Best practices for home care clients

Establish a consistent daily routine (e.g., morning check-in, end-of-day update).

Communicate in real-time using tools like WhatsApp, Slack, or Teams for urgent client updates, in addition to email for reports.

Agree on expectations for documentation, scheduling, and follow-up with families or healthcare providers.

Use a care coordination tool (e.g., ClearCare, Alora, or even Asana/Trello) to track tasks like medication reminders, appointment scheduling, or shift notes.

Walk your assistant through a care coordination task from start to finish (e.g., scheduling a doctor’s appointment, updating a client’s care log). They can record the process to build a clear SOP.

Shadow them the first time they handle it (like calling a pharmacy, updating a medication list), then provide feedback.

Let them complete the task independently, while you review accuracy.

Once they’ve mastered it, trust them to handle it consistently so you can focus on in-person caregiving.