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Advance Care Planning & Record Keeping Course
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This CPD-accredited Advance Care Planning & Record Keeping Course explains how to introduce advance care planning, support informed choices and document future care preferences accurately. Learners explore the Mental Capacity Act 2005, Advance Decisions to Refuse Treatment (ADRTs), legal considerations, information sharing and record keeping, helping staff support person-centred decisions and maintain clear, accessible care records.
Advance Care Planning & Record Keeping Course Summary
Course Name: Advance Care Planning & Record Keeping Online Training Course
Duration: 1 Hour
Delivery: Online Training Course
Certificate Included: Instant Digital Certificate
Accreditation: CPD Accredited – 1 CPD Point
Suitable For: Healthcare professionals, nurses, doctors, care workers, allied health professionals, care coordinators, case managers, hospice and palliative care staff, and professionals involved in planning or coordinating care
Assessment: Online Multiple Choice Test
Access: Instant Access
Duration
1 hour
CPD Points
1
Last Updated:
25 Jul 2026
What is Advance Care Planning & Record Keeping training?
Advance Care Planning & Record Keeping training teaches health and social care professionals how to support people in discussing and documenting their preferences and wishes for future care.
Advance care planning is a voluntary process that enables an individual to consider what matters to them and discuss their future care with relevant professionals. It may include wishes, values, treatment preferences and legally recognised decisions such as an Advance Decision to Refuse Treatment (ADRT).
This course explains how to introduce these conversations sensitively, provide appropriate information and help individuals make informed choices. Learners also explore the Mental Capacity Act 2005, validity and applicability of ADRTs, treatment decisions where no applicable ADRT exists, and the importance of accurate recording and appropriate information sharing.
The training supports safer, person-centred and legally informed practice.
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Who Is This Course For?
The Advance Care Planning & Record Keeping Online Training Course is designed for professionals involved in discussing, planning, delivering, coordinating or documenting an individual’s future health and care.
It is particularly relevant to doctors, GPs, nurses, nurse practitioners, healthcare assistants, care workers, senior carers, social workers, care coordinators, case managers and care managers. It is also suitable for allied health professionals, including occupational therapists and physiotherapists.
The course is especially useful for staff working in hospitals, GP practices, community healthcare, care homes, domiciliary care, hospices, palliative care and services supporting people with long-term, progressive or life-limiting conditions.
It can be used for induction, refresher training, continuing professional development and knowledge enhancement for staff whose roles involve advance care planning or associated record keeping.
Key Benefits
✓ Introduce advance care planning conversations sensitively and appropriately
✓ Understand how the Mental Capacity Act 2005 affects advance planning
✓ Recognise the purpose and legal significance of a valid and applicable ADRT
✓ Support individuals to make informed choices about future care
✓ Record and share advance care plans clearly and appropriately
✓ Strengthen person-centred practice, continuity of care and professional record keeping
Course Modules
- Course Introduction – Advance Care Planning & Record Keeping
- What is Advance Care Planning?
- How to Introduce Advance Care Planning
- The Mental Capacity Act
- Advance Care Planning Key Terms
- Legal Considerations
- Validity and Applicability
- ADRT Limitations
- Treatment Decisions Without an ADRT
- Next of Kin
- Staff Considerations
- Providing Information
- Helping a Person Decide
- Creating the Advance Care Plan
- A legally Binding ADRT
- Recording and Sharing Advance Care Plans
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Learning Outcomes
| Learner Outcome                                                           | Covered |
|---|---|
| Explain what advance care planning is and its purpose | ✓ |
| Identify the benefits of creating an advance care plan | ✓ |
| Describe appropriate ways to introduce advance care planning | ✓ |
| Explain how the Mental Capacity Act 2005 supports advance planning | ✓ |
| Recognise key terminology used in advance care planning | ✓ |
| Distinguish an advance care plan from an Advance Decision to Refuse Treatment | ✓ |
| Explain when an ADRT may be valid and applicable | ✓ |
| Identify important limitations affecting ADRTs | ✓ |
| Explain how treatment decisions may be approached when no applicable ADRT exists | ✓ |
| Recognise the limitations of the role of next of kin in decision-making | ✓ |
| Provide appropriate information to support informed choices | ✓ |
| Describe the steps involved in creating an advance care plan | ✓ |
| Identify requirements relevant to a legally binding ADRT | ✓ |
| Apply good practice when recording an advance care plan | ✓ |
| Explain how advance care planning information should be appropriately shared | ✓ |
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What Our Learners Say?
