A visit checklist for non-medical home care: arrival, personal support, home tasks, notes and departure.
Home care visits are short and busy. A task list per client makes visits consistent when caregivers change, and visit notes show families and agencies what was done.
This list covers non-medical support. Clinical tasks follow the client’s care plan and the instructions of qualified professionals.
14 items. Keep it on a tablet, or print a copy for the clipboard.
A caregiver visits an elderly client for two hours each morning. She clocks in on arrival, prepares breakfast, reminds the client about medication as the care plan states, does a load of laundry, and notes that the client seemed more tired than usual, which she reports to the coordinator.
Home care workers employed by agencies are covered by FLSA minimum wage and overtime rules, and travel time between clients during the workday counts as hours worked. Accurate clock-in and clock-out times protect both pay and the agency’s billing record.
| Clock in | 8:02 am, at client’s home |
|---|---|
| Previous notes | Read; Walter had a poor appetite yesterday |
| Personal care | Shower assist, lotion to heels |
| Meals and fluids | Oatmeal, half eaten; 2 cups water |
| Medication reminder | 8:30 am pills taken, per care plan |
| Home safety | Bath mat moved, back door locked |
| Concern reported | More tired; called coordinator Lisa 9:55 am |
Rosa, a caregiver at Willow Lane Home Care in Tucson, followed up on yesterday’s appetite note by recording exactly how much Walter ate. The call to the coordinator has a time, so the follow-up can be traced.
No. It follows the care plan.
The agency, client and family, with professionals where needed.
Many agencies require it.
Only as allowed and instructed by qualified professionals.
For Medicaid-funded personal care and home health visits, federal law requires states to use electronic visit verification. It records the type of service, the person served, the date, the location, the caregiver and the start and end times. Private-pay visits are not covered by that rule, though many agencies use the same method.
Write what you saw and did, with amounts and times: ‘ate half of breakfast, drank two cups of water’. Note changes in mood, skin, mobility or confusion, and any fall or near fall. Avoid guesses about diagnoses; report concerns to the coordinator instead.
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EZTime’s mobile app stamps each clock-in with GPS, and approved clock-in locations flag punches made somewhere else. Book a demo to see it with your team.