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Who are you caring for?
Which best describes their mobility?
How well are they maintaining their hygiene?
How are they managing their medications?
Does their living environment pose any safety concerns?
Fall risks, spoiled food, or other threats to wellbeing
Are they experiencing any memory loss?
Which best describes your loved one's social life?
Acknowledgment of Disclosures and Authorization
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington. Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services. APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid. We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour. APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment. You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints. Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights. APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.I agree that: A.I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information"). B.APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink. C.APFM may send all communications to me electronically via e-mail or by access to an APFM web site. D.If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records. E.This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year. F.You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
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I acknowledge and authorize
✔
I consent to the collection of my consumer health data.*
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I consent to the sharing of my consumer health data with qualified home care agencies.*
*If I am consenting on behalf of someone else, I have the proper authorization to do so. By clicking Get My Results, you agree to our Privacy Policy. You also consent to receive calls and texts, which may be autodialed, from us and our customer communities. Your consent is not a condition to using our service. Please visit our Terms of Use. for information about our privacy practices.
Mostly Independent
Your loved one may not require home care or assisted living services at this time. However, continue to monitor their condition for changes and consider occasional in-home care services for help as needed.
Remember, this assessment is not a substitute for professional advice.
Share a few details and we will match you to trusted home care in your area:
I have not seen one but I would look on AARP website. I have several books and can look for one. Will advise if I find anything more. Maybe those of us in this position could share such a form if created individually (but would probably need to acknowledge as self-created and not legally supported unless actually approved by a trust & estates or eldercare lawyer). Great question!!
Mine has withstood a check or two but no legal checks so I am loathe to share on those grounds but if anyone wants it I can let them have it as long as they understand it is a record nothing more
And just for the record ANY account package is only as good as the people using it!!! Smiles
I had an eldercare contract for 2 years which was very simple. It was basically a very simple timesheet, and I wrote myself checks from mom's Chase checking account. I was never required to actually account for every second of my day with mom, who lived with me (no mention of car mileage to run her to the doc, etc). My lawyer said he'd never been challenged on any eldercare contract. I have kept receipts for mom's expenses, which were few outside of her meds and some clothes (I usually paid for her food). So are we talking challenges by Medicaid? We haven't applied for Medicaid at this point, and she is in memory care now.
I use a simple EXCEL spreadsheet recording purchases for my dad and noting reimbursements for things I have to buy on the Internet. I only ever use one credit card for the Internet and that happens to be mine so collecting verifying information is critical. Concurrently I have a file folder which collects, in the same order as the spreadsheet, the pieces of paper the IRS or anyone else would need to see to verify what's on the spreadsheet. This is kept in reverse chronological order. If I need to categorize the purchases I use the spreadsheet. For the spreadsheet I use horizontally the date of purchase, the vendor, the amount, and the category (e.g., chux, incontinence pants, soaps and other specialized cleaning supplies, gloves, dental, doctor expenses and the like.) Then I fill in vertically. I can link this spreadsheet to one I use to file taxes. Also, add to your file a letter from the doctor detailing the medical rationale for each of the supply or expense categories you have. EXCEL allows me to create subsequent subcategories and do calculations on those. It's done what I need and it comes with the computer package I had to buy anyway. Hope that sparks some thoughts.
I use Quicken for Mom's checking account. It already has the date, check number/type, payee, category, payment amount, deposit, balance, and memo/notes that you can fill in. Come tax time or anytime you need to do an accounting there are several different types of reports to choose from, such as a category summary, that make it easy to see what money was spent on. If her credit card is used for something I just make a copy of her statement.
This is a very small thing but it helped me. I tape every receipt to a piece of paper in chronological order. If the receipts are small I might put two or three on one page. I used to have the bad habit of throwing all of them in a box or something. Not good.
I'm not speaking from experience (yet), but I helped my mom with her finances using Quicken. I'd suggest a separate credit card(s) for their expenses and don't use it for yours (commingling). Same with checking account. Separate accounts also mean you don't have to keep copies + notes of what was yours. Toss your own CC receipts away and only keep what is on their cards.
