Caregiver interview checklist
The questions to ask a prospective caregiver about experience, references, duties and boundaries — with the red flags to watch for.
Using this planning tool
Fill this in together with the person receiving care where possible, and describe what you can observe: how much help standing from a chair takes, what a mealtime actually looks like. Observable descriptions transfer to a caregiver; labels like “high needs” do not.
Complete this tool using details from one real day. Keep observable facts separate from assumptions, name the person responsible for follow-up and review the record before sharing it.
Keep the completed record where authorised family members and caregivers can find the current version. Date every update, remove obsolete instructions and avoid storing identity documents or unrelated medical information with a routine planning sheet.
Bring the completed sheet into the WhatsApp enquiry: it lets the family state location, hours, daily-living support and clinical boundaries in one message instead of five, and makes gaps visible before the first shift instead of during it.
Before you fill it in
- Which entries should trigger a call for help
- Where the finished record will be kept
- Facts you can observe rather than assume
- The exact situation the tool is meant to capture
- Any current professional instruction to reflect
Caregiver interview checklist
This tool stays in your browser. Nothing entered here is sent or stored by this website.
Questions this tool helps answer
- What is the single most important thing to capture?
- Is the language clear for whoever reads it next?
- Which details are essential versus nice-to-have?
- What decision or handover is this record for?
- How will it be kept current as needs change?
Discuss your care request
Share the location and broad daily-support need. Add detailed or sensitive information only after the first questions and recipient are clear.
Discuss your care request