A request from a prescriber or referrer
She captures the patient, the prescriber, the type of nursing visit as transmitted and the documents received, and prepares the file for clinical validation — taking no position on eligibility.
Home nursing agencies
A home visit depends on an approved care plan, the required supplies and an accepting professional. Your receptionist gathers administrative documents, flags missing items and passes on family observations, without deciding eligibility, changing prescribed care or substituting a different treatment.
$69 CAD / month · 50 Standard calls · 1 local number
For the requests you receive
A visit that depends on supplies
Where a supply or a piece of equipment is unavailable, she escalates to the clinician. No substitution is suggested, and the visit is not marked as completed.
A professional unavailable
She raises it, looks for a qualified replacement by your rules, and leaves the visit open until an authorised professional has accepted.
Other requests you can delegate
An observation reported by a family
She writes it in the person’s own words and passes it to the responsible professional. She does not assess it, does not rank it and draws no conclusion from it.
Flag missing visit requirements before the journey
The escalation goes out with the file, the planned act and the missing supply. No substitution was suggested, and the schedule does not carry a visit declared done when it is not.
Read the full conversation
Tuesday, 1:30 p.m. Clinical leadership is out on rounds. A nurse calls from a patient’s home: the supply planned for the care is missing.
ReceptionistSoins Cartier, good afternoon. Let me take your name and the file concerned.
NurseCamille Verville, I am at Mr. Cusson’s home. The dressing set out in the plan is not here and I have no equivalent in my car.
ReceptionistI cannot offer you a substitution. I am escalating right now to clinical leadership, with the file and the missing supply.
NurseWhat do I do meanwhile, stay or leave?
ReceptionistThe on-call clinician will tell you, I am reaching her now. The visit stays on the schedule as not completed until she decides.
What happens to the request
You describe your dependencies
Visit types and the skills they require, supplies needed per type of care, authorised documents and their channel, who validates eligibility and the plan, the escalation rule when a visit cannot be covered, and the safety instruction your clinical leadership wrote.
She prepares, she does not decide
Patient and prescriber or referrer, type of nursing visit transmitted, prescription and prerequisites received under your agency’s rules, supplies and skills needed, address and validated visit window. Clinical validation comes before scheduling.
Decisions and rights stay traceable
A scheduled visit carries its professional, its supplies and its acceptance. Observations passed on, escalations and plan changes are kept with their author and their timestamp, and billing follows the validated plan.
What the Health and care base covers
A receptionist who answers in both languages, prepares a file with its dependencies, schedules inside the availability you allow and passes the rest to your clinical team. No setup fee, and you keep your number.
- Calls answered in French and in English, following the caller
- New request, existing file and administrative reason told apart
- Booking, rescheduling or cancelling inside the availability you allow
- Professional, length and resources required by the visit all respected
- Approved practical information sent out, and care requests handed to the team
- A written summary after every call, readable in the app, and the option to ask her what happened
She suggests no substitute supply and does not mark a visit completed when it is not.
Decisions that stay with you
- She validates no eligibility and approves no care plan: your clinical leadership does that.
- She interprets no reported observation: she passes it on in the person’s own words.
- She takes no position on care, on medication or on administering a treatment.
- She tells a family nothing outside the contacts authorised on the file.
- She performs no clinical triage: signs you list in your instruction trigger the approved sentence — the on-call clinician, the emergency resource — and an immediate alert.
- She records only what you authorise, and confirms nothing from a patient's file to a third party: health information stays sensitive information. She is built for Quebec's Law 25, with a database in Canada; live voice processing runs through a US-based subprocessor, as the Security and data handling page explains.
Ask your receptionist, too
This is included in your base plan. She answers using the calls, requests and business information you are allowed to access.
Talk to your receptionistA question you can ask
Which nursing-visit requests mention an available order?
She retrieves stated prerequisites and contacts. The professional checks the order and decides whether to provide care.
What else you can hand to her
Beyond the base plan. Each one is added on purpose, separately from the base. None switches on unless you choose it.
When your customers prefer to write
You can add a channel so she can continue the conversation with your customers. Any action she takes follows the same rules and the options you have chosen.
Optional customer channel
Your email inbox
Attach the prescriber’s emails to the request; clinical documents use the agency’s authorized channel.
The transactional messages provided by your base plan and your own questions to the receptionist remain included.
Keeping your current software?
Check the actions supported, connection requirements and how to work when your software cannot perform the requested action.
Plans and scheduling are documented. Actual reading and writing, and the rights attached to your own contract, still have to be proven before anything is announced.
A missed visit here has a care consequence
Coordinating a nursing agency is more demanding than coordinating a support agency, and the research says so plainly. A visit depends on a plan validated by a clinician, a professional qualified for the act, and supplies that are genuinely available. If one of those three dependencies is missing, the visit cannot go ahead.
So the calls reaching you rarely carry a simple scheduling question. A prescriber sends a request, a family reports a change, a professional says they cannot make it, a supply was not delivered. Every one of those calls has a deadline.
Your receptionist receives the request and the authorised documents, prepares the file so your clinician can validate eligibility and the plan, then schedules with the qualified professional and the required resources. She passes on observations as spoken, without interpretation, and escalates instead of offering a workaround.
In the same section
The other lines of work in this section run on the same engine, with their own requests and their own rules.
Health & careHome support and nursing
Home nursing agencies — your questions
What does she do if supplies are missing before a visit?
She escalates to the clinician. She suggests no substitution and does not mark the visit completed — exactly the failure case the research describes for a nursing agency.
Can she confirm a patient is eligible for our services?
No. She receives the request and the authorised documents, prepares the file, and your clinician validates eligibility and the plan. That is the human-decision rule the practice situation documents.
Can she schedule a series of visits?
Yes, with the Care pathways and home visits option: stages, qualified professionals, resources and confirmation of coverage all belong to the same scheduling, instead of one visit re-taken by phone every week.
Does she pass on a family’s observations?
Yes, in the person’s own words and without interpretation, to the responsible professional. She does not assess, does not rank and draws no conclusion.
And emergencies?
You write the instruction, she reads it as written: the on-call clinician first where that is your rule, then the emergency resource you listed where there is danger. She assesses nothing and alerts immediately.
Your rules, before the first call
Start your free trial with your email. Your website can help prepare your business information, but it is optional. Confirm the facts, choose a first task and test your receptionist. You can try options too, starting with the ones you need.
Keep my phone numberHome nursing agencies