Charlotte’s Blog

For expert tips and advice about caregiving.
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What to Remember…

Do you remember when you had your last dental exam?  Your last annual physical exam?  Eye exam?  How about flu shot?  Or shingles or pneumonia vaccine?  Gets to be a rather long list, doesn’t it?  Your medical providers’ names and contact information? Now, if you have an older loved one, you now have another list of to dos and information to track.  Yet you should have all of this and more at your fingertips, because knowing the stats could very well save your loved one’s life …because they may not have all of that information readily available either.

The good news is that most health care systems these days keep all of that in a large data base that is accessible by patients, so you simply have to know your loved one’s user name and password.  But you should get organized nonetheless.  The categories of information you will want organized (consider an accordion file folder if you are more comfortable with paper or a file folder on your personal computer if you can digitize all information):

  • Basic contact information, in case of emergency( ICE) and medical releases (If you need a form for this, please write to our -we will share one we use, powers of attorney (for medical), advanced directives, etc.
  • Personal medical history of your loved one as well as relevant family medical history given that many medical conditions are genetically linked – “in the family.”
  • Current primary care provider information and predecessor providers if there has been any switch of providers.
  • Other medical specialists whom your loved one has seen or continues to see, such as OB/GYN, cardiologist, endocrinologist, etc.
  • Dentist contact information and a history of dental visits and any conditions of ongoing concern
  • Alternative providers which may range widely from chiropractors to podiatrists, from acupuncturists to massage therapists and more.
  • A record of all recent lab or other diagnostic tests and screenings.
  • A history of all immunizations including the seasonal flu vaccines as well as less frequent TB tests, tetanus immunizations and beyond.
  • A list of all medications (dose amount and frequency), over the counter medications (e.g., analgesics, sleep aids, etc.) and nutritional supplements.
  • Insurance contact information as well as any forms or recent billing advice forms in order to track who has been reimbursed and who has not or even who has billed inappropriately.
  • Allergies to foods or medications or other environmental risks (e.g., bee stings) of note.
  • And, of course the “miscellaneous” category for everything else that may be relevant (e.g., pets and their food preferences, passwords, etc.).

Charlotte Bishop is an Aging Life Care Advisor, Geriatric Care Manager and founder of Creative Care Management, certified professionals who are geriatric advocates, resources, counselors and friends to older adults and their families in metropolitan Chicago.  She also is the co-author of How Do I Know You? A Caregiver’s Lifesaver for Dealing with Dementia.


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