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
- Hand Hygiene Compliance
- Medication Safety Check
- Surgical Safety Checklist
- Fall Prevention Assessment
- Joint Commission Readiness
- HIPAA Compliance Audit