Table of Contents

  • Frequently Asked Questions (FAQ’s)
  • How to Use the Organizer
  • To Do List
  • Emergency Contacts
  • Personal Information – Part 1
  • Personal Information – MISC, Part 2
  • Personal Information – MISC, Part 3
  • Addresses and Contact Information
  • Binder for Yearly Information Storage
  • Binder for Senior’s Personal Information
  • Business Card File
  • Caregiver/Visitor Log – Using the Form
  • Care Manager (Geriatric Care Manager)
  • Definitions (see Glossary)
  • Dentist: Using Forms and Tables
  • Dentist: Contact Information – Form
  • Dentist & Dental Related Visits – Form
  • Doctor: Using Forms and Tables
  • Doctor: Contact Information – Form
  • Doctor: Questions to Ask; Info to Obtain
  • Doctor & Other Medical Type Visits – Form
  • Doctors/Dentists/Other Providers:
  • Contact Summary – Table
  • Doctors/Dentists/Other Providers:
  • Phone Calls & Office Visits – Table
  • Doctors/Dentists/Other Providers:
  • “Quick Glance” Appointments
  • Documents
  • Elder Care Advisor
  • Elder Law Attorney
  • Financial: Bank—General Information
  • Financial: Bank/Other Contact – Form
  • Financial: Financial Advisor – Form
  • Financial: Financial Institutions:
  • Contact Summary – Table
  • Financial: Healthcare-Related
  • Financial: Assets, Income & Expenses
  • Financial: Assets – Table
  • Financial: Monthly Income – Table
  • Financial: Pension (if applicable)
  • Financial: Other Income – Table
  • Financial: Interest Income—Table
  • Financial: Monthly Expenses – Table
  • Financial: Other Expenses – Tables
  • Financial: Income Tax (Federal and State)
  • Financial:  Appraisals, Titles
  • Funeral/Burial or Cremation Plan
  • Glossary
  • Health Care Directive (Living Will)
  • Home Care
  • Home in the House
  • Home in a New Location
  • Hospice
  • Ideas
  • Insurance: Miscellaneous Forms
  • Long Distance Care giving
  • Medicaid (if applicable)
  • Medicaid – related Communications – Table
  • Medical: General Information
  • Medical: Medical Conditions – Table
  • Medical: Medical Conditions: (Requiring
  • Special supplies and care) – Table
  • Medical: Surgical History – Table
  • Medical: Devices/Other Equipment – Table
  • Medical: Miscellaneous Care – Table
  • Medical: Miscellaneous Providers – Table
  • Medicare
  • Medicare – related Communications – Table
  • Medications: General Information
  • Medications: Daily – Table
  • Medications: Taken Less Frequently – Table
  • Medications: Ordering – Table
  • Monthly Calendar
  • Moving Topics
  • Pets: How to Care For
  • Power of Attorney (POA)
  • References
  • Resources and Website Links
  • Security Tips for Seniors
  • Social Security Notes
  • Transportation Topics
  • Veteran’s Administration (USA)
  • Will/Trust

See a Preview of the Senior Care Organizer