Facilitator guide for separate sessions with patients or family members and treatment-provider staff. Prepared October 11, 2026. No sessions have been conducted and no results are implied.
Before each session
Record a non-identifying session code, audience, device, preferred format and any access support used. Do not record a name in this worksheet.
Open the resource library at its starting page. Keep answer keys and product instructions out of view initially.
Let the person attempt the task. Ask them to describe what they are looking for. Record where they pause or choose something unexpected before offering help.
If you give a hint, record it. An assisted completion is different from an independent completion.
Patient or family-member session
Use an appropriate scenario for the participant's role. A family member can imagine supporting an adult who has asked for help with appointments. They should not assume authority over someone else's care or private notes.
Find something useful. “Imagine you have a confirmed appointment next Tuesday from 5 to 6 p.m. You need to leave work at 4:15. School pickup is arranged, but dinner isn't. Find something here that would help you organize that.” Let the person choose. A sensible alternative is useful evidence, not automatically a mistake.
Use it. “Show how you would record what is arranged and what still needs checking.” Observe whether confirmed and unconfirmed items stay distinguishable, and whether the layout offers enough room.
Take it away. “Keep a copy in whichever way you would normally use it after leaving this website.” Then ask them to find the copy again. Record the chosen format and any lost or hidden notes. Use only fictional information.
Find support. “Morgan has agreed to a phone call after dinner, but is not always available. Find a way to keep that arrangement and an alternative easy to reach.” Ask what the tool does and does not promise about availability.
After the tasks: “What happened?” “Where did you have to guess?” “What would you use this for?” “What would you leave out?” “What is missing?” Ask for concrete experiences before inviting redesign ideas.
Provider-staff session
Choose and introduce. “An adult wants help making their confirmed appointments workable and keeping the right contacts available. Choose what you would offer from this library and show how you would introduce it.” Observe whether staff overwhelm the person with a whole pack or can choose a smaller useful piece.
Handle a gap. Use the same fictional Tuesday appointment. The ride home is still unconfirmed. Ask the staff member to demonstrate how they would leave that uncertainty visible and agree who follows up.
Check understanding and hand over. Ask them to show how they would know the person can use the sheet and retrieve a copy. Only after the first attempt, offer the provider instructions and ask what changes.
Fit the workflow. Ask where this would fit today, what existing tool it duplicates, what would prevent its use, who would own follow-up, and what changes are necessary for their population. Keep preferences separate from factual errors or safety concerns.
Ask whether any wording could be mistaken for a clinical instruction, a guaranteed response, a required form or a consent document. Staff participation is usability feedback. It is not clinical sign-off unless a separate, appropriately scoped review is explicitly performed and recorded.
Report each audience separately and preserve the denominator for each task. Record actual observations, including unsuccessful attempts. A small formative pilot identifies usability problems. It cannot estimate population preferences or prove reduced relapse, better attendance or clinical effectiveness.
Fix lost notes, inaccessible controls, misunderstood availability, or misleading instructions before wider release. Recheck the affected task with the changed version. Retain the exact resource version used in each session and distinguish new findings from issues already repaired.
Recruitment, scheduling, facilitation and participant feedback remain outstanding. No invitations have been sent.