Put the people, agreements and next actions around an older parent in one place. This free packet works on paper, with any app, or alongside Ruxum. Start together with the person receiving support.
Write down the person's preferred name, language, contact method and the help they want. Agree who may receive which information, when that permission should be reviewed, and how someone can ask to change it. Keep passwords, PINs and unrestricted access codes out of the packet.
List a primary family contact, a nearby person and a backup. Ask each person what they can actually do and when they are reachable. Keep clinician, pharmacy and service-provider contact details in a separate section so a family task is not confused with professional care.
Note where the current medicine list, appointment records, discharge instructions and insurance documents are held. Record the date and source of each update. A family member may organize the paperwork; questions about instructions or medicines go back to the treating clinician or pharmacist.
For each agreed task, record the action, owner, time window, backup, outcome and next step. A useful handoff says what still needs doing. An app status or tick on paper records someone's report; follow up directly if the situation is unclear.
Keep a short question list, the provider's confirmed appointment details, the transport contact and the person collecting follow-up instructions together. Ask the treating team to explain anything the family cannot carry out or does not understand.
Give copies only to people the older person has agreed should receive them. Tell recipients which copy is current, where the master is kept, and what to do with outdated copies. Avoid public links or group messages containing private medical records.
Download and print the worksheet, or follow the prompts in a notebook. Complete private details offline, share only with agreed recipients, and store the finished copy securely. You do not need a Ruxum account to use these materials.
For shared tasks and follow-through, explore Ruxum for families.
Prepared by Ruxum. Updated . This is a family organization tool, not an individualized care plan. How we publish and correct information.
