Social Work Assessment Checklist
Comprehensive social work assessment including psychosocial evaluation, resource needs, and discharge planning.
- Industry: Healthcare
- Frequency: Initial/As needed
- Estimated Time: 30-45 minutes
- Role: Social Worker
- Total Items: 31
- Compliance: NASW Standards, CMS Discharge Planning, Joint Commission Standards
Psychosocial Assessment
Social and emotional factors
- Support system assessed?
- Living situation assessed?
- Mental health status assessed?
- Coping skills assessed?
Resource Needs
Financial and practical needs
- Insurance status verified?
- Financial concerns assessed?
- Transportation needs assessed?
- Community resource needs identified?
Discharge Planning
Post-acute care needs
- Discharge needs assessed?
- Post-acute care needs identified?
- Home safety concerns addressed?
Interventions
Social work interventions
- Counseling/support provided?
- Referrals made as needed?
Pre-Assessment Information
Initial assessment documentation and patient/facility identification
- Assessor Name / Credentials
- Assessment Date
- Department / Unit
- Assessment Type (Routine/Annual/Complaint)
- Previous assessment findings reviewed?
Infection Prevention & Control
Verify infection control practices per CDC and Joint Commission standards
- Hand hygiene compliance observed?
- Appropriate PPE available and properly used?
- Isolation precautions properly implemented?
- Sharps containers available and not overfilled?
- High-touch surfaces properly disinfected?
Patient Safety & Identification
Verify patient safety protocols and identification procedures
- Two patient identifiers used before procedures?
- Fall risk assessment completed?
- Call light within patient reach?
- Bed in lowest position with brakes locked?
Medication Safety & Management
Verify medication handling and administration practices
- Medications stored securely and at proper temperature?
- Controlled substances properly secured and counted?
- No expired medications in stock?
- High-alert medications properly labeled?
Related Healthcare Checklists
- Dietary/Nutrition Screening Assessment Checklist
- Chaplain/Spiritual Care Assessment Checklist
- Home Health Start of Care Assessment Checklist
- Psychiatric Assessment at Admission Checklist
- Respiratory Therapy Assessment Checklist
- Wound Care Assessment & Documentation Checklist
- Pre-Operative Nursing Assessment Checklist
- Post-Operative PACU Assessment Checklist
Related Health Services Checklists
- Home Health Start of Care Assessment Checklist - FREE Download
- Psychiatric Assessment at Admission Checklist - FREE Download
- Palliative Care Assessment Checklist - FREE Download
- Physical Therapy Initial Evaluation Checklist - FREE Download
- Occupational Therapy Initial Evaluation Checklist - FREE Download
- Speech-Language Pathology Evaluation Checklist - FREE Download
- Dietary/Nutrition Screening Assessment Checklist - FREE Download
- Chaplain/Spiritual Care Assessment Checklist - FREE Download
Why Use This Social Work Assessment Checklist?
This social work assessment checklist helps healthcare teams maintain compliance and operational excellence. Designed for social worker professionals, this checklist covers 31 critical inspection points across 8 sections. Recommended frequency: initial/as needed.
Ensures compliance with NASW Standards, CMS Discharge Planning, Joint Commission Standards. Regulatory-aligned for audit readiness and inspection documentation.
Frequently Asked Questions
What does the Social Work Assessment Checklist cover?
This checklist covers 31 inspection items across 8 sections: Psychosocial Assessment, Resource Needs, Discharge Planning, Interventions, Pre-Assessment Information, Infection Prevention & Control, Patient Safety & Identification, Medication Safety & Management. It is designed for healthcare operations and compliance.
How often should this checklist be completed?
This checklist should be completed initial/as needed. Each completion takes approximately 30-45 minutes.
Who should use this Social Work Assessment Checklist?
This checklist is designed for Social Worker professionals in the healthcare industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.