Explain a downloadable checklist that patients can keep

What to change

State the checklist's purpose at the start and explain any action the practice actually requires. Keep personal note-taking distinct from forms that collect information for the team.

A worked example

Illustrative example

A visit-planning sheet helps patients check transport, confirmation details and administrative paperwork. It says they can keep it for themselves and directs unresolved booking questions to reception.

How to check the result

A patient can use the sheet confidently without sending personal notes back unnecessarily.

A mistake to avoid

Do not add a return instruction merely to create engagement when the practice has no operational need to receive the checklist.

Your action checklist

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to recordIdentify which items help the patient organise their visit and which require a separate contact action.Say explicitly whether the checklist is for personal reference or part of a submitted process.Provide the correct route for questions the checklist may reveal, such as missing appointment documents.

Evidence, open questions and decisionsNext action and responsible role

Entries stay in this page and are not submitted to Kay & Co. Download your notes before leaving; the page does not save them.