Spot check to be added on system
Ilaria Bommarito
Hi leomi allen, I wanted to provide some advice on how to conduct spot checks already via Nursebuddy:
Use the Client Calendar to schedule spot checks. In the visit pop-up, define:
- Visit length
- Carer(s)
- Instructions
- Use Tasks to create custom forms for structured assessments
Below there are some examples of tasks you can create:
- Cleaning and Safety
- Medication Confirmation List
- Review of Incidents
- Client welfare (fluid intake, emotional wellbeing)
You can then create an invoice product called ''Spot Checks'' where your rate will be £0 for all days of the week, including Bank Holidays and addd this new invoice product to the visit where you are planning to do the spot check.
Then, to easily identify spot check visits, go to your visit list report and generate the report for the period of time you need, and then under the product field, you will be able to see all visits where the product was ''spot checks''.
Simo Hännikkälä
Hey leomi allen, thanks for your feedback! I have a few more questions for you:
- What specific features or functionalities would you like to see in the spot check capability?
- How frequently do you anticipate using the spot check feature in your operations?
- Who in your organization would primarily use the spot check feature, and what are their main objectives?