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Advisory visits (§ 37 Abs. 3 SGB XI)
Advisory visit under § 37 Abs. 3 SGB XI, mandatory for care grades 2 to 5; guidance, not an inspection of family caregivers.
Who is this for?
The advisory visit is for people who receive care allowance and are looked after at home by family members. For care allowance recipients in care grades 2 to 5, the law requires these visits every six months, intended as professional support for care at home. With us, that is exactly what it is: a conversation between equals that makes day-to-day caregiving easier, not an inspection and not a test. Many families first get to know us this way; the visit is often their very first contact with a home care service, entirely without obligation. And those who have been caregiving for a long time use the appointment as a regular prompt to take stock of their own situation.
What we take care of
Scheduling on the statutory cycle For care allowance recipients in care grades 2 to 5, the visit is due every six months. We keep track of the deadlines so none is missed and your care allowance is not put at risk.
A conversation in your own home How is the care going, what has become difficult, what is weighing on you? We listen first, then advise.
Practical tips for everyday care Handling techniques, positioning, aids and ways to lighten the load. Concrete and workable, not recited from a textbook.
Pointers to unused entitlements The relief amount, respite care or aids often go unclaimed; we bring them up.
Confirmation to the care fund We take care of the formal documentation so there is no paperwork for you.
Attention for the caregivers How are the people doing who provide care day after day? Raising signs of overload early is part of this visit.
A look at your paperwork If notices or letters from the fund raise questions, we go through them together during the appointment and put the official language into plain words.
How it works
Arrange an appointment
Call or write to us; together we find a time that fits your daily life.
The visit at your home
We take time for your questions and look at the care situation together, as support, not as inspection.
What comes next
You receive the confirmation for your care fund, and practical pointers that make daily care easier.
Arranging the visit is deliberately simple: you call or write to us, we find a time that fits your day, and we come to your home. If you like, we will remind you in good time of each upcoming mandatory appointment, so the half-yearly cycle is kept without you having to track deadlines yourself. Switching to us just for these visits is also perfectly possible. After the visit, we take care of the formal confirmation to the care fund.
You do not need to prepare anything, but a few things make the conversation more productive: the care grade decision letter, recent letters from the fund, a care diary if you keep one, and the questions that have piled up in everyday life. If you like, jot down in a few words what has been hard lately. The caring relative may and should be there too; this visit is at least as much about them as about the person they care for.
It is equally clear what the advisory visit is not: not legal advice, not an assessment like the one by the medical review board, and not a judgement of your home. It changes nothing about the care grade and decides on no benefits; binding information on money and entitlements comes from the care fund. What it does offer is professional advice from daily care practice. We treat it confidentially within our legal obligations; the care fund only receives the required confirmation of the visit. So you know exactly where you stand before we ring the bell.
Common questions about this service
Is the advisory visit an inspection?
No. It does not check your home and it does not grade your caregiving. It is intended as professional support for family caregivers, and that is how we conduct it: we listen, we keep it practical, and we meet you as equals.
Who is the visit mandatory for?
Care allowance recipients in care grades 2 to 5 must have the advisory visit every six months; in care grades 4 and 5 an additional voluntary visit is possible every three months, and in care grade 1 the half-yearly visit is voluntary. Your care fund can give you a definitive answer on what applies to you; and whether an appointment is coming up is something we are happy to check in a quick conversation.
What happens if a visit is missed?
The care fund can reduce the care allowance or, if it happens repeatedly, withdraw it. It does not have to come to that: we keep track of the cycle for you and arrange the next appointment in good time.
Does the visit have to be with the care service that also provides the care?
No. You can request the advisory visit from any approved care service of your choice, even if you receive no other services from us. Many families use it as a no-obligation way to get professional advice.
How does the appointment work?
We come to your home at the agreed time. First we listen, then we look together at whatever is on your mind, and at the end we send the confirmation to the care fund. You do not need to prepare anything; your questions are enough.
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Your next step
Advice on this service
When an advisory visit is due, simply arrange an appointment: straightforward, on an equal footing, and intended as support, not as an inspection.
Or call us directly: 040 302 389 46