Eldercare & caregiver coordination: prepare and follow through
Find local aging services and agree on the help the older adult wants, with clear contacts and follow-up.
Why it matters: Find local aging services and agree on the help the older adult wants, with clear contacts and follow-up.
Written guidance reviewed: 2026-10-05 · Sources and equipment assumptions are below.
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Understand the job before starting
Find local aging services and agree on the help the older adult wants, with clear contacts and follow-up. What services cover this address and how do we ask for an assessment?
A common mistake to avoid
Contact the responsible office about unclear requirements, missing records or permission. Keep the original request and your response confirmation.
Use what you already have. Check each item when it is ready.
Before you begin
This is administrative preparation. Use the responsible office’s required forms and secure channels. Keep clinical records, identity numbers and children’s identifying details out of notes. Obtain the person’s permission before coordinating their information.
0 of 4 steps checked0%
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Do it with me
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STEP 1 OF 4
Agree on the help requested
Start here: Ask before organizing help
Example: Ask before organizing help Follow the written step.
Read-aloud is available in supported browsers; the written steps always remain available.
Ask the older adult which tasks they want help with and who may be involved.
Keep preferences and consent central; do not assume access to records or authority to make decisions.
Before moving to the next step
Check this specific result: I asked the older adult what help they want and who they agree may be involved.
If that result is not true yet, leave the box unchecked. Write what is missing in your notes; use the official instructions below when the equipment or situation differs.
STEP 1 OF 4
Agree on the help requested
Start here: Ask before organizing help
Example: Ask before organizing help Follow the written step.
Ask the older adult which tasks they want help with and who may be involved.
Keep preferences and consent central; do not assume access to records or authority to make decisions.
Before moving to the next step
Check this specific result: I asked the older adult what help they want and who they agree may be involved.
If that result is not true yet, leave the box unchecked. Write what is missing in your notes; use the official instructions below when the equipment or situation differs.
STEP 2 OF 4
Find local aging services
Start here: Find local aging services
Example: Find local aging services Follow the written step.
Use the ACL Eldercare Locator to find community resources.
Ask about transport, meals, caregiver support or other needs, and confirm service coverage for the address.
Before moving to the next step
Check this specific result: I found local resources through the ACL Eldercare Locator and asked which services cover the address.
If that result is not true yet, leave the box unchecked. Write what is missing in your notes; use the official instructions below when the equipment or situation differs.
STEP 3 OF 4
Make responsibilities clear
Start here: Make responsibility clear
Example: Make responsibility clear Follow the written step.
Choose one coordination task, the responsible person and an approved contact method.
Ask the service which authorizations it requires.
Store medical, legal and identity records separately.
Before moving to the next step
Check this specific result: We agreed on one task, the responsible person and approved contact method and asked about authorizations.
If that result is not true yet, leave the box unchecked. Write what is missing in your notes; use the official instructions below when the equipment or situation differs.
STEP 4 OF 4
Keep a manageable review date
Start here: Check the plan still fits
Example: Check the plan still fits Follow the written step.
Record the next service contact, unresolved question and chosen review date.
Check that the arrangement still fits the older adult’s preferences.
Use appropriate urgent services for immediate safety concerns.
Before moving to the next step
Check this specific result: I recorded the next contact and review date and checked that the plan still fits the older adult’s preferences.
If that result is not true yet, leave the box unchecked. Write what is missing in your notes; use the official instructions below when the equipment or situation differs.
Pictures for this guide
Picture 1 of 4 · Agree on the help requested
Step 1: Ask before organizing help. Check older adult preferences, help they want, and who may be involved. Original teaching diagram.
For: Agree on the help requested
Illustrations show examples of the actions above. Follow your equipment’s instructions.
Notes about these pictures
Ask the older adult which tasks they want help with and who may be involved. Keep preferences and consent central; do not assume access to records or authority to make decisions.
This is administrative preparation. Use the responsible office’s required forms and secure channels. Keep clinical records, identity numbers and children’s identifying details out of notes. Obtain the person’s permission before coordinating their information.
Was this step clear?
Flag “Agree on the help requested” for review. We save the guide and step identifiers with your account to limit duplicates, not your private notes.
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How to use the video with this guide
Read “Before you begin” first. Watch the relevant part, pause, then return to the written step and its completion check. Use captions and playback speed if they help. A demonstration may cover only part of the task or show different equipment.
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Finish the job and know what to do next.
For this guide, the final result is: I recorded the next contact and review date and checked that the plan still fits the older adult’s preferences.
A concrete way to approach this task
What services cover this address and how do we ask for an assessment?
What if I cannot complete a step?
Contact the responsible office about unclear requirements, missing records or permission. Keep the original request and your response confirmation.
Identify the exact step: “Agree on the help requested.” Record what you tried, what happened, and which item or model you used. Ask for help with that specific problem rather than repeating an unsafe or unsuccessful action.
This is administrative preparation. Use the responsible office’s required forms and secure channels. Keep clinical records, identity numbers and children’s identifying details out of notes. Obtain the person’s permission before coordinating their information.
Connect this skill to everyday life
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