Toolkits
Caregiving is usually something that falls in our laps, and often in a time of crisis. Most of the time, we have not been given the time or tools to prepare for the responsibility. It is so difficult to know where to start and what to do.These toolkits were created to assist caregivers in the assessment and organization of the multitude of tasks involved in caring for a loved one. The toolkits can be used PRIOR to a crisis and during a crisis.
Toolkit 1 – Organization of Affairs
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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.
- Organization of Affairs Toolkit: User Guide
- Organizing of Personal Affairs:
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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 of Financial Affairs:
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Lists all of the details (institutions, account numbers, pin numbers, location, etc.) of the financial information needed in managing finances. - Organizing of Health Care:
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Lists all of the details and contact information for all physicians, health care providers, medication, etc. - Consent to Disclose Information:
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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 1 (French) – Mettre ses affaires en ordre
Commander Maintenant
- Mettre ses affairs en ordre – Guide de l’utilisateur
- Organisation des affaires personnelles:
Prévisualisation
Ce formulaire simple organise beaucoup de détails et formulaires requis lorsque nous commençons à aider notre proche, tels certificat de naissance et certificat de décès, renseignement concernant l’assurance, etc. - Organisation des situation financière:
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Ce formulaire simple et rapide organise l’information nécessaire pour aider votre proche immédiatement, telles l’information bancaire et l’information sur l’investissement. - Organisation des soins de sante:
- Prévisualisation
Cet outil organise les détails des dossiers médicaux de votre proche, incluant les noms et les coordonnées des médecins, les antécédents pharmaceutiques, etc. - Consentement à la divulgation:
Prévisualisation
TÉLÉCHARGEMENT GRATUIT ICI
Toolkit 2 – Communication With Health Care Professionals
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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.
- Communication with Health Care Professionals’ Toolkit: User Guide
- Medical Status Update – Hospitalization:
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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. - Placement - Consultation with Care Provider:
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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 Update – Routine Visit:
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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:
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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
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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
- Placement Toolkit: User Guide
- Nursing Home Checklist:
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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 Facility Checklist:
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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. - Placement – Consultation with Care Provider:
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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:
Preview
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
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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 Toolkit: User Guide
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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:
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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:
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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 Home Care Agency Interview Questions:
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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:
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A daily chart to record dosing, administration times, side effects, and other details regarding medication. - Staff Schedule:
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A weekly schedule to assist you in organizing and supervising private caregivers or attendants in the home. - Daily Schedule:
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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:
Preview
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
Coming soon:
- End of life care
- Family communication and creating a Family Plan
How Can These Toolkits Help My Employees?
When a caregiver has the responsibility of both work and caring for an aging loved one, and may even have young children to care for at the same time, the tasks on his or her “to do” list is endless. Employees usually know what their job is and how to get it done, and they know what responsibilities they have as a parent.
What employees often do not know, or do not prepare for, is the amount of activities involved in caring for another adult.
These tools will assist your employees in assessing, organizing and planning the care for their aging loved one. Some toolkits are designed for employees who are helping someone now, or in the near future, such as the “Placement” toolkit. Others, like the “Organizing Affairs” toolkit can be used immediately to help the employee prepare and pre-plan for their loved one and their own aging and is appropriate for an employee at any age.
Isn’t it true that a better informed and prepared employee produces better outcomes and has more energy and focus at work? The same applies to caregiving.
The more we are prepared, the better equipped we will be to handle the responsibility of caregiving. The better we handle the responsibility, the more energy we will have for our work and families, leading to improved work performance and a more satisfied and balanced employee.
“We have an EAP program, but all it offers are phone numbers for resources. These tools are fantastic because my employees can gain access to resources immediately. This is so much more than just a phone number.” – CEO of multinational company.
Contact us to find out more about assessing your company’s needs.
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