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What to know

The checklist helps a family prepare screening facts. It does not confirm suitability, coverage or availability.

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Is there trouble breathing, rapidly spreading facial swelling, uncontrolled bleeding, major trauma or sudden deterioration?

Would clinic travel create a serious mobility, fatigue, behavioural, sensory or caregiving barrier?

Can the person sit, recline or be positioned safely with help?

Can the person take part in decisions, or is a lawful decision-maker available?

Can a visiting team enter, park and set up safely?

For this situation

What matters in this situation

Main concern to resolve

Choose the right care setting and next step.

Information that changes the plan

Use observable or confirmed details about travel barriers, urgent warning signs, positioning, consent, access and the likely care setting, date the worksheet and name the person responsible for the next action.

Question to ask

Which fields can be completed from observation or confirmed information, and who owns the next action?

Decision checklist

Questions to answer now

  1. Are any urgent warning signs present now?
  2. What makes clinic travel difficult, and what support is available at home?
  3. Which care-setting question still needs the provider to answer?

Before contacting

What to prepare

  • Describe why clinic travel is difficult and what help is available.
  • Check for urgent warning signs before considering a routine home visit.
  • Note mobility, positioning, communication, consent and building-access needs.
  • Prepare the visit goal and the questions that still require provider screening.

Home-visit enquiry

Tell us what is happening and where the patient is

Start with the area and main concern. Add the other details only when they are useful.

Add visit and access details (optional)

Keep IC numbers, full medical records, medication lists, payment details and dental photographs out of the first message.

Your WhatsApp message

Add the area and main concern to prepare the message.

Before booking: Confirm who will attend, their current registration details, the expected visit scope, fees, follow-up and any clinic or hospital referral plan.

Tick the consent box before sending the enquiry.Send enquiry on WhatsApp

When another setting is safer

What this tool cannot decide

  • This checklist cannot confirm eligibility, travel coverage, appointment availability or the safest care setting.

FAQ

Common questions

What should I prepare before asking about the home-visit eligibility checklist?

Complete only confirmed fields about travel barriers, urgent warning signs, positioning, consent, access and the likely care setting, add the date and assign one person to review the result and take the next action.

When might the home-visit eligibility checklist need a clinic or hospital instead?

When it comes to travel barriers, urgent warning signs, positioning, consent, access and the likely care setting, a worksheet cannot make a diagnosis; take the observations to an appropriate dental or medical assessment. The dental provider should explain the reason and the safest next destination.

What should the home-visit eligibility checklist contain?

Include confirmed details about travel barriers, urgent warning signs, positioning, consent, access and the likely care setting, the requested help and the person supporting the visit.

Sources

Each source is shown with the part of this guide it supports.

Content updated: 2026-08-21.

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