In-home caregivers frequently accompany clients to doctor’s visits, specialist consultations, and follow-up appointments. This course provides structured guidance on supporting clients effectively while maintaining professional and personal boundaries. Learners will explore techniques for communicating with family members and healthcare staff, scheduling and confirming follow-up appointments, documenting medical advice, and reinforcing their client’s independence. Emphasis is placed on recognizing the caregiver’s scope of practice and avoiding the risks of overstepping professional boundaries.
Developed by: Scott Strachan RN, BSN
(former Independently Employed CNA)
A certificate and an official state record are issued upon successful completion.
Developed By: Scott Strachan RN BSN
Target Audience: Home health aides, certified nursing assistants, personal caregivers, and others providing in-home care.
Contact Hours: 1.0
Teaching Method: Online, self-paced, text-based continuing education module.
In-home caregivers frequently accompany clients to doctor’s visits, specialist consultations, and follow-up appointments. This course provides structured guidance on supporting clients effectively while maintaining professional and personal boundaries. Learners will explore techniques for communicating with family members and healthcare staff, scheduling and confirming follow-up appointments, documenting medical advice, and reinforcing their client’s independence. Emphasis is placed on recognizing the caregiver’s scope of practice and avoiding the risks of overstepping professional boundaries.
At the conclusion of this course, participants will be able to:
Describe the caregiver’s role in supporting clients during medical visits while maintaining professional boundaries.
Identify strategies for effective communication with family members and healthcare providers.
Explain how to assist clients with scheduling, documenting, and following up on medical appointments.
Disclosure: The planners and presenter(s) of this educational activity have disclosed no relevant financial relationships with any commercial interests. There is no commercial support or sponsorship for this program. This activity has been developed independently and solely for educational purposes. No endorsement of specific products or services is intended or implied.
Disclaimer: The information provided in this course is for educational purposes only and should not be construed as legal, financial, or professional advice. While every effort has been made to ensure accuracy, the content is not guaranteed to be free from errors or omissions. Participants are encouraged to consult with a qualified professional for specific advice related to their individual circumstances. The creators and presenters of this course disclaim any liability for decisions made based on the information provided.