Questions worth asking
Turn the issue into specifics.
- What authorization is required for you to speak with me?
- Can the member give verbal permission on this call?
- How long will this permission last, and what does it cover?
Get help · I’m helping someone
You can support the call without taking the person’s voice away.
Prepare for identity, permission, and continuity questions before the call.
A useful call goal
Confirm what permission is needed and keep the affected person in control.
Have nearby
Bring the record you already have.
- The member and caregiver identification details
- Any power-of-attorney or authorization form
- The member’s goals and boundaries for the call
Listen for
Do not let the next step stay vague.
- Permission being treated as broader than intended
- A request to share unnecessary personal information
- Next steps assigned without the member’s agreement
I’m helping someone
Make this your next call plan.
Choose the broad situation now. Personal details and documents belong only inside a secure Fair Call account when that capability becomes available.