Home Care Advice, News & Resources in North & West Yorkshire

What Happens at Your First Home Care Assessment?

If you’re thinking about support at home, your first home care assessment is where everything begins. Arranging care for yourself or someone you love can feel like a big step. One of the most common questions we’re asked is: “What actually happens at the first assessment?” The short answer is a relaxed conversation in your own home, all about what matters to you.

Here’s what to expect, step by step.

There’s no pressure to commit to anything on the day. The assessment is simply a chance for us to get to know you, and for you to get to know us.

1. A first phone call

It usually starts with a call to our Ilkley office on 01943 818274. We’ll ask a few simple questions about the support you’re looking for, where you live and how soon you need help, then arrange a time to visit that suits you.

2. A visit to your home

A member of our team will come to see you at home. You’re welcome to have a family member or friend there too.

Many families find it helpful to jot down a few things before the visit, such as a list of medication, contact details for the GP and any questions they’d like to ask. Don’t worry if you don’t have everything to hand, though, as we can always follow up afterwards.

3. Getting to know you

This isn’t a form filling exercise. We want to understand the whole person, starting with your daily routine, how you like things done, what you can manage yourself and where you’d like a hand.

We’ll also talk about any health conditions, medication and mobility needs, the food you enjoy, your interests and the people who matter to you. And we’ll make sure there’s time for any worries you or your family might have.

4. Checking your home is safe

We’ll take a look at your home with you to spot anything that could make care safer or easier, such as trip hazards or equipment that might help. We’ll also explain how our carers check in at each visit, using GPS tracking and scanning in at your home, so you always know who is visiting and when.

5. Building your care plan

Using everything you’ve told us, we’ll put together a personal care plan. It sets out what support you’ll get, when visits happen and your preferences. You’ll have the chance to read it and ask for changes before anything is agreed. Depending on your needs, this might include personal care, help around the home or respite care to give family carers a break.

Your carers follow the plan at every visit, so everyone knows exactly how you like things done. It isn’t set in stone, either: it can be updated whenever your needs or wishes change.

6. Meeting your carers

We aim to match you with a small, consistent team of carers so you see familiar faces. You can find out more about what dignity in care means to us.

7. Reviewing as things change

Needs change over time, so we review care plans regularly and whenever something changes, such as a hospital stay. You can ask for a review at any point.

If you’re arranging care after a hospital stay, we’ll work with the discharge team and your family to make the move home as smooth and stress free as possible.

Questions to ask at your home care assessment

You might want to ask how much care will cost and how it’s paid, whether you can choose your visit times, what happens if your regular carer is off, and how to raise a concern or make a complaint. We’re always happy to answer these, so please don’t hesitate to ask.

Still deciding whether now is the right time? Our guides on when to consider home care and the benefits of planning ahead may help.

Whatever your situation, a home care assessment is simply the start of a conversation. There’s no obligation, and it gives you the information you need to decide what’s right for you or your loved one.

Frequently asked questions

How long does a home care assessment take?

It varies, but there is never any rush. A home care assessment takes as long as you need to share what matters to you and ask your questions.

Who should be at a home care assessment?

The person who will receive care, plus any family member or friend they would like there. Having someone with you at a home care assessment can help you remember details and feel more comfortable.

Do I need a council assessment before a home care assessment?

Not if you are arranging care privately. If you need help with funding, your local council can carry out a needs assessment, and the NHS social care and support guide explains how. You can still book a home care assessment with us at any time.