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Social worker home visit checklist

Social worker home visit checklist

A home visit checklist for social work is necessary because it allows a social worker to gather all of the information they need in one place, so nothing is left out.

Use this template
or download pdf
Social worker home visit checklist

A home visit checklist for social work is necessary because it allows a social worker to gather all of the information they need in one place, so nothing is left out.

Use this template
or download pdf

About the Social worker home visit checklist

Home visits are a critical part of social work, often requiring a thorough assessment of living conditions, safety measures, and the overall well-being of those in care. This social worker home visit checklist streamlines your assessment process, helping you maintain consistency across all reports.

Whether you’re managing a case or overseeing a team, this customizable tool ensures that nothing is missed during each visit, from safety checks to essential living arrangements. It allows for easy digital data collection, clear reporting, and instant updates, all within a user-friendly form.

How to use the social worker home visit checklist

Here’s a step-by-step guide for integrating the checklist into your routine:

  1. Set up and customize the template. Start by opening the template in the Lumiform app. Take advantage of the customizable fields to adapt the checklist to your specific needs. For example, if you’re focusing on child safety, you can enable additional notes on hazards like pools or unguarded stairways.
  2. Assign roles and tasks. The next step is to assign the checklist to the appropriate team members. Lumiform’s role assignment feature allows you to distribute tasks easily so that every social worker or frontline staff member knows exactly what to focus on during the home visit.
  3. Conduct and document the visit. During the home visit, use the checklist in real-time to record findings. With Lumiform’s mobile app, you can document everything on-site—whether it’s filling out multiple-choice questions, adding photos of unsafe conditions, or obtaining a signature from a caregiver.
  4. Review and verify details. After the visit, review the data collected to ensure that all necessary checks have been completed. Lumiform allows you to quickly edit any incomplete fields or make updates if needed. Once finalized, the completed checklist can be shared with other team members, supervisors, or even clients to keep everyone updated about the visit’s outcome.
  5. Analyze results and improve workflows. One of the key benefits of using the Lumiform platform is its built-in analytics feature. After multiple visits, you can generate reports to track trends, identify recurring issues, and analyze how well your team is addressing critical safety or welfare concerns.

Customizing the social worker home visit checklist

Each home visit may require unique attention, depending on the family situation or hazards present.

First, you can add fields that reflect specific family dynamics or concerns. If a family has multiple caregivers or guardians, you can include fields to track their roles or care responsibilities so important aspects of the family environment are documented.

You can also make the checklist focused on particular safety hazards like water or fire safety. If the households you visit have fireplaces or space heaters, it’s possible to include extra fields to verify whether these are adequately protected.

Consider taking advantage of the checklist’s conditional logic feature. You could set the checklist to automatically reveal additional questions when specific conditions are met. If the household includes children under the age of five, conditional logic could trigger age-specific questions, such as checking if cribs meet safety standards.

Download Lumiform’s social worker home visit checklist now

This specialized checklist makes home visits smoother and more organized. It supports you in conducting thorough assessments, from safety checks to detailed observations, all in one place. With built-in tools like step-by-step tracking and data analysis, you can streamline your processes and gain valuable insights that’ll enhance your social work services.

