Building and managing client Risk Assessments is indispensable for providing high-quality, safe homecare. Nursebuddy helps you organise, track, and keep a clear record of these essential documents.
How to Build and Manage Client Risk Assessments
You will find Risk Assessments as part of your client profiles, accessible via the Risk Assessments tab once a client is added to the system.
1. Creating Client Risks List
The first step is to build a standardised list of risks for your entire account:
Go to Settings > Clients > Risk Assessments forms.
Please Note: You must be an Admin user to access the Risk Assessment settings menu.
Add your list of different risks one by one so they're ready to use across all client profiles.
Tip! If you want to pre-fill your RAs and then just customise them for each client, you can create pre-fill templates. Templates are included only in our Standard and Pro pricing plans.
Do you want to pre-fill your Risk Assessments and then just customise them for each client?
If, so you can create pre-fill templates that can then be adjusted in your client's profiles
Learn how here:
If you want to create your own risk assessment templates check this article:
Risk Assessment Templates are included only in our Standard and Pro pricing plans. If you are in a Essential plan and want this feature, please contact us using the AI chat and we can upgrade your plan.
Building Your Risk Assessments
Next, you must build the client-specific risk assessment as part of their profile:
Click on a client you have added in the system and go to the Risk Assessment tab.
You can choose to add an individual risk assessment row (using the risks you've added in your Settings page) or add all of the risks in one go.
When adding one by one, you can choose the risk manually and select a template (which determines the data stored about the risk). You can also select a rating (low, med, high).
Publishing your Risk Assessments
Once the details are filled in:
Click "Add". The risk will now be in draft format.
When you have added all the risks you require, click "Publish".
This will then publish the Assessment to the client's profile and make it visible on the app for the carers. The published version is the latest active Risk Assessment.
Note: You will get a notification 7 days before the review date by default.
When you have added all the risks you require, click "Publish". This will then publish to the client's profile and be visible on the app for the carers. The published version is the latest active Risk Assessment.
Updating one or more risk assessments in for your clients
To update a Risk Assessment, you must create a new version:
Go to the Risk Assessment tab in your client's profile.
Click Create new version. This will allow you to edit, delete, or add new risks.
The old version goes into archived, and the new version is in draft mode until you publish it.
You can use the archived versions as proof of the reviewed Assessments for audit/inspection purposes.
