Requirements checklist
What to ask for when choosing software for home nursing agencies.
A checklist built from how home nursing agencies work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Referral and assessment
- Care plan and doctor’s orders
- Nurse matching and roster
- Visit confirmation and notes
- Staff credentials and compliance
- Consumables and equipment
- Billing, packages and nurse payouts
Roles that need their own access
Who logs in, and what each person may see or change.
- For coordinators
- For nurses and attendants
- For clinical leads
- For accounts
- For owners
Reports to ask for
Ask to see each one with your own sample data.
- Visits scheduled, confirmed and missed by nurse and patient
- Shifts uncovered by date, with the relief staff free
- Care plans due for review, by clinical lead
- Staff credentials expiring in the next period
- Consumables used per patient against what was billed
- Equipment on rent by serial number and home
- Receivables by payer and staff payout for the month
Systems it may need to connect to
Note which ones you already run.
- WhatsApp or other messaging
- SMS
- Card and payment gateway
- Accounting export
Questions for any vendor
Put these to every supplier you are comparing.
- Does the software advise on treatment?
- Can we build rosters for night and live-in cases?
- How does a nurse confirm a visit?
- What happens when a registration lapses?
- Can an invoice combine a package with extras?
- Who sees a patient’s notes?
- Can patients and staff be loaded from our registers?
- Does it track nurses by location?
- How is it priced?
- Can we take our records out later?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- A care plan is only in the coordinator’s head
- Every absence forces a new roster
- Visit proof is thin
- Credentials lapse unnoticed
- Consumables are billed from memory
Prefer to talk it through? See the home nursing agencies page.