Before You Need It: The Family Care Notes Worth Making Now
Photo: Karl Schneider from London, UK, CC BY 2.0, via Wikimedia Commons
Care paperwork has a bad reputation. It sounds like something that belongs in a solicitor's office, not on the kitchen table next to the biscuit tin. But most of the details that make care easier are ordinary ones. They are the things you already know — just not all in one place.
The aim here is not to build a perfect archive. It is to make the next phone call, hospital visit or agency introduction a little less frantic. Start with a single sheet. Add to it when you have a spare twenty minutes. That is enough.
First, the sheet on the fridge
Before the folder, make a one-page emergency sheet. Keep it somewhere sensible — inside a kitchen cupboard, on the fridge, or in a named envelope by the phone — and tell one or two people where it is. It should answer the questions someone might ask in a hurry: who the person is, who to call, what medicines they take, and what matters to them.
The sheet does not need to be beautiful. A printed template or a lined page is fine. The point is that it exists before anyone needs to ask.
Then build the folder, one cup of tea at a time
A fuller care folder can grow over weeks. Add one section at a time. Put it in a ring binder, a document wallet or a shared online note if the family prefers. Keep a paper copy too, because hospitals and care visits do not always happen in wi-fi range.
Here are the twelve things worth writing down.
1. Key contacts
Start with names and numbers: the person receiving care, family members, the GP surgery, the pharmacy, any district nurse, the care agency, a trusted neighbour and anyone else who helps. Add the best time to call each person, if that helps.
2. GP and NHS details
Note the GP surgery name, address and phone number, plus the person's NHS number if you have it. If they have a regular GP, say so. If they have any hospital consultant or clinic, add that too.
3. Pharmacy and prescriptions
Which pharmacy do they use? Do they have repeat prescriptions? Who orders them, and how often? Is there a delivery arrangement? These small details save a lot of time when someone is unwell or a bank holiday is looming.
4. Medicines list
Write down what is taken, the dose, when, and what it is for. Include allergies and any medicines that have caused problems before. If a dosette box or blister pack is used, say who fills it. Keep the list dated, because medicines change.
5. Hospital passport or communication notes
A hospital passport — sometimes called a communication passport — is a simple record of conditions, communication needs, sensory issues, mobility and how the person likes to be supported. It is not a legal document, but it helps staff see the person behind the diagnosis. Local hospitals and charities often have templates.
6. Daily routines
What does a normal day look like? When do they like to wake, eat, wash and go to bed? Do they have a favourite chair, a regular radio programme or a walk they value? Routines are not fussy details. They are the scaffolding of a good day.
7. Food, drink and faith preferences
Note allergies, swallowing difficulties, favourite meals, foods they avoid, and any cultural or faith-based needs. If they fast, celebrate particular festivals or need help with hydration, write it down. Care is much warmer when the person is not offered tea they never drink.
8. How they like to be addressed
Preferred name, pronouns, language, and any cultural or faith considerations. Some people prefer a formal title; others hate it. This is a small thing that makes a big difference.
9. Pet care
If there is a cat, dog or other animal, note feeding times, vet details, walking arrangements and who can step in if the person is unwell or in hospital. Pets are often part of the family, and care plans should reflect that.
10. Home access and safety
Where is the key safe? What is the code? Are there alarm cords, a pendant alarm or mobility equipment? Note anything a visiting worker should know, such as a loose stair carpet or a door that sticks. Keep security details separate if the folder might be shared widely.
11. Money and admin
List any benefits, bills, care funding arrangements or direct payments, and who helps with them. You do not need to include account numbers on the emergency sheet. Keep sensitive financial details in a secure place and share only with people who need them.
12. Decision-making wishes
This is the section families often avoid, but it can be gentle. Note whether there is a Lasting Power of Attorney, who it is, and any advance statement about what matters to the person. Record their preferences about where they would like to be cared for and who should be contacted first. This is not being morbid. It is being prepared.
Keep it useful, not perfect
A care folder only works if it is easy to update. Put a date on each section. Cross out old numbers rather than leaving three possibilities. Every few months, make a cup of tea and check that the medicines list and contacts are still right.
And remember: you do not have to do this alone. Ask the person receiving care what they want included. Ask a trusted relative to check the emergency sheet. The best care notes are not the tidiest ones. They are the ones that help someone feel known.