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New Caregiver Checklist
A comprehensive list of tasks and preparations to help you get started on your caregiving journey
Starting as a caregiver can feel overwhelming. This checklist helps you organize the essential tasks and preparations needed to provide effective care while maintaining your own well-being. Work through these items at your own pace—you don't need to complete everything at once.
Medical Information
- Gather all medical records and test results
- Create a list of current medications with dosages
- Document medical history and allergies
- List all healthcare providers with contact information
- Understand the diagnosis and treatment plan
- Set up a medication management system
Legal & Financial
- Obtain power of attorney (if needed)
- Create or update advance directives
- Review health insurance coverage
- Understand Medicare/Medicaid benefits
- Set up automatic bill payments
- Organize important documents in one place
Home Safety
- Assess home for fall risks and hazards
- Install grab bars in bathroom
- Ensure adequate lighting throughout home
- Remove tripping hazards (rugs, cords)
- Consider medical alert system
- Plan for mobility assistance if needed
Daily Care Setup
- Create a daily routine schedule
- Set up medication reminders
- Plan for meal preparation
- Arrange transportation for appointments
- Establish communication system with family
- Prepare emergency contact list
Support Network
- Identify family members who can help
- Connect with local caregiver support groups
- Find respite care options
- Build relationship with healthcare team
- Join online caregiver communities
- Consider professional caregiver services
Self-Care Preparation
- Schedule regular breaks for yourself
- Identify stress management techniques
- Maintain your own health appointments
- Set boundaries with family and friends
- Plan for your own emotional support
- Keep a journal for tracking and reflection
Remember
This checklist is a starting point. Every caregiving situation is unique, and you may need to adapt these items based on your loved one's specific needs. Don't hesitate to reach out to healthcare providers, support groups, or our team if you need assistance with any of these tasks.