CareBridge RN Staffing Network
Agency-specific onboarding

Your requirements.
A coordinated start.

CareBridge works with New York Licensed Home Care Services Agencies (LHCSAs) to establish assessment requirements before assignments begin. During onboarding, your agency and our office confirm contacts, visit types, required forms, communication procedures and documentation delivery arrangements.

Explore the details

Build your agency onboarding brief

01

Confirm the partnership details

Identify the agency and the people responsible for the arrangement.

  • Agency name, service areas and active or inactive status
  • Director of Patient Services (DPS), administrator, quality assurance (QA) and coordination contacts, including phone numbers and email addresses
  • Agreement and insurance review contacts
  • Billing contact and agreed commercial terms; rates remain private
Review agreement preparation
02

Define the visit requirements

Clarify the assignments you need supported and the information required to coordinate them.

  • Visit types and expected volume
  • Requested scheduling windows
  • Patient and caregiver availability
  • Language, access and assignment-specific requirements
Explore assessment services
03

Agree on documentation

Confirm required forms, delivery format and the agency’s review process.

  • Provide an agency-approved PDF or DOCX template for each supported visit type
  • Confirm the current version of each form and how template updates will be communicated
  • Identify contacts responsible for documentation review and clinical corrections
  • Confirm delivery as a completed PDF or authorized entry into your agency’s electronic health record (EHR), as agreed
View sample forms
04

Set communication and escalation routes

Make sure the nurse and coordination team know whom to contact.

  • Routine scheduling and access questions
  • Patient refusal or missed-visit reporting
  • Urgent findings and clinical escalation
  • After-hours contacts and handoff expectations
05

Complete agency-specific orientation

Provide the policies and instructions nurses need for your assignments.

  • Relevant agency procedures
  • Documentation and submission expectations
  • Patient rights and confidentiality instructions
  • Required acknowledgments and orientation review
Open the RN Training Guide
06

Review readiness for the first assignment

Confirm the agreed requirements with the responsible contacts before starting.

  • Agreement and applicable records reviewed
  • Confirm that applicable RN credential requirements have been met before the first assignment
  • An approved template for each visit type before that type can be assigned
  • Open questions resolved with the onboarding team
07

Office-managed agency setup

Our office coordinates setup with your designated contact, confirming visit types, required forms and agency instructions before assignments begin.

  • Identify the agency contact responsible for setup questions
  • Confirm supported visit types and required forms
  • Review agency-specific instructions with our office
  • Resolve outstanding setup requirements before the first assignment
08

From assessment request to reviewed documentation

CareBridge coordinates intake, scheduling, nurse assignment and documentation review with your agency.

  • Our office reviews the assessment request and confirms patient details against the supporting records
  • Coordinator confirms patient access, availability, language and visit preparation
  • Approved nurses are matched to availability and visit requirements
  • The RN completes, verifies and signs the assessment. Our office reviews documentation and coordinates required corrections.
  • Office delivers a completed PDF or provides authorized entry into your agency’s EHR, as agreed, and records completion
  • Our target is to provide completed documentation for agency review within 24 hours after the visit. Your agency’s DPS approves every Plan of Care before finalization.

Coordinate your agency’s onboarding

Send your agency name and onboarding contact to start the conversation. The team will arrange the appropriate channel for sharing agency documents and case information.

Contact our team

Join the Nurse Network

Tell us a little about yourself and we’ll reach out with next steps.

New York assignments require authorization to practice as an RN in New York. Tell us your current status so the team can explain the requirements.

Please do not include patient names, medical records or other confidential patient information. These forms are for agency inquiries and nurse applications. See our Privacy Policy for how we handle your information.