Caregiver Matching Process

The first step is our free in home Assessment with a RN and a company executive.  We evaluate your loved one’s physical and cognitive needs, and discuss what type of personality you would like in a Caregiver to help create the Right Fit.  Then we will create a customized Plan of Care that is certified by your physician. Our Care Coordination team will select a Caregiver(s) with the relevant experience (ex. Alzheimer’s) and social skills to fit your lifestyle.

Caregiver Introduction & Orientation

Next someone from STEPS will come to personally introduce the Caregiver(s), and orient them to the Plan of Care, home environment, and social dynamic. This ensures that both your loved one and the whole family are comfortable with the Caregiver before they start. We’ve found that this introductory step eases the transition of a new Caregiver.  Therefore, putting them in the best possible position to succeed.  This process is a rare practice among Home Care agencies and another differentiating aspect of STEPS.

Ongoing Supervision

When the Caregiver arrives at the home they use our telephony system, ClearCare, to clock in for their shift. The Caregiver needs to call from the home phone, which insures they are physically there. They also use the system to clock out when finished so that you are only charged from the time the Caregiver arrives until they leave. You do not pay for travel time to and from the home.


Someone from STEPS will make regular home visits every few weeks to check in, pick up Activity Sheets for Long Term Care clients, and make sure the Plan of Care is being followed properly.

Ongoing Care Coordination

Each Caregiver is overseen by both our Director of Patient Services and a dedicated Care Coordinator.  The Care Coordinator is responsible for the day-to-day scheduling and care issues, and serves as your dedicated Account Manager…taking all of your calls and getting to really know your family.


The Caregiver will also fill out an Activity Sheet each week, and leave it in the home to be signed by either the patient or their Healthcare Proxy. We collect these Activity Sheets to double check our telephony system for billable hours, add to the permanent client record for review by the DOH, and for Long Term Care Insurance reimbursement.

“My father had a massive stroke that has left him completely paralyzed on his right side with no speech capabilities. After months in hospitals and rehab centers, we decided that home care would be best for him.

STEPS Home Care has been able to provide quality care for my dad. Best of all, they are fully responsible for the health care provider. They do all the background checks. The Aides are the employees of STEPS, therefore eliminating all paperwork for us. If an Aide calls in sick, they immediately send a replacement. We have been very happy with STEPS Home Care.”

– Holly D.


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