ModuleDraft

Caregiver — medical decision-making + paperwork basics (POA/forms)

Caregiver module on medical paperwork basics (conceptual, non-legal): minimum document list, clinic scripts, and a document scavenger hunt game.

CaregiverCaregiverIntermediate14 minStandard (9–12)

Educational only

Educational only — not legal advice; rules vary by location.

Get help now

If there are new stroke-like symptoms: call your local emergency number. Paperwork can be sorted later—focus on safety, last known well time, and medication list (especially blood thinners).

Key takeaways

  • Understand caregiver access vs legal authority
  • Collect a minimum paperwork kit
  • Use scripts to get clinic access set up

What paperwork does (and doesn’t) do

  • Clinic access vs legal authority
  • Privacy rules vary by region

Minimum paperwork kit

  • ID + insurance
  • Current meds list
  • Allergies
  • Emergency contacts
  • Key diagnoses

Clinic scripts

  • ‘What forms do you need to speak with me?’
  • ‘Where do we upload documents?’

Document scavenger hunt

  • Find/scan documents
  • Store in one folder
  • Share with trusted person

Practice check

What you’ll practice

These questions are untimed. After you answer all of them, you’ll see your score and a clear next lesson or reference step.

0 of 4 answered

Question 1

1. What is the main goal of paperwork in care?

Question 2

2. Which item is most important to keep updated for emergencies?

Question 3

3. If a clinic says they can’t share information, what’s a helpful next step?

Question 4

4. This module’s legal guidance is:

References

  1. National Institute on Aging
    Caregiving