Use casesCaregiver coordination app

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

  1. Describe the job

    Coordinate nonclinical visits and tasks with a clear acceptance and follow-up record.

  2. Review the first version

    Choose how the service coordinator records the anonymous person and how the care team member reviews the next step.

  3. Refine the views

    Ask First to adjust the fields and views for the people who will use the app.

  4. 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.

Illustrative workflowCaregiver coordination app

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
  1. Open the anonymous person

    A family requests a visit that no coordinator has accepted.

    Record:
    Caregiver coordination app · 01
    Owner:
    Service coordinator
  2. 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
  3. 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.

Build your caregiver coordination app.

Start with your workflow and make it yours.

Get started