Build Your Care-Review Agenda

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

Start here

• Begin with the person’s current priorities and what has felt useful or difficult.
• Separate practical decisions from questions requiring a qualified clinical response.
• Finish with agreed actions, responsible people, dates and a way to follow up unresolved questions.

Provider roles and responsibilities

• Does each professional still hold the role described in the plan?
• Who addresses questions that involve several providers?
• Are any referrals or handovers being mistaken for accepted responsibility?

Appointments and access

• Are appointment times, locations and booking arrangements workable?
• Are contact hours and response expectations clear?
• What happens when a provider is unavailable or needs become urgent?

Permissions and communication

• Who currently receives reminders, invoices or reports, and why?
• Have family or representative roles changed?
• What updates need to be recorded through provider procedures?

Scope, fees and practical burden

• Does each continuing service have an understood purpose?
• Are any tasks duplicated or additional fees unclear?
• Could the arrangement be simplified appropriately, with clinical changes discussed by professionals?

Upcoming changes

• Which moves, projects, absences or life changes could affect care?
• What needs to be confirmed before each transition?
• Who will arrange accepted handovers and update the operational summary?

Questions for the clinical team

• Which concerns should go directly to a treating professional?
• What explanation or further assessment is needed?
• If another opinion is considered, what specific question would it address?