case manager home visit checklist

Social Worker Home Visit Checklist

Make visits to your client’s home less daunting and more doable with our easy-to-use and well-designed social worker home visit checklist.

By Jamie Frew on Jul 15, 2024.

Fact Checked by Ericka Pingol.

What is a Social Worker Home Visit Checklist?

Social workers may be required to conduct home visits with their clients to ensure their safety or welfare. These checks might be for children in foster care, children needing ongoing checks to ensure their safety, elderly clients living in the community, disabled clients, clients reintegrating with society following incarceration or addiction treatment, or any other clients whose social worker needs to make sure their living conditions and welfare are being addressed.

Some social workers may regularly undertake home visits for their clients, whereas some may find the very idea completely daunting. There can be a lot of things to assess during the home visit, such as the living conditions or any hazards present that could cause your client harm, and ensuring you’re doing your best for your client can add a lot of pressure to not miss a thing.

That’s where our social worker home visit checklist comes in. We’ve split your client’s home into areas so you can systematically work through your checks and ensure the welfare and safety of your client.

Social Worker Home Visit Checklist Template

Social worker home visit checklist example.

How To Use This Template For Social Worker Home Visit Checklist

To ensure you’re confident incorporating this checklist into your home visits, we’ve created a simple step-by-step guide you can use to familiarize yourself with this home visit checklist. Just follow these simple steps and you’ll be a pro in no time.

Download the PDF

The first step is to get your hands on the checklist template. You can download this template for free from the link on this page, or if you are already a Carepatron user- access this template and many others from our community template library. Once you have the template open, you can either print it out and fill it in by hand, or if you have the means to bring a device to your home visit- keep it digital and fill it in using the interactive PDF checkboxes. This is a good idea for keeping your checklist tidy, easily fixing any mistakes, and improving the security of your document.

Fill in your client’s details

This is an important step for ensuring your note is attached to the correct client record. This step can be done prior to conducting the home visit to maximize your time on site, or if you are unsure of your client's details- fill it in upon arrival at your client’s home. Either way, ensure you get these important details down or your hard work could be lost!

Complete each section of the checklist

As you walk around your client's home, take each room in turn and complete the relevant section of the checklist. You can take these sections in any order, and not necessarily in the order, they are given in the checklist. As long as you are thorough and inspect every room- you’ll be able to check off everything you need to.

Add any additional notes

We know that a home visit can’t be entirely captured using only a checklist, so we have left space for additional notes. These might be records of the family members and their details, any changes to the residents at the property, an explanation of any 0 or 1 scores given, any additional concerns, and a plan for the next steps for your client.

Sign and date the note, and store it securely

The last step is to add your name, signature, and date in the spaces provided at the bottom of the checklist. It’s important that you keep this checklist in a secure location, whether physical or digital, as it contains sensitive and private information about your clients.

Who Can Use this Printable Social Worker Home Visit Checklist (PDF)?

This home visit checklist is designed for use by all kinds of social workers who conduct home visits as part of their work. We have kept the questions non-specific to any particular specialty, but we think this template would best suit social workers who work with:

• Children or Child Protective Services (CPS)
• The elderly
• Clients recovering from substance abuse or addiction

Additionally, trainee social workers, or students observing home visits with a licensed social worker, can benefit from using this template to practice completing their own home inspections.

Why is This Form Useful For Social Workers?

This form is designed to make home visits easier and keep you organized while you conduct your inspection. Our social worker home visit checklist has a bunch of useful features for social workers, such as:

Split into different rooms

We have separated the checklist into rooms so you can work your way through the house methodically. It can be overwhelming having a long list of checks to do, but one of the best ways of handling big tasks is by splitting them into manageable chunks- which is what we have done here. Don’t worry if your client’s house doesn’t exactly fit these rooms, e.g. they have no outdoor area, or they have multiple living areas. Just use the same section to cover multiple rooms, or cross out questions that aren’t relevant to your client’s home- e.g. if there are no animals or elderly people in the household.

