An assessment should help everyone understand the person, the home routine, the requested support, and whether the agency is a good fit.

Before the conversation

Write down the tasks that have become difficult, the times of day when help matters most, and any preferences that would help a caregiver build trust.

  • Typical wake, meal, rest, and bedtime routines
  • Mobility or accessibility concerns in the home
  • Important cultural, language, food, and communication preferences
  • The proposed schedule and who should receive updates
  • Questions about pricing, cancellations, and changing the plan

During the assessment

Expect questions about daily activities, the home setting, family involvement, and desired schedule. Share only what is relevant and ask how personal information will be handled.

After the assessment

Ask for a clear written summary of proposed services, responsibilities, schedule, rates, policies, and next steps before agreeing to begin.

Health information disclaimer

This article is educational and is not a diagnosis, treatment plan, or substitute for advice from a licensed clinician. Call 911 for immediate danger or a life-threatening emergency.