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Home Care Services

Operational workflow

Connect every step of home care
through one coherent workflow

From referral, assessment and waiting-list management through to case management, care planning, scheduling, frontline delivery, billing and reporting, the platform supports consistent, person-centred care.

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01
REFERRAL · ASSESSMENT · WAITING

Referral, assessment and waiting-list management

Create a structured starting point for every application by recording referral details, service needs, health and self-care status, support networks and recommended services.

  • Referral source, application details and requested services
  • Needs assessment, health and functional information
  • Eligibility, priority and recommended-service records
  • Accepted, declined and waiting-list case management
Next: Suitable cases can proceed to case opening; waiting-list management and service allocation follow your organisation’s procedures.
02
CASE OPENING · CARE MANAGEMENT

Case opening and integrated case management

Use one service-user record to connect core information, responsible staff, service status and the full service history.

  • Service-user profile and contact information
  • Case status and service, centre and team assignments
  • Assigned social workers, care workers and other staff
  • Case opening, referral, service-start and closure dates
Value: Reduce fragmented records and maintain continuity across shifts, centres and professional roles.
03
CARE PLAN · REVIEW · CASE PROGRESS

Care plans, interventions and reviews

Keep professional activity in the case context, supporting home visits, contact records, care plans, interventions, reviews, progress and closure follow-up.

  • Social-worker home visit and contact records
  • Care plans, interventions and service follow-up
  • Six-month and annual review scheduling
  • Case progress, transfers and closure records
Value: Connect service needs, goals, actions and review outcomes to support ongoing evaluation of service effectiveness.
04
ARRANGEMENT · MEAL · SCHEDULING

Service, meal and staffing arrangements

Turn planned services into practical daily arrangements, including service times, staffing, HCP visits and meal-delivery schedules.

  • Schedule service dates and times by service user
  • Assign care workers, home helpers and HCP work
  • Configure meal delivery, pauses, changes and daily lists
  • Coordinate services across centres and teams
Next: Assigned work is available to frontline staff for daily review and delivery.
Service arrangement

Match staffing clearly with case needs

A weekly, time-based view of assigned frontline services helps centres coordinate home care, visits and last-minute changes while keeping daily coverage and workload clear.

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05
MOBILE FIELD WORK · SERVICE DELIVERY

Mobile frontline work for HCPs and assistants

Give different frontline roles mobile tools that bring service arrangements into visits, home care and daily delivery.

  • HCP mobile work: Manage scheduled visits, service records, notes and health observations
  • Assistant mobile work: View assigned work and service schedules
  • Support service statuses such as started, completed, restarted and cancelled
  • Synchronise frontline data with the main system for follow-up management
Role fit: HCPs and assistants access service information relevant to their responsibilities, reducing reliance on verbal handovers and paper lists.
Mobile field-service application showing assigned service tasks
Mobile service task example
06
CONFIRMATION · BILLING · RECEIPTS

Service confirmation, billing, receipts and reconciliation

Scheduling is only the start. Confirm service outcomes to support consistent invoices, receipts, payment processing and financial records.

  • Record completed, failed, cancelled and adjusted services
  • Process charges and invoices from service data
  • Issue receipts, record void reasons and process payments
  • FPS payment support and transaction or reconciliation data
Value: Reduce duplicate entry across service, billing and finance records while improving data consistency.
Illustrative bill with FPS payment QR code
FPS bill-payment support
07
STATISTICS · MANAGEMENT · SWD REPORTING

Statistics, management and SWD reporting support

Turn everyday case and service data into operational insight for centre management, service-volume review, financial tracking and reporting.

  • Review data by centre, team, service type or period
  • Management statistics, service-volume and financial reports
  • Support SWD statistics, Form 8B exports and periodic-report preparation
  • Give managers operational insight from everyday data
Closed loop: Service data builds from referral through delivery, billing and reporting, enabling more accurate operational insight.
One platform, role-based work

Every role works within the same service context

The platform supports collaboration: frontline staff deliver services, professionals manage care and cases, back-office teams handle billing and reporting, and managers oversee operations.

Social workersIntake, assessment, case records, care plans, reviews and closure
Care workers and home helpersView assigned services, daily work and schedules
HCPVisit scheduling, mobile service records and health observations
Centre and service coordinatorsService scheduling, meal operations, staffing and centre coordination
Finance staffInvoices, receipts, payments and reconciliation data
ManagersMulti-centre service information, operations statistics and report preparation
Practical outcomes

Practical value for service teams

Clearer service collaboration

Use shared data and consistent workflows to support handovers across centres, professionals and frontline roles.

A more connected care journey

Keep assessments, plans, service records and reviews in the service user’s case context.

More useful management information

Carry daily service-delivery data through to billing, statistics and management reporting.

Important note
Case eligibility, service allocation, formal assessment and reporting requirements must follow Social Welfare Department policy and each organisation’s procedures. The platform supports internal operations, records and management workflows.
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