Hold a brief planning conversation when possible. Ask: “Would you like me to listen, take notes, ask questions, or make the first call?” Then confirm whether the family member may discuss substance use history, medications, mental health concerns, legal obligations, finances, or prior treatment. Permission to help with one topic does not automatically cover every topic.
Divide work into five lanes. For calls, choose one calm spokesperson and one note-taker. For records, identify who can request or collect documents with proper authorization. For travel, assign someone to verify the destination, timing, luggage rules, and who is responsible at each transition. For home duties, list children, pets, work notifications, bills, housing, and court dates. For follow-up, choose one person to ask about continuing-care planning and family participation. Do not send records or arrange travel until the facility explains its process and the person seeking care agrees, unless another lawful arrangement applies.
- Write the person's preferred name, contact method, and best time for calls.
- Record exactly who has permission to receive or share information.
- Choose one family spokesperson to reduce repeated or conflicting calls from relatives and friends or other loved ones, as applicable to the person's circumstances and preferences..