Routing - Carer Patient Matcher

1

Filter available carers

Exclude anyone with approved time off or sick leave on Tuesday 14 Apr 2026. Check the Calendar for the source of truth.

Farah OFF Ben Chloe John OFF Monika Phoebe Carys Linda Anne Hilda Howard Paul

10 available · 2 excluded (Farah, John)

2

Build the visit pool

Flatten every patient's daily visits into one pool, then sort by time-of-day (Morning → Lunch → Tea → Bed).

Morning: 6 Lunch: 6 Tea: 3 Bed: 5 Double-up: 7

Margaret Whitfield

#1

TQ3 3LY

Morning

9:45am

45m

F

Dorothy Chambers

#3

TQ1 3HP

Morning

10-11am

45m

2x

Edith Trescothick

#5

TQ1 3AB

Morning

7am

45m

2x

Winifred Atherton

#7

TQ1 3QQ

Morning

7am

45m

Stanley Pemberton

#11

TQ2 8DZ

Morning

9-10am

30m

M

Ethel Rowntree

#14

TQ2 7LR

Morning

8-9am

60m

M

Margaret Whitfield

#1

TQ3 3LY

Lunch

1pm

30m

F

Dorothy Chambers

#3

TQ1 3HP

Lunch

1:30pm

30m

2x

Edith Trescothick

#5

TQ1 3AB

Lunch

11:30am

30m

2x

Winifred Atherton

#7

TQ1 3QQ

Lunch

11:45am

30m

Stanley Pemberton

#11

TQ2 8DZ

Lunch

12-1pm

30m

M

Ethel Rowntree

#14

TQ2 7LR

Lunch

12-1pm

45m

M

Edith Trescothick

#5

TQ1 3AB

Tea

4pm

30m

2x

Winifred Atherton

#7

TQ1 3QQ

Tea

4:30pm

30m

Ethel Rowntree

#14

TQ2 7LR

Tea

4pm

30m

M

Dorothy Chambers

#3

TQ1 3HP

Bed

8pm

30m

2x

Edith Trescothick

#5

TQ1 3AB

Bed

9pm

30m

2x

Winifred Atherton

#7

TQ1 3QQ

Bed

7:30pm

30m

Stanley Pemberton

#11

TQ2 8DZ

Bed

6:30pm

30m

M

Ethel Rowntree

#14

TQ2 7LR

Bed

9:15pm

45m

M

3

Score every carer for every visit

Each (carer, visit) pair gets a score from the four factors below. Carers outside their max-miles radius are dropped.

40%

Distance

Postcode proximity. Hard cap at carer's max miles.

25%

Shift match

Morning = early shift. Tea/Bed = late shift.

20%

Skills

Meds → medication clients. Double-up → 2x visits.

15%

Continuity

Bonus if already visiting this patient today or last week.

Example — Margaret Whitfield (Patient #1), Morning visit:

Hilda ← winner

95%

1.2 mi

Closest match (1.2 mi) · Early shift available · Meds qualified

Paul

88%

1.8 mi

Nearby (1.8 mi) · Early shift available · Double-up qualified

Howard

72%

2.1 mi

Moderate distance (2.1 mi) · Early shift available

4

Greedy assignment with conflict resolution

Walk through the pool in time order and assign the top-scoring carer. If the same carer is already booked at an overlapping time, fall back to the next-best candidate. Double-up visits consume two carers.

Margaret Whitfield

#1

Morning

Hilda

95%

1.2

Closest match (1.2 mi)

Margaret Whitfield

#1

Lunch

Hilda

93%

1.2

Closest (1.2 mi)

Edith Trescothick

#5

Morning

Farah

91%

0.8

Closest (0.8 mi)

Edith Trescothick

#5

Lunch

Farah

89%

0.8

Closest (0.8 mi)

Edith Trescothick

#5

Tea

Chloe

85%

1.1

Closest for late shift (1.1 mi)

Edith Trescothick

#5

Bed

Chloe

84%

1.1

Continuity with tea visit

Stanley Pemberton

#11

Morning

Howard

90%

2

Male carer

Stanley Pemberton

#11

Lunch

Howard

88%

2

Continuity with morning

Stanley Pemberton

#11

Bed

John

85%

2.8

Late shift

5

Sequence each carer's day

For every carer, sort their assigned visits by arrival time and compute the travel leg between each stop. A carer starts at home, drives to each patient, and returns home. Travel is added as a stop between visits.

6

Validation & efficiency check

✓ All carers within max-miles radius

✓ No shift mismatches (early/late)

✓ Double-up visits have 2 carers assigned

✓ No time-off conflicts

✓ Gender preferences respected where specified

Avg match score: 88.9%

Avg distance per visit: 1.44 mi

Unassigned visits: 0

Ready to publish: Yes

View All Carer Routes Back to Overview

Auto-Route All — Tuesday 14 Apr 2026

Filter available carers

Build the visit pool

Score every carer for every visit

Greedy assignment with conflict resolution

Sequence each carer's day

Validation & efficiency check