Clover's Group

Appointments and Communication

Faith · Hope · Love · God's Grace

Last updated: ____________

Condensed Guide

Appointments and Communication

Prep, capture, and follow up on visits — plus family updates so nobody is out of the loop.

3 pages · ~15 min · Prints on ≤ 3 Letter pages

CLOVER’S GROUP

Faith · Hope · Love · God’s Grace

Appointment planner (refill)

page 1 / 3

The visit

Patient

Provider

Date

Time

Location

Transportation plan

Reason for visit

Concerns & questions

Symptoms or concerns

Questions to ask

During & after

Medication changes

Tests ordered

Provider instructions

Follow-up actions

Who will do the follow-up?

Follow-up due date

Next appointment (date + time)

Monthly calendar (refill)

page 2 / 3

Month

Year

Weeks

Week 1

Week 2

Week 3

Week 4

Week 5 (if any)

Appointments this month

Transportation reminders

Follow-up tasks

Family communication (refill)

page 3 / 3

Family updates

Update 1

Date

Person contacted

Method (call / text / email / in person)

Update shared

Decision made

Follow-up needed

Responsible person

Due date

Notes

Family update summary

Short summary you can copy into a text or email

Appointments and Communication

Appointment planner (refill)

The visit

Bring

Concerns & questions

During & after

Monthly calendar (refill)

Month

Weeks

Appointments this month

Family communication (refill)

Family updates

Update 1

Family update summary