Our Process

Five Steps to Extraordinary Care

Starting home care is a significant decision, and we believe the experience should feel reassuring from the very first phone call. At Visiting Hearts Home Care, we’ve developed a clear, five-step process that puts you and your family at the center of every decision. Our goal is simple: to make getting started easy, to match you with the right caregiver, and to deliver care that consistently exceeds your expectations.

Here’s exactly what to expect when you choose Visiting Hearts.

Step 1: The Initial Consultation

Getting to Know You and Your Family

Everything begins with a conversation. When you call Visiting Hearts, you’ll speak directly with a member of our care coordination team — not an answering service, not a call center. We take the time to listen to your situation, understand your concerns, and answer any questions you have about home care.

During this initial call, we’ll learn about your loved one’s current needs, daily routine, medical conditions, and any specific preferences your family may have. There’s no obligation and no pressure — this is simply about understanding how we can help.

Step 2: In-Home Care Assessment

A Complimentary Visit to Your Home

Following your initial consultation, we schedule a complimentary in-home assessment at a time that’s convenient for you. A member of our care team visits your loved one’s home to conduct a thorough evaluation that goes far beyond a basic checklist.

During this visit, we assess your loved one’s physical abilities and daily living needs, evaluate the home environment for safety concerns such as fall hazards, poor lighting, or accessibility issues, discuss your loved one’s personal preferences, routines, and lifestyle, review any medical conditions, medications, and physician recommendations, and talk with family members about their expectations, schedules, and involvement in care.

This assessment is the foundation for everything that follows. The more we understand about your loved one as a whole person — not just their care needs — the better care we can provide.

Step 3: Personalized Care Plan Development

A Plan Built Around Your Loved One — Not a Template

Based on the information gathered during the assessment, our care coordination team develops a personalized care plan tailored specifically to your loved one. This isn’t a generic document pulled from a template — it’s a detailed, thoughtful plan that reflects who your loved one is and exactly what they need.

Your care plan outlines the specific services to be provided, such as personal care, companion care, or specialty care, along with the schedule and frequency of caregiver visits. It incorporates your loved one’s daily routines and personal preferences, identifies goals for care such as increased mobility, improved nutrition, or enhanced social engagement, and includes communication protocols so your family stays informed every step of the way.

We review the care plan with you in detail before services begin, and we welcome your feedback. This is a collaborative process — your input matters, and the plan can be adjusted at any time as your loved one’s needs evolve.

Step 4: Caregiver Matching & Introduction

The Right Person Makes All the Difference

Inviting a caregiver into your home is one of the most personal decisions a family can make, and we take that responsibility seriously. At Visiting Hearts, we don’t simply assign the next available caregiver — we carefully match each client with a caregiver based on multiple factors to ensure the best possible fit.

Our matching process considers the caregiver’s training and experience with your loved one’s specific care needs, personality compatibility and communication style, shared interests and language preferences, scheduling availability and reliability, and any specific requests from your family.

Every caregiver on our team has been thoroughly vetted through comprehensive background checks, reference verification, and professional credential review. All caregivers are bonded and insured for your protection. Before care begins, we arrange a personal introduction so your loved one can meet their caregiver and feel comfortable from day one.

And if at any point the match doesn’t feel right, we’ll find a new caregiver — no questions asked. Your comfort and confidence in your caregiver are non-negotiable.