Community Health Worker how-to

How to Conduct a Home Visit

Visits show what’s really happening.

Updated By the Career Education Institute Curriculum Team
Quick answer

Visits show what’s really happening. In short: schedule; share; introduce, then complete the remaining steps below.

Step by step

  1. Schedule and confirm.

  2. Share your plan with your team.

  3. Introduce yourself warmly.

  4. Review health goals.

  5. Identify barriers.

  6. Document and follow up.

Safety reminders for community health workers

  • Share your schedule for home visits
  • Trust your instincts
  • Follow infection control
  • Protect privacy

CHW · Social determinants of health · Patient navigation · Outreach · Health literacy · Chronic disease: see the full community health worker glossary.

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