Resources for families

What Happens at the First Home Health VisitA Step-by-Step Walkthrough

Updated September 25, 2026By the Comfort Care team
A home health nurse reviews pill bottles with an older man at his kitchen table
Illustrative photo

The doctor has ordered home health, and a nurse is coming to the house. For many families, this is the moment the worry starts. Who is this person? What will they do? Should we clean up first?

This guide walks through the first visit in the order it usually goes, from the phone call before it to the plan you leave with. Every visit is a little different, because every patient is different. But knowing the shape of it makes the day calmer.

Before the nurse arrives

The call ahead

Before the first visit, the agency should call to set a time. At Comfort Care, the first nurse visit usually happens within 24 hours after the doctor or hospital sends the order, and we call before every visit. Ask who is coming, and ask for a time window. If you want a family member to be there, say so now.

What to put on the kitchen table

A few minutes of gathering helps a lot. Set these out where the nurse can see them:

  • The Medicare card, and any other insurance card, such as a Medicare Advantage plan card.
  • Every medicine in the house. Include pills, patches, inhalers, eye drops, creams, vitamins, and anything bought without a prescription.
  • The hospital discharge papers, if there was a hospital stay.
  • A list of doctors and their phone numbers.
  • A list of your questions. Write them down, because they tend to disappear when someone knocks on the door.

You do not need to clean the house. The nurse has seen every kind of home, and a lived-in house tells them useful things.

When the nurse arrives

Hello, and what this visit is for

The nurse will introduce themselves and explain the plan for the visit. The first visit is mostly about getting to know your parent and their health. It is often longer than the visits that come after it, because there is more to learn. Feel free to ask how long it will take.

The assessment

Medicare requires a comprehensive assessment of every home health patient. The nurse starts it at the first visit, and the rules say it must be finished within 5 days after care starts. You can read the rule at 42 CFR 484.55. In plain words, the nurse looks at the whole picture, not just the reason for the order. That usually includes:

  • Health history. Illnesses, surgeries, allergies, and the reason for the hospital stay.
  • Body checks. Blood pressure, pulse, temperature, breathing, and pain. The nurse may look at skin, swelling, a wound, or a surgery site.
  • Thinking and mood. How your parent is feeling, sleeping, and eating, and whether memory is a concern.
  • Daily living. How safely your parent can bathe, dress, use the toilet, move around, and get in and out of a chair or bed.
  • Support at home. Who helps, who lives there, and what help is missing.

Some of the questions can feel personal. They are not meant to judge anyone. Honest answers make the care plan fit real life.

The medicine review

This part matters more than most families expect. The nurse goes through every medicine on the table and compares it with the doctor's orders and the hospital papers. The point is to catch a duplicate, a missed change, or an old bottle that should be set aside. It is one of the main reasons for the visit, especially after a hospital stay. Our page on medication management explains more.

Do not worry if the pile is big or messy. Bring it all out and let the nurse sort it. If the nurse sees a question about a medicine, they will contact the doctor. They will not change a medicine on their own.

A look around the house

The nurse may walk through the rooms where your parent spends time. They are looking for safety, not neatness. Common things they notice are loose rugs, poor lighting, a slippery bathroom, steps without a rail, and cords across a walkway. They may suggest small changes. Our guide on falls, weakness, and balance covers why this matters.

Starting to make the plan

The assessment feeds the plan of care. The doctor writes and signs the plan. Because the doctor decides what care is ordered, the nurse will not promise a set number of visits or a set length of time. What the nurse can do is explain what the plan is likely to focus on, such as nursing, a physical therapist, or an occupational therapist, and what each one does. You can read about skilled nursing and physical therapy on our site.

Medicare says you and your family have a say in the plan. Tell the nurse what matters most to your parent. It might be walking to the mailbox, cooking a meal, or sitting at the table with the family. Goals like these help shape the work.

Teaching and questions

Many first visits include some teaching. The nurse may show you how to read a blood pressure number, use an inhaler, spot signs of an infection, or take a medicine on a schedule. If something is unclear, ask them to show you again. Teaching back is a good habit: you explain it, and they check.

Before the nurse leaves, ask:

  1. "Who do I call with questions, and what number should I use?"
  2. "Who will come next, and when?"
  3. "What signs mean I should call the doctor? What signs mean 911?"
  4. "Will you tell the doctor what you found today?"

After the visit

After the visit, the nurse reports to the doctor and fills in the care plan. At Comfort Care, we keep the doctor informed as care goes on and, with permission, the family too. You will have one named coordinator to call, and we see the same clinician whenever possible. If someone else has to come, we call first.

The days after the first visit are a good time to watch and write things down. Note what is hard, what is better, and what you wonder about. Bring it up at the next visit.

What if the first visit does not go smoothly?

Sometimes your parent is tired, upset, or does not want a stranger in the house. That is common. Tell the nurse. They can slow down, split the work, or come back. Our homebound guide and Medicare coverage guide may help if you have questions about why home health is starting.

Key takeaways

  • The agency should call before the first visit. Ask who is coming and when.
  • Gather insurance cards, all medicines, discharge papers, and your questions.
  • The first visit is mostly an assessment: health, medicines, daily living, and the home.
  • The doctor decides the plan of care. You and your parent have a say in the goals.
  • Before the nurse leaves, ask who to call, who comes next, and when to call the doctor or 911.

Questions people ask

Do I need to be home for the first home health visit?
It helps a lot. The nurse will have questions about medicines and daily life, and you can ask yours. If you cannot be there, ask if you can join by phone, and tell the agency who will be in the home.
How long does the first home health visit take?
It depends on the patient. The first visit is often longer than later ones because of the assessment and the medicine review. Ask the agency what to expect when they call to set the time.
What should I have ready for the nurse?
Insurance cards, every medicine in the house, hospital discharge papers, a list of doctors, and your written questions.
Who decides what care my parent gets?
The doctor writes the plan of care. The nurse and therapists carry it out and report back to the doctor.

Have a question about home health?

Have questions about the first visit? Call (818) 579-4012 and we will walk you through what to expect.

(818) 579-4012

Sources

This page is general information for families, not medical advice. Talk with your doctor about your situation.

Call Comfort Care: (818) 579-4012