This is an in-depth discussion between the care recipient, family members, caregivers, and the care consultant. Specific areas of discussion include the individual’s current condition, medical history, activities of daily living, social status, and preferences.

This proactive approach includes completing a needs assessment, drafting a care plan, assisting with coordinating resources, providing ongoing support, and modifying the plan as circumstances change.

The aim is to increase the individual’s quality of life by giving appropriate support and considering the burden on informal caregivers.