Many adult children arrive at a parent’s medical appointment with questions but leave without discussing the most important changes they have noticed at home.
This workbook helps families turn everyday observations into clear, organized information the doctor can use, while ensuring that medications, safety concerns, follow-up instructions, and next steps are not overlooked.
Inside the workbook, readers will find:
- A parent profile and medical history worksheet
- A care team and provider contact list
- Guidance for handling HIPAA authorization and healthcare paperwork
- A two-week symptom and behavior observation log
- Prompts for documenting changes in appetite, weight, sleep, pain, and mood
- Worksheets for recording falls, near falls, mobility problems, and changes in daily activities
- A complete medication and supplement inventory
- Guidance for comparing prescribed medications with what is actually being taken
- A functional abilities inventory covering everyday activities and home safety
- A method for choosing and prioritizing the three most important concerns
- A one-page appointment summary to give the doctor
- Scripts for speaking up during difficult or time-limited appointments
- Practice scenarios based on common caregiver challenges
- Note-taking pages for use during the appointment
- Questions to confirm before leaving the doctor’s office
- A 48-hour follow-up checklist and referral tracker
- Preparation tips for virtual medical appointments
- Guidance for participating when you live far away or cannot attend
- A briefing sheet for a sibling or another person attending the appointment
- An ongoing medical visit log
- Caregiver resources and recommended next steps
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Important Disclaimer: General educational information only. Not medical, legal or financial advice, and not a substitute for guidance from your parent’s physician, pharmacist, equipment supplier or attorney. Esther C. Kane is a retired occupational therapist; this publication does not create a clinical or professional relationship. Prices and product references are approximate and for planning only. In an emergency, call 911. © 2026 Couch Cats, LLC.