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IHSS basics

What to Expect at a California IHSS In-Home Assessment

How a county social worker assesses need at home using Functional Index Rankings and Hourly Task Guidelines, and how an adult child can prepare.

About 4 minutes to read. Based on CDSS and DHCS public program pages retrieved 2026-09-13. County offices apply these rules. Hourly rates, hour totals, and wait times are local and change.

Short answer

A county social worker assesses IHSS need in the home, looking at which daily tasks the person can safely do alone. The worker uses Functional Index Rankings and Hourly Task Guidelines. Authorized tasks and hours then appear on the Notice of Action, not as a number you pick during the visit.

Who decides

The county IHSS social worker completes the assessment and recommends the authorized plan. Medi-Cal still has to be determined. California Home Help can help you prepare a typical-day description.

What to do next

Before the visit, write a typical day’s help with bathing, dressing, meals, mobility, and household tasks, and confirm SOC 873 has already reached the county.

What to expect at an IHSS in-home assessment

The in-home assessment is the county’s look at how the person actually lives. A social worker comes to the home, or to the abode the person has chosen, and asks about daily tasks: bathing, dressing, meals, mobility, toileting, laundry, shopping, and other functions on the assessment. The worker is not there to provide care that day. They are there to rank need and authorize help.

CDSS says the worker uses Functional Index Rankings, Annotated Assessment Criteria, and Hourly Task Guidelines. You do not need to memorize those tools. You do need a clear picture of a typical day. What happens after you apply explains how the visit sits after SOC 295 and worker assignment.

How the county social worker uses Functional Index Rankings

For each function, the worker ranks how independently the person can perform it, from needing no help to needing full help. The ranking is about safe performance, not about pride or a single good morning. A person who can button a shirt on a calm day and cannot do it when stiff or confused is not “independent” just because they managed it once while the worker watched.

The Functional Index Rankings guide puts that tool in plain language. During the visit, speak in tasks: “Someone has to stand next to the tub,” not “they are a two.” Rank numbers belong to the worker. Your job is the picture of help.

See if IHSS may apply

A coordinator can walk through Medi-Cal, county forms, and the home visit with you. The county still decides eligibility and hours.

For example: starting an IHSS application, provider enrollment, or county forms. Keep medical records and diagnoses for the county packet.

How Hourly Task Guidelines come into the visit

Hourly Task Guidelines give the worker a structured way to turn ranked need into time for many domestic and related tasks. They are guidelines, not a number you should guess out loud. Families who walk in with a weekly total often spend the visit defending the total instead of describing the morning routine.

If a task takes more time than a guideline would suggest because of the home, the person’s pace, or a documented exception, say what actually happens. The worker decides whether an exception is supported. The Hourly Task Guidelines guide explains why a typical-day story is more useful than a guessed total.

How an adult child can prepare for the assessment

  • Confirm the person lives in California in their own home, not a hospital or facility.
  • Confirm Medi-Cal is active or in process, and that SOC 295 is on file.
  • Confirm SOC 873, or acceptable alternative documentation, has been returned.
  • Write the morning-to-evening help for a typical day, including nights if someone must be present for a specific task.
  • Ask the county how you can be listed so the worker can speak with you.
  • Decide whether you will enroll as the provider, and start that packet if yes.

The families page is the full adult-child checklist. Helping a parent apply covers the forms that should already be in before anyone is scheduled. Do not wait until the worker is on the porch to look for SOC 873.

What happens after the home visit

The worker completes the assessment and the county issues a Notice of Action. That notice is the authorized plan. Provider enrollment can still be running in a separate queue. Timesheets follow authorization and enrollment. If a share of cost applies, ask how it will show up on the warrant.

If the visit is delayed, call once to confirm the file is complete. Daily calls rarely assign a worker faster. Timing varies by county. Your county IHSS office can tell you what is typical locally.

What the assessment does not decide

The assessment does not set the county hourly wage. Unions and the local employer of record negotiate rates. The assessment does not finish Medi-Cal. It does not enroll the provider. It does not turn a hospital or licensed facility into “own home.” Those questions stay with Medi-Cal, the Public Authority or provider unit, and the published living-arrangement rules.

Prepare the typical day, return the medical form, and let the worker rank what they see and hear. Official language is on the CDSS IHSS page. If you want help turning a messy week into a clear visit note, you can ask for help.

Questions people ask

Can an adult child sit in on the assessment?
Yes, if the recipient wants you there. Describe the help you actually give. Do not speak over the person unless they ask you to fill a gap they cannot explain.
Should I bring medical records to the visit?
Bring SOC 873 if the county still needs it. Extra hospital charts and lab results rarely replace that form. The worker is assessing daily function, not re-diagnosing the person.
Will the worker tell us the hours at the door?
Some workers talk through what they saw. The [Notice of Action](/guides/ihss-notice-of-action-explained) is still the list that counts. Wait for the written plan before you set a paid schedule.
What if the person has a good day during the visit?
Describe the typical day and the hard days, not only the hour the worker is in the room. Rankings are about usual function, not a performance.

Related pages on California Home Help

Ask for help navigating care for a parent

Share a few details if you want help organizing IHSS paperwork so a parent can stay home. This form is for follow-up contact, not an eligibility decision. Your county IHSS office and Medi-Cal decide the case.

  • A coordinator follows up
  • County decides eligibility
  • You can stop anytime
  • Educational help

For example: starting an IHSS application, provider enrollment, or county forms. Keep medical records and diagnoses for the county packet.

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