Match each patient to a nurse and bill from one plan.

Referrals, assessments, care plans, nurse matching, visit rosters, medication charts, consumables and family billing live in one record. Coordinators build the roster. Nurses and care attendants record each visit, clinical leads review the notes, and the accounts team bills by shift, visit or package.

Most agencies hold referrals in a notebook and rosters in a chat group, with visit notes on paper and invoices in a spreadsheet. The coordinator reconciles four sources before any nurse is sent out. One patient record then carries the referral, the roster slot, each visit note and the final monthly bill.

A family or a discharging hospital calls with a need, such as postoperative wound care, a tracheostomy patient, an elderly parent on subcutaneous injections, or a newborn and mother. The coordinator books an assessment visit and writes a care plan with the doctor’s orders, the tasks per visit and the hours needed. A nurse, attendant or physiotherapist is matched on skill, language, gender preference and distance. The family is told who will arrive.

On the day the nurse confirms arrival, records vitals from the pulse oximeter and the blood pressure monitor, gives what the plan lists and notes any change. Dressings, catheters, gloves and sharps are logged against the patient, so the stock room and the invoice both match what was used in the home. Live-in cases carry hours. Each month the agency bills the family or the payer and pays its nurses from the same confirmed shifts, with advances and deductions applied.