The Pre-Assessment Protocol is a conversation guide to help you get to know the client and their family. It is not an interview and should be approached like a conversation you would have with a friend or loved one. This should be completed in conjunction with your organization’s intake process. This pre-assessment protocol should be used to determine if a client is a good candidate for a virtual home assessment or should be deferred until an in-person visit is possible. All of the responses should be provided to the remote home assessor to help them prepare for the virtual home assessment.