Checklist for Family Caregivers Our Caregiving Team Action Checklists

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Johnathan Parsons
7 years ago
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1 Checklist for Family Caregivers Our Caregiving Team Action Checklists The following Action Checklists are included in Chapter 2: Team Tasks Backup Care/Emergency Contacts Care and Services Contacts Health Contacts Financial Contacts Legal Contacts Employer Leave Policies and Other Caregiver Supports Veteran s Caregiver Supports 34

2 Chapter 2: Our Caregiving Team Team Tasks The following members of our caregiving team do these tasks. Ongoing or periodic help Shop for groceries Sort mail Help with bills Clean house Do laundry Order and pick up medications Help with bathing, toileting, grooming, dressing Take to barbershop/hair salon Prepare/deliver meals Walk pets Take pets to vet/groomer Do minor household repairs Cut grass/lawn care Accompany to and take notes at medical appointments Accompany to worship services Coordinate caregivers Check in by phone or Visit One-time help Task Who When to Complete Develop list of people to contact Set up family phone tree or social media network Organize photos Check out adult day care facilities Identify alternative transportation Sign up for and track direct deposits 35

3 Checklist for Family Caregivers Sign up for and track automatic payments Create list of log-ons and passwords Inventory safe deposit box Get copy of credit report 36

4 Chapter 2: Our Caregiving Team Backup Care/Emergency Contacts Family: Home phone: Cell phone: Family: Home phone: Cell phone: Friend: Home phone: Cell phone: Friend: Home phone: Cell phone: Neighbor: Home phone: Cell phone: 37

5 Checklist for Family Caregivers Faith community: Geriatric care manager: Work phone: Cell phone: Home care agency: Social services agency: Building manager: 38

6 Chapter 2: Our Caregiving Team Care and Services Contacts Home health care agency: Meal delivery: Meal preparation: Meals on Wheels: Grocery delivery: 39

7 Checklist for Family Caregivers Household chores: House cleaning: Home maintenance: Property manager: Plumber: Car maintenance: 40

8 Chapter 2: Our Caregiving Team Lawn care/gardener: Transportation services: Taxi company: Paratransit: Area agency on aging: Senior center: 41

9 Checklist for Family Caregivers Day care center: Resident facility manager: Volunteer services: Daily money manager: Accountant: Banker: 42

10 Chapter 2: Our Caregiving Team Insurance agent: Tax preparer: Friendly visitor: Spiritual leader/pastor/priest: Faith-based pastoral care: Hair care: 43

11 Checklist for Family Caregivers Veterinarian: Security system maintenance: Emergency response service (medical alert): 44

12 Chapter 2: Our Caregiving Team Health Contacts Acupuncturist: Audiologist: Cardiologist: Dentist: 45

13 Checklist for Family Caregivers Massage therapist: Music therapist: Neurologist: Nutritionist: 46

14 Chapter 2: Our Caregiving Team Optometrist: Pharmacist: Mail-order website: Physical therapist: Physical trainer: 47

15 Checklist for Family Caregivers Podiatrist: Primary care physician: Specialty physician: Specialty physician: 48

16 Chapter 2: Our Caregiving Team Specialty physician: Specialty physician: Speech therapist: Other: 49

17 Checklist for Family Caregivers Financial Contacts The person I care for uses the following financial professionals: Name: Firm: Fax: Account #: Name: Firm: Fax: Account #: Name: Firm: Fax: Account #: 50

18 Chapter 2: Our Caregiving Team The person I care for needs to engage a financial professional. Recommendations received: Name: Firm: Fax: I have verified the credentials and complaint history. I understand how the financial professional will be paid. The person I care for has a letter of engagement. Name: Firm: Fax: I have verified the credentials and complaint history. I understand how the financial professional will be paid. The person I care for has a letter of engagement. Name: Firm: Fax: I have verified the credentials and complaint history. I understand how the financial professional will be paid. The person I care for has a letter of engagement. 51

19 Checklist for Family Caregivers The person I care for has identified the following services to receive from the financial professionals: The person I care for wants to ask the following questions of the financial professionals: 52

20 Chapter 2: Our Caregiving Team Legal Contacts The person I care for uses the following legal help: Name: Firm: Fax: Name: Firm: Fax: The person I care for needs to engage legal help. Recommendations received: Name: Firm: Fax: I have verified the complaint history with the bar association. Recommended by I understand how the lawyer will be paid. The person I care for has a letter of engagement. 53

21 Checklist for Family Caregivers Name: Firm: Fax: I have verified the complaint history with the bar association. Recommended by I understand how the lawyer will be paid. The person I care for has a letter of engagement. The person I care for has identified the following services to receive from the lawyer: The person I care for wants to ask the following questions of the lawyer: 54

22 Chapter 2: Our Caregiving Team Employer Leave Policies and Other Caregiver Supports My employer has work accommodations or leave policies that are related to my caregiving responsibilities. Name of employer: Contact for human relations department: Fax: Highlights of accommodation policies: Work schedule adjustments: Compressed work week: Flextime: Telecommuting: Part-time position: Job sharing: 55

23 Checklist for Family Caregivers Phased retirement: Caregiving leave: Family and medical leave: Military caregiver leave: Vacation leave: Sick leave: Bereavement leave: Personal leave: Highlights of support services: Employee assistance program: 56

24 Chapter 2: Our Caregiving Team Caregiver support group: Health and wellness program: Counseling benefit: Legal assistance benefit: Concierge services: Geriatric care management services: Backup care: Other support services: 57

25 Checklist for Family Caregivers Veteran s Caregiver Supports The person I care for served in the U.S. military. Name veteran served under: First Middle Last Military service number (DD-214): Date entered active service: Date separated from active service: Service post-9/11: Yes No Type of discharge: Branch: Grade or rank: National Guard: Reserves: VA Medical Center: Caregiver support coordinator: As a veteran s caregiver, I am eligible (or I will investigate eligibility) for the following benefits through the VA, service organizations, or other agencies: Caregiver training Case manager CHAMPVA health insurance Financial stipend Fitness classes Housing support Legal guidance Loans Mental health services 58

26 Chapter 2: Our Caregiving Team Patient advocate Recreational activities Respite care Spiritual counseling Support group Stress-relief sessions Travel expenses 59

End-of-Life Caregiving. Are you a caregiver? You may not consider yourself a caregiver, but...

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