Coordinator
Pages
  1. Progress an enquiry and prepare the client record
  2. Prepare and follow a care quote
  3. Create and manage a care package schedule
  4. Assign care workers and review completed visits
  5. Approve hours and handle corrections
  6. Follow client invoices and worker self-bills
  7. Maintain clients, contacts and care locations
  8. Create a care visit and maintain its brief
  9. Resolve operations exceptions at their source
  10. Review and supersede an incorrect visit record
  11. Match a payment and check the invoice balance
  12. Maintain care-worker capability and availability
  13. Screen reference
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Guide › Care Coordinator › Assign care workers and review completed visits

Optimus HealthUser guide

Care Coordinator

Assign care workers and review completed visits

Use the assignment checks before a visit and review the submitted outcome, records and hours afterwards.

Before you start: A care visit exists in your office. Use a visit state that offers the action you need.

Care Coordinator5 steps

Find the visit in Visits or Calendar

Care Coordinator

Visits

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Find the visit in Visits or CalendarFull-page screenshot ↗

1Step 1 of 5

What to doOpen Visits or Calendar and find the date and care location. Open the visit and check its state and current assignments.

Result to check

The visit detail identifies who is assigned and which actions are available.

Care Coordinator · User guide01

Review assignment candidates

Care Coordinator

Assign operatives: OHC-V0262

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Visit requirements and candidate suitabilityFull-page screenshot ↗

2Step 2 of 5

What to doChoose Assign care workers. Compare the visit requirements with each candidate's skills, available hours and any warnings.

Result to check

The assignment screen shows suitability and availability for that visit window.

Care Coordinator · User guide02

Assign the intended hours

Care Coordinator

Assign operatives: OHC-V0262

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Operative, Planned hours, Match override note and Assign care workerFull-page screenshot ↗

3Step 3 of 5

What to doChoose the intended Care Worker under Operative and enter Planned hours. Give a Match override note only where a soft skill warning permits it. Check the selection, then choose Assign care worker.

Result to check

If accepted, the assignment appears on the worker's rota. Overlapping work or hours outside availability are refused; assignments do not require worker acceptance.

Care Coordinator · User guide03

Read a completed visit

Care Coordinator

Visits — starting screen

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Read a completed visitFull-page screenshot ↗

4Step 4 of 5

What to doIn Visits, choose Completed in the status filter and open the intended record. Review its outcome, narrative, photos, documents and hours. The illustration shows the starting register; the review controls belong to the selected Completed visit.

Result to check

Completed means the work has been submitted for office review; it does not yet imply office approval.

Care Coordinator · User guide04

Approve or return with a reason

Care Coordinator

Visits — starting screen

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Approve or return with a reasonFull-page screenshot ↗

5Step 5 of 5

What to doOpen the selected Completed visit from the register. Choose Approve the completion if correct, or Return for rework with the required reason. Check that record and the confirmation before submitting the decision.

Result to check

If the decision succeeds, the visit records the new state. A returned completion tells the Care Worker why further work is required.

Care Coordinator · User guide05
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Care Coordinator

  1. 1Progress an enquiry and prepare the client record6 steps · Care Coordinator
  2. 2Prepare and follow a care quote5 steps · Care Coordinator
  3. 3Create and manage a care package schedule5 steps · Care Coordinator
  4. 4Assign care workers and review completed visits5 steps · Care Coordinator
  5. 5Approve hours and handle corrections5 steps · Care Coordinator
  6. 6Follow client invoices and worker self-bills6 steps · Care Coordinator
  7. 7Maintain clients, contacts and care locations4 steps · Care Coordinator
  8. 8Create a care visit and maintain its brief4 steps · Care Coordinator
  9. 9Resolve operations exceptions at their source4 steps · Care Coordinator
  10. 10Review and supersede an incorrect visit record3 steps · Care Coordinator
  11. 11Match a payment and check the invoice balance4 steps · Care Coordinator
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