Clinical review with a usable care summary
An assessment summary should function as a set of understandable decisions. For the Madison pilot, ask a participant to identify what they will do today, what staff will do later, and what depends on another organization. A polished summary that leaves those answers unclear needs revision. Keep uncertainty about missing records explicit. If a helper attends, check whether the patient wants that person to receive the same written information. The summary can support independent action without assuming that a relative should gain ongoing access to the entire clinical account.