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Resources · Planning tool

Plan a Care Transition

Choose the transition you are preparing for. The checklist identifies arrangements to confirm with providers; it does not create a clinical care or safety plan.

No name or health details needed. Selections stay on this page and are not saved or sent to ARCSENA. This tool prepares questions; it does not provide clinical advice or grant permissions.

Which transition are you preparing for?

Choose one situation.

Your discussion notes

Your agenda will appear here.

Choose the topics on this page, then select “Create my agenda”. Take the result to a conversation with your provider.

Read the complete question list

You can use these questions directly, including when interactive tools are unavailable.

Start here

  • Confirm the current providers, their roles and the date any existing arrangement ends.
  • Ask whether the receiving provider has accepted responsibility; a sent referral is not confirmation.
  • Agree relevant information sharing through provider procedures and identify who will follow up outstanding actions.
  • Confirm the next appointment, funding, actual contact hours and appropriate local urgent pathways.

Relocation or living between countries

  • List the locations relevant to upcoming care without sharing an unnecessary travel history.
  • Ask each clinician what they can provide in the actual destination, including online appointments.
  • Confirm local access, accepted referrals and responsibilities during the interval.
  • Ask qualified professionals about any treatment-specific travel requirements.

University or study abroad

  • Ask the student what support and family involvement they want.
  • Confirm university, community and existing clinical services separately.
  • Check arrangements across term time, holidays and changes of address.
  • Discuss any transition between child and adult services with the responsible professionals.

Tour or production

  • Check locations, time zones, private appointment space and schedule changes.
  • Agree the manager or production team’s limited logistical role.
  • Separate project funding from any expected reporting about care.
  • Confirm what continues after the project and who arranges the next handover.

Changing therapist or psychiatrist

  • Define the reason for changing and what the new relationship needs to provide.
  • Confirm the new provider’s scope, acceptance and initial appointment.
  • Ask the responsible clinicians about continuity of any current treatment or prescribing.
  • Update administrative contacts and permissions after the handover is agreed.

Returning home after treatment

  • Ask the treating team to explain the discharge and follow-up arrangements.
  • Confirm that community providers have accepted the proposed roles and appointments.
  • Agree practical support at home with the person and the people providing it.
  • Keep clinical instructions in the professional team’s authoritative form and arrange an appropriate review.

For context, read the related guide or explore all planning tools.

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