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Social worker home visit checklist – UK

Social worker home visit checklist – UK

Use this free social worker home visit checklist to organise your visits, document key details, and keep track of safety concerns, client health, and more.

Use this template
or download pdf
Social worker home visit checklist – UK

Use this free social worker home visit checklist to organise your visits, document key details, and keep track of safety concerns, client health, and more.

Use this template
or download pdf

About the Social worker home visit checklist – UK

When you conduct home visits as a social worker, you have to note down sensitive family information, assess environments, and make recommendations—all while staying organized. This social worker home visit checklist helps you and your team maintain a consistent process so that you capture important details, from safety concerns to client well-being. With this template, you can simplify your reports and ensures you don’t miss any step during these visits.

Key elements of a social worker home visit checklist

The checklist features these sections, allowing for accurate documentation and follow-up:

  1. Family information: This section helps you collect essential details like names, addresses, and emergency contacts so you have a clear understanding of the household dynamics and key contacts. This is crucial for future communication and case continuity.
  2. Home environment assessment: Here, you evaluate the safety and living conditions within the home, noting any hazards or concerns. You can then identify risks and highlight immediate action points for improving the client’s environment.
  3. Client health and well-being: This section focuses on both physical and mental health. It’s important to track changes or concerns about the client’s health, which helps you recommend the right support services or interventions.
  4. Service plan and follow-up: The checklist wraps up with next steps–planned services, referrals, and the scheduling of future visits. This helps you keep the case moving forward while maintaining clear communication between all parties.

Best practices for using the social worker home visit checklist (UK)

To get the most out of your checklist, you can follow these best practices.

Before each visit, review the checklist thoroughly. By familiarizing yourself with the key sections, you’ll be better prepared, and you can tailor any points to the specific case or family you’ll be visiting. This helps you stay focused and anticipate areas that may need extra attention during the visit.

Document observations in real time to capture details accurately. This reduces the risk of forgetting important information, and your notes will better reflect the actual environment and client interactions.

Always double-check for overlooked details before closing the visit. After conducting your assessment, take a moment to scan your checklist again. This way, you know you’ve covered all the required sections, preventing any gaps in documentation.

Download Lumiform’s social worker home visit checklist for the UK today

Start using this social worker home visit checklist to standardise your process and save time. Capture every crucial detail, from family information to client health, for proper documentation, with data analysis features included. Customise the template to suit your team’s needs and keep your reports consistent, improving both accuracy and efficiency.

Related categories

  • Risk management and compliance templates
  • Public sector templates
  • Workforce management and HR templates
Preview of the template
Page 1
Family Information
Client Name
geolocation!!!
Phone Number
Emergency Contact
Family Members Present
Primary Caregiver
Home Environment
Home Safety Concerns
Cleanliness of Home
Appropriate Food Supply
Functioning Utilities
Client Assessment
Client Physical Health
Client Mental Health
Client Presenting Issues
Client Coping Mechanisms
Client Support System
Service Plan
Recommended Support Services
Service Referrals Made
Follow-up Appointment Scheduled
Next Visit Date

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Frequently asked questions

What is home visiting in social work?

Home visiting is when a social worker meets with clients in their homes to assess their living conditions, family dynamics, and overall well-being. It allows social workers to gather a clearer understanding of the client’s environment, which can be crucial for making informed recommendations or decisions regarding support services and interventions.

What do social services look for in a home visit in the UK?

During a home visit, social services evaluate several factors: the safety and cleanliness of the home, family relationships, the physical and mental health of those living there, and any risks or concerns regarding the care of children or vulnerable individuals. They also observe whether basic needs like food, utilities, and safety are being met.

Can social services do unannounced visits in the UK?

Yes, social services can make unannounced visits in the UK, especially if there are concerns about a person’s safety or well-being. Unannounced visits allow social workers to observe the home environment and family interactions in their natural state, which can give a more accurate picture of the situation.

What should I do if a client refuses a home visit?

If a client refuses a home visit, it’s important to stay calm and understand their reasons. Try to explain the purpose of the visit and how it benefits them. If they still refuse, document the refusal and report it to your supervisor. Depending on the situation, you might need to make alternative arrangements or do follow-ups.

How can I manage multiple home visits in one day efficiently?

Doing multiple home visits in one day requires careful planning. Review each case in advance so you can prioritize urgent or high-risk situations. Keep the checklist above handy to streamline documentation, and try to book visits in a logical geographic order to save time. You can also take real-time notes to make follow-up reports quicker and more accurate.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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