Recording dementia-related access needs

Clear records help staff provide consistent support. Entries should state specific access needs, authorised contacts, carer involvement and any agreed adjustments without using dismissive or vague labels.
Record practical needs
Useful entries might say "send appointment reminders to authorised carer", "needs a written appointment card", "avoid voicemail - speak to patient or authorised proxy", or "prefers a quiet waiting area".
Note concrete concerns such as exact words used, missed appointments, failed contact attempts, reported confusion or changes described by carers. Do not write vague labels such as "confused again" without factual detail.
Check visibility and safety
- Use the correct field for reasonable adjustments.
- Check proxy and online access for confidentiality or safeguarding risks.
- Update preferences when care arrangements change.
- Escalate if records indicate repeated unsafe access.
A clear record helps the next staff member support the patient without making them start again.
If staff are unsure, record the observable facts and ask for advice rather than making informal arrangements that could breach confidentiality or leave the patient unsupported.
Accurate notes prevent unsafe assumptions. A dementia diagnosis does not explain every contact; records should describe the current concern, what changed, and what action was taken.
Records should enable continuity. They should tell the next person the agreed communication style, reminder route or level of carer involvement, rather than just stating a diagnosis.

