Providing care means understanding the whole person, not just their medical needs, but their preferences, routines, and what matters to them. Knowing which music they love, how they like their tea, or what helps when they’re feeling anxious makes all the difference.
When coordinating care between multiple carers or arranging holiday cover, this personal knowledge can easily get lost. Our free client profile booklet keeps medical information alongside personal preferences, so every carer who steps in can provide care that feels familiar and respectful from day one.
What Information Can You Record?
This printable care booklet includes dedicated sections for:
- Your client’s name and basic personal information
- Names of the key carers and personal assistants involved in their care
- Personal history, family situation and cultural background
- Medical conditions and current medication
- Allergies, dietary requirements and preferences
- Pain indicators and communication abilities
- Mobility, cognitive function and behaviour
- Their routine preferences for each time of day
- Personal care needs
- Anxiety triggers and calming approaches
- Interests, hobbies and favourite activities
- Favourite foods, TV shows, books and places
How to Get Your Client Profile Booklet
You can view and download the booklet here: Client Profile Booklet
Request your printed copy: Fill in the form and the bottom of the page with your delivery address, and we’ll post your booklet(s) free of charge. Most orders arrive within 5-7 working days.
Who Can Use This Booklet?
This booklet is for all personal assistants, carers, family members, or anyone providing regular care. You don’t have to be a Surewise customer to request your free booklet. These are available to anyone who needs them.
How To Complete It:
You can complete it with your client, ask them to complete it themselves if they’re able, or involve a family member who knows them well. The final page has space to record who completed the booklet and when.
Keeping it Confidential:
Once complete, this booklet contains sensitive personal information and should only be shared with relevant care professionals. Your client can take it with them to respite care, hospital appointments, or any setting where carers need to quickly understand their needs and preferences.
One Booklet per Client:
Each booklet is designed to hold one person’s information. If you care for multiple clients, we recommend requesting a booklet for each client, and we will send them to you free of charge.
Who Might Benefit From This Guide?
Agency carers managing shift handovers When multiple carers rotate through a client’s home, this person-centred booklet ensures everyone has access to the same essential information. You can record personal preferences, routine changes and observations alongside official care documentation.
Self-employed personal assistants If you provide care to multiple clients throughout the week, having a completed profile booklet for each one means any carer stepping in, whether planned or at short notice, has everything they need to provide consistent, personalised care.
Family carers If you’re an unpaid carer, having this information documented now makes it much easier if you ever need to arrange respite care, bring in professional support, or hire a PA in the future. If you’re a family member arranging care for a loved one, this booklet gives you confidence that whoever provides care, whether agency staff or a private PA, understands their personal needs, preferences and routines.
Dementia care For clients with dementia or memory difficulties, this booklet is particularly valuable. It ensures any carer has immediate access to accurate information about the person’s history, preferences, routines and communication needs, helping maintain person-centred care even when the client can’t express these details themselves.
Request Your Free Client Profile Booklet(s) Here
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If the form is still not appearing, please email us your full name, postal address, and the quantity you require to [email protected].
We will do our best to get your booklet(s) to you as soon as possible.
