- 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.
| What | When | Who’s handling it |
|---|---|---|
Open jobs
| Job | Who owns it now | By 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.
