What to change
Give home visits their own enquiry instructions with the practice's verified practical boundaries. Keep eligibility or suitability decisions with the responsible team.
A worked example
Illustrative example
A practice provides a home-visit enquiry route that asks for an area and the service requested. The team then explains availability and charges through the appropriate channel before any appointment is confirmed.


Put it into practice
Ask the service owner to confirm the current area and arrangements. Keep the invitation separate from a promise to attend; receiving a request does not establish that a visit can be offered at that address or time.
Clarify which contact details relate to the person attending and which relate to the visit address. Family members may organise the enquiry from a different location, making vague labels unhelpful.
What to agree before publishing
Confirm the geographic and practical information needed to discuss a home visit, then ask only for what belongs at initial contact. A person arranging the visit may live elsewhere, so label the visit address separately from their reply details. Ask the service owner to approve the availability description and the route for questions. Receiving an enquiry should not be presented as confirmation that the team can attend that address at the requested time. The next conversation needs a clear purpose and responsible team.
How to check the result
Someone can request the correct arrangement without treating a note on a clinic booking as an accepted change.
A mistake to avoid
Do not use nationwide or local coverage without defining the practical area the team actually serves.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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