
What are schedule and availability?
When a client’s condition changes, coordinators should notify this person
Who is the supervisor or MCP
When care is missed, this type of documentation must be completed.
What is a missed care note?
To save time, coordinators should use this tool to find available staff quickly.
What is the availability search?
If a client calls with an urgent need, coordinators should first check this before booking.
What is staff availability?
When booking recurring visits, this system feature can help streamline the process.
What is the repeat visit function?
This step helps ensure the booked staff member is qualified and appropriate for the client’s care needs.
What is checking staff attributes?
Coordinators must follow this protocol when a client reports a safety concern.
What is the incident reporting procedure?
This strategy helps coordinators manage high call volumes during peak hours.
What is call prioritization?
This type of communication is essential when rebooking visits after a cancellation.
What is timely follow-up with staff and clients?
When booking visits, coordinators must avoid this common error that can lead to missed or overlapping care.
What is double-booking?
To personalize care, coordinators should review this section of the client profile.
What are client preferences?
This policy outlines how and when visits can be cancelled.
What is the cancellation policy?
Using this type of template can reduce repetitive documentation.
What is a note template?
In an emergency, coordinators should escalate the issue to this person.
Who is the on-call supervisor?
To ensure continuity of care, coordinators should aim to book this type of staff whenever possible.
What is a consistent caregiver?
Coordinators should check this before booking a new service to ensure it aligns with the client’s funding.
What is the service authorization?
To remain compliant, coordinators must avoid scheduling visits outside of this approved framework.
What is the care plan or service authorization?
To avoid duplication, coordinators should always check this before booking a visit.
What is the existing schedule or visit history
To reduce the impact of future crises, coordinators should regularly review this type of report to identify patterns in cancellations and coverage gaps.
What is the missed visit or cancellation report