Space for notes

Another useful feature is the space for notes at the end of the checklist. We know you can’t sum everything up into a single number, so we have left space for you to add your professional insights, opinions, and conclusions. Feel free to use this space for the next steps for your clients, your assessment of the outcome of the home visit, or elaborating on any 0 or 1 scores given. This allows you to capture the nuances that are often present following a home visit.

Benefits of Social Worker Home Visit Checklists PDF

Standardize the home visit process.

Ensuring you are treating all your clients fairly and giving them all the same level of care and attention during your home visits is really important for ensuring equitable outcomes. Using our home visit checklist will ensure you conduct the same checks for all your clients and help prevent any complaints of unfair treatment!

Don’t miss anything

Don’t rely on your memory to conduct a home visit, there are just too many things you need to remember. Instead, use our checklist to systematically cross off each item and ensure you are undertaking a comprehensive check of the home. 

Use as a structure for your visit

You can also use this checklist as a guide for your visit to help you structure the home-based session. Move methodically from room to room, and check items off as you go. Remember, you don’t have to complete each item in the order it is presented, and if it makes more sense to start with a different room- start there!

Space for client details

Don’t forget your client’s important details with our specially designed client header. The address is particularly relevant for home visits, as is the date and time of your visit for record-keeping purposes. 

Scoring system

We know that a simple yes or no is often not enough to describe the complexities that can exist in people’s homes. These are people’s homes, after all, with many housing children or pets as well, so expecting perfection is unrealistic. To convey the differing levels of concern you may have about an item on the list, we have provided a scoring system to rank how strongly you agree with the statement on the checklist. This way, you can make the checklist a little less black and white and a little more reflective of how your client’s home actually is.

Commonly asked questions

It’s important to be prepared before your home visit, and you can do this by reading over your client’s case notes to refresh your memory of their history, and writing down any particular concerns you want to cover during the visit. Additionally, looking after your own safety is very important, so ensuring someone at your practice knows where you are going and when you expect to be back is a great idea, and you may have extra steps in place at your practice like organizing a partner to come with you, scheduling check-in phone calls, or asking your clients to secure any dogs prior to your visit.

This checklist is designed to be a tool to help you cover everything you need to during your home visit. There can be a lot of things you are expected to check, and so having a written list is a great help to ensure you cover everything you need to.

This will depend on your client and their history with you, but it’s a good idea to ensure the questions you ask are non-judgmental to help your clients feel comfortable enough with you to answer honestly. After all, you both want the same thing- to do the best for your client. Some questions you might ask are: “have there been any changes to the family members living here since we last spoke?” or  “what is your escape route in the event of a fire?”. The questions you ask should be guided by any areas of concern you identify during your visit, and the answers can be noted in the Notes section at the end of the template.

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• Switchboard Tool Safety During Client Visits Checklist

Safety During Client Home Visits Checklist

Accidents and incidents may occur when staff are out of the office, particularly if safety is not kept front-of-mind. This includes cases where staff are familiar with the environment and let their guard down.

This checklist is designed to help you prepare for client home visits through steps like planning ahead, checking in with your supervisor and a buddy, and remaining alert while alone in a client’s home. It can be used by staff/volunteers to promote staff safety prior to each home visit.

This checklist is a basic tool to help staff stay informed and aware. Note that it does not give guidance on what to do in case of an emergency or security threat. Be sure you are aware of your organization’s safety and security protocols, including how to contact emergency services or other support if needed.

This checklist does not include guidance related to COVID-19. For information on conducting home visits during COVID-19, please see   Practice Guidelines for Reopening Social Work Practices from the National Association of Social Workers. 

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• August 5, 2020
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Rapid Re-Housing Home Visit Record

This tool is utilized as a record so a case manager can quickly review the previous home visit notes. The items in the columns (rent, utilities, food, etc.) are simply checked off during the conversation as they come up, and are meant to remind the case manager to bring up each important topic. Case notes are written below. Quick notes regarding action steps the client and case manager discuss are written in the “Plan of Action” section.