“Clear explanation of ADRTs and how advance care planning should be documented in practice.”
Rachel M
Senior Care Coordinator
“Very useful for understanding capacity, future care wishes and the importance of accurate records.”
Daniel P
Registered Nurse
“Practical and easy to follow. The sections on recording and sharing care plans were particularly helpful.”
Sarah T
Care Home Manager
4.85/5 from 1,309+ learners
Why Is Advance Care Planning & Record Keeping training important?
Advance care planning helps people express what matters to them and discuss preferences for future care before circumstances change or they lose capacity to make particular decisions.
Effective planning can help health and social care professionals understand a person’s wishes, support continuity between services and reduce uncertainty when important care or treatment decisions arise. NICE recommends that services have systems for advance care planning and for plans to be available and reviewed when necessary.
Accurate record keeping is equally important. Poorly documented, inaccessible or outdated information can create uncertainty and increase the risk of decisions not reflecting the person’s current wishes.
Training helps staff understand their responsibilities, communicate sensitively, recognise the legal significance of ADRTs and record and share relevant information appropriately, supporting safer and more person-centred care.
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Is Advance Care Planning & Record Keeping training a legal requirement in the UK?
There is no general UK law requiring every health or social care worker to complete a course specifically titled Advance Care Planning & Record Keeping.
However, professionals involved in advance care planning must work within relevant legislation, professional duties and organisational policies. In England and Wales, the Mental Capacity Act 2005 provides the legal framework for decision-making where a person may lack capacity and establishes statutory rules governing Advance Decisions to Refuse Treatment. A valid and applicable advance decision has legal effect when the relevant treatment decision arises.
NICE guidance also recommends that service providers develop policies for offering advance care planning to adults approaching the end of life and systems for plans to be available, communicated and reviewed.
Employers should therefore ensure relevant staff have training and competence appropriate to their responsibilities.
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Advance Care Planning & Record Keeping training FAQ?
What is advance care planning?
Advance care planning is a voluntary process in which a person discusses their wishes, values, priorities and preferences for future care with health or social care professionals. It can help professionals understand what matters to the person if their health changes or they later become unable to participate in particular decisions. NICE describes advance care planning as part of personalised care and support planning.
Who needs Advance Care Planning & Record Keeping training?
The course is relevant to professionals involved in planning, coordinating, delivering or recording care. This can include doctors, nurses, healthcare assistants, care workers, social workers, care managers, care coordinators, case managers, allied health professionals, hospice teams and palliative care staff. It is particularly valuable where staff support people with progressive, long-term or life-limiting conditions.
Is Advance Care Planning & Record Keeping training a legal requirement?
There is no standalone legal requirement requiring all staff to complete a course with this specific title. However, staff must follow legislation and professional requirements relevant to their roles. The Mental Capacity Act 2005 is particularly important because it establishes the legal framework surrounding mental capacity, best-interests decision-making and Advance Decisions to Refuse Treatment in England and Wales.
What is an Advance Decision to Refuse Treatment (ADRT)?
An ADRT allows an adult with capacity to make a decision in advance to refuse specified medical treatment if particular circumstances arise in the future. Under the Mental Capacity Act 2005, a valid and applicable advance decision has effect when the treatment decision arises. Additional statutory requirements apply to advance decisions refusing life-sustaining treatment.
What is the difference between an advance care plan and an ADRT?
An advance care plan can record broader wishes, values, priorities and preferences relating to future care. An ADRT has a more specific legal purpose: it records a person’s decision to refuse particular treatment in specified circumstances. When an ADRT meets the requirements of the Mental Capacity Act 2005 and is valid and applicable, it can be legally binding.
How often should advance care plans be reviewed?
Advance care plans should be reviewed when needed rather than treated as permanent, static documents. NICE recommends systems that enable regular discussions about changing health, social care needs and preferences, with reviews of advance care plans at appropriate times. Key points can include changes in health, treatment goals, preferences or transitions between care settings.
How long does the Advance Care Planning & Record Keeping Course take?
The Advance Care Planning & Record Keeping Online Training Course takes approximately 1 hour to complete. It is delivered entirely online, allowing learners to complete the training flexibly. Successful completion of the online assessment provides an instant digital CPD-accredited certificate and awards 1 CPD point.
Why is record keeping important in advance care planning?
Accurate records help relevant professionals understand a person’s expressed wishes, preferences and decisions and support continuity when care is provided by different teams or settings. NICE recommends coordinated communication between professionals and appropriate sharing of information about a person’s care. Plans should also be accessible and reviewed when circumstances change.
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