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For Home-visiting occupational therapists

AI call handling for
Home-visiting occupational therapists.

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.

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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.

Where Ziverly can help

More room for the work.
A clearer thread afterwards.

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.
More useful context.

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.

Before, during and after the call

How Ziverly fits around
your working day.

☎Calls you choose≡Useful details→Your next step

  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

Put unanswered
calls in perspective.

What might those enquiries represent for your business? Start with figures from your own recent calls.

The result is an illustration, not a forecast or a promise that Ziverly will recover the work.

Enquiries represented0
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.

You keep the judgement

Your expertise.
Your boundaries.

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

Before you
get started.

Talk it through →
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.

Start with the calls you choose

Keep your attention
where it matters.

Choose what Ziverly should know, what it should never promise and which details make a follow-up useful. Create an account free, then add pay-as-you-go credit when you are ready.

Create your free account Talk it through →
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