Tool 02 · Before a call or portal note

Care-Team Message Organizer

Structure what you want to say. This tool does not compose medical advice, assess urgency or decide whether your message is complete.

Local-only worksheet: Do not use this tool to decide whether or when to seek care. Use Clear Everything when finished.

Crohns247 Care-Prep Desk

Care-Team Message Organizer

Use this outline to prepare your own call, portal note or office message.

This organizer does not determine urgency.

If you think you may be experiencing a medical emergency, call 911 in the United States or your local emergency number. For new, worsening or concerning issues, use the professional contact plan your licensed care team has given you.

Where this is going

Office or care-team member

My contact method

Best callback window

Facts I want to communicate

My reason for contacting the office in one sentence

When I first noticed the situation or change

What has changed since then

What I have already done or who I have contacted

Other context the office may ask me about

What I am asking for

My specific question or request

How and when I should follow up if I do not hear backUse the office’s instructions—not a rule from this website.

Read-back notes

What the office told me

My next step and timing

This worksheet is not sent anywhere. Review your final message yourself and use the communication channel and urgency instructions provided by your licensed care team.