Software for home visit doctors

CQC expects clinicians on home visits to carry the knowledge, skills and equipment for acute emergencies, chosen for the conditions they are likely to meet, and to take and record vital signs wherever the patient is.¹²

1. Take the request. Record who is calling, for whom, the reason and how urgent it is, on the patient's own record.
2. Request the visit. Agree a time with the patient or their family, and record consent to an AI scribe at the same moment.
3. Prepare for the visit. Check the bag against the practice's list for the visit type, including any emergency medicines it carries.¹
4. Examine and record. Take and record vital signs, and offer a chaperone, with special consideration for examinations at home.²³
5. Sign the note before the next visit. The note, any letter and any referral are signed while the visit is fresh.

How wai handles it

• Appointments. Patients and families request visits from your own website at any hour, with a reminder before the doctor arrives.
• Evidence and audit trail. Consent to the scribe is recorded at booking, and flags for controlled drugs and safeguarding notes sit on the record at the point of care.
• Scribe. The note, letters and referrals are written from the visit, cited to guidelines such as NICE, with the transcript beside the note, for the doctor to read, edit and sign.

A home visit rarely ends at the door. Families ask questions, results come back and the next visit needs planning, and every message carries the same weight as the visit.

1. Answer every message. From the patient or a family member, in the language they wrote in.
2. Send the plan. What happens next, in plain language, approved by the doctor.
3. Follow up the result. Results go back to the doctor who ordered them, then to the patient.
4. Recall or revisit. The next visit or review is offered before the patient has to ask.

How wai handles it

• Follow-up. WhatsApp, email and calls in one thread per patient, with replies drafted in the patient's own language for your team to approve.
• Follow-up. Recalls and follow-up visits are offered once a clinician approves them.
• Appointments. A cancelled visit is offered to the waitlist, and a missed one prompts a new time.

The HSE asks employers of lone workers to provide training, supervision, monitoring and support, and to manage the risk of work-related violence.⁴ A home visit service knows where every clinician is due and when they were last in touch.

1. Assess the visit. Note anything the clinician should know before arriving, on the record they will open.
2. Share the day's visits. The team at base sees each clinician's diary for the day.
3. Keep in touch. Agree when the clinician checks in, and what happens if they do not.

How wai handles it

• Appointments. Every clinician's diary is read from their calendar, so the team at base sees the day's visits.
• Staff access. Named accounts and role-based access, so a visiting clinician opens only what their role allows, and every action sits under their name.
• Evidence and audit trail. Safeguarding notes are flags on the record, visible before the visit.

A self-paying patient at home should know the price before the doctor sets out, and the invoice should arrive with the plan.

1. Show the price and policy. Before the visit is confirmed, including the cancellation policy.
2. Take payment. By card, against the visit.
3. Send the invoice. To the patient's app, with a statement on request.

How wai handles it

• Billing. Card payments into your own Stripe account, the cancellation policy shown at booking, and invoices and statements reconciled against each visit.
• Reporting. Takings, front desk and response reports for any period, with an export for your accountant.