Information Sheet: How it can be of Great Assistance for Home Care Providers

by ElderCare Matters LLC Senior Care Resources Directory

We hardly realize but sometimes printed lists can prove a lot more useful in managing eldercare services. A set of worksheets with essential information can help estate planning attorneys in policy planning. Not to forget that senior or assisted living caregivers will have all the important information in their reach. It simplifies a lot of things - health data, medical records, the contact information of immediate relatives, doctors’ details and a lot of other stuff.


Information sheets are an upgrade of that sticky note checklist that we all have pinned on refrigerators at a certain point in our lives.


It is more organized to maintain a folder or an information box. You can stick computer-printed files or you can also pen down things on A4 sheets. We figured that a print of digital doc would be more convenient. Being home care providers, you can either compile all information in a single excel sheet or prepare separate google doc categorically.


For the excel sheet, create a tab and label every one of them with the following categories. For those who will be opting for google doc, can label individual files with the chosen category -


  1. Contact Information

Include Family Members, Friends, Colleagues, Neighbours, legal experts, Club or Group Members as subcategories. List their names, mobile or landline numbers and address. You can also include email addresses, as well as social media handles for instant access. Don’t forget to mention the relationship (son-in-law, daughter, first cousin, Granddaughter).

  1. History Snippet

No need to elaborate every incident but you must mention the highlights. Starting with childhood, you can mention any major health or medical incident, following the college/school details, employment journey and then major details about personal life. For example, you can mention the pregnancy details or prenatal care center details. Don’t forget to mention any clubs or groups the seniors were previously (or at present) a part of.

  1. Medication Routine

The list of medicines - drug names, prescription details, dosage and advised time to take the medicine.

  1. Health Info

Include diet preferences, allergies and advised food.

  1. Policies Info

Mention the details of the policies including medical, insurance, DNR, wills, testaments, medicare or Medicaid policy numbers.

  1. Special Directives

In case the seniors have Dementia, Alzheimer’s or Arthritis, this directive can be used for behavioral reference. Schedule a visit to the doctor here as well.

This information keeping can help Estate Planning Attorneys draw the data required to pitch for any special government programs, as well as to draft policy documents that serve best to the interest of the seniors. It will protect and preserve the best of your loved ones’ interests.


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Created on Dec 12th 2019 04:44. Viewed 135 times.


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