Use five role categories: calls, records, travel, home duties, and follow-up. For calls, decide who speaks, who listens, and who takes notes. For records, ask what may be gathered and shared, with whom, and for what purpose. For travel, identify who can research routes or accompany the person if requested. For home duties, list time-sensitive responsibilities such as children, pets, rent, work notifications, mail, or court dates. For follow-up, choose one person to maintain the question list and report answers without adding pressure.
Consent can change. Ask again before a detailed call, before sending documents, and before discussing information with another relative. A simple traffic-light system helps: green means the family may handle the task, yellow means ask each time, and red means the person will handle it privately. Do not treat silence as permission. A facility may also be unable to share information without authorization, even when a relative provided information first.
- Name the prospective patient as the decision owner.
- Choose one family contact to reduce duplicated calls.
- Mark each task green, yellow, or red based on permission boundaries that apply now and can change over time, rather than assuming one initial answer grants ongoing access or that a