First-Time Caregiver Guide
for Older Adults : 9 Essential Steps

Gather and organize these documents. Keep copies in one place — digital and physical.

• Primary care provider name and phone number
• Specialist names and contact information
• Current medication list — with doses and timing
• Allergy list (medications, food, environmental)
• Relevant medical history (diagnoses, surgeries)
• Healthcare proxy / advance directive document

Observe your loved one carefully. Can they safely manage each of these?

• Bathe and dress safely without assistance
• Take medications correctly and on schedule
• Cook without safety risks (fire, burns, spoiled food)
• Manage bills and finances independently
• Walk without frequent falls or near-falls

Most home falls are preventable. Start with these common improvements:

• Remove loose rugs and floor clutter — especially in hallways
• Improve lighting — add nightlights in bedroom, bathroom, and hallways
• Install grab bars in the bathroom (shower, tub, toilet)
• Add a shower chair or transfer bench if balance is a concern
• Test smoke detectors and carbon monoxide alarms

Medication errors are one of the most common causes of hospitalization in seniors. Get organized:

• Keep a current written medication list (names, doses, timing)
• Set up a weekly or monthly pill organizer
• Set phone alarms or use a medication reminder device
• Request a medication review from the doctor or pharmacist

These documents are critical — and much harder to complete during a crisis. Confirm they exist now:

• Healthcare proxy — who makes medical decisions if needed?
• Power of attorney — who manages finances if needed?
• Living will or advance directive — documented care wishes
• Access to pay bills — bank accounts, auto-pay, utilities
• Insurance review — Medicare, supplemental, long-term care