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The Repair Visit Preparation and Handoff

Prepare the visit. Keep the approval clear.

15 minutes to prepare, then follow the actual taskFree · Two-page fillable PDF

Companion to Prepare the Household Repair Visit With a Clear Scope and Adult Handoff.

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See a worked example

Example: the provider attends a diagnosis-only visit, and the adult records the assessment and pending estimate without calling the repair complete.

01Describe the issue

Use observations rather than a guessed cause.

02Confirm the visit

Read the actual scope and terms.

03Prepare the adult handoff

Children do not authorize service changes.

04Record the result

Pending work must remain pending.