How to use this worksheet
Use the MVBH starting-care guide to identify a practical first step, then review the admissions conversation process before speaking with your family member. Complete this planner together when possible. Its purpose is to organize questions, respect the adult’s voice, and separate basic program inquiries from topics that need a private clinical discussion.
Begin with the reason for the conversation. Use neutral observations rather than labels or conclusions. For example: “I have noticed that daily responsibilities seem harder lately. Would you like help gathering information?” A web worksheet cannot diagnose someone, select treatment, or decide whether MVBH is appropriate.
Write short notes under three headings:
- What matters now: What change or support does the adult hope for?
- What needs clarification: Which program, schedule, privacy, or benefits questions remain unanswered?
- Who should answer: Is the question administrative, benefits-related, or clinical?
A general form may include contact information, preferred contact method, and a brief request to discuss services. Do not enter a diagnosis, medication list, member ID, trauma history, substance-use history, or other sensitive health details. Discuss those privately through the appropriate process.