Caredara™ RN Assessment Guidelines

Purpose

The RN Assessment ensures that clients receive the right level of care, supports safe care planning, and helps determine whether services can be delivered by a PSW, RPN, RN, or a coordinated care plan. The assessment supports client safety, practitioner readiness, and continuity of care.

When an RN Assessment Is Required

An RN assessment may be required when:

  • The client does not have a documented care assessment within the past 6 months
  • The client’s needs are complex, changing, or unclear
  • Nursing care or clinical oversight is requested
  • There are identified risks related to mobility, cognition, medication, or health status
  • Caredara™ determines an assessment is needed to ensure safe care delivery

Assessment Format

RN assessments may be conducted:

  • In-person (preferred for higher-risk or complex cases)
  • Virtually (when appropriate and clinically safe)

The format is determined based on:

  • Type of service requested
  • Client risk level
  • Clinical judgment of the RN

Core Assessment Components

1. Client Profile

  • Client demographics and living situation
  • Primary reason for care request
  • Primary caregiver(s), if applicable
  • Cultural, language, or communication considerations

2. Health and Medical Overview

  • Relevant medical conditions and diagnoses
  • Recent hospitalizations, surgeries, or changes in health
  • Current symptoms or health concerns
  • Allergies and precautions

3. Functional Assessment

  • Mobility level and transfer needs
  • Ability to perform activities of daily living (ADLs)
  • Use of mobility aids or equipment
  • Fall risk indicators

4. Cognitive and Psychosocial Status

  • Orientation, memory, and cognitive functioning
  • Behavioural or emotional considerations
  • Social supports and isolation risks
  • Decision-making capacity (if applicable)

5. Medication Review

  • Current medications (as reported by client/family)
  • Medication management needs (e.g., reminders, administration support)
  • Potential risks or concerns related to medications

6. Safety and Environment

  • Home safety considerations
  • Infection control or hygiene concerns
  • Environmental risks (stairs, clutter, accessibility barriers)
  • Emergency contacts and escalation plan

Care Recommendations

Following the assessment, the RN will:

  • Recommend appropriate practitioner type(s) (PSW, RPN, RN)
  • Identify care tasks within scope of practice
  • Outline any limitations, precautions, or monitoring needs
  • Determine if care coordination or follow-up assessment is required
  • Recommend reassessment timelines if conditions change

Documentation and Communication

  • Assessment findings are documented in the Caredara™ platform
  • Key care instructions are shared with assigned practitioners
  • Clients and/or families are informed of recommendations and next steps
  • Any identified risks are flagged for operational follow-up

Limitations

  • RN assessments do not replace ongoing primary care or physician services
  • Assessments are based on information available at the time of revie
  • Changes in client condition may require reassessment

Client Consent

  • Client or substitute decision-maker consent is required prior to assessment
  • Clients may decline recommended services but will be informed of potential risks

Review and Updates

  • Assessments may be updated if care needs change
  • Caredara™ reserves the right to request reassessment to ensure safe care delivery

Guiding Principle

Caredara™ RN Assessments are designed to support safe, appropriate, and flexible care, respecting client autonomy while ensuring practitioners are set up for success.