Week of: ____________________
Person completing this review: ____________________
Use this tracker to prepare for useful conversations and follow-up. Record only information needed for care, coordination or a decision. Store it securely and share it only with appropriate people.
Privacy note: This webpage does not save your selections or entries. Do not enter names, health details or other sensitive personal information.
You can print this page or use the questions as a weekly conversation guide.
1. What mattered to the
person this week?
In their own words:
2. Meaningful changes
Record observable facts—not a diagnosis.
| Date | What happened? | What was different from usual? | Who needs to know? |
|---|---|---|---|
If a change may be urgent, follow the person’s care plan, contact the
appropriate professional or use emergency services. Do not wait for the
weekly review.
3. Medication questions and
changes
Question or follow-up:
Do not start, stop or change a medicine, dose or schedule based on
this tracker.
4. Appointments and
instructions
| Appointment or call | Date | Questions or instructions | Next action and owner |
|---|---|---|---|
5. Daily-life areas worth
discussing
Check only areas that connect to the person’s goals, care plan or a
current concern.
Plain-language observation:
6. Open actions
| What remains open? | Next action | Owner | Check again |
|---|---|---|---|
7. Caregiver capacity
Support needed:
8. Five-line weekly summary
- Most important change:
__________________________________________ - The person’s priority:
__________________________________________ - Main question:
_________________________________________________ - Open action and owner:
_________________________________________ - Caregiver support needed:
______________________________________
Important: This tracker provides general educational
and organizational information. It is not medical, legal, privacy,
compliance or emergency advice. Follow the person’s care plan and
instructions from qualified professionals.
