New Feature: Preferred Carers in Visit Optimisation

We work hard to bring the latest functionality to NurseBuddy, and make managing home care an even easier experience. After listening to all our amazing users, we have put in the ability to have a ‘Preferred Carer’ for all visits. Setting up Preferred Carers allows for happier clients!

Preferred Carers

You can now set preferred carers for each client that you have in your system. Based on this, you can then create an optimised roster to allow for your clients to get their favourite carer or the carer with the best training to help the client.

 

From here, you are easily able to set up a roster that accomodates the preferred carers.

Just follow the steps below:
  1. Make sure your client’s have at least one preferred carer attached to their profile. You can find this under the ‘service’ tab.
  2. Go to your visits page > actions > optimise > assign visits to preferred carers only.
  3. Visits will be assigned based on a client’s preferred carers availability.
  4. If none of your client’s carers are available the visit will not be assigned.

We hope you love this new feature as much as we do, let us know if you have any questions or feedback!

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