Visit handover

Leave a useful note for whoever visits next.

5 minutes · Fill in online or print · What you type is never sent to CasaLore

Off by default. If you turn it on, your draft is saved in this browser, and anyone using this browser profile may be able to see it. Leave it off on a shared device. What you type is never sent to CasaLore.

Ground rules
  • Make it with your parent, not about them. Ask what they want shared, and with whom.
  • Write down logistics, not medical details. Note that an appointment exists, not what it’s for.
  • Never write passwords, PINs or account numbers on these pages.
  • Agree who can see it, and where a printed copy is kept.

The visit

What to pass on

Coming up

Appointments (when, and transport only), deliveries, repairs, birthdays.

Coming up
WhatWhenWho’s handling it

Open jobs

Open jobs
JobWho owns it nowBy when

Leave out

Health details, passwords and money matters, and anything your parent asked you to keep private. Review the note before you pass it on. Start a fresh note for each visit.

Share with care. A worksheet link opens a blank copy. To share your completed plan, review it and print or copy the parts you want to share. Ask your parent what they want shared, and with whom.

Summary to share

Read it through and change anything you like. Nothing is sent: you choose where to paste it. Private notes are never included.