For care managers
Keep the person in the picture.
Turn daily-life priorities into useful home visits, keep track of what you learn, and leave the next step with someone who can do it.
Pick this up later.Save a file on your computer. Open it here to continue.
Listen before narrowing
What should an ordinary day still feel like?
Use the person’s own words where possible. A relative’s view can help without standing in for their wishes.
From wishes to questions.Choose a few priorities once. They become the same questions to explore with every home.
Pick up to four things to protect.
Start with the priorities that would make a real difference to this person’s day.
Working notes remain on this page until you download them. Keep client names, diagnoses, and documents in your authorized records. Nothing here is sent to a home or family member.
You can adjust these after the person visits and has a clearer sense of each home.