Home care checklists for support teams

Turn repeat tasks into visible routines

Checklists help care teams avoid missing practical steps during intake, visits, handovers, reviews, and follow-up. They are most useful when they are short, role-specific, and linked to the provider's existing workflow.

• Use visit checklists to prepare before a shift, confirm key tasks, and record follow-up.
• Use intake and review checklists to keep documents, contacts, preferences, and service details visible.
• Use admin checklists to support pricing, monthly statements, invoice CSV review, and portal readiness work.

These checklists are general operational resources. Providers should adapt them to local policies, role boundaries, privacy expectations, and any program-specific requirements.