A plan for the care
around you.
An illustrative operational plan showing how priorities, responsibilities and next steps might be organised. This is a fictional example, not a client story, treatment plan or assessment.
An adult preparing for a temporary move.
The individual has an existing psychiatrist and psychotherapist. They are considering spending part of the year in another country and want help clarifying practical arrangements. No diagnosis, treatment instructions or clinical record is included in this example.
Everything marked “to confirm” requires an actual conversation. An operational plan should distinguish an option from an accepted professional responsibility.
01 · The person’s priorities
- Understand which existing relationships can continue in the destination.
- Arrange any appropriate local provider before assuming care is available.
- Keep clinical conversations direct, with limited scheduling help from an assistant.
- Review the arrangement before travel and after the first month in the new location.
02 · Roles and responsibilities
| Role | Agreed work in this example | What remains to confirm |
|---|---|---|
| The individual | Express preferences, participate in care decisions and confirm desired administrative involvement. | Preferred communication arrangements with each provider. |
| Existing psychiatrist | Current clinical role remains with this professional under the existing agreement. | Care availability in the destination and any professionally required local arrangements. |
| Existing psychotherapist | Current therapeutic relationship under its existing terms. | Whether sessions can continue in the actual destination; alternatives if they cannot. |
| Office relationship lead | Arrange agreed introductions, track administrative actions and confirm handover status. | Scope, hours, fees and contact arrangements. No authority to change treatment. |
| Assistant | Help with agreed appointment times and travel logistics only. | Information and channels necessary for those tasks; no assumed access to clinical records. |
| Potential local provider | No role has yet been accepted. | Suitability, referral acceptance, first appointment and explicit responsibilities. |
03 · Information and permissions
The individual will discuss information sharing directly with each provider. Relevant professional duties and exceptions must be explained. This example does not grant consent.
- Clinical correspondence: through the provider’s agreed direct channel.
- Appointment scheduling: assistant involved only for the agreed administrative task.
- Provider handover: relevant information identified by clinicians and shared through appropriate procedures.
- Payment: invoices and authorisation handled separately from clinical decisions or reports.
- Operational summary: limited contacts, roles, confirmed actions and review dates; no copied therapy notes.
04 · The next actions
| Action | Responsible person | Review point | Status |
|---|---|---|---|
| Confirm destination-specific care availability with current clinicians. | Individual, supported administratively by the relationship lead. | Before confirming care arrangements for travel. | To confirm. |
| Identify and approach a suitable local provider if required. | Relevant clinicians and authorised coordinator, within their roles. | Before relying on local continuity. | Conditional; no referral accepted yet. |
| Agree information transfer, first appointment and responsibilities during any interval. | Current and receiving providers. | Before the proposed handover. | To confirm with professionals. |
| Confirm appropriate local urgent pathways and actual provider contact hours. | Individual with professional guidance; office helps record practical information. | Before travel; recheck if location changes. | To verify locally. |
| Review access, communication and remaining gaps. | Individual and agreed participants. | After the first month, or sooner if needed. | Proposed review point. |
05 · Clinical information stays with the responsible team
Treatment decisions, prescribing, individual safety planning and clinical assessment require appropriately qualified professionals. Their instructions remain in an authoritative form. An operational summary should help the individual reach the right professional; it should not become an unofficial medical record interpreted by an assistant or adviser.
For immediate danger or urgent medical needs, use local emergency services. A routine office contact is not an emergency response service.
06 · What a review would ask
- Do confirmed arrangements match the person’s current location and priorities?
- Can they identify the appropriate contact for each question?
- Have the proposed providers accepted their roles?
- Are permissions, scope and fees understood?
- What remains unresolved, who will follow up and by when?
Create a care-review agenda or explore the care-continuity checklist.
A private conversation.
A clearer way forward.
Begin with what matters to you. We can take it from there.