Avelis.
Care Coordination Worksheet
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Free Guide · Care Coordination
Care Coordination Worksheet

Everything in
one place.

Caring for a loved one means keeping track of more information than any one person should have to hold in their head. Fill in each section as you go — then print or save as PDF to keep on hand.

Worksheet for: Last updated:
⚠ Emergency Contacts & Instructions
Primary Emergency Contact
Secondary Emergency Contact
In Emergency: Special Instructions
👤Person Receiving Care
Full Legal Name
Preferred Name / Goes By
Date of Birth
Primary Diagnosis
Home Address
Phone Number
Known Allergies (medications, food, environmental)
Blood Type & Other Important Medical Notes
🩺Medical Team
RoleNamePractice / HospitalPhoneLast Seen
Primary Care
Neurologist
Cardiologist
Psychiatrist
Other Specialist
Other Specialist
Dentist
Pharmacy
💊Medications & Supplements
Medication NameDoseFrequencyPrescribing Doctor
📋Insurance & Legal Documents
Primary Insurance
Policy / Member ID
Group Number
Secondary Insurance
Policy / Member ID
Insurance Phone
Medicare Number
Medicaid Number
Long-Term Care Policy
Power of Attorney (Financial) Document location
Healthcare Surrogate / POA Document location
Living Will / Advance Directive Document location
📞Care & Support Contacts
RoleNamePhoneNotes
Avelis Contact
Home Caregiver
Home Caregiver
Care Manager
Social Worker
Elder Law Attorney
Financial Advisor
Religious / Spiritual
📅Upcoming Appointments
DateDoctor / ProviderPurpose / NotesWho is Driving
🕐Daily Routine & Preferences
TimeRoutine / ActivityImportant Notes
Morning
Midday
Afternoon
Evening
Bedtime
Likes & Comforts
Dislikes & Triggers to Avoid
📝General Notes & Observations