This tool is utilized as a record so a case manager can quickly review the previous home visit notes. The items in the columns (rent, utilities, food, etc.) are simply checked off during the conversation as they come up, and are meant to remind the case manager to bring up each important topic. Case notes are written below. Quick notes regarding action steps the client and case manager discuss are written in the “Plan of Action” section.
This checklist was developed by Tiana Purvis with the The Salvation Army in Greater Hartford for rapid re-housing case managers to use during home visits. During home visits, case managers use this tool to make sure they discuss key areas with clients. Download the tool above. Questions about the tool should be sent to Tiana Purvis at email@example.com.