Complex Care at Home: What to Have Ready Before the Assessment
A guide for families and case managers
Planning complex care at home? Here is what to prepare before a nurse led assessment, and the questions to ask any provider.
Planning complex care at home? Here is what to prepare before a nurse led assessment, and the questions to ask any provider.
When a family, case manager or integrated care board starts looking at complex care at home, the first assessment is where everything gets decided. The more prepared you are, the faster a safe, personal care plan can be put in place.

Complex care covers needs that go beyond routine personal care, such as tracheostomy care, ventilation, PEG feeding, epilepsy, spinal injury or an acquired brain injury. Every care plan we write is built around one person, so the assessment needs a full picture of their health, their routine and the people around them. At First Active 365 Homecare, our nurse led team assesses within 48 hours, and there is a nurse behind every care plan.
You do not need a perfect folder. You do need the essentials in one place:
A diagnosis tells us what someone needs clinically. A normal day tells us what good care looks like. Think about when they wake, how they like to be supported, what they eat, who visits and what makes them laugh. For children and young people, include school, therapy sessions and family routines. Our team wants to hear the small details, because they are usually what makes a placement work.
Once the assessment is done, the care plan is written and agreed with you, then carers are matched to the person’s needs and personality. Plans are reviewed as needs change, because complex needs rarely stand still.
If you are a case manager, ICB or family member planning complex care at home, we would be glad to help. Call 03333 222 365 or email Bookings@fa365homecare.co.uk.