Planning tool

Nurse or Caregiver Role Check

This check helps you work out whether a task needs a nurse or a caregiver, by starting from the actual work involved.

What this tool helps you prepare

What this tool helps you prepare

This check helps you work out whether a task needs a nurse or a caregiver, by starting from the actual work involved. Select every task and the timing pattern.

Interactive tool

Nurse or caregiver role check

Classify tasks one by one. A title or package cannot replace verification of scope and competency.

Answers are processed in this browser. The summary is not added to WhatsApp automatically; you can copy it separately.

Which tasks are needed?
How does the need occur?

Classify the work without assuming the answer

Write every action across a normal day and night. Assessment, prescribed wound or device procedures, authorised injections or medicines, clinically significant observations and teaching that depends on nursing judgement usually require a suitable nurse. Bathing, dressing, meals, ordinary toileting, companionship, prompting and household routines are commonly non-clinical, unless a clinical risk changes how they must be delivered.

Some actions sit at a boundary. Feeding may be ordinary meal support or prescribed tube care; mobility may be everyday assistance or require professional assessment after a new injury; supervision may be routine or accompany acute deterioration. Keep uncertain tasks marked for assessment rather than forcing them into a convenient category.

  • Nursing judgement and procedures
  • Ordinary daily assistance
  • Boundary tasks
  • Uncertain tasks stay visible

Related sources:[1]

Add timing, frequency and uncovered intervals

A few predictable nursing tasks within a large personal-care workload often point toward scheduled nursing plus separate daily support. Repeated observations, changing findings, several devices or sustained clinical work may require longer nursing coverage. The tool highlights patterns but cannot determine the final visit length or staffing ratio.

Map who is present before, during and after each skilled task. State what the non-nurse may observe and report, what they must never change and who responds when the plan differs. A short nurse visit does not make the rest of the day safe unless the interval work and escalation are explicitly assigned.

  • Predictable skilled-task times
  • Repeated or sustained workload
  • Between-visit ownership
  • Observation and escalation limits

Related sources:[1]

Verify people and coordinate the roles

For a nurse, check professional identity, scope, current order, the right skills and experience for the exact task, documentation, supervisor and backup. For a caregiver or support worker, check identity, relevant training, demonstrated ability, supervision, task limits and incident reporting. Neither familiarity nor years of general experience proves competence for a regulated procedure.

If both roles are used, write one care plan and handover: medicines, symptoms and readings, wounds and devices, intake and elimination, mobility, incidents, supplies and next actions. Name who may update the plan. Review the mix when the condition, procedure, family capacity or schedule changes. The goal is appropriate accountable coverage, not winning a title comparison.

  • Professional identity and scope
  • Task-specific demonstrated competence
  • Shared handover
  • Role-mix review

Related sources:[1]

Primary sources

These sources support the general principles on this page. The individual treating team’s instructions take priority.

  1. World Health Organization: Integrated people-centred health servicesInternational · health-service guidance

Sources checked: 2026-08-02

Use this plan for an enquiry

Send a WhatsApp message and our team will help you arrange a home nurse visit. It notes this page and leaves room for your area. The nurse or provider confirms suitability, timing and fees before any visit.

To protect privacy, please don’t send an identity-card number, full medical record or an identifiable wound photo in your first message.

Use this plan for an enquiry
FAQ

Questions families ask

Can the tool decide that a caregiver may perform an injection?

No. A regulated task requires lawful authority or delegation, current orders, specific training, verified the right skills and experience and governance.

What if both clinical and personal tasks are selected?

Plan the nursing work and daily assistance separately, then connect them with explicit handover, supervision and escalation.

Ask on WhatsApp