Clemens Health | Transportation learning brief
Updated 2026-10-05 | (651) 354-1196

Download this editable worksheet, add your notes, and bring it to the relevant planning conversation. Leave unknown details blank and identify who can confirm them.

Chosen destination
Where does the person want to go, and what is the purpose?
Your notes: ________________________________________

Skill to discuss
Which part of finding, planning or using travel information needs practice?
Your notes: ________________________________________

Current knowledge
What does the person already know or use successfully?
Your notes: ________________________________________

Arrangements to confirm
Who checks access, accompaniment, costs, route changes and the return trip?
Your notes: ________________________________________

Review question
What would the person like to feel clearer about after practice?
Your notes: ________________________________________

Illustrative example
A person wants to understand how to find a departure time for a familiar community center. The team discusses reading the timetable as a learning goal and separately confirms who would accompany any trip. The goal does not assume the person will travel alone.

Next step
Use the brief with the case manager and prospective provider. Confirm the authorized activity and practical travel arrangements separately.

This is an optional discussion worksheet, not an official assessment, authorization, service plan, or emergency plan. Keep completed copies private and share through an agreed channel.