Choosing a Geriatric Care Manager Checklist

Directions: When looking for a geriatric care manager to help with care coordination, use the following checklist to compare different individuals.

Name of Professional:

Phone Number:

Address:

Questions Answers / Notes
What services do you provide?
Assessment and evaluation Written plan for services
Coordination of services Regular monitoring
Follow-up Routine reporting to family

Notes
If providing routine monitoring, how frequently do you visit the care recipient? How long are the visits?
Notes
What other professionals do you consult with or have working for you?
Notes
How do you supervise others working for you?
Notes
How do you monitor the quality of the services you provide?
Notes
Are you licensed by the state?
Yes No

Notes
What degrees and qualifications do you have?
Notes
To which organizations do you belong?
American Society on Aging Gerontological Society of America
National Association of Professional Geriatric Care Managers National Association of Social Workers
National Council on Aging Other

Notes
What are your fees? For initial assessment? Ongoing hourly or retainer fee?
Notes
What additional fees are there?
Notes
Are there any discounts or reduced fees available, if necessary?
Notes
How often do you bill?
Notes
Are you available to begin services now? If not, how long is the waiting list?
Yes No

Notes
Are you available outside of business hours if needed?
Yes No

Notes
Do you have a backup care manager when you are not available?
Yes No

Notes
When an emergency occurs, what is your procedure? What do you consider an emergency or crisis?
Notes
After meeting the care manager, answer the following: Answers / Notes
Does the care manager appear interested in meeting the needs of my loved one?
Yes No

Notes
Does the care manager appear knowledgeable about the services available in the area that your loved one lives?
Yes No

Notes
Did the care manager return calls promptly?
Yes No

Notes
Do you feel you could work well with this person?
Yes No

Notes
Do you feel you can trust this person with sensitive and confidential information?
Yes No

Notes

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