Build your caregiver coordination app.
Coordinate nonclinical visits and tasks with a clear acceptance and follow-up record.
How to build your caregiver coordination app
Describe the job
Coordinate nonclinical visits and tasks with a clear acceptance and follow-up record.
Review the first version
Choose how the service coordinator records the anonymous person and how the care team member reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A caregiver coordination app example
A family requests a visit that no coordinator has accepted.
Caregiver coordination app example
- Record
- Caregiver coordination app · 01
- Owner
- Service coordinator
Current stage · Service coordinator
Open the anonymous person
A family requests a visit that no coordinator has accepted.
Read the full walkthrough
Open the anonymous person
A family requests a visit that no coordinator has accepted.
- Record:
- Caregiver coordination app · 01
- Owner:
- Service coordinator
Review the follow-up
Keep it outstanding and identify who follows up rather than treating a message as assigned care.
- Stage:
- Awaiting care team member review
- Owner:
- Care team member
Keep a visit request separate from confirmation that someone has accepted the task
Keep a visit request separate from confirmation that someone has accepted the task.
- Next action:
- Keep a visit request separate from confirmation that someone has accepted the task.
- Owner:
- Visit coordinator
What to include in your caregiver coordination app
Keep the anonymous person in context
Keep anonymous person, nonclinical task, visit request, assigned coordinator, acceptance and follow-up together so the next person can understand the request or record.
When the next step needs a decision
A family requests a visit that no coordinator has accepted. Keep it outstanding and identify who follows up rather than treating a message as assigned care.
Keep follow-up visible
Keep a visit request separate from confirmation that someone has accepted the task.
Choose what each person needs
Give the service coordinator a working view and the care team member a review view. Keep anonymous person and nonclinical task attached to the decision as the work moves between them.
Questions about caregiver coordination app
Start with anonymous person, nonclinical task, visit request, assigned coordinator, acceptance and follow-up. Describe who enters the information and who reviews the next step.