Care Agency Operations Checklist: From Referral to First Visit

[ ] Name the person responsible for the referral and next response.
[ ] Confirm the service requested and the information still needed.
[ ] Confirm consent and who is authorised to access care information.
[ ] Agree the service scope, timing, location, and readiness requirements.
[ ] Review caregiver availability and the skills required for the visit.
[ ] Confirm the assignment and escalation contact for changes.
[ ] Prepare the handover in your approved care-information system.
[ ] Confirm what care recipients and authorised family members need to know.
[ ] Check first-visit completion and assign follow-up actions.
[ ] Review outstanding time records and administrative approvals.

Use this as an operational discussion aid. Adapt it to your policies; it is not a clinical assessment or compliance certification.
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