This reconciliation list is your essential "flight deck" for managing seniors with complex care needs.
It is needed to prevent confusion that often occurs when multiple doctors or specialists are involved.

Use this script at the end of an appointment with your primary care team to ensure you all understand the new plan.

To be used before every doctor's appointment to ensure the 8-minute visit is efficient and productive. Hand this One-Page Briefing to the doctor immediately upon entering the room and say "I've put together a one-page summary with our main goals and an updated medication list on the back."

Walk through your home with "Fresh Eyes." We are looking for areas where physics works against the safety of an older adult with dangers to look out for.

This form is to be used on the day your loved one moves into a Skilled Nursing Facility (SNF), Rehab Center, or Assisted Living Facility. Goal: To transfer critical information ("The Baton") effectively and ensure the physical environment is safe and comfortable before you leave the building.

Pack the items listed in this checklist into a brightly colored tote bag and keep it by your front door. If an ambulance is called, you do not have time to think. Grab this bag.

This tool is designed to help you make an objective, data-driven assessment of whether "aging in place" is still the safest option for your parent—and for you.

Use this log to track specific, objective events over a 2-week period. Be a "silent observer". Do not critique in the moment; simply record the data. This document is your evidence for your primary care team.

If your parent is acting "strange," stop. Do not assume it is just "dementia getting worse." Use this chart to check for Delirium or side effects.