I had to do one as well. We had them keep a 2-3 day meal diary for us to go over with them(breakfast, lunch, and dinner any vitamins..etc), home safety (smoke detectors, extinguishers, phone cords in middle of floor), relationships (children, spouse, neighbor?), and how much assistance they need doing things like bathing, toileting, do they still drive etc.. My well elderly loved our visits and I found the experience rewarding. I hope you do as well