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The nursing care assessment: what actually happens at home

Written by Julie Martin, State-registered nurse · · 4 min read

Reviewed on · Reviewed by Rabah Slimani

For a dependent person, home nursing is funded by needs covered rather than by individual acts. Here is how the assessment is carried out, what it changes for you, and what it does not.

An assessment form and pen on a low table beside a walking stick and glasses, in a living room lit by the window.

Key points

  • The nursing care assessment applies to dependent people aged 90 and over and replaces the former care plan.
  • It describes actual autonomy rather than the disease: mobility, hygiene, nutrition, cognition, environment.
  • It sets a daily care package, reassessed whenever the person's condition changes.
  • It is sent to the GP, who validates it: the assessment is a shared decision, never a nurse acting alone.

Who it is for

The nursing care assessment applies to dependent people receiving hygiene and monitoring care at home. For them, the health insurance system reasons in terms of needs covered rather than acts counted.

It follows a medical prescription. Without a prescription there is no assessment and no cover: the doctor opens the door, the nurse organises what follows.

Diagram

The nursing care assessment, step by step

It is not paperwork: it decides the content and the rhythm of visits for the months that follow.

  1. Assessment at home

    Autonomy, environment, relatives, current treatments and identified risks.

  2. Care plan

    What will be done, how often, and what belongs to another professional.

  3. Doctor's agreement

    The plan is sent to the family doctor, who prescribes what must be prescribed.

  4. Delivery

    Visits follow the plan; every deviation observed is written down.

  5. Reassessment

    The assessment is revisited when the situation changes, not only at the planned date.

What we look at during the assessment visit

Actual autonomy, not reported autonomy: getting up, washing, dressing, moving around the home, preparing and taking medication.

The environment: bathroom access, a suitable bed, lighting, steps, and whether a family carer is present and how heavy their load really is.

Priority risks: falls, undernutrition, pressure sores, confusion, isolation. These determine how often we come.

What it changes for the person and the family

Visit frequency follows the assessed needs, not a negotiation. A deterioration justifies a new assessment: nothing is fixed for a year.

The GP receives the assessment, so it becomes shared ground: the family no longer tells the same story twice to two professionals.

Out-of-pocket costs follow the usual health insurance and top-up rules; we tell you plainly, before starting, what will be billed.

How it is reviewed over time

An assessment is not a fixed document: it is reviewed whenever the person's condition changes — after a hospital stay, a fall, a loss of independence or, conversely, a recovery.

Between reviews, every visit feeds the observations: that continuity is what lets us demonstrate a change rather than assume one.

A review can be requested by us, by the doctor, by the person or by their family. None of those requests is treated as a challenge: they are how the system is meant to work.

What the assessment does not do

It does not open social entitlements: allowances, home help and meal delivery are handled by the département and home-help services, which we can point you to.

It does not replace medical advice. If health deteriorates, the rule stays the same: we call the GP, and 15 in a life-threatening emergency.

What the assessment actually looks at, area by area

A nursing care assessment does not measure a disease: it describes a life situation, and the care and monitoring it requires. It is an organisational instrument, not a diagnosis.

Areas observed during an assessment visit
AreaWhat we look atWhat it changes
AutonomyGetting up, washing, dressing, moving aboutLength and timing of visits
TreatmentUnderstanding, adherence, pill organisersFrequency of monitoring
SkinPressure points, scars, existing woundsRhythm of preventive care
EnvironmentAccess, lighting, obstacles, heatingLayout advice, alert to the doctor
Support networkPresence, real load, possible reliefCoordination with other professionals

Before, during, after: the real timeline

A well-run assessment is prepared and concluded. Time spent in the home is only part of the work.

  1. Before

    Reading the prescription, the available reports and the history known to the practice.

  2. During

    Observation, open questions, checking what is said against what is seen — a drawer, a step, a box of tablets.

  3. After

    Writing the care plan, sending it to the GP, and explaining it to the person and their relatives.

  4. Then

    Review at term, or sooner if the situation changes: hospital stay, fall, new treatment.

