The process clarifies the client's needs, family priorities, and support structure.
Initial consultation: Talk through the situation, the transition, and the questions the family or referral partner needs answered.
Pre-assessment and client intake: Gather information about routines, the home environment, communication preferences, schedule, and requested support.
Assessment of care requirements: Review the non-medical support needed, the level of assistance, continuity considerations, and caregiver skillset.
Care plan development: Turn the assessment into a structured plan that describes responsibilities, priorities, and how the family will communicate.
Caregiver matching: Match by needs and skillset, considering the client's routines and the appropriate caregiver fit.
Scheduling and service coordination: Confirm the service schedule, points of contact, and the practical details needed for an organized start.
Start of services: Begin when the client's needs, staffing availability, assessment/intake requirements, and other start-of-care conditions can be appropriately completed.
Ongoing communication and oversight: Use family communication, SwyftOps, Registered Nurse oversight, and supervisory visits at least every 90 days where required to review the plan and changing needs. Registered Nurse involvement is non-medical: assessments, care planning, supervisory oversight, and other appropriate functions within the agency's care and regulatory structure. Background checks and ongoing training support staffing.