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Aging Wisely eldercare checklist Archives - Aging Wisely

A Better Approach to Eldercare



eldercare team

This client circle of care depicts the care team involved with an elderly or disabled client (also known as “the patient”, “Mom”, “Dad”, “Aunt Betty”, “resident”, “care recipient”). As our founders, Linda Chamberlain and Dr. Kerry Chamberlain, presented on “A Better Approach to Eldercare” at last week’s Aging in America conference, the focus was on how to harness the power of this care team to ensure the approach remains centered on the client.

The first stage in this approach is the beginning conversation. Too often, conversations around eldercare are done within silos and are focused by what the particular specialty wants to cover. Rather than working together (and starting with the client’s priorities), the individual may be blind to what is going on in the client’s life outside his/her office. Unfortunately, this can turn the experts’ best solutions in to failure.

In “A Better Approach to Eldercare”, Linda and Kerry discussed using a comprehensive questionnaire to begin this conversation. This serves to help the client and family gather facts and information that will be needed to make informed decisions and gets information organized to spur the conversation (i.e. bring up “issues”). While a professional may not immediately address all the issues (or ever address them in his/her specialty specifically), having a broad sense of information guides the conversation, helps inform proper recommendations and points to issues that need to be addressed to make the whole puzzle work. It is also vital to understand what the client’s and family’s main concerns are. A good questionnaire and initial meeting help draw out these, often unspoken, concerns.

Some of the top concerns and issues elderly clients might have include:

  • Ability to stay at home
  • Costs to stay at home
  • Trying to keep children happy and not rock the boat
  • Refusing children’s care
  • Remaining the parent, even when ill
  • Loss of dignity
  • Not being a burden
  • Choosing the right people to name in their legal documents
  • Ensuring loved ones understand their wishes and recognize the boundaries

Some of the common family concerns (besides the major underlying thread, which is usually worry over Mom or Dad’s well-being and a desire to ensure it moving forward) we see in our work include:

  • Children concerned parent cannot afford desired choice
  • Children concerned regarding their potential need to help pay or provide for care
  • Family turmoil and breakdown over lack of direction by parent
  • Sometimes it comes down to one of the biggest decisions which is whether to spend all the money on any care needed or protect assets and choose Medicaid/public benefit options (particularly when long term planning was not done in advance).

With a proper understanding of these issues and a good conversation started, the professional can now share his/her expertise with the client and family to help them understand topics that need to be addressed and implications of different decisions/options. Check out our checklist of items to review during eldercare planning with the client and family, for more detail.

Coordinated eldercare planning centered around the client offers an approach which not only works, but helps all members of the client care team do a better job. The benefits of coordinated planning include:

  • Choices for the client and family (planning opens up more options)
  • Reduced suffering
  • Peace of mind
  • Maintaining dignity and independence
  • Bringing together the power of your circle of care (rather than dividing their strengths and potentially working at odds)

For more information on eldercare planning, contact us at 727-447-5845 and read our blog for regular updates and information. You can email us to receive our monthly Wise Words™ newsletter or to meet to talk further about coordinated eldercare planning for your loved one or client.


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Eldercare Family Checklist


Our Aging Wisely care managers have prepared a quick reference guide and checklist that family members can refer to in order to plan ahead as parents age and as families move through various stages of caregiving and eldercare.
caregiver checklist

Preparing Ahead

Encourage your loved one to meet with a financial advisor and estate planning/elder law attorney. Know who your loved one’s advisors are and encourage open communication.

Execute important legal documents such as: Durable Power of Attorney, Healthcare Surrogate/POA, Living Will, Will/Trust.

Know the location of important papers-see our “document locator list”.

Ask if your loved one has thought about what they would like to do if assistance is needed (educate yourself on basic options/costs, consider family situation and realistic alternatives). Discuss expectations and what is realistic.

Open up the lines of communication: the more discussions can begin prior to crisis, the better. It helps if you have basic understanding of the financial situation and talking regularly can alert you to concerns and encourage discussion.

Offer assistance with areas in which your loved one feels comfortable letting you help. Consider hiring a home caregiver to help with household tasks, transportation, meal preparation and other needs.

First Signs

See “Am I in Denial?” handout for signs to watch for in your loved one.

