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Ministry of Health

The Assessment Visit

During the assessment visit, the case manager or other health care professional, such as a palliative care co-ordinator, discusses the client's situation and their health care needs. Together, the client and case manager develop a care plan. At that time, the case manager will assess whether the client's needs can be met while they remain at home or would be better met in an assisted living residence, residential care setting or a hospice.

What the Case Manager Will Determine

  • The client's eligibility for services.
  • The client's health care needs.
  • Whether the client will be required to pay anything toward the cost of the service.

What the Case Manager May Ask to See

  • The client's B.C. Care Card.
  • Any prescription medication.
  • War veteran and pension cheque stubs.
  • The client's most recent income tax return or notice of assessment. Depending on the services the client might receive and because the fee for some services is based on income level, clients may be asked about their income. The income tax return will provide a convenient reference.
  • The name and phone number of any doctor(s).
  • The name and address of a close relative or friend.

To prepare for the assessment visit, clients may wish to make a list of any questions they have and any information they feel would be helpful in assessing their needs. For example, the case manager will need to know if a physiotherapist or doctor is treating the client.

Clients may want to have a family member or a friend with them during the assessment visit to provide support and assistance. Besides discussing the amount and type of assistance the client already receives, if desired, they may be able to help the client answer the case manager's questions.