For busy Home-visiting occupational therapists

Call handling for Home-visiting occupational therapists, without losing focus on the job.

A request for occupational therapy at home often comes from somebody trying to make daily life more manageable for themselves or a relative. Ziverly can welcome that first conversation and gather the broad purpose, existing referral and access preferences while you are with another client, without attempting an assessment.

See what could help Try your own numbers

A familiar moment

The daughter asking what support might help at home

You are completing a functional assessment when a daughter calls because her mother is finding the bathroom and stairs more difficult. Ziverly can sensitively record who is enquiring, their stated relationship, the broad daily activities causing concern, existing GP, therapy, social-care or hospital involvement, referral and funding context, communication preferences, property access and preferred contact. It does not assess mobility, cognition, capacity, falls risk or equipment needs, recommend adaptations, offer clinical advice, determine eligibility, accept a referral or promise a visit. A fall with injury, sudden deterioration, immediate safeguarding concern or other emergency needs the appropriate urgent route.

The useful handover

Enough context to respond properly.

The aim is to welcome the caller, gather the details you decide matter and keep the same enquiry easy to follow until the work is resolved.

  • Who is calling and how to reach them.
  • What they need help with and where.
  • What should happen next, without inventing a response time.

Where the pressure tends to gather

Make space for the work without leaving the caller in the dark.

Think about the calls that interrupt you most often. Ziverly can follow the questions and boundaries you choose, then leave the details ready for your judgement.

Families may not know which service they need

They can explain the daily difficulty without being expected to choose equipment, adaptations or a clinical pathway.

Personal context needs restraint

Only the details needed for a first response should be gathered, with communication and dignity in mind.

Clinical visits deserve full attention

A new family can be welcomed without interrupting assessment, observation or confidential discussion elsewhere.

What a better handover can change

Less interruption now, a clearer thread afterwards.

The enquiry begins respectfully

Review who called, the broad purpose, current professionals, referral context, access and communication preferences.

Assessment boundaries stay clear

Your approved wording can keep clinical judgement, capacity, equipment and adaptation recommendations with you.

The next information request can persist

Add an approved referral, report or access question for that known household's next call.

Uriyah, The Guardian of Tone
Available in Ziverly

Uriyah, The Guardian of Tone

When someone calls about home occupational therapy enquiries, your receptionist should sound like a respectful extension of your business, with honest expectations and no invented promises.

Before, during and after the call

From first ring to finished follow-up.

Ziverly can do more than take a message. You stay in control of when it answers, how you hear about each call and what context is available if the customer rings again.

  1. You decide which calls reach Ziverly.

    Use the call-diversion options supported by your mobile or landline service, such as no reply, unreachable, busy or rejected. Turn them off again whenever you want to answer normally, or use cover for evenings, weekends, holidays and unexpected time away.

  2. Your call details meet you where you are.

    Choose email or SMS alerts where enabled, then open Ziverly to review the summary, transcript, recording where available, status and priority.

    Review who is enquiring, the broad daily-living concern, existing professionals, referral context, communication needs, access and preferred contact.

  3. The next conversation starts further forwards.

    Add an AI-facing note when you want Ziverly to have more context if the same known caller rings again. Separate private notes stay private.

    Add the approved referral, report or home-access question you need so Ziverly can use your latest note without attempting an assessment.

  4. Open calls do not have to rely on memory.

    Choose a daily or weekly email summary of calls still waiting for attention, at the time that best fits your working day.

  5. You can check in by phone, too.

    With Owner Voice Access enabled, call your own Ziverly number, verify your PIN and manage the calls you are allowed to see.

    After the current client's assessment and records are secure, verify your PIN to hear only the home-therapy enquiries and statuses you are permitted to access.

Use your own numbers

What might unanswered calls represent for your business?

Enter figures from your own recent calls to put the possible value of unanswered enquiries into context.

The result is an illustration based only on what you enter. It is not a forecast, a promise that Ziverly will recover the work or a reason to accept an unsuitable job.

Enquiries represented by your figures 0 Monthly work value represented £0

This simple multiplication does not account for timing, capacity, costs, cancellations, repeat work or whether another response would have changed the outcome.

Useful boundaries for call handling

Let Ziverly gather details without overstepping your expertise.

Occupational therapist is an HCPC-protected title; clinical records, consent and equipment or adaptation recommendations must meet professional standards.

You remain responsible for the advice you give, the work you accept and the safety, eligibility and professional checks your business requires.

A few practical questions

What would you want to know before starting?

Use these answers to decide where Ziverly could help and where the conversation should always return to you.

Can Ziverly assess what equipment or adaptation somebody needs?

No. It gathers introductory context only; assessment and recommendations remain with a registered occupational therapist.

Will it decide whether a referral or funding route applies?

No. Eligibility, referral and funding decisions stay with the relevant service and professionals.

What happens if the caller describes an urgent concern?

Your approved guidance can direct immediate medical, safeguarding or emergency concerns to the appropriate urgent route rather than leaving them as routine follow-up.

Try the smallest useful version

Begin with the calls that interrupt your working day most often.

Choose what Ziverly should know, what it should never promise and which details make a follow-up genuinely useful. Creating an account is free, so you can look around before deciding when you want Ziverly to handle a call.

No monthly or annual plan is required and there is no fixed-term commitment. Add pay-as-you-go credit only when you are ready to use it.

Create your free account Talk it through Back to Care, wellbeing & home visits