Templates
Social Work
Home Visit Checklist for Social Workers
Home Visit Checklist for Social Workers
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Home Visit Checklist for Social Workers

1
Schedule a home visit date and time
2
Prepare essential tools and resources
3
Go over case file before the visit
4
Travel to client's home
5
Introduce yourself and explain the purpose of the visit
6
Inspect living conditions
7
Document observed conditions and any potential hazards
8
Interview clients to gather relevant information
9
Approval: Client Interview
10
Observe and assess client interactions with family members
11
Document all findings during home visit
12
Leave contact information with the client
13
Travel back from client's home
14
Submit report of home visit
15
Approval: Home Visit Report
16
Develop a plan of action based on findings
17
Schedule follow-up visit if needed
18
Follow up interventions and referrals
19
Update case file accordingly
20
Archive home visit process