Other potential red flags to watch for: your parent takes multiple medications or visits several medical specialists, recent hospitalizations, falls or injuries, confusion/memory loss, difficulty with financial management or excessive concerns regarding finances.

Try to ensure family visits regularly and/or hire a professional geriatric care manager to do spot checks if you cannot be there.

Watch carefully for concerns regarding proper handling of medications.

Have a home safety assessment/evaluation of resources to maintain independence.

Begin keeping a health record by creating a file or using an online system to maintain basic records, medical contacts, records of surgery or interventions (consider attending key medical appointments or hiring a patient advocate to do so).

Research potential assistance in the area-know key numbers and what might be available now and in future.

Get contact information for key professionals (attorney, tax advisor, financial advisor, doctors), friends and neighbors and make contacts where possible. Attend meetings and establish relationships with these professionals as your loved one allows. These relationships can “multiply your eyes and ears” and ensure professionals have the permission to contact you with concerns.

Have a family meeting or conference call to discuss concerns, duties and how to approach the situation.

Offer assistance with items such as financial management-bill paying, Medicare/insurance, coordinating medical appointments or engage professionals where needed.

Offer help with shopping, errands, driving, housecleaning.

Begin a more in depth look at resources and discussion regarding options.

Deteriorating Health/Crisis

Call on trusted professionals and ask them about resources.

Hire a geriatric care manager to do a professional assessment, which can assist with the following:
>>Understanding your loved one’s income and asset picture and how this will affect care options/resources. Do they have sufficient income stream to pay for care at home/up until what point? Can they afford privately paying for care facilities? What are costs in local area? If limited resources, what public benefits are available and how do they intersect with needs? How scarce are public benefits? What planning can be done? What does their various insurance cover?
>>Understanding care options and levels of care.
>>Putting monitoring systems into place and managing medical concerns and care.

Take advantage of windows of opportunity (parent has a fall, becomes hospitalized, brings up a concern or need for help with a task–these are key times to discuss wishes, look at options, and bring in help).

Is it Time for a Move?

Has it become too difficult to manage at home?

Have your parents been scammed or become particularly vulnerable or easily influenced by others?

Is the care needed to stay safe at home too costly?

Could your loved one benefit from the socialization of a group environment? Is your loved one isolated or relegated to contact primarily with care providers?

Understand what is available to help in home/community based services so you will know when those options are no longer enough or inappropriate. Similarly, understand the levels of care and settings available in facilities.

Consider the emotions involved and what the best approach might be. Confer with siblings and ensure you are on the same page first.

Know the reality: have you or your loved one visited a retirement community? Put aside past prejudices by seeing what there is to offer today in your area.

Consider professional assistance in choosing the right facility. A care manager can pinpoint options that are appropriate, save you a lot of time and frustration, give you the background on the quality and levels of care provided, and help coordinate the process.

Other resources that may be needed: moving company, estate sales, realtor, junk removal, storage unit, appraiser, cleaning service, home staging company, property manager, attorney, etc.

As Things Progress

Revisit your loved one’s wishes and take a step back to consider them as decisions need to be made.

Confer with medical professionals on prognosis, treatment options, and expected results. Ask questions and prepare ahead for appointments. Make sure the medical specialists are the right fit.

Take time to process emotions, care for yourself, share memories, and be with family.

Keep in mind quality of life and its meaning to your loved one. Don’t overlook small things: the comfort of favorite pajamas, the dignity of having a nice hairdo, a homemade treat or favorite drink or meal, a book or newspaper, or someone acknowledging the person’s memories and accomplishments.

Inquire about options such as hospice and palliative care. Educate yourself and talk to medical professionals about options, even if they do not raise them.

Take some time to work on organizing and simplifying, to cut down on the stress of dealing with financial and estate matters during caregiving and after death.

Ensure funeral arrangements have been made or you have at least talked to your loved ones about their wishes.

If you want to discuss your family’s eldercare situation or concerns about an aging parent, contact us for help. We also encourage you to sign up for our monthly email newsletter as a good way to stay educated on eldercare topics such as Medicare, caregiver resources and aging health.

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Mission Statement

Our goal is to enable every individual we work with to live the most fulfilling life possible, with utmost dignity, focusing on their physical, mental, spiritual, family and financial wellbeing.