This checklist was developed by Tiana Purvis with the The Salvation Army in Greater Hartford for rapid re-housing case managers to use during home visits. During home visits, case managers use this tool to make sure they discuss key areas with clients. Download the tool above. Questions about the tool should be sent to Tiana Purvis at  [email protected] .

Privacy Overview

Home Visit Checklist for Social Workers

Schedule a home visit date and time.

Prepare essential tools and resources

• 4 Measuring tape
• 5 Specific case resources

Go over case file before the visit

Travel to client's home, introduce yourself and explain the purpose of the visit, inspect living conditions.

• 1 Cleanliness
• 2 Safety measures
• 3 Hygiene practices
• 4 Organization
• 5 Maintenance

Document observed conditions and any potential hazards

Interview clients to gather relevant information, approval: client interview.

• Interview clients to gather relevant information Will be submitted

Observe and assess client interactions with family members

Document all findings during home visit, leave contact information with the client, travel back from client's home, submit report of home visit, approval: home visit report.

• Submit report of home visit Will be submitted

Develop a plan of action based on findings

Schedule follow-up visit if needed, follow up interventions and referrals, update case file accordingly, archive home visit process, take control of your workflows today., more templates like this.

Lumiform / Checklists / Streamline patient care with a social worker home visit checklist

Streamline patient care with a social worker home visit checklist

• What is a social worker home visit checklist?

Social worker home visit checklists enforce guidelines that ensure client health is assessed in a thorough, consistent, and professional manner . In order for a home visit to be effective, the checklist you used needs to cover all the guidelines for social workers, including:

• The client’s living space
• The household members’ health
• The household members’ habits (eating and sleeping)
• The household member’s leisure time activities

An incorrect assessment may wind up damaging the patient’s overall wellbeing. This is why many healthcare facilities use a standardized social worker home visit checklist, because it’s a step-by-step walkthrough that ensures patient safety and living conditions are evaluated correctly.

Table of contents

Why use a social worker home visit checklist, 1. check for unsafe or unhealthy conditions, 2. look for physical hazards, 3. note family members in the home, 4. take lots of pictures, 5. observe mental health signs, 6. find out if they’re getting enough support from family and friends.

Home visit safety checklists for social workers are a means of identifying hazards present in a client’s living situation. During a home visit, social workers document every detail included in these checklists , leading to the most objective and accurate assessment possible.

These checklists are necessary because they gather all relevant information in one place so that clients get the best service possible. A social worker home visit checklist will make sure that all potential issues are identified before going into a client’s house, so that when something goes wrong, you’re prepared to address it.

What should a social worker home visit checklist include?

Social services workers are often the first point of contact for people who are experiencing a crisis . A social work home visit checklist can be used to determine whether or not a patient is ready to return to work, or by a judge who is deciding whether or not someone can be granted custody of their child.

They are responsible for ensuring that the people they serve have access to the help they need, and for making sure that clients are as comfortable as possible during social work visits.

Given those responsibilities, a social worker home visit checklist needs to:

• Check for unsafe or unhealthy conditions
• Look for physical hazards
• Note family members in the home
• Include pictures of the household
• Document signs of poor mental health
• Check for social support from family and friends

How do you write a social worker home visit checklist?

Pest infestations, rodent infestations, cockroach infestations, bed bugs, fleas, and lice are some of the most common health hazards that you may encounter during a home visit investigation.

Check for signs of these pests inside and outside the home. If you find any evidence of these conditions, your client may require assistance getting rid of them or changing their living situation.

A home visit safety checklist for social workers should include the following:

• The client’s home is free from pests, rodents, cockroaches and other insect infestation.
• The client’s home environment is not exposed to extreme weather conditions that can breed insect infestation.
• The client is living in premises that are free from pests.

