FAMILY CARE PLANNING TOOLKIT

Planning for Care
Before a Crisis

The best time to learn about care options is before you desperately need them. ♥

Families often begin looking for help after a fall, hospitalization, sudden decline, or when a caregiver is already exhausted. At that point, every decision can feel urgent.

Learning about your options early does not mean you have to start care today. It simply means that when more help is needed, you already know where to turn.

WHY PLAN AHEAD?

It Is Much Harder to Make Decisions When Everyone Is Overwhelmed

When a family waits until care is urgently needed, they may suddenly be trying to compare agencies, understand costs, arrange schedules, coordinate family members, and make important decisions while also worrying about someone they love.

Planning ahead gives you time to ask questions, understand your options, talk honestly as a family, and make decisions based on what is best rather than what can be arranged the fastest.

Planning ahead is not giving up independence.

In many cases, planning early is exactly what helps someone remain independent at home longer.

WHAT SHOULD WE WATCH FOR?

Signs It May Be Time to Start Talking About More Help

You do not have to wait for a major emergency.

Changes Around the Home

  • Housekeeping is becoming difficult
  • Laundry is piling up
  • Food is spoiling or meals are being skipped
  • Mail or bills are going unopened
  • The home is becoming less organized than usual

Personal Care Changes

  • Bathing or grooming is becoming more difficult
  • Clothing is not being changed regularly
  • Getting on or off the toilet is harder
  • Getting in and out of bed is becoming unsafe
  • Walking or transferring requires more assistance

Safety Concerns

  • Recent falls or near-falls
  • Leaving appliances on
  • Difficulty remembering medications
  • Getting confused or disoriented
  • Driving is becoming concerning

Family Caregiver Stress

  • One family member is doing almost everything
  • Caregiving is interfering with work or sleep
  • Family members are becoming exhausted or overwhelmed
  • Resentment or disagreements about care are increasing
  • The caregiver rarely gets a break
One change does not automatically mean someone needs home care. What matters is the overall pattern and whether safety, independence, or quality of life is beginning to suffer.

START HERE

A Simple Family Care Planning Checklist

1

Talk with your loved one.
Ask what is becoming difficult and what kind of help they would feel comfortable accepting.

2

Identify the biggest concerns.
Is the issue personal care, meals, medication reminders, mobility, companionship, transportation, housekeeping, or safety?

3

Figure out what family can realistically provide.
Be honest about work schedules, distance, children, health, and other responsibilities.

4

Learn about care options before you need them.
Call agencies, ask questions, understand pricing, and find out what services are available.

5

Gather important information.
Keep medical contacts, medications, insurance information, emergency contacts, and legal documents organized.

6

Create a backup plan.
Think about what would happen if the primary family caregiver became sick, had to travel, or suddenly could not provide care.

START THE CONVERSATION

Talk About Care Before Everyone Is Under Pressure

Conversations about needing help can be emotional. Some people may worry that accepting care means losing independence or that their family is trying to take control.

Try focusing the conversation on the person’s goals:

What would help you feel safer at home? What tasks are becoming harder? What would make your day easier? What kind of help would you be comfortable with? What is most important to you about staying at home? Who do you want involved in decisions about your care?

The goal is not to take independence away. The goal is to find the right support to help preserve it.

WHEN YOU START LOOKING FOR CARE

Questions to Ask a Home Care Agency

What types of care and services do you provide?
How do you determine what level of care someone needs?
How are caregivers screened and hired?
Are caregivers employees of the agency?
What happens if our regular caregiver is unavailable?
Is there a minimum number of hours per visit?
Can the schedule change as our needs change?
How much does care cost?
Are there different rates for different levels of care?
How are concerns or schedule problems handled?
Who do we contact after normal business hours?
How quickly could care begin if we suddenly needed help?

AFTER A HOSPITALIZATION

Do Not Wait Until Discharge Day to Think About Home

Coming home safely requires a plan.

Before Discharge, Ask:

  • Will they be safe alone?
  • Can they get in and out of bed safely?
  • Can they use the bathroom without assistance?
  • Who will prepare meals?
  • Who will pick up prescriptions?
  • Are there new medications or instructions?
  • Will someone need to stay overnight?
  • Are mobility aids or medical equipment needed?
  • How will they get to follow-up appointments?

Hospital discharge can happen quickly.

If you think your loved one may need assistance at home, begin contacting care providers before discharge whenever possible.

Waiting until they are already home can leave families scrambling to arrange help at the exact moment everyone is most tired.

GET ORGANIZED

Information Families Should Be Able to Find Quickly

Current medication list
Doctors and medical providers
Health insurance information
Emergency contacts
Preferred hospital
Pharmacy information
Allergies and important medical history
Advance directive, if completed
Medical power of attorney, if applicable
Financial power of attorney, if applicable
Long-term care insurance information
VA benefit information, if applicable

Keep this information somewhere trusted family members can access during an emergency.

EVEN IF CARE ISN’T NEEDED YET

There Are Things You Can Do Today

Learn

Understand the difference between companion care, personal care, and other support options.

Talk

Ask your loved one what matters most to them if they eventually need more help.

Research

Identify a few local care providers before you urgently need one.

Organize

Gather important medical, insurance, legal, and emergency information.

Prepare

Create a backup plan for times when family caregivers cannot be available.

Check In

Revisit the conversation as your loved one’s needs and abilities change.

WE’RE HAPPY TO TALK BEFORE YOU NEED US

You Don’t Have to Wait Until Care Is Urgent to Call

You may not need Home Sweet Home Care today — and that’s okay. Sometimes families simply want to understand what services are available, what care costs, and what the process would look like if things changed.

We would much rather help you learn about your options while you have time to think than have you trying to figure everything out during a stressful situation.

A conversation today can make tomorrow a little easier. ♥

More planning. Less panic. ♥

Want to Learn About Your Care Options?

Whether care is needed now or you are simply planning ahead, we’re happy to answer questions about companion care, personal care, schedules, and what support at home can look like.

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