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Video Assessments: How to Prepare & What to Expect

You’ve booked in your video call and been assigned a specialist adviser. Now what?

This short guide gives an overview of how to prepare and what to expect during your assessment. It answers common questions, so you can feel relaxed, prepared, and able to get the most out of the session.

Things you will need:

  • A computer, tablet, or mobile phone with a camera and microphone.
    We need to see the client clearly on the screen and be able to hear them and/or their carer(s).
  • Tape measure.
    With inches and centimetres.

Things you may need:

  • A flat surface – large hardback books work well!
    This sometimes helps with getting accurate measurements.
  • Any transfer aids.
    We may need to see the client from a different angle, move them out of bed, or reposition them in an existing chair. So, please have any hoists or other moving and handling equipment to hand.
  • Guide to measuring specialist seating.
    For seating assessments, we can provide a free seat sizing form to help you take and record accurate measurements. Use the button below to download your free copy before your appointment!

Ideally, you will be in the room where the equipment will be used most often. I.e. the bedroom for a bed or the bathroom for a shower chair.

Joining a video call

Joining the video call

When you booked your assessment, you will have chosen your preferred video call method:

  • Zoom – Click the ‘Join Zoom Meeting’ link in your confirmation email.
  • Microsoft Teams – Click the ‘Join Microsoft Teams Meeting’ link in your confirmation email.
  • WhatsApp – Your adviser will call you when the appointment is due to start

Don’t worry – we will always send you any links you need in advance!

If you’re unsure about anything, please contact your adviser.

What will happen during the video assessment?

No matter what your assessment is for, all calls follow the same format:

1) Introductions

Your adviser will introduce themselves and invite you to do the same.

2) Discuss Goals

We will talk over any existing conditions, what issues you are experiencing, and what you are seeking to achieve. The client and any carers or healthcare professionals will all be involved.

3) Show Product(s)

We will present any equipment we feel would help the client and why we feel they would assist. Any accessories or different options will also be shown and discussed.

4) Measurements & Product Specifications

If measurements are required, we will provide guidance on how to take them. We will also show swatches and other options if colours or styles need to be chosen.  Finally, we will confirm all contact details and delivery addresses.

5) Question Time

You will now get the chance to ask any other questions you have.

6) Next Steps

Your adviser will explain what will happen next e.g. timelines for any quotes, who they will be sent to etc.

Examples of different types of assessment

Here are some examples of questions we might ask during assessments for different types of equipment. Carers and healthcare professionals may want to think about these topics beforehand.

Please note your assessment will be tailored to your needs. Not every point will apply to every appointment.

Specialist Seating Assessments

  • Client height and weight
  • Hip width, backrest height, calf length, thigh length, armrest height required
  • How are they going to transfer?
  • Are they using any other specialist equipment now?
  • What kind of chair do they use now?
  • Their medical conditions or illnesses
  • What’s the access like in their home environment?
    • Are there any steps?
    • What about narrow doors?
  • Any pressure relief required?
  • Do they lean to one side?
  • Is incontinence an issue?
  • Do they have any contractures?
  • Any posture problems?
  • How long can they be sitting out for?
  • Is there enough space to recline in the room?
  • Is there a power source nearby?
  • Are communication devices required/environmental controls needed?
  • How do they want the chair to look? What fabrics/colours?
Seating Assessment Checklist

Manual Wheelchair (including tilt-in-space wheelchairs) Assessments

  • Height and weight
  • Hip width, backrest height, calf length, thigh length, armrest height required
  • What mobility aid are they using now? And how long do they sit in it for?
  • Do they need self-propel/transit/tilt-in-space?
  • How do they transfer?
  • Their medical conditions or illnesses
  • Any pressure relief required?
  • Do they lean to one side?
  • Is a powerpack or powered assist required?
  • What colours/style do they want?
Manual Wheelchair Assessment Checklist

Toileting Equipment Assessment

  • Height of existing toilet
  • Client height and weight
  • Calf and thigh length
  • How do they transfer and what do they transfer onto?
  • Is this the only product that’s needed for the toilet/bathroom space?
  • Their medical conditions or illnesses
  • For toilet risers – is vertical rise needed?
  • What plumbing would be required?
  • Measurements of the room and space around the toilet
  • Type of flooring in the bathroom
  • Solid or non-solid walls? Is the wall tiled?
Toileting Equipment Assessment Checklist

Bathing Equipment Assessment

  • Client height and weight
  • Hip width, backrest height, calf length, thigh length, armrest height required
  • How are they going to transfer?
  • Are they using any specialist equipment now?
  • Their medical conditions or illnesses
  • Is this assessment for tilt-in-space, self-propelled, or transit?
  • Will the equipment also be used for toileting?
  • What plumbing would be required?
  • Access into the property (for baths and shower trolleys)
  • Measurements of the room
  • Type of flooring in the bathroom
  • Solid or non-solid walls? Is the wall tiled?
Bathing Equipment Assessment Checklist

Profiling Bed and/or Mattress Assessment

  • Client height and weight
  • Their medical conditions or illnesses
  • How are they going to transfer?
  • Does the bed need to be profiling? Does it need height adjustment?
  • Is this a double or a single bed? If double, does it need to be a split action?
  • Any particular style of bed they are looking for?
  • What type of mattress is needed?
  • What kind of mattress are they using now?
  • What pressure relief is needed?
  • Measurements of the room
  • Access into the property
    • Is the bed going upstairs?
Bed and Mattress Assessment Checklist

Ramp Assessment

  • Height and depth of all steps
  • What is the ramp for?
  • Roughly what weight limit is needed?
  • Does it need to be a permanent or portable ramp?
  • If it’s portable, what are the capabilities of the person who will be moving it?
  • What type of threshold is it?
  • Is there enough room outside the step or door to slope down from?
  • Do they have any style or colour preferences?
  • Any photos and videos of the situation can help
Ramp Assessment Checklist

Fall Prevention Device Assessment

  • Client weight and height
  • How many falls do they have?
  • Who is on hand to help after a fall?
  • What are their abilities and capabilities?
  • Can the client bend their knees?
Fall Prevention Assessment Checklist

We look forward to meeting you

So, there’s an overview of how your video assessment will work. It’s a simple process and your adviser will be there to help with anything you’re unsure of. We’ll see you there!

As always, if you have any questions in the meantime please get in touch. Email us at enquiries@yorkshirecare.com or call us on 01423 799960.

Not booked your video assessment yet?

No problem. Please use the form below to book a date and time that suits you!








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