🤝 Social Worker Guide

Welcome to CareDeal! This guide explains how to use the application

to create care requests on behalf of the people you support.

1. Understand your role in CareDeal

2. Create your account

3. Create a care request for a beneficiary

4. Track your requests

5. Manage multiple beneficiaries

6. Frequently asked questions and solutions

1. Understand Your Role In Caredeal

WHO ARE YOU IN THE APPLICATION?

As a social worker, you use CareDeal to help your beneficiaries

find home nursing care.

How It Works

You create a "Patient" type account (even though you are not a patient)
You can then create care requests for your beneficiaries
When making a request, you select "Professional" as contact type
Nurses will contact YOU (you are the contact person)
You then coordinate with the beneficiary

WHY THIS METHOD?

The application does not have a specific "Social worker" role
The "Patient" role allows creating requests
The "Professional" contact type identifies you as an intermediary

2. Create Your Account

Objective: Create an account to help your beneficiaries.

Download the application

Download CareDeal from the App Store or Google Play
Open the application

Choose the "Patient" profile

Select "I'm looking for care" or "Patient"
Note: This is the role that allows creating requests

Verify your phone

Enter your PROFESSIONAL phone number
Receive and enter the SMS verification code
Your account is created

TIP:

Use your professional phone number. This is the number nurses

will use to reach you.

3. Create A Request For A Beneficiary

Objective: Create a care request for a person you support.

Start a new request

Press "+" or "New request"

Select the care types

Choose the type(s) of care the beneficiary needs:
Bathing assistance
Wound care
Injections
Bandages
Insulin therapy
Infusion therapy

Care frequency

Indicate how many times per day care is needed

Beneficiary's address

Enter THE BENEFICIARY'S ADDRESS (not your office)
This is where care will be provided
Verify the address is correct on the map

Beneficiary information

Enter the information of the person who will receive care:
First name
Last name
Date of birth
Email (optional)
Languages spoken

Contact person - IMPORTANT

Select "PROFESSIONAL"
This option indicates that you are a social intermediary
Your number will be used as the primary contact

Beneficiary's number (optional)

If the beneficiary has a phone, you can add it
This allows nurses to contact them directly if needed
This field is OPTIONAL

Confirm

Review all information
Press "Confirm"

RESULT:

The request is created with YOU as the contact person
Nurses will call you on your number
You then coordinate care with the beneficiary

4. Track Your Requests

Objective: See the status of requests you have created.

Access Your Requests

On the home screen, you see all requests you have created
Each request displays its status

STATUSES:

[In progress]

The request is active
Nurses can see it and contact you
Wait for a nurse to call you

[Arranged]

A nurse has been found
Care is scheduled

[Completed/Cancelled]

The request is no longer active

What To Do When A Nurse Contacts You

1. Discuss the beneficiary's needs

2. Agree on the details (schedules, home access, etc.)

3. Connect the beneficiary and nurse if necessary

4. Mark the request as "arranged" in the application

5. Manage Multiple Beneficiaries

Objective: Create and track requests for multiple people.

How It Works

You can create as many requests as needed
Each request is independent
All requests appear in your list

Organization Tip

Note somewhere which beneficiary corresponds to which request
The application only keeps the patient's first/last name

For Each New Beneficiary

1. Create a new request

2. Enter the information for THAT specific beneficiary

3. Indicate your number as contact (automatic)

4. Optionally, add the beneficiary's number

EXAMPLE:

Beneficiary 1: Mary SMITH -> Request #1
Beneficiary 2: John MARTIN -> Request #2
Beneficiary 3: Paul DURANT -> Request #3

All these requests are linked to YOUR account, but concern different people.

6. Frequently Asked Questions And Solutions

❓Nurses are not contacting me

Possible causes:

Few nurses in the beneficiary's area
The address is incorrect or poorly located
The type of care is very specific

Solution:

Verify that the request is in "In progress" status
Check the address entered
Wait a few days
Contact support if the delay is too long

❓I want to modify a request

Solution:

It is not possible to modify a request
Cancel the existing request
Create a new request with the correct information

❓How do I know which request concerns which beneficiary?

Solution:

Each request displays the patient's name
Note the correspondences if necessary
You can open a request to see all details

❓The beneficiary's situation has changed

Solution:

If care is no longer needed: cancel the request
If needs have changed: create a new request
If a nurse has been found: mark as "arranged"

❓The nurse can no longer come

Solution:

Do NOT mark the request as arranged
The request remains visible to other nurses
Or cancel and recreate if necessary

❓I want the nurse to contact the beneficiary directly

Solution:

When creating the request, add the beneficiary's number

in the "Patient number" field

Inform the nurse that they can contact the beneficiary directly

1. Inform The Beneficiary

Let them know that a nurse may call them or you.

2. Verify The Address

Make sure the address is complete and correct.

3. Be Available

Nurses will call you on your number - be reachable.

4. Keep Track

Note your requests and their progress for your follow-up.

5. Mark Requests

Don't forget to mark as "arranged" when a solution is found.

If you have questions or encounter problems:

Email: [To be completed]
Phone: [To be completed]
Website: [To be completed]