Opening a family conversation
Bring: the Family Conversation Guide and space to record an agreed action.
Try: in pairs, explain your role and invite a priority. Use a fictional situation in which the caregiver's concern differs from the appointment topic.
Discuss: What did the opening allow the caregiver to say? What could you provide within your role? What needed another provider?
Take away: one opening question and one way to check understanding.
Explaining a referral
Bring: the referral sheet and an official provider page.
Try: describe the service using only confirmed information. Add the unanswered questions and agree who will contact the provider.
Discuss: Did the explanation promise eligibility or availability? Was the contact method clear? Was permission needed before sharing information?
Take away: one referral statement that separates what is known from what still needs checking.
Sharing a resource
Bring: a family guide, its companion tool and the source links.
Try: choose one section for a fictional caregiver's question. Explain why it fits and offer a choice about reading or taking it away.
Discuss: Is the language understandable? Does the example fit the family situation? Would a different format or provider be more useful?
Take away: a short description of the resource and a clear next step.
Use the complete materials
The downloadable team kit contains the explanations, discussion steps, fictional practice situations and takeaway prompts. Keep private family information out of practice sessions. These materials do not include a certificate or continuing education credit.