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You are here: Home Caregiving Process Organizing Information

Organizing Information

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Organization makes life simpler and less stressful. By collecting and centralizing important care recipient information, you, the recipient, and the people in your support network will be well-prepared and can save valuable time whenever this information is required. The types of information to be collected include individual and family data, medical information, financial and banking information, personal property details, legal and estate information, and funeral arrangements.

The following are examples of organizational sheets that are helpful at this stage of the caregiving process.

 

Personal Information Form
(Click to view larger image of information form.)
Example of personal information form

Document Inventory (personal)
(click to view larger image of information form.)
Example document inventory form

 

Next: Initiating communication with the care group

Previous: Determining wants and needs

 

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Upcoming Events
Caregiver Conversation Part I Feb 08, 2012 03:00 PM - 04:30 PM — Our Saviors Lutheran Church, 2000 S. Lemay, Fort Collins, CO 80525
Powerful Tools for Caregivers - Beginning Feb 9, 2012 Feb 09, 2012 - Mar 15, 2012 — First Presbyterian Church, Fort Collins
Caregiver Conversation Part II Feb 15, 2012 03:00 PM - 04:30 PM — Our Saviors Lutheran Church, 2000 S. Lemay , Fort Collins, CO 80525
Senior Concerns and Planning Forum Feb 19, 2012 12:00 PM - 02:00 PM — First United Methodist Church, 1005 Stover St, Fort Collins
Powerful Tools for Caregivers - Beginning Feb 22, 2012 Feb 22, 2012 - Mar 28, 2012 — Immanuel Lutheran Church, 4650 Sunview DriveLoveland
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