Make a list beforehand
Note down the day-to-day tasks that are becoming difficult, any recent changes in health, and any concerns about safety at home — it's easy to forget details on the day.
Gather relevant information
Having details of current medication, recent hospital letters, and contact details for GPs or other professionals involved can help the assessor build a full picture.
Think about preferences, not just tasks
Consider what matters to the person beyond physical tasks — routines, privacy, hobbies, cultural or religious preferences — so the care plan reflects the whole person.
Decide who should be there
With the agreement of the person receiving care, it can help to have a family member or trusted friend present to support the conversation and remember what's discussed.
Prepare your questions
Write down questions in advance — about funding, what's included, how reviews work — so nothing gets missed during the conversation.