What to expect from an in-home assessment

The purpose of the visit

An assessment helps the agency understand the person, the home setting, and the requested support before proposing a plan. It is also a chance for the individual and family to ask direct questions about services, scheduling, communication, and cost.

What may be discussed

• The person’s goals and preferred routines
• Tasks that feel difficult, tiring, or unsafe
• Current family and professional supports
• Mobility, communication, and home-access considerations
• Scheduling preferences and payment questions

What to have nearby

If relevant, gather a current medication list, discharge instructions, provider contact information, and questions from family members. Share sensitive documents through an approved secure process—not through a general website form or ordinary email—when the agency confirms what is needed.