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Toolkit 1 – Organizing Affairs

This toolkit organizes all of the necessary documentation and information needed to assist you in managing your aging parent or loved one’s affairs.  It also gives you a structure to prepare your own affairs for the future.

• Organizing Affairs - User guide
• Organizing Personal Affairs:
  Lists all of the details and locations of important personal information, such as social insurance number, birth certificates, safety deposit boxes, deeds/titles, etc.
• Organizing Financial Affairs:
  Lists all of the details (institutions, account numbers, pin numbers, location, etc.) of the financial information needed in managing finances.
• Organizing Health Care:
  Lists all of the details and contact information for all physicians, health care providers, medication, etc.
• Consent to Disclose Information:
  This form is to be given to each care provider involved in your aging parent or loved one’s care.  It allows for your aging parent or loved one to give you permission to become involved in their care and facilitates an open relationship between you and the care provider. FREE DOWNLOAD HERE

Toolkit 2 – Communicating With Medical Staff

This toolkit provides a structured format to obtain information needed from the professionals working with your aging parent or loved one.  These forms can be used to track and monitor all interactions your aging parent or loved one has with care professionals.

• Communicating with Medical Staff – User Guide
• Medical Status – Hospitalization:
  Lists and records your interactions with the hospital staff on the phone or in-person.  This form gives you the structure you need to ensure you are asking the right questions regarding diagnosis, prognosis, treatment, medication, etc. Do not overlook the little details of your aging parent or loved one’s functioning and discharge planning.
• Consultation with care provider – Placement:
  Lists and records your interactions with the care provider on the phone or in-person.  This form gives you the structure you need to ensure you are asking the right questions and do not overlook the little details of your aging parent or loved one’s functioning for such things as safety, mood, appetite, behavior, changes in medication, etc.
• Medical Status – Routine Visit:
  Lists and records your interactions with your physician on routine visits.  This form organizes your concerns prior to your visit to ensure you ask everything of importance, and it records the results of the visit to ensure proper follow up and comprehension of the outcomes.
• Consent to Disclose Information:
  This form is to be given to each care provider involved in your aging parent or loved one’s care.  It allows for your aging parent or loved one to give you permission to become involved in their care and facilitates an open relationship between you and the care provider. FREE DOWNLOAD HERE

Toolkit 3 – Placement

This toolkit contains checklists to organize your research and touring of facilities as you locate an alternative setting for your aging parent or loved one.  Each toolkit outlines the most important questions to ask and provides a structured form to record your observations for review

• Placements – User Guide
• Nursing Home Checklist:
  A complete questionnaire to guide you in your interview of full care facilities to ensure all areas of importance are assessed like safety of residents, activities, fees (stated and extras), amenities, level of care and your impression of each facility.
• Assisted Living and Board & Care Checklist:
  A complete questionnaire to guide you in your interview of assisted care facilities to ensure all areas of importance are assessed like safety of residents, activities, fees (stated and extras), amenities, level of care and your impression of each facility.
• Consultation with the Care Provider - Placement:
  Lists and records your interactions with the care provider on the phone or in-person. This form gives you the structure you need to ensure you are asking the right questions and do not overlook the little details of your aging parent or loved one’s functioning for such things as safety, mood, appetite, behavior, changes in medication, etc.
• Consent to Disclose Information:
  This form is to be given to each care provider involved in your aging parent or loved one’s care.  It allows for your aging parent or loved one to give you permission to become involved in their care and facilitates an open relationship between you and the care provider. FREE DOWNLOAD HERE

Toolkit 4 – Home Care

This toolkit provides questionnaires for you to use as you interview professionals, as well as tools to supervise and structure the professional caregiver’s time with your aging parent or loved one.

• Home Care – User Guide
  A complete guide to home care services: Outlines the different ways to receive home care and the benefits and disadvantages of each way.
• Home Safety Check List:
  A comprehensive checklist of all of the hidden dangers and potential problems in the home setting for seniors with minor to serious physical or cognitive problems and the solutions for increasing safety in the home.
• Private Caregiver or Attendant Interview Questions:
  A comprehensive interview tool to structure your interview with private individuals.  This form ensures you will ask the most important questions regarding the caregiver’s training, experience, fees, etc. while providing a succinct way to record their responses for review later.
• Private Agency Interview Questions:
  A comprehensive interview tool to structure your interview with private home care agencies.  This form ensures you will know the most important questions to ask regarding the agency’s licensing, governing body, training, supervision, fees, etc. while providing a succinct way to record their responses for review later.
• Medication Schedule:
  A daily chart to record dosing, administration times, side effects, and other details regarding medication.
• Staffing Schedule:
  A weekly schedule to assist you in organizing and supervising private caregivers or attendants in the home.
• Daily Schedule:
  A daily “log” to structure, record and supervise the private caregiver or attendant’s time with your aging parent or loved one. This ensures the caregiver or attendant is observing important functions such as medication, appetite, grooming, safety, etc.
• Consent to Disclose Information:
  This form is to be given to each care provider involved in your aging parent or loved one’s care.  It allows for your aging parent or loved one to give you permission to become involved in their care and facilitates an open relationship between you and the care provider. FREE DOWNLOAD HERE