An assessment is a conversation about daily life at home. A little preparation makes it much more productive.
Write down a normal day
Walk through a typical day from waking to bedtime and note where help would make the biggest difference. Specific moments, such as getting out of bed, preparing lunch, or evening routines, are more useful than general descriptions.
Have practical details handy
Keep basic contact and scheduling information nearby so plans can be built accurately.
- Names and phone numbers of family members involved in care
- Days and times when help is most needed
- Existing appointments or standing commitments
- Home access notes, such as stairs, parking, or pets
Include the person receiving care
Whenever possible, the person receiving care should be part of the conversation and should shape their own routine, preferences, and boundaries.
Bring your questions
Ask about scheduling, communication, what happens when a caregiver is unavailable, and how to request changes. There are no small questions in a care plan.
This article is general information about home care and is not medical advice. For guidance about a specific person's health, speak with their healthcare provider.