Tjane Health Academy · PRP Counselor Field Toolkit
Home & Community Visit Checklist
Prepare, conduct, and close a visit without losing the essentials.
Before the visit
- Confirm appointment and consent to visit
- Review the IRP goal you intend to work on
- Bring materials for the planned skill practice
- Confirm someone at the agency knows your schedule and location
- Charged phone and agency contact numbers accessible
- Review any documented safety notes
On arrival
- Identify yourself and confirm it is still a good time
- Ask permission before sitting, moving, or entering other rooms
- Note exits, lighting, animals, and who else is present
- State the purpose of today's visit in one sentence
During the visit
- Work on the planned skill in the real setting
- Offer choices about pace and sequence
- Capture the participant's own words as you go
- Notice assumptions before writing them as facts
- Check for unmet basic needs (food, heat, medication access, transport)
Closing and after
- Summarize what was practiced and agree on the next step
- Confirm the next appointment
- Recommended habit: document promptly, preferably the same day when feasible; follow applicable agency/payer deadlines
- Escalate any safety concern per agency policy
Important: Always follow your agency policy and local emergency procedure. This checklist supports training and does not replace agency protocol.