Agree what help would be useful
This guide is for supporting an adult who wants your help at a GP, hospital or other health appointment. It does not establish authority to make decisions for another person. If you are unsure about consent, records access or decision-making arrangements, ask the healthcare service to explain what applies.
Start with a conversation about what the person wants from the appointment and from you. They may want company, help remembering questions, support explaining something, or someone to write down the plan. These roles can be different at each visit.
Try completing these prompts together:
- The person most wants to discuss: …
- They would like me to help by: …
- Things they prefer to discuss privately: …
- What we need to arrange before going: …
The NHS suggests bringing someone for support if you would find it helpful. Check practical arrangements with the service, particularly for remote appointments or when more than one supporter hopes to attend.
Ask about access and communication early
Contact the service before the appointment about an interpreter, communication support or an accessible information format. Describe the support that works for the person rather than expecting staff to infer it from a diagnosis.
For example: “Please send the plan in large print” or “We need information in writing as well as spoken explanations.” Ask how the service will record the request and confirm the arrangement.
This NHS trust’s accessible-information guide explains asking staff to identify, record and meet information and communication needs. The formal standard it describes applies in England. Elsewhere in the UK, ask the service about its local arrangements.
During the appointment
Let the person set out their priorities where they can. If you have agreed to add information, make clear whether you are describing something you observed or sharing something they told you.
Check before taking notes or bringing up a subject they wanted to discuss privately. If an explanation is unclear, ask for it to be repeated in different words. Help keep track of their questions without feeling you must answer for them.
Keep track of the next steps together
Before leaving, agree a practical division of tasks:
- What the healthcare team will arrange: …
- What the person wants to do themselves: …
- What they have asked me to help with: …
- The dates or contact details we need: …
Use the appointment checklist and test-results follow-up guide if helpful. Keep personal notes somewhere the person is comfortable with.
Arrange permission for help outside the appointment
Being present at a visit does not automatically provide access to records or permission for future conversations. In England, the NHS explains how a person can ask their GP surgery to arrange family and carer access, sometimes called proxy access. They can discuss limits on what is shared and ask about permission for staff to speak with a supporter.
Use the service’s agreed access process rather than sharing passwords. Ask the person periodically whether the arrangement still meets their wishes.
Common questions
- What if the person wants part of the appointment alone?
- Respect that preference and agree when to step out. Ask beforehand whether they would like you to rejoin for the plan or help with practical arrangements afterwards.
- Can I use their NHS login to help with results or prescriptions?
- Ask the GP surgery about family and carer access instead of sharing a login. The NHS describes ways to set limits on which services and information a trusted person can access.
- What if written information is difficult to use?
- Tell the service what would help, such as large print, an accessible digital format or communication support. Ask it to record the need and confirm how it will be met for the appointment.