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

1
Review case file ahead of visit
2
Confirm appointment with client
3
Prepare any necessary paperwork or forms
4
Travel to client's home
5
Assess physical conditions of the home
6
Communicate with the client about their well-being
7
Observation of daily routine and interactions
8
Identify any immediate risks or threats
9
Discuss client's future plans and necessary resources
10
Completion of needs assessment
11
Approval: Needs Assessment Document
12
Discuss and establish goals with the client
13
Draft a service or action plan
14
Confirmation of client's understanding and agreement to plan
15
Approval: Service or Action Plan
16
Document visit details and findings
17
Schedule next visit
18
Travel back to office
19
Submit report to supervisor for review
20
Approval: Visit Report
21
Archive documents in client's file