This document outlines recommendations and emerging guidelines set forth by GHHI to strengthen existing evaluation and data plan design while adapting to a virtual health assessment approach. Guidelines are curated from professionals in the field of evaluation, and incorporate data management, telehealth, and public health best-practices. For data security and management best practices refer to Best Practices – Consent and Data Security.
Before collecting and/or sharing client’s information, especially health information, organizations must understand and follow the applicable regulations, obtain consent from participants, and have a data security measures plan in place.
Please note that this document does not contain legal advice, please run all decisions on data consent and security through legal counsel.
GHHI’s Education & Follow-up Protocol is meant to serve as a roadmap for translating educational home visits that are normally done in-person to a virtual platform. Once a virtual home assessment is complete and a scope of work is created, the home assessor should provide the scope of work and any other relevant information to an educator to perform the virtual education & follow-up. The virtual education & follow-up should focus on educating the client on how they can mitigate the health and safety hazards in their home.
This document serves as a template client report to summarize findings from the virtual home assessment and to inform action steps for the client, contractors, educators, or any other healthy homes professionals assisting the client. Due to the virtual nature of the assessment and potential remediation to be performed, recommendations are provided in two ways:
- The Scope of Work offers recommendations for remediation to be performed by a contractor when allowable (e.g. program restrictions on in-home services are lifted and/or when the client is comfortable with in-home remediation to be completed).
- The Scope of Work explains how the client can mitigate identified risks in the interim before a contractor can remediate the identified hazards in person.
GHHI’s Virtual Home Assessment protocol is meant to serve as a roadmap for translating comprehensive home assessments that are normally done in-person to a virtual platform. Before performing a virtual home assessment, we strongly encourage all personnel involved in the process to review the following documents in the toolkit:
- Intake Template
- Best Practices – Pre-Assessment Conversation
- Best Practices – Virtual Assessments and Home Visits
- Pre-Assessment Protocol
- Best Practices – Safe and Succesful Assessments
- Scope of Work Template
- Considerations and Mitigation Guide
- Best Practices – Consent and Data Security
- Readiness Checklist – Virtual Home Assessments
Performing healthy housing assessments virtually has many benefits for both the client and the service provider. In addition to our best practices described in the preceding section of the toolkit, there are five important considerations worth exploring as organizations begin to adapt their programs to this format. This document includes a chart that outlines those considerations and detailed strategies for mitigating them.
This document contains best practices for conducting safe and successful virtual home assessments. GHHI believes that the client’s safety and comfort are the most important considerations for a virtual home assessment. If a client’s safety is compromised, a virtual home assessment should be stopped and restarted at another time if deemed safe to do so. These best practices come from our own experiences and will be updated as our work evolves and our expertise grows.