Care coordinators

How to be a good care coordinator: a daily routine for rota, cover and callbacks

Short answer: A good care coordinator makes sure every visit is covered, every change is confirmed, and nothing is carried in their head overnight. In practice that means one written record a day: the schedule, each cover or rota change with a confirmation tick, a list of callbacks, and a handover line for whoever picks up next.

Ask a care coordinator what the job is and you will get a list that does not fit on a job description. Rotas. Cover. Sickness calls at ten to seven. Families ringing about times. Carers ringing about clients. Clients ringing about carers. Hospital discharges with a day’s notice. And somewhere in there, the supervision you meant to book last week.

Most of it is fine on its own. The trouble is volume and interruption. The call that comes in while you are fixing another call is the one that gets lost.

This is a routine for keeping hold of it. It does not replace your provider’s policies, your rota system or your manager. It is the layer that sits between them and your head.

What does a care coordinator do all day?

In domiciliary care, the core of it is making sure the right person arrives at the right home at the right time, and that everyone who needs to know about a change does know.

That breaks down into a handful of recurring jobs:

  • building and adjusting the rota
  • finding cover for sickness, leave and emergencies
  • confirming every change with the carer, and with the client or family where needed
  • taking and returning calls from carers, clients, families and professionals
  • logging concerns and passing them to the right person
  • handing over to the next person, including whoever is on call
  • keeping track of supervisions, spot checks and training dates

The last one gets its own article: how to keep track of supervisions and spot checks.

What makes a good care coordinator?

Not a perfect memory. The job rewards trusting your memory less, not more.

A good coordinator is predictable. Carers know a change will be confirmed. Families know a call will be returned. The manager knows the handover will be there in the morning. That reliability comes from habits that take seconds each, done every time, rather than from heroics on a bad Friday.

It also matters to the people receiving care. NICE’s guideline on home care for older people recommends that providers make continuity of care a priority, so that people are supported by the same care workers and can become familiar with them. Every change you make is weighed against that, and a clear record of changes is how you see when one client has had four different faces in a week.

How should I start the day?

Before the phone starts, if you can get ten minutes:

  1. Read the handover and the on-call log. What happened overnight and at the weekend? What was left open?
  2. Check today’s gaps. Any visit without a named carer? Any carer on leave or off sick who is still showing on the rota?
  3. Copy open items forward. Anything unfinished from yesterday goes on today’s page, at the top, not in your head.
  4. Mark the fixed points. Meetings, discharges, reviews, supervisions booked for today.

That is the whole morning routine. It takes about as long as a cup of tea.

How do I keep track of cover and rota changes?

One line per change, written as it happens, with a tick for each person told.

For every change, record:

  • the time you made it
  • the client and the visit affected
  • who was due, and who is now covering
  • confirmed with the carer: tick
  • client or family told, where needed: tick
  • rota system updated: tick

The confirmation tick is the important part. A change is not done when you decide it. It is done when the carer has confirmed they will be there, and the system shows it. Until all the ticks are in, the line is open, and an open line goes on the handover.

Keep the log on paper or in a single place. The time things go wrong is when a change lives partly in a text message, partly on a sticky note and partly in your head.

How do I stop callbacks falling through the gaps?

Keep one list, and write every call you owe on it the moment you promise it.

Each callback line needs: who, their number, what it is about, and when you said you would call. Tick it when done. If you cannot call when you said, a short call to say when you will is still a callback.

At the end of the day, every unticked callback either gets done or goes on the handover with a name next to it. Nothing unticked should leave the office unowned.

The bad-day version, for the day the rota falls apart. Three things only. Every visit is covered or escalated to your manager. Every change has its confirmation ticks or is marked open. One handover line for each thing still open. Everything else waits until tomorrow.

What about missed or late visits?

Treat them as the highest-priority item on the page.

NICE’s home care guideline is direct about this. It recommends that care workers avoid missing visits, that providers closely monitor risks associated with missed or late visits and take prompt action, and that plans are in place for when a visit is missed, set out in the person’s risk assessment. It also recommends that monitoring of missed and late visits is part of the provider’s quality assurance.

For the coordinator, that means three habits:

  • know where each person’s missed-visit plan is before you need it
  • log every late or missed visit, with the time you found out and what you did
  • tell your manager the same day, in whatever way your provider requires

Your provider’s policy sets the detail. The log is what lets you show later that it was followed.

What goes in a good handover?

Whoever picks up next, whether that is a colleague tomorrow or the on-call phone tonight, should be able to act without ringing you.

A handover line has four parts:

  1. What is open, in one line.
  2. Who it involves: client, carer, family, professional.
  3. What has been done so far, and when.
  4. What happens next, and by when.

Write it before you leave, not after you get home. At weekends, the on-call log does the same job in reverse: every call taken, what was done, and what the office needs to pick up on Monday.

A note on records: handovers and logs contain personal information. Store them securely and follow your provider’s data protection policy, including what you may write down and where it is kept.

How do I keep this going on busy weeks?

By making it smaller, not by dropping it. On a quiet day you might write full lines. On a heavy day, a time, a name and a tick is enough, as long as every change and every callback has a line. The record only works if it is complete, and it only stays complete if it is quick.

Once a week, look back over the pages. Which clients had the most changes? Which day always goes wrong? That is where next week’s rota needs attention.

Frequently asked questions

What are the main responsibilities of a care coordinator?

In domiciliary care, building and adjusting the rota, arranging cover, confirming changes with carers and clients, handling calls, passing on concerns, handing over to colleagues and on-call, and keeping track of supervisions, spot checks and training. Your job description and provider policies set the exact scope.

How do you manage rota changes in home care?

Record each change as it happens, with the time, the visit, who was due and who is covering. Tick when the carer confirms, when the client or family is told if needed, and when the rota system is updated. Any change without all its ticks goes on the handover.

What should a care coordinator handover include?

What is open, who it involves, what has been done so far and what needs to happen next, with a time. The person picking up should be able to act without calling you. Keep it secure, as it contains personal information.

How do care coordinators deal with missed visits?

Treat them as the top priority. Know where each person’s missed-visit plan is, log the time you found out and what you did, and tell your manager the same day. NICE recommends that missed and late visits are closely monitored and form part of a provider’s quality assurance.


Read next: Supervisions and spot checks in domiciliary care: how to keep track.

About the author. Stephen Owen is a British author. He spent 15 years as a primary care nurse, and he writes for people trying to change something while the rest of life carries on around them. More about Stephen

The Care Coordinator Day Book is built around this routine: a 09:00 to 17:00 schedule, cover and changes with a confirmation tick, follow-ups and callbacks, and carry-forward and handover lines on every working day, with an on-call log at weekends. It is undated, A4, and not on sale yet.