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CALL A FAMILY MEETING
Hold a family meeting in person or by phone.
Decide what kind of care is needed and who should
research or provide it. Having a doctor, social
worker, or geriatric care manager present can help
enormously. The Needs Questionnaire in this
course, can guide you, too, as can a professional
assessment.
Try to put aside personal differences and
resentments so the spotlight stays on your loved
one’s needs. While it’s helpful to have one person
assume primary responsibility for caregiving,
everyone in the family should offer to handle
specific tasks.
APPOINT A MEDICAL
COORDINATOR
Put one person in charge of talking with doctors,
nurses, and pharmacists. That person should create
a medical file that includes information on the
patient’s current illnesses, medications, allergies,
medical history, specialists, and treatments.
Keep a log that includes notes from conversations
with doctors, insurance providers, hired caregivers,
and others, including action steps and follow-up
plans.
It helps if the person who is appointed has some
knowledge of health care. More important, though,
is the ability to gather information, keep everyone in
the family up to date, and push for responsive care.
Sometimes it works well to have a second person
who agrees to be a strong, vocal (and perhaps less
polite) advocate, should the need for one arise.
PLAY TO STRENGTHS
Match people’s tasks to their abilities. Those with
medical backgrounds, financial abilities, or legal
knowledge should put these skills to use. Practically
anyone can make necessary phone calls to dig up
information or oversee various aspects of
caregiving.
DELEGATE
Create a list of smaller jobs that people can do,
and distribute these tasks. Or simply ask people to
check off what they can do. Keep a family email or
phone list to help delegate tasks.
CONSIDER PERSONAL ISSUES
Recognize everyone’s abilities (and limitations).
Some people just can’t pitch in or may have valid
reasons to avoid doing so.
Countless factors can influence a person’s
willingness and availability to help.
• Other pressing obligations
• Personal issues such as alcoholism
• Sadness over the circumstances
• Trouble coping
• And even divided loyalties—such as those that
crop up in stepfamilies.
PLAN A TRIAL PERIOD
Once family members agree on a plan, set a time
to reassess it. If the situation is relatively stable,
have a reassessment in one or more months. If the
situation is uncertain, check in daily or weekly.
BE SUPPORTIVE
If you’re not the main caregiver, ask how you can
help. Could you take over for a weekend or one
evening a week? Can you perform or coordinate
certain services, such as housecleaning, yardwork,
or transportation to medical appointments? Can you
pay for help or respite care?
Don’t make promises you cannot keep, but do offer
to help as much as possible. If you live in another
state, make yourself available on specific weekends
or during vacations. Keep in regular contact with the
caregiver and the person receiving care.

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When a sudden medical emergency occurs—say, a spouse has a stroke

  • 1. CALL A FAMILY MEETING Hold a family meeting in person or by phone. Decide what kind of care is needed and who should research or provide it. Having a doctor, social worker, or geriatric care manager present can help enormously. The Needs Questionnaire in this course, can guide you, too, as can a professional assessment. Try to put aside personal differences and resentments so the spotlight stays on your loved one’s needs. While it’s helpful to have one person assume primary responsibility for caregiving, everyone in the family should offer to handle specific tasks.
  • 2. APPOINT A MEDICAL COORDINATOR Put one person in charge of talking with doctors, nurses, and pharmacists. That person should create a medical file that includes information on the patient’s current illnesses, medications, allergies, medical history, specialists, and treatments. Keep a log that includes notes from conversations with doctors, insurance providers, hired caregivers, and others, including action steps and follow-up plans. It helps if the person who is appointed has some knowledge of health care. More important, though, is the ability to gather information, keep everyone in the family up to date, and push for responsive care. Sometimes it works well to have a second person who agrees to be a strong, vocal (and perhaps less polite) advocate, should the need for one arise.
  • 3. PLAY TO STRENGTHS Match people’s tasks to their abilities. Those with medical backgrounds, financial abilities, or legal knowledge should put these skills to use. Practically anyone can make necessary phone calls to dig up information or oversee various aspects of caregiving.
  • 4. DELEGATE Create a list of smaller jobs that people can do, and distribute these tasks. Or simply ask people to check off what they can do. Keep a family email or phone list to help delegate tasks.
  • 5. CONSIDER PERSONAL ISSUES Recognize everyone’s abilities (and limitations). Some people just can’t pitch in or may have valid reasons to avoid doing so. Countless factors can influence a person’s willingness and availability to help. • Other pressing obligations • Personal issues such as alcoholism • Sadness over the circumstances • Trouble coping • And even divided loyalties—such as those that crop up in stepfamilies.
  • 6. PLAN A TRIAL PERIOD Once family members agree on a plan, set a time to reassess it. If the situation is relatively stable, have a reassessment in one or more months. If the situation is uncertain, check in daily or weekly.
  • 7. BE SUPPORTIVE If you’re not the main caregiver, ask how you can help. Could you take over for a weekend or one evening a week? Can you perform or coordinate certain services, such as housecleaning, yardwork, or transportation to medical appointments? Can you pay for help or respite care? Don’t make promises you cannot keep, but do offer to help as much as possible. If you live in another state, make yourself available on specific weekends or during vacations. Keep in regular contact with the caregiver and the person receiving care.