3. Recall and appointments


In this section you will find materials to help you identify areas for consideration when planning appointments and recall for personalised care and support planning.

1.Guidance notes – organising and planning appointmentsThis document makes some suggestions about how we might organise appointments and lists some questions you need to think about with your administrative team. It includes topics such as staffing, timing and administrative support.
2.Flowchart for appointment structureSome conditions require an information gathering appointment, some don’t. This flowchart gives an example of how this might work in practice.
3.Creating an invitation letter for PCSP appointmentsNotes on creating an invitation letter for personalised care and support planning appointments including suggested terminology and sample letters.

There are various letters depending on your appointment processes, whether the process is new to the person and whether the person needs an information gathering appointment.