In Quicken, you can set up the categories you want - medical (Dr, Rx), home care expenses, whatever. You can split expense categories. For example, you go to Walgreens + get a Rx and also buy shampoo, etc. The credit card charge will be downloaded as one amount, but you can split the amounts into different categories (Rx = 10.00, shampoo or misc = 7.67 and so on).
Then each month you can create a report that itemizes from those checking and credit card accounts. Transactions can be downloaded from each credit card + bank. (I had very little data entry, except for the categorization)
Mom loved it when it was tax time and she was able to go through the report and complete her taxes. She knew what she has spent for everything during the year.
I started the Quicken process a few years before she really needed help. And I had a mother who was very open with information so it was very easy every month as well as at the end. TIP - if you have parents who struggle to get tax info together, offer to set things up in Quicken. When tax time comes, you'll be amazed at how easy it would be. And you'd have an eye into their finances + accounts if they get into trouble.
If you do Quicken for yourself, you can keep a totally separate file OR simply add their accounts to the same file. The reports you set up can use only their accounts for the monthly reports.
My situation was fairly simple. I paid my Mom's bills out of her checking account initially. So the phone bill was paid to the phone company, etc. When I had miscellaneous purchases, I paid for, I kept the receipt, noted it for Mom and reimbursed myself monthly. At each reimbursement, I emailed a copy of the list of items purchased, the total and the fact that I was writing a check to myself. I kept all of those original receipts in a file that I turned over to the executor at my Mom's passing. This worked in my family but we have a good relationship across all sibs. BUT I think that doing this from the start, gave them confidence that I was doing everything above board. And those receipts were there for anyone to look at. Good luck and very smart to keep track from day one.
Geewiz, I am doing EXACTLY as you did. But, one brother told mom I was wasting her money. I write three checks a month normally. Her home is still having to be maintained so, it is water (has been disconnected now), electric & NH. I had the phone shut off the first month she was in the NH. I have EVERY receipt in a file along with all her checking statements. I did have to write a check for a couple of doctors for co-pay and one to cover her property taxes this year but, her checks are the carbon copy type. I show the POA the checking statements every 6 months. Nothing is wasted. I have the accordion files for her items. I just got a new one for this year since last years is pretty full.
I never used a spreadsheet. Okay so I purchased something my late mom needed and she reimbursed me asap and I added a checkmark to the receipt. My brother had control of her 3 online banking accounts and I asked to be a second "looker" on the accounts because even with siblings, strange things can happen and actually DID!
I am just getting into receipt tracking myself. Does anyone use a debit card associated to the patient's bank account to avoid having to write reimbursement checks? is there a downside? I plan to keep the receipts, but the bank statements will be the official record.
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington.
Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services.
APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid.
We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour.
APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment.
You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints.
Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights.
APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.
I agree that:
A.
I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information").
B.
APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink.
C.
APFM may send all communications to me electronically via e-mail or by access to an APFM web site.
D.
If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records.
E.
This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year.
F.
You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
And just for the record ANY account package is only as good as the people using it!!! Smiles
In Quicken, you can set up the categories you want - medical (Dr, Rx), home care expenses, whatever. You can split expense categories. For example, you go to Walgreens + get a Rx and also buy shampoo, etc. The credit card charge will be downloaded as one amount, but you can split the amounts into different categories (Rx = 10.00, shampoo or misc = 7.67 and so on).
Then each month you can create a report that itemizes from those checking and credit card accounts. Transactions can be downloaded from each credit card + bank. (I had very little data entry, except for the categorization)
Mom loved it when it was tax time and she was able to go through the report and complete her taxes. She knew what she has spent for everything during the year.
I started the Quicken process a few years before she really needed help. And I had a mother who was very open with information so it was very easy every month as well as at the end. TIP - if you have parents who struggle to get tax info together, offer to set things up in Quicken. When tax time comes, you'll be amazed at how easy it would be. And you'd have an eye into their finances + accounts if they get into trouble.
If you do Quicken for yourself, you can keep a totally separate file OR simply add their accounts to the same file. The reports you set up can use only their accounts for the monthly reports.