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First Contact Checklist

This project was run by The Care Forum

What was the project?

The First Contact Checklist project  helped older people to get the support they needed by ensuring that the first organisation they contacted was able to easily refer them on to other services around the city.

What did the project do?

Following on from a pilot in 2016, organisations across Bristol  joined up to support vulnerable older people in the city.

The First Contact Checklist was a series of questions that each refered to a different agency or service in Bristol. The checklist could be completed by any older person in the city. When a checklist was completed, it is passed to the administrator at the Care forum who then made the referral to each identified agency or service.

The checklist allowed for organisations to easily refer older people to different services that may be relevant to them in a safe and coordinated way, and for older people to self-refer.

The partnership for the checklist included Avon Fire and Rescue Service, Bristol Community Health and other local advice agencies and charities such as the Carers Support Centre for Bristol and South Gloucestershire and Age UK Bristol.

View an online version of the First Contact Checklist 


How to get in touch

For questions about this project please email or ring 0117 928 1539.



Why did BAB fund it?

The idea of a set of questions, each of which can provide specific support has been around for a number of years and Bristol has tried to implement a similar model before. 

Staff who visit older people have told us that because of their timescales and workloads, they often leave an older client and wish that other services could be involved, but they don’t have the time to make these contacts. The first contact checklist allows them to ask a few simple questions and then to pass the form on, knowing that each relevant referral will be made.



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