Related categories

  • Risk management and compliance templates
  • Health care templates
  • Risk assessment templates
Preview of the template
General
Facility is clean, sanitary, and free of hazards including window blind cord hazards
Adequate handrails and raps provided
Operating emergency lighting available
Age appropriate furnishing and activities for children under care
Bathroom, kitchen floors are washable
Premises are free from pests
Address is clearly visible and location accessible
Supervision plan is in place if hazardous condition exist
Pools are adequately fenced to discourage climbing
A supervision plan is in place when the home has a pool or bodies of water
Pets and animals are safe and free from disease
Alcoholic beverages are inaccessible
Smoking is prohibited in all living spaces and in car with children
Guns and other weapons are secure and inaccessible to children. Describe weapons and location
Ammunition is inaccessible and separate from weapons if not in a gun safe
Cleaning supplies, toxic substances, etc. are inaccessible
Family has plan for obtaining car seats for age range as needed
Wheeled baby walkers will not be used
Home has at least one working telephone for emergencies
Light fixtures provide children good visibility and comfort
Room temperatures at reasonable levels
Home has adequate ventilation
Home has adequate laundry facilities and storage
Laundry contaminated with urine, feces, or other potentially infectious materials is adequately sanitized
Toilet and bathing facilities allow privacy for child 5 years and older
Bathing facilities have grab bars or non-skid pads
Water is from public system or approved private supply
Sewage and waste is discharged into a public system or septic
Safety/sanitary requirements are followed for diapers, diaper changing and toiler training equipment
Fire Safety
Locks on outside exit doors unlock when knob is turned from inside
Home has one swinging exit door that is hinged or pivoted on the side
Home has two exits
Every occupied area has access to at leats one xit
Obstacles are not placed in exit ways, stairways, or rescue windows
Any barrier to exiting is easily opened and does not cause delay
Stoves, heaters or obstacles do not block exit ways
Flammable material and poisons are inaccessible to children
Bedroom windows for children in care are large enough for emergency rescue
Fire places, wood stoves, heating systems, have barriers for under age 6
Smoke alarms are in good working condition and are mounted correctly
Home has at least one working 2A10BC-rated 5lb. or larger ABc fire extinguisher
Multi-level homes must have escape from upper floor
Family has a written fire evacuation plan for the home
Bedrooms
Bedrooms have adequate ceiling height
Bedrooms have unrestricted direct access to common rooms
Children 6 years and older do not share bedroom with opposite gender
Room has adequate floor space for safety and comfort
Child 1 year and older does not share parent's bedroom unless recommends
No more than 4 children per bedrom
80 square feet if mother and newborn per bedroom
Only one mother and newborn per pedroom
Each child has at least a 27 inch wide clean, comfortable bed of their own
All beds and cribs used for sleeping have waterproof mattress materials if needed
Toddler beds have standard crib mattress sufficient in length and width for the comfort of the child under age 6
Crib meets all safety requirements
Crib must have no more than 2 3/8 inches between slats
Crib bumpers, stuffed toys, pillows not placed in cribs with infants
Infants are placed on their backs for sleeping
Upper bunks not used by anyone who might be endagered
Medical Care and Medications
First aid supplies are on hand
Poison control number with first aid supplies and posted or near telephone
All medications are in locked storage with pet medications separate from human medications and external medications separate from internal
Parents have proof of currents immunizations' children or exemption in file
Prescription medications given to foster children recorded
Medications are given only according to prescription labels
Food/Diet
Food served to children and infants meets needs of the children
Qualifications/Training
TB test completed for all caregivers/licensees; other adults in the home over age 18 including foster parent's own teens turning 18
Applicants are at least 21 years of age
Attended Orientation an Pre-Service
Date:
Applicant/Provider Name
Inspection Date
Qualifications/Training (Continued)
All caregivers have First Aid/CPR: training expires
Date:
CPR training is appropriate to the age range of children on the license
Age of the children:
All caregivers have HIV/AIDS training
Signatures
Applicant's Signature
This template was downloaded 943 times

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Frequently asked questions

What is home visiting in social work?

Home visiting in social work involves visiting a client’s home to assess the living conditions, safety, and well-being of individuals or families under care. It allows social workers to gain a clearer understanding of the client’s daily environment and needs, helping them provide tailored support, interventions, and follow-up plans.

What are the best practices for home visits?

Best practices for home visits include preparing thoroughly by reviewing case history, being punctual and respectful, maintaining professional boundaries, and having clear objectives for the visit. Social workers should also remain observant of both verbal and non-verbal cues, document findings accurately, and stay flexible to address any unexpected concerns or emergencies.

What should a social worker focus on during a home visit?

During a home visit, social workers should focus on the overall safety of the living environment, family dynamics, and the emotional and physical well-being of the individuals. Specific attention should be paid to any risk factors, such as neglect, abuse, or unmet basic needs, while also identifying the family’s strengths and support systems.

How can social workers build rapport with families during home visits?

Building rapport starts with showing respect and empathy, actively listening, and being non-judgmental. Social workers can ask open-ended questions to understand the family’s perspective, explain their role clearly, and follow up on previous conversations to show they’re genuinely invested in the family’s well-being. Personal warmth combined with professionalism goes a long way in creating trust.

How do I assess potential safety risks in a home environment?

To assess safety risks, you’ll need to observe the physical home layout and check for hazards like unsecured windows, unsafe electrical wiring, or unsanitary conditions. It’s also important to evaluate supervision levels for children, access to dangerous items (such as weapons or chemicals), and whether the family has a support network in place.


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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