Case Manager Home Visit Checklist
Case Manager Home Visit Checklist
General Items
- Bring any required identification or credentials
- Take notes during the visit for accurate record-keeping
- Respect client’s privacy and confidentiality at all times
Preparation Before the Visit
- Review client case file and history
- Prepare necessary documentation and forms
- Gather resources and information relevant to client needs
- Confirm appointment date and time with the client
- Plan route to client's home for timely arrival
Arrival at Client's Home
- Knock or ring the doorbell and wait for response
- Introduce yourself and explain the purpose of the visit
- Ensure client is comfortable and seated before starting the discussion
Assessment and Discussion
- Review client's current situation and needs
- Discuss any changes since the last visit
- Evaluate client’s health and safety conditions at home
- Assess environment for potential hazards
- Identify any urgent needs or concerns
Resource Provision and Support
- Provide information on available resources and services
- Assist client in filling out necessary forms
- Discuss potential referrals to other services if needed
- Plan next steps and follow-up actions with the client
Wrap-Up and Follow-Up
- Summarize key points discussed during the visit
- Confirm next appointment date and time if applicable
- Thank the client for their time and input
- Document visit details and any action items in case file
Generated from Panda Checklist
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