After the visit, you may want to schedule a follow-up. You should also evaluate the visit even if the person or group making the referral does not require this.  It is always a good idea to reflect on how well the visit went so that you can continue to improve your peer visiting. Finally, if the organization that provided the referral requires it, you should report the visit.

Scheduling a follow-up visit

If you plan to conduct another visit, because the person requested another, schedule this before concluding the initial visit.  Let the person you’re visiting know when they will receive additional information that they have requested during the visit. If the referral has been made by a program, let that program know that you are going to do a follow visit

Evaluate the visit

Ask the following questions after each visit:

• Did I receive the information that I needed about the person I was visiting in advance of the visit?
• Did I prepare appropriate materials for the visit?
• Did it appear that the communication during the visit was effective or helpful? If not, why not?
• What would I do differently the next time?
• Are there any other resources that would’ve been helpful?

Report the visit

If the visit was scheduled by an organization or an individual, contact them to make let them know that the visit was made, whether a follow-up visit will be made and whether other any other information is required.

Check your understanding

Place the following steps for a peer visit in the appropriate order by putting the correct number to the left of each activity.
_____Make the initial contact to schedule the visit
_____Gather any information required for the visit
_____Schedule follow-up visit or activity as requested
_____Report the visit if required
_____Determine the type of visit required: home, hospital, phone or other
_____Conduct the visit
_____Evaluate the visit

Instructor Notes: