Steps for Conducting a Home Visit

An important aspect of promoting population health has been the tradition of providing services to individual families in their homes. Home visits give a more accurate assessment of the family structure and behavior in the natural environment, while helping to identify barriers and supports for reaching family health goals. Participation of other family members in the household is supported, and observations in the home can also highlight potential need to address other issues such as developmental screening, immunizations, special health care needs.

Establishing Trust and Connection

Meeting the family on its home ground may contribute to their sense of control and active participation in planning and achieving health goals.

Phases/Activities of a Home Visit

Initiation Phase

  • Identify source of referral for visit
  • Clarify purpose for home visit
  • Share information on reason and purpose of visit with family

Pre-Visit Phase

  • Initiate contact with mother/family
  • Establish shared perception of purpose with mother/family
  • Determine mother/family’s willingness for home visit
  • Schedule home visit
  • Review referral and/or family record

In-Home Phase

  • Introduction of self and identity
  • Social interaction to establish rapport
  • Establish relationship
  • Implement educational materials and/or make referrals

Exit Phase

  • Review visit with family
  • Plan for future visits as needed

Post-Visit Phase

  • Record visit and plan for next visit
  • Follow-up with educational materials and/or referrals