# PWR-181 — Caregiving coordination: learner worksheet Release: Revision 7T · Full Tutorial Edition Estimated time: Estimated 12 min reading; practical time is provider-set Difficulty: Intermediate Equipment: Basic stationery or digital tools — a qualified caregiving coordination plan for one authorised case.; Person-owned goal and consent sheet, current provider-verified care plan and contact list.; One-week task map with owner, timing, source, completion, backup, handoff, burden and escalation. Space: Desk / seated Automated structural checklist: 10 of 10 structural checks present Evidence quality/context: G4; Focused research depth Automated method-quality band: Comprehensive Method-rating basis: Structure coverage, instruction/check specificity, alternative distinctness, source troubleshooting, comparison depth and whether purpose/check fields are authored rather than derived. Editorial review: Pending manual editorial sign off ## Before you begin - [ ] I read the tutorial authority and stop conditions. - [ ] I have the required equipment/space or a declared accessible alternative. ## Canonical source context This lesson teaches the coordination method around an authorised care case: start with the person’s goals and consent, list the team, assign tasks, verify medication and record sources, prepare handoffs, track burden and escalate clinical change. It does not teach family members to diagnose or provide complex care alone. Target outcome: With a qualified care coordinator, the learner produces and tests a one-week care map in which every approved task has an owner, timing, backup and escalation route. ### Authority and setup conditions - Prepare a qualified coordination plan for one authorised fictional or consented case using provider-verified information - Before the first caregiving coordination attempt, write the exact result you will score: Person-defined function, transition errors, rehospitalization, burden and consent in a declared care network. - Confirm the care recipient’s decision-making role, consent to each participant and who may see which information. - The qualified coordinator verifies current diagnoses, medications, clinical instructions and service contacts; relatives do not reconcile them alone. ### Required or supplied materials - a qualified caregiving coordination plan for one authorised case. - Person-owned goal and consent sheet, current provider-verified care plan and contact list. - One-week task map with owner, timing, source, completion, backup, handoff, burden and escalation. ## 1. Start with the person’s goals Ask the care recipient which one or two functions matter this week and how they want decisions and updates handled. Why: Coordination serves the person, not task completion for its own sake. Success check: The map begins with person-chosen goals and communication preference. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “The map begins with person-chosen goals and communication preference.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 2. Confirm consent and information limits List who may receive which information, who may make which decisions and when consent will be rechecked. Why: Care coordination can harm privacy and autonomy if access is assumed. Success check: Every participant has a declared information and decision boundary. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “Every participant has a declared information and decision boundary.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 3. Build the team map List the care recipient, family/support people, clinicians, pharmacy, transport and services with current verified contact and role. Why: A visible network prevents vague assumptions that “someone” is handling a need. Success check: Each name has one verified role and contact source. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “Each name has one verified role and contact source.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 4. Assign task, owner and backup For each approved task, name what, when, primary owner and backup. Leave clinical tasks only with authorised providers. Why: Clear ownership reduces missed or duplicated actions. Success check: No task has two assumed owners or no backup. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “No task has two assumed owners or no backup.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 5. Link every critical item to a source Attach medication, appointment and instruction entries to the current provider document or direct confirmation date. Flag conflicts for the coordinator. Why: Source-linked information prevents family memory from becoming clinical authority. Success check: Every critical entry has a source and conflicts remain visible until resolved. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “Every critical entry has a source and conflicts remain visible until resolved.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 6. Prepare the handoff Use a short structure: current situation, relevant background, what changed, what is needed and who will respond. Ask the receiver to confirm. Why: Structured handoff reduces omission during transitions. Success check: The receiver accurately returns the task and response time. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “The receiver accurately returns the task and response time.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 7. Track outcome and caregiver burden Record completion, person-defined function, errors, time, sleep or work cost and whether help was wanted. Do not count completion alone as care quality. Why: A functioning plan must include the recipient outcome and supporter cost. Success check: The weekly review contains both care and burden fields. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “The weekly review contains both care and burden fields.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## 8. Escalate change, do not improvise Use the coordinator-approved route for new symptoms, medication discrepancy, missed critical visit, consent change or caregiver exhaustion. Why: Clinical change and system failure need accountable review, not informal workaround. Success check: The event is reported to the correct service within the planned timeframe. Accessible alternative: Ask the qualified provider to adapt positioning, cue modality, pace, interface or rest while preserving this step’s declared check: “The event is reported to the correct service within the planned timeframe.” If an adaptation changes the measured task or configuration, record it as a different configuration rather than an equivalent attempt. Alternative relationship: Conditional equivalence requires target and configuration check Learner notes: ________________________________________________________________________________ Completed: [ ] ## Reflection What changed? ________________________________________________________________________________ What remains difficult? ________________________________________________________________________________ What will I repeat, adapt, ask for help with, or stop? ________________________________________________________________________________ --- Completion of this worksheet demonstrates tutorial participation only. It does not establish capability, qualification, safety clearance, diagnosis, treatment or independent validation.