How-to guides & templates
Step-by-step guides to the most important CHC advocacy tasks — each one paired with the right downloadable template to take action straight away.
How to Obtain Medical Records via a SAR
NHS organisations must respond within 30 days under UK GDPR. Step-by-step guide to requesting GP, hospital, and care home records — with template letters.
How to Prepare for a CHC Assessment Meeting
The MDT meeting determines CHC eligibility across 12 care domains. Know what to bring, what to say, and how the DST scoring works — so you walk in ready.
Templates for this guide
How to Write a Compelling Family Statement
A well-written family statement can shift a CHC domain score from Moderate to High. This guide shows exactly what to write — and what evidence to include.
Templates for this guide
How to Appeal a CHC Decision: Step-by-Step Guide
Over 30% of CHC appeals succeed when families submit the right evidence. Step-by-step guide to local resolution and the Independent Review Panel process.
Templates for this guide
How to Request a CHC Checklist Assessment
Meeting the checklist threshold triggers a full DST assessment within 28 days. Step-by-step guide to requesting a CHC Checklist screening from your local ICB.
Templates for this guide
More free templates
Useful at any stage of your CHC journey.
All guides and templates are written by the CareAdvocate team and based on current NHS England guidance. For personalised help, contact us or use our free eligibility screener.