Feature / Client Onboarding
Effective, streamlined client onboarding for a great first impression
Quickly and efficiently gather the details you need to support those new into your care.
Make initial assessments for those in your care simple
When introducing new people to your service it's important to get it right.
You want to make a caring and professional impression, whilst also establishing all the facts and garnering whatever information you may need to effectively manage their care.
Flocare can help you by setting up lists of tasks automatically. This will help leave no stone unturned whilst allowing you to focus on the person you are just getting to know.
Simplify initial assessments through task list templates
There are so many tasks to remember when initially setting up your care for someone. Tasks can include:
- Assigning a carer or support worker
- Registering with a doctor or dentist, or taking details of existing health providers
- Completing initial health observations and taking statistics such as height and weight
- Taking emergency contact details
- Creating observations about their mood
Dynamic dates
It may be that some tasks can not be carried out in a single interaction. This is why you can also assign deadlines to all tasks and why our task list templates use dynamic dates. This is where a task is set to be completed within a set time period of an individual's profile being set up rather than being based on a specific date.
Initial assessment notes
In addition to checklist-style tasks for you to work through. Flocare also has the ability to record more miscellaneous notes about the person you are working with. This can be useful for:
- Recording personal items they arrived with
- Any specific, niche needs
- Distinguishing features to help identify them in an emergency
- Helpful details for carers to recall in further interactions
How client onboarding works
To ensure client onboarding is consistent for every new person who your organisation looks after, workflows can be set up that make use of the task list template functionality. This enables the process to work smoothly and quickly, making sure your team are doing what they need to for each new client who comes into your care.
For instance...
Add a new care profile to Flocare.
Flocare will use the 'initial assessment' task list template to automatically assign set tasks that must be completed for the client.
The carer is then able to work through these tasks and complete them according to the dynamic date deadlines.
Any other important information you think is useful can be added using notes.
Client Onboarding Benefits
Quick, consistent set up
Have a clear means of collecting data for initial setups so every client is consistently introduced.
Customised assessments
Create your own onboarding requirements in line with your organisation’s existing practices.
Don't miss a thing
Ensure that no crucial piece of information slips through the cracks with your checklist of tasks.
Ready to transform your organisation with Flocare?
We’d love to understand your organisation, team and your clients to see how you can make the most of Flocare’s benefits.