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What to know

This suits multi-generation households and families caring for more than one person, saving repeated trips and coordination. Give the number of people, each person’s main concern and medical basics, and a room that works, so the visit is planned efficiently while keeping consent and records separate for each person.

For this situation

What matters in this situation

Main concern to resolve

Know who will attend and check current registration details.

Information that changes the plan

Prepare the referral question, urgency, relevant non-identifying summary, referrer contact, consent and access needs; use a secure route for patient records.

Question to ask

What is the referral question, how urgent is it, which secure route will receive records and who will confirm follow-up?

Decision checklist

Questions to answer now

  1. What exactly is the referral asking for?
  2. What is worth flagging about seeing several family members in one coordinated visit?
  3. Who will confirm it is accepted, arrange access and see follow-up through?

Before contacting

What to prepare

  • Write the referral reason and requested outcome for coordinated families.
  • Attach only relevant history, medicines, findings and previous care.
  • Include the mobility, communication, consent and transport needs affecting seeing several family members in one coordinated visit.
  • Name the sender, receiving team and person responsible for follow-up.

Home-visit enquiry

Tell us what is happening and where the patient is

Start with the area and main concern. Add the other details only when they are useful.

Add visit and access details (optional)

Keep IC numbers, full medical records, medication lists, payment details and dental photographs out of the first message.

Your WhatsApp message

Add the area and main concern to prepare the message.

Before booking: Confirm who will attend, their current registration details, the expected visit scope, fees, follow-up and any clinic or hospital referral plan.

Tick the consent box before sending the enquiry.Send enquiry on WhatsApp

When another setting is safer

When to pause and clarify

  • Confirm receipt, destination and timing, then tell the patient or caregiver who is responsible for the next action.
  • Before booking care for coordinated families, confirm the attending dentist, the scope proposed, fee items, follow-up and the referral plan.

FAQ

Common questions

Can more than one person be seen in a visit?

Yes — a coordinated visit can see several people in one household in turn, organised through a single family contact.

Who arranges a group family visit?

One family contact confirms access, who is to be seen, each person’s main concern and consent, and a workable room.

Are records kept separate for each person?

Yes — consent and records are handled individually, even though the visit is planned together for convenience.

Sources

Each source is shown with the part of this guide it supports.

Content updated: 2026-09-01.

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