Bereavement Family Follow-Up Log

Logs post-death contacts with the family, including condolence outreach, belongings return, final account, and grief resources offered.

Death Record and Case Context

• Decedent reference or case ID
  Use the internal case identifier or reference number. Do not enter a full medical record number unless required by your workflow.
• Date of death
• Primary family contact name
  Collect only if needed for follow-up. If anonymous or de-identified logging is preferred, leave blank.
• Relationship to decedent

Consent and Contact Preferences

• Permission to contact confirmed
• Preferred contact method
• Preferred contact window
  Example: weekday mornings, after 5 PM, or specific days.
• Do not contact notes
  Record any restrictions, preferred channels to avoid, or consent concerns.

Follow-Up Contact Log

• Follow-up contact entries
• Summary of most recent contact
  Briefly summarize the discussion, including any concerns raised and agreed next steps.
• Next follow-up date

Bereavement Needs and Support

• Support topics offered
• Family needs identified
• Additional support notes
  Include only relevant details needed to coordinate support. Avoid unnecessary sensitive information.

Belongings, Final Account, and Closure

• Belongings returned
• Belongings return details
  Record date, method of return, and any receipt or handoff notes.
• Final account discussed
• Case closure status

Audit Trail and Submission

• Completed by
  Enter staff name or identifier according to your internal policy.
• Completed on
• Final notes
  Use this field for brief audit trail notes, escalation details, or unresolved items.