Use this planning tool

Medication-reminder chart

Lay out what to give and when as reminders only, keeping medication decisions with the doctor or pharmacist.

What to plan

Using this planning tool

Fill this in together with the person receiving care where possible, and describe what you can observe: how much help standing from a chair takes, what a mealtime actually looks like. Observable descriptions transfer to a caregiver; labels like “high needs” do not.

Use this worksheet at the point of care or handover, then add the next action and the person who owns it. Store or share only the minimum information needed for that purpose.

Store the current version where authorised family members and the caregiver can reach it, date every revision, and clear out superseded instructions. Keep identity documents and unrelated medical records elsewhere — a planning sheet circulates too widely for them.

Use the completed resource during a WhatsApp enquiry conversation. It will not replace an assessment, but it can reduce omissions and help the family explain location, hours, daily-living support and any task that needs a qualified healthcare professional.

Before you fill it in

  • What to keep private and share only when needed
  • Which entries should trigger a call for help
  • Where the finished record will be kept
  • Facts you can observe rather than assume
  • The exact situation the tool is meant to capture
Resources

Medication-reminder chart

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Record context
Tool details
Before you agree

Questions this tool helps answer

  • Which entries should prompt a call to a professional?
  • What is the single most important thing to capture?
  • Is the language clear for whoever reads it next?
  • Which details are essential versus nice-to-have?
  • What decision or handover is this record for?

Discuss your care request

Share the location and broad daily-support need. Add detailed or sensitive information only after the first questions and recipient are clear.

Discuss your care request
Updated: 6 August 2026.
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