Advance Planning

It’s a good idea to investigate these community resources before you need them. That way, you’re prepared, and you know which service has a waiting list and which may be readily available. Caregiving needs often change quickly, and the more prepared you can be, the better.

Use this checklist for all the agencies and services you call. Take notes during your call to ensure that you remember all the details.

  • State your name.
  • Ask for the name of the individual you’re speaking with.
  • I am calling because I am caring for [mother, father, etc.], who has [their ailment or condition] and who is [age] years old.
  • Our family is looking for [state the need that your family has] and we’re wondering whether your agency is an appropriate resource to meet this need.
  • If yes: What eligibility requirements and/or fees are associated?
  • What specific services do you provide?
  • What hours and days do you provide these services?
  • Is there a waiting list or are your services immediately available?
  • Do you have a brochure or a website we can consult?
  • How can we initiate services? What papers/documents do we need to submit?
  • If no: What other resources can you refer me to?

If your questions aren’t being answered thoroughly, politely ask to speak with the person’s supervisor. You may have to be more assertive than you are comfortable with; remember that you are doing this for the good of your loved one.