How to use this guide

Appointments & Next Steps Pack

This pack helps you prepare for appointments, write down what was said, and keep track of the letters, results and follow-ups that come afterwards. It doesn't interpret results or tell you what to decide.

On a phone, tablet or computer

Fill it in by typing

  1. Download the PDF from your email or from the download page.
  2. Open it in a PDF app that supports forms, such as Adobe Acrobat Reader (free on computers, phones and tablets).
  3. Tap a box and type. Tick boxes tick with one tap.
  4. Save the file. Your answers stay in your copy; nothing is sent to Keep It Together Care.

On paper

Print it and write by hand

  1. Print it on A4. The rows and boxes are sized for handwriting.
  2. Copy names, dates and numbers exactly as they appear on letters, labels and reports.
  3. Keep it somewhere easy to reach, and take the pages you need to appointments.

Video walkthrough

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A short video showing how to fill in this guide is on its way.

Common questions

What should I do before an appointment?
Fill in the appointment planner and pick the three questions you most need answered. Take the page with you.
What if the news is difficult?
"When the news is difficult" gives you a simple way to write down what you were told, what you didn't understand and what happens next. You can come back to it later.
How do I keep track of letters and results?
Use "Letters and results to chase": what was promised, when it was expected and when you chased it. The appointment log keeps a running list of every appointment.
I typed into it, but my answers had gone when I opened it again. Why?
Some previews, such as a browser tab or an email preview, can't save answers in a form. Download the PDF first, open it in a PDF app that supports forms, such as Adobe Acrobat Reader, then save.
Is anything I write sent anywhere?
No. The PDF doesn't send your answers to Keep It Together Care or to anyone else. They stay in the file on your device, or on your paper copy.

What’s inside

  • Before any appointment: from the NHS
  • Appointment planner
  • How a useful appointment page looks
  • Questions for the clinical team
  • When the news is difficult
  • Letters and results to chase
  • Care communication log
  • Appointment log
  • Sources and support

Practical organisation, not medical advice. Your own care team’s advice always comes first. See all free help