Look for trip hazards, fall hazards, sharp edges on furniture, and any other items that could injure children. Make sure nothing in the home poses an electrical hazard. Check for frayed or poorly placed cords (such as those near a table leg or child’s toy).

Look for anything that has exposed wires or hot surfaces. Inspect all outlets and light switches and make sure they are not tampered with in any way.

During home visits, social workers should make sure:

• No harmful exposure to clients’ health is observed, such as household products with hazardous ingredients like ammonia, bleach, or paint thinner (all of which can cause poisoning)
• No issue needs to be reported to Child Welfare Services for further investigation
• Handrails are provided for the senior’s bathroom
• Furnishings and activities are age appropriate

The checklist should includes names of the client’s family members. It’s important to ask the family questions about their living situation, such as:

• Are there any new members?
• Has anything changed recently? (e.g., birth, death)
• Have there been any recent moves? (e.g., recently returned from evacuation center)

Taking pictures is a great way to document the condition of a home. It’s also important to take pictures of any food, clothing or toys that the patients use. For example, do you only see one pair of shoes for all three children? This could be a sign that someone in the family needs new shoes.

Taking photos also reminds you what you saw during your visit and gives you something tangible to show later on in court or in meetings with other professionals.

Take pictures of the backyard or outside area to document the condition of the home and provide evidence for your report.

Any photos you take should:

• Be well lit, in focus, and taken with a good quality camera (e.g., digital). Don’t use your smartphone’s camera.
• Have all relevant information in frame (e.g., both sides of the house; sidewalk leading up to the house).
• Include multiple versions for different times of day so that you can capture every possible view (e.g. to show how dark it gets in the front yard when streetlights turn off).

While a social worker home visit is mainly focused on the patient’s physical health, it’s important to check in on their mental health as well. Mental health problems can make a person feel isolated , which can lead to depression and even suicide.

If you notice that your patient is showing signs of depression, isolation, or any other signs of mental distress, make sure to speak with them about it. You may also propose therapy.

Some signs you as a social worker should look for include:

• Excessive sadness
• Feelings of worthlessness
• Difficulty concentrating and making decisions
• Sleep problems (insomnia or sleeping too much)
• Low energy and fatigue
• Irritability

A person’s support network is a vital aspect of a social worker home visit checklist. Informal carers provide important emotional and practical help for people with mental health problems, but are not always a support system as such. You can evaluate feelings of support by asking:

• Do you feel that your family/friends give you enough support?
• If not, what do they need to do more of?
• How often do you visit your family or friends every week?
• On a scale of 1 to 10, how happy are you with your social circles?

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Writing a social worker home visit checklist using workflow automation

Quality social worker home visit checklists are essential for social workers, especially when they’re new to the job. As a new social worker, it can be hard to know what information you’ll need and how much time you’ll have to devote to each task.

Paper-based checklists can be difficult to manage, especially if you’re dealing with multiple cases. That’s where workflow automation solutions like Lumiform come in. Lumiform makes creating checklists easy with a digital form builder, centralizes your staff, and synchronizes all their tasks so that they can work autonomously. Using Lumiform’s mobile app and desktop software allows you to:

• Turn all your manual data, records and images into digital forms that can be completed and viewed by any of your team members
• Make home visits faster, safer, and free of errors by recording even the smallest details automatically in regularly-generated analysis reports
• Help you and your social workers stay organized days or even weeks in advance with regular notifications and updates
• Create custom forms that are 100% tailor-made to suit your needs
• Complete your social work visits up to 10 times faster

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Max is a Content Writer at Lumiform originally from New York, NY. Before Lumiform, he worked at the fintech company, writing on a range of fintech-related topics. He has experience writing blogs, CRM communication, guides, and landing pages. In addition to a love of content writing, Max is passionate about standup comedy and cooking.

