How to get the best from a care assessment

Prior to having a care assessment, it is important to prepare all the information you might need in advance, to ensure that the assessment is as thorough as possible and that your older relative gets the best possible care support as a result.

Here is a list of things you should discuss with your elderly relative prior to the assessment and have ready for the appointment.

What are the main problems?

Discuss the main issues with your older relative, so that you can agree on the problems together. It is important that you discuss this together, so that when you have the assessment, you and your older relative do not contradict each other about the care which is needed.

Make a list of their medical problems

It is essential to make a full list of medical issues and also medication which your older relative is taking. It is a good idea to meet with your older relative’s GP prior to an assessment (you will probably have done so already, as they might have instigated it) to agree a comprehensive list.

Make a note of their daily routine

It is helpful to let the assessor know about your elderly relative’s routine.

• Are they house-bound?
• Can they wash and dress themselves?
• Can they cook for themselves and carry food?
• Can they do their own shopping?
• Do they socialise regularly
• Do they take any exercise?
• Do they have pets?
• Do they enjoy certain hobbies or activities?
• Are they familiar with the internet?
• How important is TV?

Care preferences

Given that your elderly relative is having a care assessment because they need care an support, it is important to discuss with them what their preferences would be in terms of care.

• Would they prefer to stay in their own home or to move to a care home?
• Would it be a good idea to move to sheltered housing or accommodation with no stairs?
• Do they have any help currently?

Familiarise yourself with the Local Authority Criteria

Your older relative’s local council will have details online or at their offices about the care services they provide and the eligibility criteria. It is a good idea to review this prior to the assessment, so you understand how the care assessment will be conducted and what care you might expect following the assessment.

Read more about how to get a care assessment here

Read our essential guide to social services for older people

Read our essential guide to getting help for your older relative