Short Caregiver Engagement Checklist

The Family & Caregiver Engagement Checklist, created in partnership with the National Federation of Families (NFF), is designed to assess your SOPs and pinpoint areas for improvement in involving families and caregivers. It is backed by resources to address gaps or to serve as refresher activities. The goal is to provide staff with the knowledge and tools needed to effectively engage families and caregivers in mental health research.

The 10-question short version provides a quick assessment and provide insight for better habits when engaging your patients’ families and caregivers.

See the link below to access the long version of the checklist for a more comprehensive evaluation.

Short Checklist: 10 Statements

Whenever possible…

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I include families/caregivers and provide them with clear information about the study objectives. *

• Always
• Often
• Rarely
• Never
• Not Applicable

I actively involve families/caregivers in the informed consent process, so they are clear on their loved one's rights with respect to the study. *

• Always
• Often
• Rarely
• Never
• Not Applicable

I provide families/caregivers with a welcome packet with information about their loved one's mental health condition and resources to support them specifically. *

• Always
• Often
• Rarely
• Never
• Not Applicable

family or feedback

I respond to families/caregivers with validation, empathy, and compassion, being careful not to be persuasive to a point that influences participant response. *

• Always
• Often
• Rarely
• Never
• Not Applicable

I avoid jargon, explains acronyms, pause often during conversation to ask for any needed clarification, and solicit input and feedback. *

• Always
• Often
• Rarely
• Never
• Not Applicable

I regularly seek feedback from families/caregivers about their experience. *

• Always
• Often
• Rarely
• Never
• Not Applicable

I provide caregivers with tools to support participants outside of the study. *

• Always
• Often
• Rarely
• Never
• Not Applicable

When family members reach out with a question, I reply to them in 48 business hours or less. *

• Always
• Often
• Rarely
• Never
• Not Applicable

I am careful to use culturally appropriate practices to engage families. *

• Always
• Often
• Rarely
• Never
• Not Applicable

I follow up with families/caregivers post-study for their feedback and to ensure they have the resources provided at our first meeting. *

• Always
• Often
• Rarely
• Never
• Not Applicable

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Contact

If you have any questions or need assistance in any way, please contact us.  We would be happy to work with you to include the Family & Caregiver Engagement exercise into your training program or curriculum.