PRINT IT. TAKE IT. MAKE IT YOURS.

Good notes make the next visit easier.

Free, thoughtfully designed home-visit worksheets: a six-page observation workbook, one-page quick check, and two-page family action record.

Take a pen and a few useful questions to your parent’s home. These printable tools turn observations into named actions, leave room for your parent’s priorities, and keep unfinished work visible.

Choose the sheet that fits your visit.

First-page preview of The home visit workbook, with clear writing fields and soft blue headings6 pages · Preview PDF

For a room-by-room visit

The home visit workbook

22 observations across the usual routes, bathroom, bedroom, steps, kitchen, and family follow-up. Includes a next-step page and source notes.

  • Notice
  • Discuss
  • Assign

6 pages · PDF · blank handwriting worksheet · no account

First-page preview of The first-visit quick check, with clear writing fields and soft blue headings1 page · Preview PDF

For a focused first conversation

The first-visit quick check

Ten observations, an agreed action, and one owner. Start here when you want a practical paper copy without carrying the full workbook.

  • Check
  • Choose
  • Follow up

1 page · PDF · blank handwriting worksheet · no account

First-page preview of The family action record, with clear writing fields and soft blue headings2 pages · Preview PDF

For several helpers or unfinished work

The family action record

Three spacious action cards and a separate follow-up page. Record requested, booked, completed, and checked work without squeezing notes into tiny cells.

  • Name an owner
  • Record progress
  • Review

2 pages · PDF · blank handwriting worksheet · no account

A small detail makes a better note.

TOO VAGUE TO ACT ON

“Fix the bathroom.”

A USEFUL NEXT STEP

“Ask an assessor about shower support. Alex will arrange the visit by Friday. Keep the issue open until advice and any fitting are followed through.”

This is an illustrative planning example, not advice about a particular person or a recommended installation.

Before you print

What these worksheets can tell you

They record household observations and agreed work. They do not certify a safe home, calculate a clinical fall-risk score, or replace an individual assessment. Do not test a difficult transfer or rely on an unstable rail to finish a check.

Safety observations draw on CDC STEADI materials and Mayo Clinic fall prevention guidance; family coordination prompts are editorial tools. Read our editorial policy.

Prefer to keep notes on your device?