Prepare practical information
- Write the client’s preferred name, routines, interests, and communication preferences.
- List family contacts and explain who should receive routine updates.
- Identify fall risks, mobility aids, transfer instructions, and areas requiring assistance.
- Explain meal preferences, allergies, household rules, pets, and transportation plans.
- Provide the agency-approved care plan and keep it accessible to the caregiver.
Prepare the home
- Clear walkways and make frequently used items easy to reach.
- Check lighting in entrances, hallways, bathrooms, and the route used at night.
- Identify where gloves, hygiene supplies, linens, and cleaning items are stored.
- Secure financial papers, valuables, medications, firearms, and sensitive documents.
- Confirm how the caregiver will enter the home and where to park.
Set respectful expectations
- Introduce the caregiver calmly and explain why the support is being added.
- Speak directly to the client and include the person in decisions whenever possible.
- Avoid expecting every routine to be perfected on the first shift.
- Report concerns to the office so instructions or the match can be reviewed.
Medication reminder versus administration: Non-medical caregivers may provide reminders within the care plan but should not be asked to make clinical decisions or independently change medication instructions.
Important: This guide provides general educational information, not medical advice. Follow instructions from the person’s physician, nurse, therapist, pharmacist, discharge team, or emergency professionals. Call 911 for an emergency.