Social Worker Template
Telephone Contact
A professional Social Worker template for healthcare professionals.
About this template
Streamline your clinical record-keeping with our 'Telephone Contact' template, an essential tool for social workers and other healthcare professionals. This comprehensive template is specifically designed to meticulously document every detail of patient-related telephone conversations, ensuring no critical information is missed. From the purpose of the call to patient wishes, agreed next steps, and specific discharge plans, it covers all bases. Perfect for social workers managing complex cases, this template helps maintain clear communication logs, track patient preferences, and document all actions designated for the patient, family, or healthcare team. Utilising Heidi, this template will intelligently capture and organise information from your recorded conversations, providing an accurate and detailed account of each telephone interaction, making your documentation both thorough and efficient.
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Telephone Conversation - Patient Update
Date & Time of Call:
1 November 2024, 10:30 AM
Person Called: Mrs. Eleanor Vance
Caller: Sarah Jenkins, Social Worker
Contact Number:
07700 900300
Purpose of Call:
To discuss discharge options and home care arrangements for Mrs. Vance following her recent hip surgery.
Summary of Discussion:
Mrs. Vance expressed understanding of her need for continued support at home but voiced anxiety about managing personal care independently.
Information conveyed included:
* Explanation of available home care packages, including assistance with personal hygiene, meal preparation, and light housekeeping.
* Details of a local charity offering social companionship and transport for appointments.
* Clarification of the discharge timeline, anticipated to be within the next 3-5 days.
Mrs. Vance raised concerns about the cost of private care and her ability to navigate the application process for local authority funding. She inquired about the duration of post-operative physiotherapy support.
Reassurances were provided regarding the availability of financial assessments for care costs and assistance with completing application forms. The importance of ongoing physiotherapy was emphasised, with a follow-up appointment scheduled for two weeks post-discharge.
Patient’s Wishes and Preferences:
Mrs. Vance stated a preference for a female carer for personal care and expressed a desire to remain in her own home rather than consider residential care.
Next Steps Agreed:
* Sarah Jenkins to send an information pack on local authority care funding and a list of approved home care agencies to Mrs. Vance's daughter.
* Mrs. Vance to discuss care package options with her daughter and identify preferred agencies.
* Referral initiated for an occupational therapist home assessment prior to discharge.
* Follow-up telephone call scheduled for 4 November 2024, 11:00 AM, to review progress and address further questions.
Additional Notes:
Mrs. Vance appeared tearful at the beginning of the call but seemed more settled and hopeful by the end. She expressed gratitude for the detailed information. Observation made that she might benefit from a welfare check call shortly after discharge due to lingering anxieties.
Call End Time:
1 November 2024, 11:05 AM
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Specialty
Social Worker
Used
26 times
Type
Note
Last edited
12/01/2026
Created by
Unknown Author