What the family can prepare

Nothing is compulsory, but a prepared visit is shorter and produces a more accurate plan.

  • Current prescriptions, including those from specialists.
  • Latest hospital or consultation reports.
  • The real list of medicines taken, including over-the-counter ones.
  • Contact details for the GP and other professionals involved.
  • Everyday difficulties noticed, simply written down.

Preparing the assessment: what saves half an hour

The assessment takes longer than an ordinary visit because it looks at the whole situation, not one procedure. Gathering these items before we arrive avoids a second visit.

  • All current prescriptions, including those from specialists.
  • Hospital discharge reports from the last twelve months.
  • The real list of what is being taken, including anything stopped independently.
  • Contact details for the GP, the pharmacist and other home carers.
  • Support already in place: meal delivery, home help, telecare.
  • The name of the designated trusted person, if one exists.

What the assessment looks at, beyond the procedure

Independence is measured on concrete actions: getting up, washing, dressing, preparing a meal, managing medication, going out. Those actions, not an abstract score, shape the care plan.

The environment counts as much: bed height, night lighting, rugs, grab rails, shower access, a relative nearby. Many situations stabilise through a simple material change rather than an extra procedure.

The assessment also records what is outside our remit and must be referred: memory clinic, occupational therapy, benefit applications, dietary advice. We decide none of these; we propose them to the GP.

When to call

A fall, unusual confusion, visible weight loss, lasting refusal to eat, a new wound, exhaustion of the family carer: these change the care plan and should not wait for the next assessment.

A care plan is revised when the situation changes, not only on its anniversary date.

A nurse taking the blood pressure of an older man settled in his armchair by a window, family photographs behind.
Monitoring happens where the person lives, not in a waiting room.

What the assessment becomes, once written

The assessment is not an archive document: it becomes the care plan, that is, the dated list of what will be done, how often, and by whom. It goes to the prescriber, who validates or corrects it.

It is revised at every notable change — hospital stay, fall, treatment change, a carer arriving or leaving. A care plan unchanged for a year, in a situation that has changed, is simply a wrong care plan.

Frequently asked questions on this page

Who carries out the assessment?

The nurse who follows the person, at home, with a relative present where possible.

How often is it repeated?

At every significant change in health or autonomy, and at the frequency set by regulation.

Does the assessment cost the patient anything?

It falls within health insurance cover, on the same terms as other prescribed procedures.

Does the assessment replace a medical evaluation?

No. It describes nursing needs and the organisation they imply. Medical evaluation, diagnosis and treatment decisions remain with the doctor, to whom the assessment is sent.

Can a review be requested before the planned date?

Yes, and it happens often. A hospital stay, a fall, a rapid loss of autonomy or a new treatment all justify revisiting the care plan without waiting for the scheduled date.

Is the assessment required to be followed by the practice?

No. It is provided for by the national agreement for dependent patients and is carried out on prescription. A patient seen for a one-off procedure does not need one.

Who receives the content of the assessment?

The patient, the prescribing doctor, and the carers strictly concerned by the care plan. Nobody else, including within the family, without the patient's explicit agreement.

Terms explained

Nursing care assessment (BSI)
A structured assessment of autonomy and needs for dependent people aged 90 and over, which replaces the former care plan and sets the daily care package.
NGAP
The official list of nursing procedures and their billing codes, which determines what can be invoiced to French health insurance.
Long-term condition (ALD)
A chronic condition recognised by French health insurance, granting 100 % cover for care related to that condition.
Prescription
A doctor's written order stating the procedure, frequency and duration. Without it, nursing care cannot be delivered or reimbursed, apart from procedures allowed in direct access.

Official sources

What we write is based on public references you can check for yourself.

  1. French health insuranceNursing care assessment (BSI): the dedicated servicewww.ameli.fr
  2. French health insuranceReimbursement: what is covered, what you paywww.ameli.fr
  3. French National Authority for HealthCare pathways: questions and answerswww.has-sante.fr

This page is informational and replaces neither a medical consultation nor a prescription.

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