Opinion Technology

Why your client onboarding process matters

Paul Patarou, Head of Strategic Projects – Health and Social Care, Access Group

Moving into a care home – or receiving domiciliary care – can be a period of high stress for clients. It’s a step into the unknown: strangers coming into your home or moving into an unfamiliar environment is daunting. There are no two ways about it – the independence you once had feels as though it’s slipping away.

Does anyone know your medical history, what you prefer for breakfast or how you enjoy listening to the radio in the afternoon? Will people take the time to understand or even care? Imagine if no one asked what you prefer to be called or took the time to explain things to you. How would you feel? Pretty low. The loss of control – as well as many other emotions such as fear, worry, concern and loneliness – are very real. Leaving your home behind with its memories and happy times is a big deal.

Looking after a client’s physical welfare is only half the battle – we must take the whole person into consideration. That’s why good onboarding practices are critical to ensure a smoother transition and to monitor how the client is adapting to change.

Having the technology in place to manage this process is essential to make sure that all the information is captured and shared with nursing and care staff. It ensures that nothing is missed. Having electronic access to the relevant medical and care history from doctors, health care workers, previous carers or social workers is a given. This provides a solid starting point to engage in conversation with the service user.

Assessment sheets can be drawn up together with the client, their relatives and friends so that a complete profile is created, cross-checking information that has already been given. What do they like to eat and drink? What are their dietary considerations? What hobbies or social activities do they enjoy? What are the daily routines and rituals that are important to them? Where it might be possible to resurrect some of these activities, every attempt should be made to do so.

And because digital notes are being taken, it’s possible to quickly update or add new information as it becomes available. Care professionals don’t have the inconvenience of having to wade manually through paper files, which is time-consuming and inefficient.

Equally, technology can be used to check that someone has explained everything to the client, from when they will have their meals, be helped to dress or prepare for bed to how to contact staff and access their money to make purchases. This ensures that the relevant conversations take place to set expectations.

The key fact is that successful client onboarding happens over an extended period; it’s not a one-time event. Electronic notes mean that important details are brought to attention during handover and that carers are properly briefed and updated about a client as they get to know them. Being able to access care profiles and records on a mobile device makes it easier to stay informed as more details are added or to check certain information. And this feeds into the quality of the day-to-day care that the client receives.

Residential care home, Island Healthcare, finds that digital notes help its busy carers to check everything from moving and handing a client to details of their life story. All of this helps the carers and clients bond and make a connection much quicker plus it also looks more professional.

From the client’s perspective, feeling that you’ve been listened to is an important part in accepting this life change. Onboarding sets the stage to help residents settle in, become acquainted with the process and feel at ease in their new home and their new helpers. Care providers would do well to pay attention to this critical stage in care management for the sake of clients, their family and the organisation as a whole.

To learn how Access Group’s health and social care solutions can help your care business, please visit: https://www.theaccessgroup.com/care-management/

 

 

Playbook

Shawbrook

Email Newsletter

Twitter

Video

Uniquely strategize progressive markets rather than frictionless manufactured products. Collaboratively engineer reliable.

Advertisement Small

About Author

Follow Me

Collaboratively harness market-driven processes whereas resource-leveling internal or "organic" sources. Competently formulate.

Calendar

August 2026
M T W T F S S
 12
3456789
10111213141516
17181920212223
24252627282930
31  

RSS Meks Blog

  • How Adding Slack Bot Boosted Our Culture of Appreciation 3rd July 2024
    Sweet Kudos is a Slack bot that enhances employee recognition, rewards, and celebrations within your team. It empowers team members to express gratitude and appreciation effortlessly by giving virtual Kudos. The post How Adding Slack Bot Boosted Our Culture of Appreciation appeared first on Meks.
    Dusan Milovanovic
  • 10 Best Knowledge Base & Wiki WordPress Themes 2021 15th September 2021
    Running a successful online business requires an exceptional WordPress knowledge base theme that organizes documentation and helps customers. Customization options, intuitive navigation, unique layouts, and fast responsiveness are just some of the features you need. The following 10 WordPress wiki themes represent the best options for 2021 and beyond. Explore the full range to determine […]
    Dusan Milovanovic
  • How to increase WordPress Memory Limit (quick fixes) 16th June 2021
    Here is a post about how to increase the memory limit in WordPress. Allowed memory size exhausted error message showed up in your WordPress installation? No worries – this is one of the most common errors in WordPress. You can apply an easy fix by increasing the memory limit in your PHP. Table of Contents […]
    Dusan Milovanovic
  • How to use (and why) WordPress sitemap plugin 1st March 2021
    Did you know that by knowing how to use the WordPress sitemap plugin you can significantly improve your site’s visibility and traffic? Although it isn’t mandatory to have a sitemap on your site, having one significantly improves the site’s quality, crawlability and indexing. All this is important for better optimization, which is why we wanted […]
    Ivana Cirkovic
  • 22 free and premium podcast software for your show [2021 edition] 18th January 2021
    You’re determined to start or improve your podcast but don’t know which podcast software to use to really make it stand out? We’ve got you! #podcasting Top 22 free and premium podcast software for your show #WordPressTips #podcasting The post 22 free and premium podcast software for your show [2021 edition] appeared first on Meks.
    Ivana Cirkovic
  • Digital storytelling with WordPress – an all-in-one guide to make your web stories pop! 23rd November 2020
    Wondering how to improve digital storytelling with WordPress and build more awareness and exposure of your business? Let our guide lead the way. The post Digital storytelling with WordPress – an all-in-one guide to make your web stories pop! appeared first on Meks.
    Ivana Cirkovic
  • How to use WordPress autoposting plugin to improve your visibility and SEO? 10th September 2020
    Did you know you can use the WordPress autoposting plugin for your content efforts and improve not only your time management but your business and visibility as well? The post How to use WordPress autoposting plugin to improve your visibility and SEO? appeared first on Meks.
    Ivana Cirkovic
  • How to create a personal branding site? Step-by-step DIY guide 15th August 2020
    Looking for ways and means to create a personal branding site? Well, look no further ’cause we’re giving away all the how-to’s to do it yourselves! The post How to create a personal branding site? Step-by-step DIY guide appeared first on Meks.
    Ivana Cirkovic
  • Top 15 WordPress content plugins and tools to improve your visibility and rankings 16th July 2020
    Let’s take a look at some of the must-have WordPress content plugins and tools to use to improve both your UX and rankings. The post Top 15 WordPress content plugins and tools to improve your visibility and rankings appeared first on Meks.
    Ivana Cirkovic
  • WCEU 2020 recap – key takeaways from the biggest online WordPress conference 9th June 2020
    Missed WCEU 2020 and all the exciting stuff from there? Here are all the key takeaways and main points to remember so, take notes! The post WCEU 2020 recap – key takeaways from the biggest online WordPress conference appeared first on Meks.
    Ivana Cirkovic

Text

Distinctively utilize long-term high-impact total linkage whereas high-payoff experiences. Appropriately communicate 24/365.

Archives