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Determine patient health with a home visit safety checklist

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Home Visit Checklist for Case Manager

Download, save, email or print this Home Visit Checklist. Want to move your business checklists online? Check out our Checklist Resources for software, expert help and more.

• Description

Case Manager Checklists

About the home visit checklist, home visit checklist, checklist tips, home visit checklist alternative names, checklist building help & updates.

Are you looking for an example Home Visit Checklist that you can use in your Case Manager role? We’ve put together the below checklist and tips so you can download, print, save, email or copy/paste into checklist software (see our Checklist Resources page for more info) to use in your business.

The Home Visit Checklist for Case Manager is used during home visits conducted by case managers. Case managers are professionals who work with individuals or families to assess their needs, develop care plans, and coordinate services. During home visits, case managers assess the living conditions, safety, and overall well-being of their clients.

The checklist helps case managers ensure that they cover all the necessary aspects during their visit. It includes items such as checking for cleanliness and hygiene, assessing the availability of necessary medical equipment or supplies, evaluating the client’s ability to perform daily activities, and identifying any potential hazards or risks in the home environment. By using this checklist, case managers can gather comprehensive information about their clients’ living conditions and make informed decisions about the type and level of support needed. It also serves as a documentation tool, allowing case managers to track progress and monitor any changes in the client’s situation over time

☐ Confirm appointment with client ☐ Gather necessary documents and forms ☐ Review client’s medical history ☐ Assess client’s living conditions ☐ Ensure client’s safety and accessibility ☐ Evaluate client’s support system ☐ Discuss client’s goals and needs ☐ Develop a care plan ☐ Schedule follow-up visits ☐ Provide client with resources and referrals ☐ Document visit and observations ☐ Follow up with client’s healthcare team ☐ Review and update care plan as needed ☐ Provide client with necessary information and education ☐ Ensure client’s understanding and consent ☐ Offer emotional support and encouragement ☐ Maintain client’s confidentiality and privacy ☐ Thank client for their time and cooperation

When using this checklist, it is important to remember to thoroughly review the client’s case file before the home visit. This will help you gather all the necessary information and ensure that you are well-prepared for the visit. Additionally, it is crucial to maintain a professional and respectful demeanor throughout the visit. Remember to actively listen to the client’s concerns and needs, and provide them with the necessary support and resources. It is also important to be observant and take note of any potential safety hazards or environmental factors that may impact the client’s well-being. Finally, make sure to document all relevant information accurately and promptly after the visit to ensure that the client’s needs are properly addressed and followed up on.

In addition, it is essential to establish clear goals and objectives for the home visit. This will help guide your assessment and ensure that you are addressing the client’s specific needs. It is also important to prioritize confidentiality and respect the client’s privacy during the visit. Obtain their consent before discussing any personal or

1. Case Manager Home Visit Checklist 2. Home Assessment Checklist for Case Managers 3. Case Manager Home Evaluation Checklist 4. Home Visit Checklist for Social Workers 5. Case Manager Home Inspection Checklist 6. Home Visit Checklist for Care Coordinators 7. Case Manager Home Observation Checklist 8. Home Visit Checklist for Health Coaches 9. Case Manager Home Survey Checklist 10. Home Visit Checklist for Community Health Workers

These alternative names for the Home Visit Checklist for Case Manager are designed to provide a more specific and descriptive title for the checklist. Each name highlights the role of the case manager and the purpose of the checklist, which is to assess the home environment of clients. The names also suggest that the checklist can be used by other professionals who work with clients in their homes, such as social workers, care coordinators, health coaches, and community health workers

If you need help building your business checklists, get in touch through our Contact page. If would like to suggest an update to this template to make it better, have your own template that you’d like to share or you need a similar template, click on the Request link in the footer.

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This publication is part of a series of manuals that describe models of care that are included in the HRSA SPNS Initiative Building a Medical Home f\ or HIV Homeless Populations. Learn more at http://cahpp.org/project/medheart/models-of-care

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