Working Caregivers:

Eldercare and Older-Adult Information and Referral Center

A Summary of the Care-Planning &
Decision-Making Process

Review and evaluate the personal, emotional, and environmental needs of the individual.
Make sure important legal planning documents are in place. These should include: A health-care proxy; a living will; (stated preferences to guide the health-care proxy); a designated durable power of attorney; and up-to-date documents such as a will or other estate and trust papers.
Gather information about the services available that best meet the individuals’ needs and preferences.
Evaluate advantages and disadvantages of each option, including the short and long range financial impact of each service alternative.
Develop a plan of care with knowledge of the spectrum of alternatives available such as home care, adult day health programs, companionship services, transportation, home delivered meals or assisted living and skilled nursing facilities.
Enact the plan: Who will do what, and when? When several family caregivers are involved, decide on a “designated contact person” for specific actions, to minimize communication problems between family members and service providers.