Learn how to set up, complete, and track quality checks in Nursebuddy to keep your care standards high and ensure your homecare service stays inspection-ready.
Using the Audits tool in Nursebuddy helps your office team maintain complete oversight of client care, spot compliance issues early, and easily gather evidence for inspections.
This feature is available in all our PRO and STANDARD plans, including unlimited audits throughout August 2026 and one free audit per month after that.
1. Open the Audits workspace
Go to the Compliance Hub on the left blue panel and select the Audits tab.
Click New Audit and pick an audit type: Medication, Client Notes, Risk Assessments, or Care Plans.
Choose your date range using the calendar picker, then click Start Audit to generate your live workspace.
The dates selector will allow you to select a range of up to 31 days
2. Define the audit details
Add any general audit notes at the top of the page to give context to your team.
Use the progress indicator to control how many clients you need to review based on your internal company policies.
Review key overview details like who started the audit, the start date, and the selected date range.
3. Review client records and audit details
Select a client from the list and click Audit to open their audit view.
Check specific items depending on the audit type, such as dose statuses, visit notes, risk ratings, or care plan priorities.
Click View to inspect full category details for care plans and risk assessments, or use View Client if you need to open the main client profile to update information.
Add Client audit notes and Action items to record your findings and preventive/corrective actions
Medication:
see individual doses, warnings that indicate absences, cancelled visits or visits not assigned during the time label of the dose, type of medication (scheduled or PRN)
Client Visit Notes
Review all the visit notes for the time range selected
Please note that if you permit your carers to edit visits after completion, and they modify a note, the date displayed will reflect the most recent date the note was edited.
Risk Assessments (RA)
You will see an overview of all the active risk assessments of each client including: RA name and template used, rating, who carried it out, the assessment date, when it is up for review and when it was last updated.
Click View at the end of each RA to see the content of it.
Care Plans
An overview of a client's care plan can be viewed after clicking Audit. You can see the content of each care plan's category when clicking View
The content of Risk Assessments or Care Plans cannot be edited from the auditing page. If you identify any information that requires correction or updating, a shortcut to the client's profile is available at the top right of the auditing page for your convenience. Remember to add any changes made in the Client audit notes
4. Log notes and assign action items
Add observations under Client Audit Notes by typing or using voice dictation.
Create trackable tasks under Action Items to flag missing notes, medication issues, or training needs.
Assign tasks to specific team members with set due dates, and track them directly from the main panel or the Action Items List.
5. Pause or complete the review
You can leave the audit at any moment and go back later by clicking Resume if you need to step away—your progress saves automatically.
Click Mark Audited as you finish each individual client.
Click Finish Audit once you complete the full review to lock in the compliance record.
6. Manage past audits and view progress
Return to the main Audits page in the Compliance Hub to see all historical audits, their current status, and completion percentages.
Click View> Edit Audit on a finished audit to add more notes or tasks (the system automatically tracks the "Last Edited" date for transparency).
Use the Actions menu to review audit security logs, create a PDF or printed version, export the audit in CSV format or delete existing audits
Action List items
Go to the Action items, under People in the blue panel.
You can track all the actions items you have been assigned to or if you are an Admin user, you can see all the action items that have been created for you and all the other users.
From this view, you can filter by status and by clicking the 3 dots at the end of each task, mark it as completed or open the audit where the task was created.
Use the 3 dots in the end of each task to mark a task as done or to open the audit that generated that task:
Admin users have access to view all tasks, while other users can only view their own tasks.
Frequently Asked Questions
What would happen with all the audit records I have entered before September 1st?
All your records will remain accessible and visible for you. That's your data and information and you will see it in the Compliance hub as normal.
What roles can use the Audits?
Admins and Managers only. If a manager user has a restriction of what teams they can see, they will be able to add and see audits only for those teams.
Can I add notes to each dose during Medication audits?
No. If you need to record information for a specific dose, use the client note audit function and refer to the dose indicating the date and time.
If I assign an action item to another person, would that person be notified?
No for now. But we will continue developing the action items and action items list function to include notifications, for example and also to allow you to add actions related to other tasks in the system not only to audits.