Like most people, caregivers may find it hard to motivate themselves to get organized for the future, but as the old saying goes, “An ounce of prevention is worth a pound of cure” and it’s very true when planning for an emergency.
Following this checklist and getting organized in advance will only take a few hours and you will be happy that you’ve done so!
When an emergency arises, the last thing that you, as a caregiver, need to be doing is searching for documents or contact information and trying to piece things together on your own without the help of the person you are caring for to point you in the right direction.
Planning and organization don’t have to take up too much time. In fact, following this checklist and getting organized in advance will only take a few hours and you will be happy that you’ve done so!
Caregiver organization checklist
Emergency Contact Information
- Emergency phone numbers for your area (e.g. 9-1-1)
- Names and phone numbers of the person’s health care providers (be sure to include both daytime and after hours contact information if applicable)
Other Contact Information
- Family and friends
- Those providing service (gardeners, dog walkers, etc.)
- Landlord or tenant(s)
- Lawyers, financial planners, or accountants
- Birth certificate, marriage certificate, passport, proof of citizenship, health card, social insurance number, health insurance information, etc.
Bank Account Information
- Bank accounts, mortgages, credit cards, lines of credit, loans, etc.
- RRSPs, pension plans, mutual funds, stocks, bonds, etc.
- Wills, Power of Attorney documents, Advance Care Plans, and any documents pertaining to pre-planned funeral arrangements
Key Asset and Income Information
- Details of vehicle ownership, property ownership, income sources, most recent tax returns, insurance policies, and safe deposit boxes
- Mailbox keys, house keys, car keys, safe deposit box keys, etc.
Utilities and Other Account Numbers
- Account information for hydro, gas, water, cable, phone, etc.
Health and Medical Information
- Medication(s) and dosage(s) (be sure to include both prescription and over-the-counter medication(s)), health condition(s), allergies (food, medication, or medical supplies), health history, and current health services or treatments (i.e. home care, rehabilitation, etc.)
Use this handy template to jot down names and contact information of people you can call in an emergency and keep it in a visible place such as the fridge, by the telephone, or in a bedside table.
At Elizz, we provide caregiver support for you and home care services for those who depend on you. Elizz is a Canadian company powered by Saint Elizabeth, a national not-for-profit health care organization that has been caring for Canadians since 1908.