In-home care arrangement

In-home care provides medical and non-medical assistance to individuals who want to remain in their homes rather than move to a facility. Services range from companionship and light housekeeping to skilled nursing and physical therapy.

40 steps across 8 sections

1. Assess Care Needs

  • Identify which activities of daily living (ADLs) require help: bathing, dressing, eating, toileting, transferring
  • Determine if skilled medical care is needed (wound care, injections, PT/OT, medication management)
  • Evaluate how many hours per day/week of care are needed
  • Consider cognitive needs (dementia supervision, medication reminders)
  • Assess the home environment for safety and accessibility

2. Consult with Healthcare Providers

  • Talk to the primary care physician about home health needs
  • A doctor's order is required for Medicare-covered home health services
  • Ask for referrals to Medicare-certified home health agencies
  • Get recommendations from hospital discharge planners if leaving a hospital
  • Consider a home care assessment from a geriatric care manager

3. Choose Between Agency and Private Hire

  • Home care agency Handles hiring, background checks, training, payroll, insurance, and backup coverage; more expensive but less management burden
  • Private hire (independent caregiver) Typically cheaper ($15-25/hour vs. $25-40/hour through agency); you handle hiring, payroll taxes, insurance, and finding replacements
  • Registry/referral service Middle ground; matches you with vetted caregivers but you are the employer

4. Find and Evaluate Providers

  • Search for Medicare-certified agencies at medicare.gov/care-compare
  • Contact your local Area Agency on Aging (1-800-677-1116)
  • Ask friends, family, and medical professionals for recommendations
  • For private hire: use referral services, caregiver platforms, or community resources
  • Request and verify references, background checks, and certifications

5. Interview Caregivers

  • Discuss experience with specific conditions (dementia, mobility issues, etc.)
  • Ask about certifications, training, and continuing education
  • Verify reliability, transportation, and schedule flexibility
  • Assess personality fit and communication style
  • For agencies: ask about backup caregiver procedures

6. Create a Care Plan

  • Work with the home health agency or caregiver to develop a written care plan
  • Include: medical needs, medication schedule, dietary requirements, activity goals
  • Specify emergency procedures and who to contact
  • Set up a medication management system (pill organizers, reminder alarms)
  • Post emergency contacts and medical information in visible areas

7. Prepare the Home

  • Remove tripping hazards (loose rugs, cords, clutter)
  • Install grab bars in bathrooms and handrails on stairs
  • Improve lighting throughout the home
  • Create wide pathways for mobility aids
  • Ensure smoke detectors and emergency systems are working
  • Designate storage for medical supplies

8. Monitor Care Quality

  • Check in regularly (in person and by phone)
  • Install monitoring cameras if appropriate (with consent and legal compliance)
  • Maintain open communication with caregivers
  • Track medications, appointments, and changes in condition
  • Attend care plan review meetings
  • Address concerns promptly with the agency or caregiver

Common Mistakes

  • Not getting a doctor's order for Medicare-covered services
  • Hiring without background checks
  • Not creating a written care plan
  • Ignoring employer obligations for private hire
  • Not having backup caregiver arrangements

Pro Tips

  • Start with a trial period (1-2 weeks) before committing to a long-term arrang...
  • Use a home care agency initially for reliability, then consider transitioning...
  • Ask agencies about their caregiver matching process — personality and cultura...
  • Set up a communication log (notebook or app) that caregivers update each visi...
  • Medicare home health has no copay and no deductible — use it fully when eligible

Sources

Related Checklists